Core Insights - Baron Discovery Fund focuses on long-term, competitively positioned companies with significant potential in untapped markets [1] - The Fund generated a return of 0.19% in Q4 2025, underperforming the Russell 2000 Growth Index by 1.03 percentage points [1] - Over the entire year, the Fund posted a return of 10.96%, while the Index returned 13.01% [1] - The top 10 holdings comprised 26.7% of the Fund's net assets, with cash making up 3.3% [1] - The Fund maintains optimism for a high-growth, low-inflation environment in 2026 [1] Company Focus: SiTime Corporation - SiTime Corporation (NASDAQ:SITM) designs and develops solutions for silicon timing systems [2] - The one-month return of SiTime Corporation was 2.55%, and its shares gained 57.62% over the last 52 weeks [2] - As of February 3, 2026, SiTime Corporation's stock closed at $351.47 per share, with a market capitalization of $9.174 billion [2] - The Fund purchased SiTime Corporation at average prices of $178.63 in Q1 when it was down 17% due to concerns about the semiconductor sector [3] - SiTime Corporation is not among the 30 Most Popular Stocks Among Hedge Funds, with 35 hedge fund portfolios holding it at the end of Q3, down from 37 in the previous quarter [3] - While acknowledging SiTime's potential, the Fund believes certain AI stocks offer greater upside potential and less downside risk [3]

SiTime to Acquire Renesas' Timing Business Accelerates Path to $1 Billion of Revenue as a Premier Pure-Play Precision Timing Company Forward Looking Statements This presentation and our discussion today regarding SiTime Corporation (the "Company") may include forward-looking statements. All statements other than statements of historical facts are forward-looking statements, including statements regarding the benefits of the transaction, the anticipated timing of the closing of the transaction, statements re ...

Core Viewpoint - SiTime Corporation is in discussions with Renesas Electronics Corporation regarding a potential acquisition of Renesas' timing business, but no agreement has been reached yet [1] Group 1 - SiTime Corporation is identified as a Precision Timing company [1] - The discussions with Renesas are focused on Renesas' timing business [1] - There is no assurance that any transaction will result from these discussions or the terms of any potential transaction [1]

SiTime Corporation (NASDAQ:SITM) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Timothy Arcuri, an analyst at UBS, increased the firm’s price target on SiTime from $375 to $430 while keeping a Buy rating on the stock on January 26. The adjusted price target implies a further 20% upside from the current level. Is SiTime Corp. (SITM) the Best Mid-Cap Growth Stock to Buy According to Analysts? Earlier, on January 16, Barclays upgraded the stock from Sell to Hold. Barclays analyst T ...

Market Overview - The AI trade has become overcrowded, with only Google and Nvidia outperforming the S&P 500 index in 2025, indicating a challenging environment for investors seeking alpha stocks in 2026 [1] - Goldman Sachs suggests that diversification may yield better risk-adjusted returns in 2026, recommending a focus on emerging markets and a mix of growth and value stocks across sectors [2] Investment Trends - Large companies, particularly AI "hyperscalers" like Meta, Amazon, Alphabet, Microsoft, and Oracle, invested over $400 billion in capital expenditures in 2025, significantly exceeding previous forecasts by nearly $150 billion [3] - These companies are expected to continue facing challenges due to the weight of their investments, which may create opportunities in other sectors [4] Stock Recommendations - SiTime Corporation (NASDAQ:SITM) has a potential upside of 5.96% with 35 hedge fund holders, and recent price target increases from UBS and Barclays suggest strong growth prospects driven by AI ventures [7][8] - Krystal Biotech, Inc. (NASDAQ:KRYS) shows a potential upside of 10.5% with 26 hedge fund holders, and multiple analysts have raised their price targets, indicating confidence in the company's growth through its registrational programs and existing product pipeline [11][13][15]

有媒体援引知情人士透露的消息报道称，全球最大规模模拟芯片制造商之一的SiTime Corp.(SITM.US)正接近达成颠覆模拟芯片格局的一项协议，以收购模 拟芯片/MCU芯片领军者瑞萨电子(Renesas Electronics)旗下的时钟/定时(timing)业务部门，这笔芯片行业大规模交易价值可能约为30亿美元。 模拟芯片龙头SiTime之所以豪掷30亿美元大手笔拿下"时钟/定时(timing)"芯片业务部门，核心逻辑在于该芯片公司欲紧抓"史无前例AI训练/推理热潮"，当训 练/推理把集群推到更高的链路速率与更大规模时，"时钟/同步/抖动"会从配角变成系统稳定性与吞吐的隐形瓶颈。 出售该业务部门无疑将为瑞萨提供更多资金，以在高增长领域追逐并购，并向平台化业务转型。作为汽车芯片领域的最大规模芯片制造商之一，瑞萨电子 此前曾在2024年收购了总部位于美国的Altium Ltd.——一家电子类型设计软件提供商，这是其从一次性芯片产品销售转向软件与硬件体系综合体类芯片巨 头的重要部分。 随着德州仪器以及意法半导体等模拟芯片巨头公布强劲业绩前景，史无前例AI浪潮之下AI训练/推理带来的堪称"无止境"芯片需求可谓从 ...

