Update shared on 17 Nov 2025
Fair value Increased 22%Analysts have raised their price target for SiTime from $285 to approximately $346, citing strong recent results, improved future guidance, and an enhanced segment mix that is driving sustainable growth prospects.
Analyst Commentary
Recent commentary from Street analysts highlights both promising strengths and ongoing considerations for SiTime as it continues to demonstrate improved results and guidance.
Bullish Takeaways- Bullish analysts cite a robust quarterly performance and a much-improved outlook for the upcoming period, supporting a significant increase in price targets.
- Sustainable growth prospects are highlighted by a more favorable segment mix within the company's operations.
- The trajectory of upward guidance suggests growing confidence in SiTime's ability to deliver consistent financial execution going forward.
- Enhanced market positioning and a richer product mix are viewed as catalysts for long-term value creation and improved valuation.
- Some analysts maintain neutral ratings, expressing cautious optimism while awaiting evidence of consistent execution across quarters.
- Valuation concerns persist following the recent upward revisions, with shares reflecting a premium that may require continual outperformance to justify.
- There remains some uncertainty around the sustainability of accelerated growth in certain segments, given the dynamic nature of the competitive landscape.
What's in the News
- Provided new earnings guidance for Q4 2025, projecting revenue between $100 million and $103 million, and interest income of $7 million to $7.5 million (Key Developments)
- Launched the Titan Platform, a family of MEMS resonators that are at least four times smaller than legacy quartz alternatives. These are designed for miniaturization and integration in advanced wearables, medical devices, smart home, and industrial IoT applications (Key Developments)
- The Titan Platform is expected to expand SiTime's serviceable addressable market by $400 million immediately and up to $1 billion annually within three years (Key Developments)
- New Titan resonators offer up to 50% lower oscillator circuit power, considerably better shock and vibration resilience, and are available for both PCB-mounted and bare die co-packaging implementations (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has risen from $285 to approximately $346, reflecting increased optimism about future performance.
- Discount Rate has edged higher from 10.1% to 10.5%, suggesting a marginal increase in perceived risk or capital costs.
- Revenue Growth Estimate remains steady, with only a slight decrease from 33.3% to 33.2%.
- Net Profit Margin has increased substantially from 2.9% to 9.1%, indicating improved profitability expectations.
- Future P/E Ratio has fallen significantly from 679x to 239x. This signals stronger earnings projections and a more attractive valuation.
Disclaimer
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