SiTime Corp
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+ FollowMarket Cap$10.67B
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Earnings Call Q1 2026
May 7, 2026 - AI Summary
Very strong Q1 2026 results; major profitability expansion
- Revenue $113.6M, +88% YoY (sequentially ~flat vs Q4).
- Gross margin 64.5% (+7.1 pts YoY).
- Operating margin 28% (up from ~3% in Q1 2025; +25 pts YoY).
- Non-GAAP EPS $1.44 (vs $0.26 prior-year; ~5x increase).
- Key mix driver: CED (Communications/Enterprise/Data center) grew fastest and lifted margins; consumer mix was lower in Q1.
CED / AI data-center momentum is the clear engine (and tied to inferencing + optical bandwidth)
- CED revenue $75.7M = 66.6% of total, +158% YoY and +17% sequentially.
- Management attributes strength to (1) more inference workloads (2–4x more timing content per system vs training) and (2) higher data-center networking/optical bandwidth, including expectation for 1.6 terabit optical modules in 2026 with stronger adoption dynamics.
- Product/performance: new Elite 2 Super TCXO family provides up to ~3x better synchronization than prior Elite; positioned as higher ASP/high-margin.
Full-year and Q2 outlook raised/confirmed; strong guidance implies sustained momentum
- Full-year 2026 revenue growth expectation increased to at least +80% (vs prior expectations; above the company’s long-term 25–30% model).
- Q2 2026 guidance:
- Revenue $140M–$150M (>100% YoY at midpoint).
- Gross margin ~65% ±1.
- OpEx $46M–$47M (continued investment).
- Non-GAAP EPS $1.85–$2.00 (assumes ~27.5M share count).
- Implicit expectation: CED remains hot in Q2, while other segments contribute steadily (mobile/consumer expected to be comparatively stronger in the second half).
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$5.44
98.6% downside
Current Fair Value
98.6% downsideOvervalued by 98.6% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $10.67 Billion |
|---|---|
| Enterprise Value | $10.06 Billion |
| Earnings per Share | $-1.72 |
| Beta | 2.89 |
| Outstanding Shares | 26,450,000 |
Return
| Return on Equity | 1.37% |
|---|---|
| Return on Assets | 0.56% |
| Return on Invested Capital | -0.42% |
Valuation & Multiples
| P/E Ratio | 843.51 |
|---|---|
| PEG | -444.01 |
| Price to Sales | 23.72 |
| Price to Book Ratio | 10.61 |
| Enterprise Value to Revenue | 21.51 |
| Enterprise Value to EBIT | -1011.65 |
| Enterprise Value to Net Income | 714 |
| Total Debt to Enterprise | 0.13 |
| Debt to Equity | 1.29 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$3.62
Consensus analyst estimateRevenue Estimate
$292.65 M
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 33.87% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 1.44%▼ 84.93% |
|---|---|
| Total Invested | $249.08M▼ 98.52% |
| Investors Holding | 153▼ 438.00% |