SiTime's revenue accelerated 126.5% year-over-year to $157.4M in 2026Q2, with gross margin expanding to 63.0% from 49.1% in 2024Q2, indicating strong design-win momentum and favorable product mix.
Price trend, volume and key moving averages
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Revenue surged 126.5% year-over-year to $157.4M in 2026Q2, with gross margin expanding to 63.0% from 49.1% in 2024Q2, though operating income of $8.2M was still below SBC of $31.0M.
SiTime's growing role in AI infrastructure is driving strong upside potential, as highlighted by recent stock performance and analysis.
The company's expanding margins continue to support its bullish investment case, contributing to its momentum.
SiTime must maintain rapid growth to justify its premium valuation, as investors are already paying a high multiple.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | $4.01+10.8% vs $3.62 | $299M+2.1% vs $293M |
Q3 2026 Aug 5, 2026 | $2.34+20.0% vs $1.95 | $157M+7.5% vs $146M |
Q2 2026 May 6, 2026 | $1.44+24.1% vs $1.16 | $114M+9.7% vs $104M |
Q1 2026 Feb 4, 2026 | $1.53+27.5% vs $1.20 | $113M+11.2% vs $102M |
After a brutal sell-off erased Wednesday's rally and dragged the Nasdaq back into correction territory, Wall Street analysts are still moving. Some reversed course on Pfizer, Molson Coors, and BJ's, while others spotted fresh opportunities worth a closer look.
SiTime's AI-driven growth, expanding optical networking opportunities and TPD integration fuel a strong outlook, even as wafer constraints loom through 2027.
SITM's Q3'26 earnings beat estimates as revenues surge 257%, fueled by AI infrastructure demand and the Renesas timing acquisition.
SiTime (NASDAQ: SITM) reported third-quarter revenue of $298.7 million, up 257% from a year earlier, as growth in its core timing business and the first full quarter of contributions from an acquired Renesas division pushed its annualized revenue run rate above $1 billion. The company forecast fourth-quarter revenue of $331 million to $341 million, with both
Benchmark SITM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for SiTime Corporation (SITM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $416.92 | $11.01B | 491.19 | 61.16% | 3.87% | 1.55% | — | |
| $81.12 | $6.32B | 37.12 | 2.8% | 17.72% | 15.83% | — | |
| $210.98 | $16.1B | 49.25 | 37.26% | 25.25% | 22.32% | — | |
| $40.26 | $2.24B | 50.94 | 5.85% | 9.81% | 6.57% | 2.08% | |
| $103.21 | $9.61B | 67.58 | 15.48% | 13.11% | 25.26% | — | |
| $77.36 | $3.55B | 30.97 | 13.04% | 6.51% | 5.82% | — |
SiTime Corporation (SITM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
SiTime Corporation (SITM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 1, 2026·SEC
May 29, 2026·SEC
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SiTime Corporation (SITM) stock FAQ — growth, dividends, profitability & financials explained
SiTime Corporation (SITM) reported $683.0M in revenue over the trailing twelve months. Revenue was $326.7M in fiscal year 2025. That is 223% more than the $101.1M of fiscal year 2017.
SiTime Corporation (SITM) grew revenue by 142.6% over the trailing twelve months, compared with the twelve months before.
Yes. SiTime Corporation (SITM) earned $26.5M in net income over the trailing twelve months (a 3.9% net margin).
SiTime Corporation (SITM) had a return on equity (ROE) of 1.5% over the trailing twelve months. That is below the market's typical 10-15%.
SiTime Corporation (SITM) generated $39.6M in free cash flow over the trailing twelve months.
