Core Viewpoint - SiTime Corporation has seen a significant increase in analyst price targets over the past year, driven by strong financial performance and strategic market positioning [1][4]. Financial Performance - The average price target for SiTime increased to $355 last month, reflecting analyst optimism based on the company's strong financial results [2]. - SiTime reported a 58% increase in second-quarter revenue, reaching $69.5 million, up from $43.9 million the previous year [2]. - The company achieved earnings per share of $0.47, exceeding the Zacks Consensus Estimate of $0.29, contributing to improved analyst expectations [3]. Analyst Sentiment - The consensus price target for SiTime rose from $284 to $355 over the past year, indicating a strong upward trend in analyst expectations [4][6]. - Analysts project earnings of $0.71 per share and revenue of approximately $78 million for the upcoming third-quarter earnings report [5][6]. Market Positioning - SiTime specializes in innovative timing devices for various industries, positioning itself competitively against larger companies like Microchip Technology and Texas Instruments [1]. - The company's focus on high-performance applications and growth strategies has driven momentum across its end markets, as noted by CEO Rajesh Vashist [4].

Company Overview - SiTime Corporation specializes in silicon timing systems, including resonators, clock integrated circuits, and oscillators, catering to various markets such as communications, automotive, industrial, IoT, mobile, consumer, and aerospace/defense [5][9] - As of October 30, 2025, SiTime's stock price was $277.14, with a market capitalization of $7.57 billion and a trailing twelve months (TTM) revenue of $255.62 million, although it reported a net income of -$82.18 million [4] Investment Activity - SCALAR GAUGE MANAGEMENT, LLC disclosed a new position in SiTime Corporation, acquiring 27,000 shares during the third quarter of 2025, amounting to an estimated investment of $8.14 million, which represents 4.14% of the fund's reportable U.S. equity assets totaling $196.51 million [2][3] Market Performance - SiTime's shares have increased by 52.12% over the year ending October 30, 2025, outperforming the S&P 500 by 31.39 percentage points during the same period [3] - The company's products are increasingly recognized as essential for modern devices, positioning SiTime as a significant player in the semiconductor industry [8][10] Industry Position - SiTime's shift from quartz to silicon technology allows for superior frequency stability and reliability, providing device manufacturers with the flexibility to customize performance for next-generation electronics [9] - As technology becomes more connected and data-driven, the demand for precise timing components is expected to grow, creating long-term investment opportunities in SiTime [10]

Core Insights - SiTime Corporation has appointed Ganesh Moorthy to its Board of Directors, succeeding Tom Yiu [1] - Tom Yiu contributed over four decades of experience in the global semiconductor industry, which was crucial for SiTime's growth [1] - Under Tom Yiu's guidance, SiTime's market capitalization increased from approximately $280 million at its IPO in 2019 to over $7 billion today [1]

Core Viewpoint - SiTime Corporation (NASDAQ: SITM) has experienced a significant increase in its market capitalization, tripling over the past six months, primarily driven by advancements in artificial intelligence and demand for precision timing semiconductor chips [1] Group 1: Company Performance - SiTime Corporation's market cap has tripled in the last six months, indicating strong investor interest and confidence in the company's growth potential [1]

Core Insights - The article discusses the author's extensive experience in value investing and highlights the focus on analyzing and valuing listed companies in the ASEAN and US regions [1]. Group 1 - The author has two decades of investing experience and is a self-taught value investor [1]. - The blog emphasizes value investing through case studies, providing insights into the performance of various companies [1]. - The author has served as a Board member of a Malaysia listed company for several decades, offering a unique perspective on the market [1]. Group 2 - The author has published a value investing book titled "Do you really want to master value investing?" available on Amazon [1].

Company Overview - SiTime (SITM) currently holds a Momentum Style Score of B, indicating a positive momentum characteristic [2] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [3] Price Performance - Over the past week, SiTime shares have increased by 20.33%, significantly outperforming the Zacks Electronics - Miscellaneous Products industry, which rose by 1.48% [5] - The monthly price change for SiTime is 21.15%, compared to the industry's 3.06% [5] - In the last quarter, SiTime shares have risen by 38.3%, and over the past year, they have increased by 67.71%, while the S&P 500 has only moved 8.73% and 17.21% respectively [6] Trading Volume - SiTime's average 20-day trading volume is 373,288 shares, which is a useful indicator of market interest and can signal bullish or bearish trends [7] Earnings Estimates - In the past two months, three earnings estimates for SiTime have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $1.60 to $2.22 [9] - For the next fiscal year, three estimates have also moved upwards without any downward revisions [9] Conclusion - SiTime is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a strong candidate for investors seeking short-term gains [11]

Group 1 - SiTime has expanded its product offerings by launching the Titan Platform family of semiconductor MEMS resonators, driving its stock to a nearly four-year high [1][2] - The entry into the $4 billion resonator market complements SiTime's existing precision timing solutions and positions the company as the sole provider of a complete suite of timing components [2][3] - SiTime's resonators are significantly smaller than traditional quartz alternatives, enabling further miniaturization of electronics for various applications including wearables and medical devices [4] Group 2 - Analyst Tore Svanberg from Stifel has reiterated a buy rating on SiTime stock, raising the price target from $240 to $320, reflecting confidence in the company's growth potential [2] - SiTime's stock closed at $312.85, marking a 2.5% increase and its highest level since December 2021 [2] - The launch of Titan resonators is expected to disrupt the legacy quartz-based timing market, which is valued at over $10 billion [3]

Group 1 - SiTime has released a new chip targeting the $4 billion market for wearable electronic devices [1]

Core Insights - SiTime has launched the Titan Platform, marking its entry into the $4 billion resonator market with the introduction of the smallest and most integrated resonator in the timing market [1] Company Summary - The Titan Platform is designed to enhance SiTime's product offerings in the resonator space, which is valued at $4 billion [1] Industry Summary - The resonator market is experiencing growth, and SiTime's innovative approach with the Titan Platform positions the company to capture a significant share of this expanding market [1]

Company Overview - SiTime (SITM) currently holds a Momentum Style Score of B, indicating a favorable position in momentum investing [3] - The company has a Zacks Rank of 2 (Buy), suggesting strong potential for outperformance in the market [4] Price Performance - Over the past week, SiTime shares have increased by 8.82%, while the Zacks Electronics - Miscellaneous Products industry remained flat [6] - In a longer time frame, SiTime's monthly price change is 22.2%, significantly outperforming the industry's 1.34% [6] - Over the past quarter, SiTime shares have risen by 17.74%, and they have increased by 72.39% over the last year, compared to the S&P 500's gains of 9.72% and 16.49%, respectively [7] Trading Volume - SiTime's average 20-day trading volume is 437,612 shares, which serves as a useful baseline for price-to-volume analysis [8] Earnings Estimates - In the past two months, three earnings estimates for SiTime have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $1.62 to $2.22 [10] - For the next fiscal year, three estimates have also moved upwards, with no downward revisions during the same period [10] Conclusion - Considering the positive price performance, trading volume, and favorable earnings outlook, SiTime is positioned as a 2 (Buy) stock with a Momentum Score of B, making it a potential candidate for near-term investment [12]