Research Idea
Research content for general circulation. Not individualized advice. Methodology & Disclosures
Recent operating evidence is strong: Q2 revenue rose 88% to $113.6 million, AI-focused CED revenue rose 158%, and management raised full-year growth guidance to at least 80%. The Renesas timing-assets acquisition completed on 2026-07-01 adds a strategic catalyst, while gross margin, operating margin, and operating cash flow show improving leverage.
Loading chart data...
AI Analyst Overview
Loading chart data...
Valuation Metrics
Price Behavior
Key Price Behavior Insights: ⢠Downtrend ⢠Support Holding ⢠Failed Bounce Support Level: $550â$555 Resistance Level: $590â$615 SITM has weakened over the last month, making lower highs and lower lows, with $550â$555 acting as near-term support and $590â$615 as resistance while failed rebounds keep momentum bearish. ŕ´
Sentiment & News
Key News Insights: ⢠AI Timing Demand ⢠Margin Expansion ⢠Integration Risk SiTime's timing business is benefiting from AI/data-center demand and margin expansion, but the stock's strong rally leaves valuation, execution, and integration risks in focus ahead of Aug. 5 earnings.
AI Summary
SITM now looks like a high-growth AI/data-center timing play with real revenue momentum, but the Renesas integration, $1.2B convertible dilution overhang, and weak chart mean investors should wait for proof that growth and margins can sustain before treating it as a clean compounder.
Description
SiTime Corporation designs, develops and sells silicon-based timing components, including resonators, clock integrated circuits and oscillators, to customers in Taiwan, Hong Kong, the United States and other international markets. Its products serve a range of end markets such as communications, automotive, industrial, IoT, mobile, consumer electronics and aerospace and defense, and the company distributes through third-party distributors and resellers. Founded in 2003, SiTime is headquartered in Santa Clara, California.
Idea History
| Date | Close | Ticker | Company | Summary | Status | P/L |
|---|---|---|---|---|---|---|
| Jul 9 | Jul 16 | SITM | SiTime Corporation | Recent operating evidence is strong: Q2 revenue rose 88% to $113.6 million, AI-focused CED revenue rose 158%, and management raised full-year growth guidance to at least 80%. The Renesas timing-assets acquisition completed on 2026-07-01 adds a strategic catalyst, while gross margin, operating margin, and operating cash flow show improving leverage. | Closed | -12.9% |
| Jun 30 | Jul 7 | SITM | SiTime Corporation | Strong AI semiconductor catalyst profile: recent update showed revenue up 88% YoY, AI-focused CED revenue up 158%, full-year growth guidance raised to at least 80%, and improved margins/cash flow; stock is up about 9% over 21 trading days. | Closed | -20.6% |
| Jun 22 | Jun 29 | SITM | SiTime Corporation | Fresh 2026-06-22 results update showed revenue up 88%, AI-focused CED revenue up 158%, and full-year growth guidance raised to at least 80%, giving a recent concrete AI-semiconductor catalyst. | Closed | -5.7% |
| May 8 | May 15 | SITM | SiTime Corporation | Strong semiconductor momentum backed by a concrete earnings catalyst: Q1 2026 EPS beat at $1.44 vs. $1.14 consensus, and SiTime launched an AI data-center-focused Elite 2 Super-TCXO. Shares are up about 96% over 21 trading days with sector tailwinds from AI semis. | Closed | -7.1% |