SiTime (SITM)
Builds programmable MEMS oscillators, clock ICs, resonators, and embedded synchronization software.
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Sells programmable precision-timing systems spanning MEMS resonators, oscillators, clock ICs, and embedded synchronization software for datacenters, communications, automotive, industrial, aerospace, and consumer electronics. A broadened clocking portfolio now complements the oscillator core, while fabless production and distributor-led sales create supplier and channel dependencies.
Designs programmable precision-timing systems built around silicon MEMS resonators, oscillators, clock ICs, and embedded synchronization software. Its in-house MEMS, analog mixed-signal, packaging, and systems expertise enables configurable products that maintain stable timing across temperature shifts, vibration, and other demanding conditions.
The expanded clocking portfolio, including network synchronizers, jitter cleaners, generators, and buffers, complements its oscillator core and standalone resonators. Products serve communications, AI datacenters, enterprise networking, automotive, industrial, aerospace and defense, and mobile and consumer electronics worldwide.
Revenue comes mainly through distributors, with some direct sales to end customers. The completed acquisition of Renesas' timing assets substantially broadened the clocking catalog. Manufacturing remains fabless: third-party foundries and assembly-and-test contractors, largely outside the United States, handle production, creating supplier and channel dependencies.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 17, 2026 | Morgan Stanley | Initiate | Rating: —Target: $730 | Target: $370 |
| Aug 19, 2026 | Benchmark | Initiate | Rating: — | |
| Aug 6, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $800 | Target: $900 |
| Aug 6, 2026 | UBS | Reiterate | Rating: —Target: $485 | Target: $840 |
| Aug 6, 2026 | Needham | Reiterate | Rating: —Target: $450 | Target: $900 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $1.92B · Total debt $1.32B · Total assets $2.51B · Shareholders' equity $1.03B
- Revenue
- $157.4M
- Operating income
- $8.2M
- Net income
- $18.2M
No dividends on record.
| Institutions | ≈ 82.88% | 21.88M shares | |
|---|---|---|---|
| 591 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 3.07% | 810.8K shares | |
| 16 holders · as of Sep 14, 2026 | |||
| Strategic holders | 24.92% | 6.58M shares | |
| 2 holders · as of Jul 9, 2026 | |||
| Adds to | 110.87% | ||
26.40M company shares as of Sep 18, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 110.87%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
FMR LLCInstitution | 15.04% | 3.97M | as of Jun 30, 2026 |
Renesas Electronics America Inc.Strategic10 percent owner | 13.48% | 3.56M | filed Jul 9, 2026 |
Megachips Corp /FIStrategic10 percent owner | 11.44% | 3.02M | filed May 18, 2026 |
BlackRock, Inc.Institution | 9.05% | 2.39M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.59% | 1.21M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 11, 2026 | Vincent P. Pangrazio | officer: See Remarks | −3,000 | $625.00 |
| Sep 9, 2026 | Rajesh Vashist | director, officer: Chief Executive Officer | −12,000 | $603.47 |
| Aug 17, 2026 | Edward H. Frank | director | −1,000 | $745.00 |
| Aug 17, 2026 | Torsten Kreindl | director | −345 | $750.12 |
| Aug 14, 2026 | Torsten Kreindl | director | −350 | $700.00 |
- Microchip Technology
Only other MEMS timing maker; competes across quartz OSC and clock ICs.
- Texas Instruments
Broadest clock IC portfolio; BAW oscillators compete in datacenter and 5G timing.
- Skyworks Solutions
Acquired Silicon Labs timing business in 2021; competes in clock ICs and crystal oscillators.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| SiTime | $630.97 | −1.15% | $16.85B | 1,302.7 | 45.1 | 36.0 | +126.5% |
| Microchip Technology | $76.35 | +2.10% | $40.61B | 103.7 | 19.4 | 7.9 | +38.1% |
| Texas Instruments | $270.40 | −0.17% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| Skyworks Solutions | $88.84 | +0.11% | $13.35B | 46.0 | 18.5 | 3.3 | −3.1% |
| Median | 46.0 | 19.4 | 7.9 | +22.8% |