SiTime gains as earnings strength, stock split plan and analyst upgrade lift sentiment

SiTime Corporation (SITM) is up 10.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely drivers are continued buying after SiTime’s strong third-quarter results, a newly announced 3-for-1 stock split, and a recent analyst upgrade that appears to have improved sentiment after a sharp pullback. The move looks less tied to a single fresh filing today and more to momentum building around last week’s earnings release and capital markets updates.

Details:

SiTime said third-quarter 2026 revenue rose to $298.7 million, with non-GAAP earnings of $4.01 per diluted share, both well above the prior-year period.

The company announced a 3-for-1 forward stock split, with record and payable dates in early December and split-adjusted trading expected to begin on December 7, 2026.

A Wall Street analyst upgraded the stock to Buy on November 6, which likely helped extend the rebound after the post-earnings volatility.

The company’s filings also highlighted growth tied to AI infrastructure and the recently closed timing-business acquisition, which may be reinforcing the bull case.

Sources:

SiTime, SEC, OCC, StreetInsider

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SITM Insider Trading Activity

$SITM insiders have traded $SITM stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 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 5 sales selling 72,000 shares for an estimated $50,289,840.
FARIBORZ ASSADERAGHI (See Remarks) has made 0 purchases and 6 sales selling 6,583 shares for an estimated $4,696,133.
VINCENT P PANGRAZIO (See Remarks) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $3,325,640.
LIONEL BONNOT (See Remarks) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $2,155,510.
RAMAN CHITKARA sold 2,000 shares for an estimated $1,454,760
TORSTEN KREINDL has made 0 purchases and 3 sales selling 1,760 shares for an estimated $1,268,950.
CHRISTINE HECKART sold 1,290 shares for an estimated $903,000
EDWARD H. FRANK sold 1,000 shares for an estimated $745,000
KATHERINE SCHUELKE sold 500 shares for an estimated $349,025

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.

$SITM Hedge Fund Activity

We have seen 352 institutional investors add shares of $SITM stock to their portfolio, and 242 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 645,930 shares (+13905.9%) to their portfolio in Q2 2026, for an estimated $481,579,570
FMR LLC added 575,339 shares (+14.5%) to their portfolio in Q3 2026, for an estimated $375,138,288
BLACKROCK, INC. removed 490,670 shares (-17.0%) from their portfolio in Q2 2026, for an estimated $365,823,925
PRICE T ROWE ASSOCIATES INC /MD/ removed 361,257 shares (-52.8%) from their portfolio in Q2 2026, for an estimated $269,338,768
JPMORGAN CHASE & CO added 355,910 shares (+inf%) to their portfolio in Q2 2026, for an estimated $265,352,259
ARTISAN PARTNERS LIMITED PARTNERSHIP added 289,116 shares (+147.5%) to their portfolio in Q2 2026, for an estimated $215,553,324
JANE STREET GROUP, LLC added 235,361 shares (+133.1%) to their portfolio in Q2 2026, for an estimated $175,475,747

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.

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.