SiTime to Announce Q4 Earnings on February 4th
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy SITM?
Source: seekingalpha
- Earnings Announcement: SiTime (SITM) is set to release its Q4 earnings on February 4th after market close, with a consensus EPS estimate of $1.21, reflecting a remarkable 152.1% year-over-year growth, indicating strong profitability and market confidence.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $101.91 million, representing a 49.6% year-over-year increase, showcasing SiTime's ongoing growth and robust demand in the timing device market, further solidifying its market position.
- Outstanding Historical Performance: Over the past two years, SiTime has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating stable performance and effective management execution, which enhances investor confidence.
- Positive Revision Trends: In the last three months, EPS estimates have seen seven upward revisions with no downward adjustments, while revenue estimates have experienced six upward revisions, indicating analysts' optimistic outlook on SiTime's future performance, potentially driving stock price increases.
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Analyst Views on SITM
Wall Street analysts forecast SITM stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SITM is 353.57 USD with a low forecast of 260.00 USD and a high forecast of 420.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
6 Buy
0 Hold
1 Sell
Moderate Buy
Current: 374.180
Low
260.00
Averages
353.57
High
420.00
Current: 374.180
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.
SiTime to Announce Q4 Earnings on February 4th
- Earnings Announcement: SiTime (SITM) is set to release its Q4 earnings on February 4th after market close, with a consensus EPS estimate of $1.21, reflecting a remarkable 152.1% year-over-year growth, indicating strong profitability and market confidence.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $101.91 million, representing a 49.6% year-over-year increase, showcasing SiTime's ongoing growth and robust demand in the timing device market, further solidifying its market position.
- Outstanding Historical Performance: Over the past two years, SiTime has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating stable performance and effective management execution, which enhances investor confidence.
- Positive Revision Trends: In the last three months, EPS estimates have seen seven upward revisions with no downward adjustments, while revenue estimates have experienced six upward revisions, indicating analysts' optimistic outlook on SiTime's future performance, potentially driving stock price increases.
See More
SiTime Corp. Nears $3B Deal to Acquire Renesas Timing Unit
- Acquisition Deal Close: SiTime Corp. is nearing a $3 billion acquisition of Renesas Electronics' timing unit, which produces clocks for wireless infrastructure signal synchronization, with a potential agreement expected by Thursday when Renesas reports its full-year earnings, indicating SiTime's intent to expand in the semiconductor sector.
- Market Valuation Surge: SiTime's shares have surged 83% over the past 12 months, giving it a market capitalization of approximately $9.8 billion, reflecting strong market confidence in its growth potential, while Renesas has also seen its market cap rise to about ¥4.8 trillion ($31 billion), showcasing robust performance from both companies.
- Strategic Implications: This acquisition would represent SiTime's largest deal to date, marking a significant strategic move in the analog chip sector that could further solidify its competitive position in the wireless communications market and potentially drive future technological innovations.
- Potential Risks: Despite the deal nearing completion, ongoing negotiations carry the risk of falling through, which could impact SiTime's market performance and investor confidence, necessitating close monitoring of subsequent developments.
See More
Stifel Raises Price Targets for Semiconductor Stocks, Highlights Key 2026 Investment Themes
- Investment Themes Recommended: Stifel analysts recommend investors focus on three key themes, including 'hybrid' companies like MPWR, MTSI, and SITM, which have significant AI exposure while actively expanding in non-AI markets, expected to provide dual benefits for investors.
- AI Networking Solutions: Analysts highlight Astera Labs and Credo Technology as providers of differentiated system-level solutions, indicating a rising potential in the AI networking market that may attract more investor attention.
- Analog/Edge AI Development: Stifel emphasizes Analog Devices' strength in the high-end analog industry, along with Ambiq Micro and Silicon Laboratories' potential in Edge AI, which is expected to drive performance in rapidly growing markets such as medical and industrial.
- Price Target Adjustments: Analog Devices' price target is raised from $290 to $330, Microchip Technology from $80 to $90, and MACOM Technology Solutions from $185 to $215, reflecting analysts' strong optimism towards these companies.
