US · Technology · Semiconductors
EPS came in at 2.89 against a street estimate of 2.36 — a beat of 22.5%.
Analysts rate Sitime Corporation a strong buy (11 buy, 1 hold, 0 sell out of 12) with an average price target of $832.27.
CONFIDENT SiTime delivered exceptional Q2 with $157.4M revenue (+127% YoY), 67.1% gross margin, $2.34 EPS. Closed Renesas TPD acquisition July 1. Q3 guidance $285-295M combined revenue with strong CED momentum continuing. Q2 2026 Every region grew >50% YoY; some exceeded 100%. Specific regional breakdown not provided in call. Analysts pressed TPD upside vs guidance and timing of integrated products; management acknowledged early upside and multiyear $2.5B SAM expansion potential. They also sought visibility into 2027 and segment growth rates; management signaled no slowdown, multiyear 30% target maintained, and CED remaining engine. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| FMR Inc | 13.20% |
| BlackRock Inc | 7.95% |
| Vanguard Portfolio Management, LLC | 4.03% |
| Vanguard Capital Management, LLC | 3.35% |
| State Street Corp | 2.68% |
| T. Rowe Price Investment Management,Inc. | 2.16% |
| Whale Rock Capital Management LLC | 1.86% |
| Geode Capital Management, LLC | 1.81% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $298.671 million, up from $83.567 million in the third quarter of 2025. • Nine-month 2026 revenue | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 revenue was $298.7 million, up from $83.6 million in Q3 2025, a 257% increase. • GAAP net income was $4.4 million, or $0. | 2026-11-04 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • SiTime Corporation reported that Katherine E. Schuelke will resign as a Class III director, effective October 20, 2026. • Ms. | 2026-10-23 |
| Quarterly report · Q2 2026 SITM (SITIME CORPORATION) - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue (Q2 2026): $157.4 million, up 127% year-over-year from $69.5 million (Q2 | 2026-08-06 |
| Results announced · Q3 2026 SITM Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 net revenue: $157.4 million, up 127% year-over-year from $69.5 million in Q2 2025 • GAAP n | 2026-08-05 |
| Material agreement · Q2 2026 SITIME CORPORATION – 8-K SUMMARY (JUNE 30, 2026) HEADLINE NUMBERS • Acquisition price: $1,500,000,000 cash + 3,558,691 shares of common stock – SiTi | 2026-07-01 |
| Shareholder vote results · Q2 2026 SITIME CORPORATION (SITM) – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting held May 29, 2026 • Three Class I director nominees elected with stro | 2026-05-29 |
| Material agreement · Q2 2026 SITM - SITIME CORPORATION 8-K SUMMARY HEADLINE NUMBERS • $1.35 billion in convertible senior notes issued (completed May 22, 2026) • $1.2 billion in | 2026-05-22 |
Readable in the app.
| Announcement | Date |
|---|---|
| Asset purchase agreement to acquire Renesas timing product business SiTime Corporation is acquiring Renesas Electronics' Timing Product Business through an Asset Purchase Agreement announced on February 4, 2026. This 8-K filing submits required financial doc | 2026-05-19 |
| Asset purchase agreement entered into with Renesas Electronics SiTime Corporation announced that the antitrust review period for its $1.5 billion acquisition of Renesas Electronics' timing business has expired. On May 8, 2026, the Hart-Scott-Rodino (HSR | 2026-05-11 |
| New corporate headquarters lease agreement signed for 2027 occupancy SiTime Corporation signed a 13-year lease on March 23, 2026 for approximately 149,300 square feet of office space in Santa Clara, California that will serve as the company's new corporate he | 2026-03-24 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.