Shares of SiTime (SITM) have been strong performers lately, with the stock up 23.2% over the past month. The stock hit a new 52-week high of $438.19 in the previous session. SiTime has gained 16.2% since the start of the year compared to the -2.8% gain for the Zacks Computer and Technology sector and the 10.7% return for the Zacks Electronics - Miscellaneous Products industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings cons ...

SiTime's technology could eventually end up in billions of chips from Japan's Renesas , SiTime's chief executive said on Thursday. ...

Core Insights - SiTime Corporation is in discussions to acquire Renesas' timing business, which could enhance its market position and product offerings in the timing solutions sector [1][5][6] Financial Performance - On February 4, 2026, SiTime reported earnings per share of $1.53, exceeding the estimated $1.20, indicating strong profitability and effective cost management [2][6] - The company achieved revenue of approximately $113.3 million, surpassing the estimated $98.6 million, showcasing its ability to generate substantial sales [2] Stock Performance - SiTime's stock price is currently at $403.51, reflecting a significant increase of 15.96%, or $55.55, indicating positive investor sentiment [3][6] - The stock has fluctuated between a low of $340.66 and a high of $437.92 during the day, demonstrating active trading and investor interest [3] - Over the past year, the stock reached a high of $438.59 and a low of $105.40, showing considerable volatility [4] - The company's market capitalization stands at approximately $10.53 billion, reflecting its substantial size and influence in the industry [4] Strategic Moves - The potential acquisition of Renesas' timing business aligns with SiTime's strategy to expand its influence and resources in the industry [5] - Integrating Renesas' capabilities could enhance SiTime's product offerings and strengthen its competitive position in the timing solutions market [5]

精密计时解决方案龙头SiTime公布了远超市场预期的2025年第四季度财报，并宣布将以15亿美元现金及约413万股 公司普通股，收购瑞萨电子计时业务相关资产。 周四美股盘前，精密计时解决方案龙头SiTime(SITM.US)股价飙升逾10%。此番大涨源于公司发布的 远超市场预期的2025年第四季度财报，以及一项旨在重塑行业格局的重大收购公告。 业绩全面超预期 财报显示，SiTime第四季度调整后每股收益达1.53美元，显著高于市场普遍预期的1.21美元;季 度营收为1.133亿美元，不仅超越1.0191亿美元的预期值，更实现同比66%及环比36%的大幅 增长;毛利率提升至61.2%，同样超出自身此前指引。 2025财年全年，SiTime营收达3.267亿美元，较2024财年的2.027亿美元增长61%;非GAAP口 径净利润为8260万美元，摊薄后每股收益3.20美元。 在发布财报的同时，SiTime还宣布将以15亿美元现金及约413万股公司普通股，收购瑞萨电子 计时业务相关资产。该业务预计在交易完成后的12个月内贡献约3亿美元营收，毛利率可达 70%。 管理层指出，此项收购将显著加速公司实现10亿美元营收目 ...

业绩全面超预期 财报显示，SiTime第四季度调整后每股收益达1.53美元，显著高于市场普遍预期的1.21美元;季度营收为 1.133亿美元，不仅超越1.0191亿美元的预期值，更实现同比66%及环比36%的大幅增长;毛利率提升至 61.2%，同样超出自身此前指引。 2025财年全年，SiTime营收达3.267亿美元，较2024财年的2.027亿美元增长61%;非GAAP口径净利润为 8260万美元，摊薄后每股收益3.20美元。 公司的通信、企业与数据中心业务(CED)成为最大亮点，连续第七个季度实现同比超100%的增长，第四 季度同比增幅更达160%，贡献了6460万美元营收，占总收入的57%。 首席执行官Rajesh Vashist指出："公司在2025年第四季度及全年的增长具有全面性，覆盖所有终端客户 领域和地区。展望2026年，我们预计由通信、企业与数据中心业务驱动的全面增长态势将持续。" 首席财务官Beth Howe补充道，本季度是里程碑式的一季，公司首次实现单季度营收突破1亿美元，并 产生了30%的运营利润率。公司期末流动性充足，拥有8.08亿美元现金及短期投资。 智通财经APP获悉，周四美股盘 ...

