小盘股也有大AI题材！巴克莱上调SiTime(SITM.US)评级，目标价飙升至360美元

Core Viewpoint - Barclays has upgraded the rating of SiTime (SITM.US) from "Underweight" to "Hold" and raised the target price from $260 to $360, highlighting the company's exposure to artificial intelligence and superior solutions in the MEMS timing sector [1] Group 1: Company Performance - SiTime is expected to see significant growth in its communication, enterprise, and data center (CED) business, with projected year-over-year increases of 46% and 34% for the calendar years 2026 and 2027, respectively [1] - The company is entering a "multi-billion dollar addressable market" with enhanced solutions, including products like clocks [1] Group 2: Market Trends - SiTime is benefiting from trends associated with Credo Technology (CRDO.US) in active cables (AEC) and Nvidia (NVDA.US) in switch business, which are identified as two of the most promising trends in the industry [1]