SiTime Corp

SiTime Corp

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Market Cap$19.24B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
SiTime CorpSiTime Corp-792.2--2%53.8-

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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$762.50

Target Price by Analysts

1.2% upsideSiTime Target Price DetailsTarget Price
$5.56

Current Fair Value

99.3% downside

Overvalued by 99.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.24 Billion
Enterprise Value$18.75 Billion
Dividend Yield$- (-)
Earnings per Share$-1.72
Beta2.92
Outstanding Shares26,343,000

Return

Return on Equity-2.09%ROE
Return on Assets-1.88%
Return on Invested Capital-3.17%

Valuation & Multiples

P/E Ratio-792.16P/E Ratio
PEG1013.63PEG
Price to Sales53.79Price to Sales
Price to Book Ratio17.51Price to Book Ratio
Enterprise Value to Revenue49.34
Enterprise Value to EBIT-485.36
Enterprise Value to Net Income-774
Total Debt to Enterprise0
Debt to Equity0Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 6, 2026
EPS Estimate
$1.16
Average shareholder expectation
Revenue Estimate
$103.51 M
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$1.93
Average shareholder expectation
Revenue Estimate
$146.46 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.3435 13.43%
Total Calls189,800 15.52%
Total Puts65,200 16.94%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %87.75% 8.08%
Total Invested$7.94B 5.91%
Investors Holding439 30.00%

ESG Score

No data

About SiTime Corp

Relevant Senate Committees

Finance

Controls corporate tax policy and international trade tariffs, both of which significantly impact the profitability and global competitiveness of chip manufacturers.

Appropriations

Directly allocates the funds for the CHIPS Act and defense programs that drive revenue for advanced semiconductor and hardware firms.

Armed Services

Authorizes the NDAA and defense spending; SiTime's timing solutions are critical components in military aerospace, communications, and defense systems.

Commerce, Science, and Transportation

Direct oversight of the Department of Commerce and the implementation of the CHIPS Act, which provides critical subsidies and regulation for semiconductor firms.