Earnings Surge: SiTime reported robust second-quarter results that exceeded expectations, with revenue climbing sharply year over year amid heightened demand for its timing solutions in data centers. The communications, enterprise and data center segment expanded rapidly, underscoring sustained momentum in high-performance computing applications.
Guidance Outlook: Forward projections for the third quarter point to substantial sequential and annual growth, bolstered by the recent integration of an acquired timing business and accelerating orders from key sectors. Market participants highlighted the company's improving visibility into future periods and the absence of any slowdown signals.
Market Reaction: Shares advanced notably following the update, reflecting optimism around the firm's positioning in AI infrastructure. Discussions emphasized the disconnect between recent price weakness and underlying business fundamentals.
Note: This discussion summary was generated from an AI condensation of post data.
SiTime Insider Trading Activity
SiTime insiders have traded $SITM stock on the open market 31 times in the past 6 months. Of those trades, 0 have been purchases and 31 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 $311,800,000
- RAJESH VASHIST (Chief Executive Officer) has made 0 purchases and 4 sales selling 60,000 shares for an estimated $43,048,200.
- FARIBORZ ASSADERAGHI (See Remarks) has made 0 purchases and 8 sales selling 12,805 shares for an estimated $6,870,772.
- SAMSHEER AHAMAD (See Remarks) sold 9,100 shares for an estimated $4,017,377
- AKIRA TAKATA has made 0 purchases and 2 sales selling 5,000 shares for an estimated $2,802,345.
- LIONEL BONNOT (See Remarks) has made 0 purchases and 4 sales selling 5,626 shares for an estimated $2,746,086.
- PIYUSH B SEVALIA (See Remarks) has made 0 purchases and 5 sales selling 6,047 shares for an estimated $2,643,620.
- RAMAN CHITKARA has made 0 purchases and 3 sales selling 2,501 shares for an estimated $1,667,700.
- VINCENT P PANGRAZIO (See Remarks) sold 2,000 shares for an estimated $1,450,640
- CHRISTINE HECKART sold 1,290 shares for an estimated $903,000
- TORSTEN KREINDL sold 710 shares for an estimated $511,200
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 insider transaction endpoint.
SiTime Revenue
SiTime had revenues of $157.4M in Q2 2026. This is an increase of 126.54% from the same period in the prior year.
You can track SITM financials on Quiver Quantitative's SITM stock page.
You can access data on SITM stock through the Quiver Quantitative API.
SiTime Hedge Fund Activity
We have seen 247 institutional investors add shares of SiTime stock to their portfolio, and 221 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 606,711 shares (+18.1%) to their portfolio in Q1 2026, for an estimated $209,527,643
- BLACKROCK, INC. removed 497,127 shares (-14.7%) from their portfolio in Q1 2026, for an estimated $171,682,809
- BANK OF NEW YORK MELLON CORP removed 207,613 shares (-55.7%) from their portfolio in Q2 2026, for an estimated $154,787,948
- ARTISAN PARTNERS LIMITED PARTNERSHIP added 196,007 shares (+inf%) to their portfolio in Q1 2026, for an estimated $67,691,017
- DRIEHAUS CAPITAL MANAGEMENT LLC removed 184,908 shares (-44.8%) from their portfolio in Q1 2026, for an estimated $63,857,977
- MORGAN STANLEY removed 139,324 shares (-35.2%) from their portfolio in Q1 2026, for an estimated $48,115,543
- WHALE ROCK CAPITAL MANAGEMENT LLC removed 121,606 shares (-17.4%) from their portfolio in Q1 2026, for an estimated $41,996,632
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 13F endpoint.
SiTime Price Targets
Multiple analysts have issued price targets for $SITM recently. We have seen 4 analysts offer price targets for $SITM in the last 6 months, with a median target of $812.5.
Here are some recent targets:
- N. Quinn Bolton from Needham set a target price of $850.0 on 05/07/2026
- Tom O'Malley from Barclays set a target price of $850.0 on 05/07/2026
- Timothy Arcuri from UBS set a target price of $775.0 on 05/07/2026
- Tore Svanberg from Stifel set a target price of $500.0 on 04/16/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
