SiTime Confirms Discussions to Acquire Renesas Electronics' Timing Business
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 04 2026
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Should l Buy SITM?
Source: Newsfilter
- Acquisition Talks Confirmed: SiTime Corporation has confirmed that it is in discussions with Renesas Electronics regarding a potential acquisition of its timing business, although no agreement has been reached and transaction terms remain uncertain, which could impact SiTime's future market expansion strategy.
- Market Impact Assessment: Should this potential acquisition succeed, it would further solidify SiTime's market position in timing solutions, enhancing the competitiveness of its product portfolio and potentially driving future revenue growth for the company.
- Technology Integration Potential: With over 4 billion MEMS programmable solutions shipped, a successful acquisition is expected to enhance product performance and reliability through technology integration, further meeting customer demands for high-performance and low-power products.
- Cautious Future Outlook: While the company has not disclosed further details, it has stated that it will not comment further until any transaction is finalized, indicating a cautious approach during the acquisition process, which may affect investor confidence in its future development.
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Analyst Views on SITM
Wall Street analysts forecast SITM stock price to fall
7 Analyst Rating
6 Buy
0 Hold
1 Sell
Moderate Buy
Current: 423.200
Low
260.00
Averages
353.57
High
420.00
Current: 423.200
Low
260.00
Averages
353.57
High
420.00
About SITM
SiTime Corporation is the Precision Timing company. The Company's products have been designed into over 300 applications across its target markets, including communications, datacenter and enterprise, automotive, industrial, aerospace, mobile, internet of things, and consumer. The Company's Precision Timing solutions comprise of Oscillators and Clock ICs, MEMS resonators, and Advanced system-level integration. Its analog mixed-signal technologies include several low-noise circuit-based oscillators, high-performance PLLs, low-noise data converters, and precision low-aging reference circuits. Its low-power nano-ampere and high-resolution DualMEMS sensing technologies stabilize its Precision Timing solutions despite rapid temperature changes. It is specialized in the silicon MEMS timing industry with the MEMS First, EpiSeal, TempFlat and ApexMEMS processes and technologies. It has extensive know-how in integrating various timing components into elegant system-level solutions.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Analyst Price Target Increase: Barclays analyst Tom O'Malley raised SiTime's price target from $360 to $400 while maintaining an Equal-Weight rating, believing the acquisition of Renesas will expand the company's total addressable market, with an expected $300 million annual revenue boost upon closing in late 2026.
- Strong Earnings Guidance: SiTime's latest earnings report highlighted growth driven by its CED business, with management noting a book-to-bill ratio exceeding 1.5 at the end of Q4, projecting over 30% growth for the upcoming year, reflecting strong market demand.
- Strategic Acquisition Impact: Roth analyst Suji Desilva described the acquisition as “transformational,” asserting that Renesas's established timing business will provide complementary products and customer bases, thereby enhancing SiTime's competitive position in the market.
See More
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- CED Business Leads Growth: The CED segment contributed $64.6 million in Q4, accounting for 57% of total revenue and growing 160% year-over-year, which not only solidifies SiTime's position in a high-growth market but also lays a strong foundation for future revenue expansion.
- Strategic Acquisition Plan: SiTime announced the acquisition of Renesas' timing business, expected to add $300 million in revenue within 12 months post-close, with approximately 70% gross margins, marking a monumental milestone that accelerates the company's path to its $1 billion revenue target.
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- Revenue Surge: The company experienced a 66.3% year-over-year revenue increase to $113.28 million in Q4, surpassing the $101.85 million estimate, indicating robust performance in its Communications, Enterprise, and Datacenter segments.
- Acquisition Strategy: SiTime announced its acquisition of Renesas' timing business for $1.5 billion in cash and approximately 4.13 million shares, a move that will enhance its market position and expand its product offerings.
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