See More
SiTime (SITM) Shares Rise 3.9% After Barclays Upgrade on AI Exposure
- Barclays Upgrade: Barclays upgraded SiTime's rating from Underweight to Equal-Weight, acknowledging the company's genuine exposure to artificial intelligence, which is expected to drive further stock price appreciation.
- Significant Market Potential: Analysts highlighted that SiTime is targeting a multi-billion dollar addressable market, with projected compound annual growth rates of 46% and 34% in MEMS timing for 2026 and 2027, respectively.
- Product Line Expansion: SiTime is expanding its product offerings, including clocks, which will enhance its market competitiveness and meet the growing customer demand in the semiconductor sector.
- Alignment with Industry Trends: The company's partnerships with Credo Technology and Nvidia position it to leverage growth trends in electric cables and switching technologies, thereby securing a favorable position in the rapidly evolving semiconductor market.
See More
SiTime Corp (SITM) Stock Surpasses Analyst Target Price of $355
- Price Breakthrough: SiTime Corp (SITM) shares have reached $369.96, surpassing the average analyst 12-month target price of $355, indicating strong market confidence in the company's future performance.
- Analyst Reactions: Among the 9 analysts covered by Zacks, target prices range from $260 to $420, with a standard deviation of $46.097, reflecting varying perspectives on the company's valuation.
- Investor Signal: The stock's breach of the target price provides a significant signal for investors to reassess the company, prompting considerations on whether to hold or reduce their positions in light of potential overvaluation risks.
- Wisdom of the Crowd: By leveraging the collective insights of analysts, investors can gain a more comprehensive understanding of market expectations, enabling more informed investment decisions amid current stock price volatility.
See More
Monday's Top Analyst Recommendations: Nvidia, Tesla, Apple, Viking, Hershey, Marriott, Dollar General, and More
Wall Street Upgrades: Multiple companies received upgrades from analysts, including Fastenal, Dollar General, and KLA Corp, with expectations of strong performance driven by strategic initiatives and market positioning.
New Initiations: Firms like Macquarie and UBS initiated coverage on companies such as Pony AI and Waystar, highlighting their growth potential in emerging markets and technology sectors.
Downgrades and Concerns: Some companies faced downgrades, including Adobe and Texas Instruments, due to concerns over growth and execution challenges, indicating a cautious outlook from analysts.
Sector Highlights: Analysts expressed optimism for sectors like life sciences and technology, with firms like Bank of America and Evercore ISI identifying key players like Thermo Fisher and Apple as top picks for future growth.
See More
SiTime to Announce Q4 Earnings on February 4th
- Earnings Announcement: SiTime (SITM) is set to release its Q4 earnings on February 4th after market close, with a consensus EPS estimate of $1.21, reflecting a remarkable 152.1% year-over-year growth, indicating strong profitability and market confidence.
- Strong Revenue Expectations: The anticipated revenue for Q4 is $101.91 million, representing a 49.6% year-over-year increase, showcasing SiTime's ongoing growth and robust demand in the timing device market, further solidifying its market position.
- Outstanding Historical Performance: Over the past two years, SiTime has consistently beaten both EPS and revenue estimates 100% of the time, demonstrating stable performance and effective management execution, which enhances investor confidence.
- Positive Revision Trends: In the last three months, EPS estimates have seen seven upward revisions with no downward adjustments, while revenue estimates have experienced six upward revisions, indicating analysts' optimistic outlook on SiTime's future performance, potentially driving stock price increases.
See More
SiTime Corp. Nears $3B Deal to Acquire Renesas Timing Unit
- Acquisition Deal Close: SiTime Corp. is nearing a $3 billion acquisition of Renesas Electronics' timing unit, which produces clocks for wireless infrastructure signal synchronization, with a potential agreement expected by Thursday when Renesas reports its full-year earnings, indicating SiTime's intent to expand in the semiconductor sector.
- Market Valuation Surge: SiTime's shares have surged 83% over the past 12 months, giving it a market capitalization of approximately $9.8 billion, reflecting strong market confidence in its growth potential, while Renesas has also seen its market cap rise to about ¥4.8 trillion ($31 billion), showcasing robust performance from both companies.