（原标题：从德州仪器股价创新高到?SiTime掀起"30亿美元时钟大并购"：AI算力狂潮外溢 模拟芯片踏 向景气周期） 智通财经APP获悉，有媒体援引知情人士透露的消息报道称，全球最大规模模拟芯片制造商之一的 SiTime Corp.(SITM.US)正接近达成颠覆模拟芯片格局的一项协议，以收购模拟芯片/MCU芯片领军者瑞 萨电子(Renesas Electronics)旗下的时钟/定时(timing)业务部门，这笔芯片行业大规模交易价值可能约为 30亿美元。 模拟芯片龙头SiTime之所以豪掷30亿美元大手笔拿下"时钟/定时(timing)"芯片业务部门，核心逻辑在于 该芯片公司欲紧抓"史无前例AI训练/推理热潮"，当训练/推理把集群推到更高的链路速率与更大规模 时，"时钟/同步/抖动"会从配角变成系统稳定性与吞吐的隐形瓶颈。 随着德州仪器以及意法半导体等模拟芯片巨头公布强劲业绩前景，史无前例AI浪潮之下AI训练/推理带 来的堪称"无止境"芯片需求可谓从AI芯片与存储芯片顺利传递至模拟芯片端，带动德州仪器(TXN.US) 今年以来股价已经大涨超30%，其中1月27日公布强劲业绩数据以来，德州仪器股价已经大涨 ...

智通财经APP获悉，有媒体援引知情人士透露的消息报道称，全球最大规模模拟芯片制造商之一的 SiTime Corp.(SITM.US)正接近达成颠覆模拟芯片格局的一项协议，以收购模拟芯片/MCU芯片领军者瑞 萨电子(Renesas Electronics)旗下的时钟/定时(timing)业务部门，这笔芯片行业大规模交易价值可能约为 30亿美元。 同属于模拟芯片领域的SiTime与瑞萨电子是何方神圣? SiTime专注于硅振荡器与谐振器，用于让人工智能数据中心内的复杂电路保持同步。总部位于日本大阪 的任天堂株式会社供应商MegaChips Corp.持有SiTime的股份。对于SiTime更准确的市场定位则是：做精 密定时/时钟(timing)的专业厂商(MEMS 振荡器、谐振器等)，属于"模拟/混合信号"大类里的细分赛道龙 头。 模拟芯片龙头SiTime之所以豪掷30亿美元大手笔拿下"时钟/定时(timing)"芯片业务部门，核心逻辑在于 该芯片公司欲紧抓"史无前例AI训练/推理热潮"，当训练/推理把集群推到更高的链路速率与更大规模 时，"时钟/同步/抖动"会从配角变成系统稳定性与吞吐的隐形瓶颈。 随着德州仪器 ...

彭博社表示，这笔交易将是SiTime迄今为止最大的一笔收购。 报道称，总部位于加利福尼亚州圣克拉拉的SiTime正处于收购瑞萨部门的最后谈判阶段，该部门 生产用于无线基础设施信号同步的计时设备。 彭博社报道称，协议可能最早于周四达成，届时瑞萨将公布其全年财报，不过谈判仍在进行中， 也可能会破裂。 SiTime专注于硅振荡器和谐振器，这些设备用于保持复杂电路的同步，包括在人工智能数据中心 中的应用。 据彭博社周二报道，引用知情人士的消息，模拟芯片制造商 SiTime Corporation (NASDAQ:SITM) 正接近达成收购瑞萨电子公司( Renesas Electronics Corp (TYO:6723) )计时单元的交易，该业务 估值约为30亿美元。 ...

Group 1 - SiTime (SITM) has experienced a significant surge of 65% in 2025, driven by increasing demand from AI chip designers for precise timing devices [1] - The stock has gained 3% in the new year, indicating continued investor interest [1] - SiTime has been selected as one of the IBD 50 Stocks To Watch, highlighting its strong performance and potential [1] Group 2 - The IBD 50's SiTime has resonated with investors, showing an increase of more than 40% [1] - The company has reported a Q3 earnings beat and raised its Q4 guidance, further boosting investor confidence [1] - SiTime's relative strength rating has jumped to 95, reflecting its strong market position [1]