SiTime jumps as investors refocus on Renesas timing-unit deal and upbeat outlook

SiTime Corporation (SITM) is up 10.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The move looks tied to renewed optimism around SiTime’s announced acquisition of Renesas’ timing business and the company’s recently delivered results/guidance, with some element of a rebound after a volatile prior session. With no single new filing or earnings print today, momentum and “deal re-rating” dynamics may also be contributing.

Details:

SiTime and Renesas announced a definitive agreement for SiTime to acquire certain assets related to Renesas’ timing business, with closing targeted by the end of 2026 subject to customary conditions and regulatory approvals.

Management recently highlighted a step-up in scale and profitability expectations, including quarterly revenue above $100 million and a Q1 2026 revenue outlook around the low-$100 millions range.

Renesas also disclosed an MoU to explore a partnership to integrate SiTime’s MEMS resonator into Renesas MCUs/SoCs, which investors may view as supportive to longer-term demand.

This could also reflect a “buy-the-dip” bounce following a recent broad market downdraft that pressured higher-beta semiconductor names.

Sources:

SiTime (press release), Renesas, The Motley Fool

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 32 times in the past 6 months. Of those trades, 0 have been purchases and 32 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
RAJESH VASHIST (Chief Executive Officer) has made 0 purchases and 6 sales selling 26,000 shares for an estimated $7,959,940.
SAMSHEER AHAMAD (See Remarks) has made 0 purchases and 4 sales selling 22,911 shares for an estimated $7,653,696.
FARIBORZ ASSADERAGHI (See Remarks) has made 0 purchases and 5 sales selling 10,596 shares for an estimated $4,028,371.
ELIZABETH A. HOWE (EVP, Chief Financial Officer) has made 0 purchases and 5 sales selling 9,500 shares for an estimated $2,890,500.
LIONEL BONNOT (See Remarks) has made 0 purchases and 4 sales selling 7,634 shares for an estimated $2,576,453.
VINCENT P PANGRAZIO (See Remarks) sold 6,443 shares for an estimated $1,586,008
AKIRA TAKATA sold 3,500 shares for an estimated $1,511,055
PIYUSH B SEVALIA (See Remarks) has made 0 purchases and 3 sales selling 3,188 shares for an estimated $991,437.
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.

$SITM Hedge Fund Activity

We have seen 201 institutional investors add shares of $SITM stock to their portfolio, and 215 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.

$SITM Analyst Ratings

Wall Street analysts have issued reports on $SITM in the last several months. We have seen 5 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
UBS issued a "Buy" rating on 11/06/2025
Stifel issued a "Buy" rating on 09/18/2025

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

$SITM 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 $410.0.

Here are some recent targets:

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
Tore Svanberg from Stifel set a target price of $400.0 on 01/16/2026
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

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.