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SiTime Corporation (SITM) Stock Falls on Q1 2026 Earnings

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SiTime Corporation ($SITM) reported first-quarter 2026 revenue of $113.6 million, up 88.3% year-over-year and above the revenue consensus of $105.5 million.

  • Gross profit: $67.0 million (+120.7% YoY), implying a gross margin of about 59.0%.
  • Cost of sales: $46.6 million (+55.5% YoY).
  • Operating loss: -$12.3 million (down 56.1% YoY).
  • Net loss attributable to common shareholders: -$5.2 million (down 78.2% YoY).
  • On a per-share basis, diluted earnings were -$0.20, versus an EPS estimate of $1.18.

  • Cash from operating activities: $25.4 million (+68.8% YoY).
  • Purchases of property, plant and equipment: -$12.4 million (down 24.0% YoY).
  • Cash and cash equivalents: $498.5 million (+1,183.4% YoY).
  • Total liabilities: $133.9 million (down 25.5% YoY).
  • The quarter showed strong top-line growth and a materially stronger cash position, while profitability remained negative. Shares moved lower following the release, falling 10.8% since market close.

    Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

    SiTime Corporation Insider Trading Activity

    SITM Insider Trades

    SiTime Corporation insiders have traded $SITM stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.

    Here’s a breakdown of recent trading of $SITM stock by insiders over the last 6 months:

    • CORP /FI MEGACHIPS sold 400,000 shares for an estimated $102,240,000
    • SAMSHEER AHAMAD (See Remarks) has made 0 purchases and 2 sales selling 13,100 shares for an estimated $5,181,777.
    • RAJESH VASHIST (Chief Executive Officer) has made 0 purchases and 3 sales selling 14,000 shares for an estimated $4,610,440.
    • FARIBORZ ASSADERAGHI (See Remarks) has made 0 purchases and 5 sales selling 10,596 shares for an estimated $4,028,371.
    • PIYUSH B SEVALIA (See Remarks) has made 0 purchases and 5 sales selling 6,047 shares for an estimated $2,643,620.
    • LIONEL BONNOT (See Remarks) has made 0 purchases and 3 sales selling 5,204 shares for an estimated $1,968,953.
    • AKIRA TAKATA sold 3,500 shares for an estimated $1,511,055
    • RAMAN CHITKARA has made 0 purchases and 2 sales selling 501 shares for an estimated $212,940.

    To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

    SiTime Corporation Hedge Fund Activity

    We have seen 200 institutional investors add shares of SiTime Corporation stock to their portfolio, and 206 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • FMR LLC added 454,965 shares (+15.7%) to their portfolio in Q4 2025, for an estimated $160,689,088
    • JANE STREET GROUP, LLC added 284,494 shares (+9591.8%) to their portfolio in Q4 2025, for an estimated $100,480,435
    • NORGES BANK added 221,307 shares (+1344.5%) to their portfolio in Q4 2025, for an estimated $78,163,419
    • WHALE ROCK CAPITAL MANAGEMENT LLC added 218,038 shares (+45.4%) to their portfolio in Q4 2025, for an estimated $77,008,841
    • PRICE T ROWE ASSOCIATES INC /MD/ added 213,242 shares (+61.0%) to their portfolio in Q4 2025, for an estimated $75,314,941
    • INVESCO LTD. removed 206,082 shares (-19.9%) from their portfolio in Q4 2025, for an estimated $72,786,101
    • HOOD RIVER CAPITAL MANAGEMENT LLC removed 200,908 shares (-42.8%) from their portfolio in Q4 2025, for an estimated $70,958,696

    To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

    SiTime Corporation Analyst Ratings

    Wall Street analysts have issued reports on $SITM in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

    Here are some recent analyst ratings:

    • Needham issued a "Buy" rating on 02/05/2026
    • Goldman Sachs issued a "Buy" rating on 12/15/2025
    • Loop Capital issued a "Buy" rating on 11/21/2025

    To track analyst ratings and price targets for SiTime Corporation, check out Quiver Quantitative's $SITM forecast page.

    SiTime Corporation Price Targets

    Multiple analysts have issued price targets for $SITM recently. We have seen 6 analysts offer price targets for $SITM in the last 6 months, with a median target of $435.0.

    Here are some recent targets:

    • Tore Svanberg from Stifel set a target price of $500.0 on 04/16/2026
    • N. Quinn Bolton from Needham set a target price of $450.0 on 02/05/2026
    • Timothy Arcuri from UBS set a target price of $485.0 on 02/05/2026
    • Tom O'Malley from Barclays set a target price of $360.0 on 01/15/2026
    • James Schneider from Goldman Sachs set a target price of $420.0 on 12/15/2025
    • Gary Mobley from Loop Capital set a target price of $350.0 on 11/21/2025

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