"收购Silicon Labs是我们长期嵌入式处理战略的一个重要里程碑。Silicon Labs领先的嵌入式无线 连接产品组合增强了我们的技术和知识产权，从而能够扩大规模，更好地服务于我们的客户。德州 仪器业界领先且自主研发的技术和制造能力与Silicon Labs的产品组合完美契合，将为全球客户提 供可靠的供货保障。"德州仪器董事长、总裁兼首席执行官Haviv Ilan表示，"携手并进，我们能够 做得更多。德州仪器和Silicon Labs的团队拥有共同的卓越文化，致力于精益求精、工程技术和创 新，我坚信此次交易将使合并后的公司能够为德州仪器的股东创造持续的价值。" "德州仪器和Silicon Labs都拥有深厚的德州传统，并长期致力于以正确的方式打造科技公司，" Silicon Labs总裁兼首席执行官Matt Johnson表示。"过去十年，在互联设备需求加速增长的推动 下，Silicon Labs实现了两位数的增长。对于德州仪器和Silicon Labs而言，未来的机遇都十分巨 大。通过将我们嵌入式无线连接产品组合与德州仪器的规模、技术和制造能力相结合，我们将能够 服务更多客户并加速创新。" 显著的战 ...

Group 1 - NTT, Inc. held a financial results briefing for the 9 months ended December 31, 2025, moderated by the Head of Investor Relations [1] - The briefing featured three key speakers: Senior Executive Vice President Hiroi, Senior Vice President Nakamura, and Senior Vice President Hattori [2] - An on-demand webcast of the session will be available later, and materials related to the financial results can be found on the company's IR website [3] Group 2 - The session primarily focused on a Q&A format, with participants encouraged to preregister their questions [4]

Howe attributed the margin improvement primarily to mix shifting toward higher-margin products, as well as better manufacturing overhead absorption. Operating expenses were $35.5 million, including $19 million in R&D and $16.5 million in SG&A, which she said reflected higher headcount, variable compensation tied to revenue performance, and continued investment in the company’s roadmap.Howe said Q4 revenue rose 36% sequentially and came in “significantly higher than expected” as customer demand strengthened ...

公众号记得加星标⭐️，第一时间看推送不会错过。 通过拓展市场渠道和交叉销售机会，加深客户互动：德州仪器 (TI) 的直接客户关系、经验丰富的销 售团队以及强大的网站和电子商务能力，能够进一步加速增长。Silicon Labs 自 2014 年以来，凭借 不断扩大的客户覆盖面、交叉销售机会以及与现有客户更深入的互动，实现了约 15% 的复合年收入 增长。合并后的公司将拥有更强大的产品组合，更好地服务于其合并后的客户群体。 芯 片 行 业 最 近 正 在 兴 起 一 股 并 购 潮 。 仅 在 过 去 两 天 ， 就 兴 起 了 四 桩 收 购 ， 分 别 是 TI 收 购 Silicon Labs，英飞凌收购asm OSARM业务、Sitimes收购瑞萨业务，以及西门子收购Canopus AI。涉及金 额，过百亿美元。 德州仪器收购Sili c on Labs 专注于设计、制造和销售模拟和嵌入式处理芯片的全球半导体公司德州仪器和安全智能无线技术领域 的领导者 Silicon Labs 今日宣布，双方已签署最终协议，德州仪器将以每股231.00 美元的价格全现 金收购 Silicon Labs，交易总企业价值约为 ...

SiTime (SITM) came out with quarterly earnings of $1.53 per share, beating the Zacks Consensus Estimate of $1.2 per share. This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +27.50%. A quarter ago, it was expected that this company would post earnings of $0.71 per share when it actually produced earnings of $0.87, delivering a surprise of +22.54%.Over the last four quarters, the company has surp ...