SiTime Corp
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+ FollowMarket Cap$14.18B
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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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$5.47
98.8% downside
Current Fair Value
98.8% downsideOvervalued by 98.8% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $14.18 Billion |
|---|---|
| Enterprise Value | $15.17 Billion |
| Earnings per Share | $-1.72 |
| Beta | 2.89 |
| Outstanding Shares | 30,134,000 |
Return
| Return on Equity | 0.76% |
|---|---|
| Return on Assets | 0.53% |
| Return on Invested Capital | 0.16% |
Valuation & Multiples
| P/E Ratio | 425.42 |
|---|---|
| PEG | -275.68 |
| Price to Sales | 21.39 |
| Price to Book Ratio | 4.09 |
| Enterprise Value to Revenue | 22.22 |
| Enterprise Value to EBIT | 2002.68 |
| Enterprise Value to Net Income | 573 |
| Total Debt to Enterprise | 0.09 |
| Debt to Equity | 0.38 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS
$4.01
Est. $3.62Revenue
$298.67 M
Est. $292.65 MNext Earnings Call
Expected Date
February 3, 2027
EPS Estimate
$4.77
Consensus analyst estimateRevenue Estimate
$336.58 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 % | 7.79%▼ 78.58% |
|---|---|
| Total Invested | $1.33B▼ 92.14% |
| Investors Holding | 232▼ 359.00% |