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. However, the company's profitability is heavily reliant on non-...
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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 9/24/2026, 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) |
|---|---|---|
Q3 2026Latest 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 |
Q4 2025 Nov 5, 2025 | $0.87+22.5% vs $0.71 | $84M+7.0% vs $78M |
SiTime Corporation (NASDAQ: SITM - Get Free Report) CEO Rajesh Vashist sold 12,000 shares of the stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $603.47, for a total transaction of $7,241,640.00. Following the completion of the sale, the chief executive officer owned 345,544 shares in
Despite investor concerns over the durability of data center spending, the long-term growth outlook continues to strengthen, reinforcing the AI infrastructure investment case. PwC expects global data center capex to reach $31.6T through 2050, with an increasing percentage tied to AI infrastructure. As U.S. data center construction spending surges 57% YoY to record levels, and AI adoption expands, the market may be underpricing the pace and scale of the AI buildout.
SiTime Corporation (SITM) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript
California State Teachers Retirement System grew its stake in shares of SiTime Corporation (NASDAQ: SITM) by 73,098.9% during the undefined quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 18,779,165 shares of the company's stock after buying an additional 18,753,510 shares during the quarter.
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 |
|---|---|---|---|---|---|---|---|
| $608.91 | $16.07B | -354.02 | 61.16% | -13.13% | -4.62% | — | |
| $131.26 | $10.23B | 190.23 | 2.8% | 12.8% | 10.96% | — | |
| $275.84 | $21.05B | -377.86 | 32.58% | 20.7% | 17.09% | — | |
| $51.05 | $2.84B | 130.90 | 5.85% | 5.58% | 3.72% | — | |
| $169.33 | $15.77B | -368.11 | — | 10.75% | 20.98% | — | |
| $95.51 | $4.39B | 66.79 | 13.04% | 5.27% | 4.38% | — |
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 $467.9M in revenue for fiscal year 2025. This represents a 363% increase from $101.1M in 2017.
SiTime Corporation (SITM) grew revenue by 61.2% over the past year. This is strong growth.
Yes, SiTime Corporation (SITM) is profitable, generating $14.1M in net income for fiscal year 2025 (-13.1% net margin).
SiTime Corporation (SITM) has a return on equity (ROE) of -4.6%. Negative ROE indicates the company is unprofitable.
SiTime Corporation (SITM) generated $56.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