- Strategic Implications: This acquisition would represent SiTime's largest deal to date, marking a significant strategic move in the analog chip sector that could further solidify its competitive position in the wireless communications market and potentially drive future technological innovations.
- Potential Risks: Despite the deal nearing completion, ongoing negotiations carry the risk of falling through, which could impact SiTime's market performance and investor confidence, necessitating close monitoring of subsequent developments.
See More
Stifel Raises Price Targets for Semiconductor Stocks, Highlights Key 2026 Investment Themes
- Investment Themes Recommended: Stifel analysts recommend investors focus on three key themes, including 'hybrid' companies like MPWR, MTSI, and SITM, which have significant AI exposure while actively expanding in non-AI markets, expected to provide dual benefits for investors.
- AI Networking Solutions: Analysts highlight Astera Labs and Credo Technology as providers of differentiated system-level solutions, indicating a rising potential in the AI networking market that may attract more investor attention.
- Analog/Edge AI Development: Stifel emphasizes Analog Devices' strength in the high-end analog industry, along with Ambiq Micro and Silicon Laboratories' potential in Edge AI, which is expected to drive performance in rapidly growing markets such as medical and industrial.
- Price Target Adjustments: Analog Devices' price target is raised from $290 to $330, Microchip Technology from $80 to $90, and MACOM Technology Solutions from $185 to $215, reflecting analysts' strong optimism towards these companies.
See More
SiTime (SITM) Shares Rise 3.9% After Barclays Upgrade on AI Exposure
- Barclays Upgrade: Barclays upgraded SiTime's rating from Underweight to Equal-Weight, acknowledging the company's genuine exposure to artificial intelligence, which is expected to drive further stock price appreciation.
- Significant Market Potential: Analysts highlighted that SiTime is targeting a multi-billion dollar addressable market, with projected compound annual growth rates of 46% and 34% in MEMS timing for 2026 and 2027, respectively.
- Product Line Expansion: SiTime is expanding its product offerings, including clocks, which will enhance its market competitiveness and meet the growing customer demand in the semiconductor sector.
- Alignment with Industry Trends: The company's partnerships with Credo Technology and Nvidia position it to leverage growth trends in electric cables and switching technologies, thereby securing a favorable position in the rapidly evolving semiconductor market.
See More
SiTime Corp (SITM) Stock Surpasses Analyst Target Price of $355
- Price Breakthrough: SiTime Corp (SITM) shares have reached $369.96, surpassing the average analyst 12-month target price of $355, indicating strong market confidence in the company's future performance.
- Analyst Reactions: Among the 9 analysts covered by Zacks, target prices range from $260 to $420, with a standard deviation of $46.097, reflecting varying perspectives on the company's valuation.
- Investor Signal: The stock's breach of the target price provides a significant signal for investors to reassess the company, prompting considerations on whether to hold or reduce their positions in light of potential overvaluation risks.
- Wisdom of the Crowd: By leveraging the collective insights of analysts, investors can gain a more comprehensive understanding of market expectations, enabling more informed investment decisions amid current stock price volatility.
See More
Monday's Top Analyst Recommendations: Nvidia, Tesla, Apple, Viking, Hershey, Marriott, Dollar General, and More
Wall Street Upgrades: Multiple companies received upgrades from analysts, including Fastenal, Dollar General, and KLA Corp, with expectations of strong performance driven by strategic initiatives and market positioning.
New Initiations: Firms like Macquarie and UBS initiated coverage on companies such as Pony AI and Waystar, highlighting their growth potential in emerging markets and technology sectors.
Downgrades and Concerns: Some companies faced downgrades, including Adobe and Texas Instruments, due to concerns over growth and execution challenges, indicating a cautious outlook from analysts.
Sector Highlights: Analysts expressed optimism for sectors like life sciences and technology, with firms like Bank of America and Evercore ISI identifying key players like Thermo Fisher and Apple as top picks for future growth.
See More
