SiTime Crecimiento futuro
Future controles de criterios 6/6
Se prevé un crecimiento anual de los beneficios y los ingresos de SiTime de 82% y 33.2% por año respectivamente. Se prevé que el BPA crezca en un 83.1% al año. Se espera que la rentabilidad financiera sea de 22.7% en 3 años.
Información clave
82.0%
Tasa de crecimiento de los beneficios
83.12%
Tasa de crecimiento del BPA
| Crecimiento de los beneficios de Semiconductor | 26.0% |
| Tasa de crecimiento de los ingresos | 33.2% |
| Rentabilidad financiera futura | 22.74% |
| Cobertura de analistas | Good |
| Última actualización | 07 May 2026 |
Actualizaciones recientes sobre el crecimiento futuro
Recent updates
Actualización de narrativa • May 14
SITM: Future Returns Will Depend On Delivering AI Timing Expectations
SiTime's analyst fair value estimate has moved from $400.00 to $750.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples following a series of recent price target changes across the Street. Analyst Commentary Street research around SiTime is mixed, with several firms lifting price targets while at least one has trimmed expectations.Actualización de narrativa • Apr 28
SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit Deal
SiTime's updated analyst price target has risen by more than one hundred dollars, with analysts citing stronger modeled revenue growth, a sharply lower profit margin assumption, and a very large future P/E as key inputs to their revised views. Analyst Commentary Recent Street research on SiTime points to a wide range of views, even as several firms publish higher price targets tied to updated revenue and margin assumptions.
Actualización de narrativa • Apr 13
SITM: Precision Timing And M&A Potential Will Shape Future Returns
SiTime's analyst price target has moved higher in recent weeks, reflecting a series of $40 to $100 increases from several firms. Analysts attribute these changes to their updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E.Seeking Alpha • Apr 10
SiTime's Renesas Deal Makes This Stock Harder To Buy
Summary SiTime Corporation (SITM) is at an inflection point after a $1.5B acquisition of Renesas' timing business, transforming its risk and growth profile. Organic revenue growth and margin expansion are exceptional, but the new debt, dilution, and integration risk from the acquisition complicate the investment case. At $345, SITM is neither obviously cheap nor expensive; the Hold rating reflects a balanced risk/reward pending evidence from Q1 2026 results and deal integration. Key watchpoints are Q1 2026 earnings, regulatory progress on the acquisition, refinancing terms, and Apple-related concentration risk. Read the full article on Seeking AlphaActualización de narrativa • Mar 30
SITM: Higher Fair Value Will Depend On Timing Unit Acquisition Execution
Analysts have raised their SiTime price targets from $40 to $100, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while still using a lower future P/E in their models. Analyst Commentary Recent Street research on SiTime centers on higher price targets, but the tone is not uniformly optimistic.
Actualización de narrativa • Mar 16
SITM: Rising Conviction In Timing Expansion Will Support Future Upside Potential
SiTime's analyst fair value estimate has increased from $430.00 to $500.00, with analysts attributing the change to updated growth and margin assumptions in recent price target revisions across several firms. Analyst Commentary Recent Street research points to a cluster of higher price targets for SiTime, with several bullish analysts revising their models and lifting their fair value ranges in relatively quick succession.
Nueva narrativa • Mar 03
SiTime Corp (SITM): The Rhythm of AI – Dominating the $10B Precision Timing Pivot in 2026.
SiTime Corp (SITM) is currently operating as the primary disruptor in the global timing market, trading at $406.41 as of the March 3, 2026, close. The stock experienced a significant 7.8% intraday decline today, a sharp reversal from its all-time high of $440.80 set just yesterday.Actualización de narrativa • Mar 02
SITM: Higher Fair Value Will Test Execution And Acquisition Integration
Analysts have lifted their SiTime fair value estimate from $320.00 to $400.00, citing a series of higher Street price targets, slightly lower discount rate assumptions, modestly adjusted revenue growth expectations, and a higher projected profit margin with a similar future P/E multiple. Analyst Commentary Street research on SiTime has recently clustered around higher price targets, with multiple firms lifting their views by between $40 and $100 per share.Actualización de narrativa • Feb 16
SITM: Precision Timing Focus And M&A Optionality Will Shape Returns
The analyst price target for SiTime has moved higher to $452.22 from $346.88, with analysts pointing to updated assumptions on revenue growth, profit margins, and future P/E after a series of recent price target increases across several firms. Analyst Commentary Recent research updates cluster around higher price targets for SiTime, with several firms raising their estimates by US$40 to US$100 and one initiating coverage with a US$350 target.Actualización de narrativa • Feb 02
SITM: Precision Timing And Richer Mix Will Support Future Upside Potential
Analysts have lifted their fair value estimate for SiTime from $400 to $430, citing a higher price target range across recent research, a shift to richer profit margin assumptions, and a lower implied future P/E multiple in their updated models. Analyst Commentary Recent Street research has leaned constructive on SiTime, with several bullish analysts lifting price targets and highlighting what they see as attractive positioning in precision timing products.Actualización de narrativa • Jan 19
SITM: Richer Segment Mix Will Likely Struggle To Support Premium Multiple
Narrative Update: SiTime Analyst Price Target Shift Analysts have lifted their SiTime fair value estimate from $269.34 to $320.00, citing updated models that reflect recent price target increases, a slightly higher discount rate of 10.48%, modestly adjusted assumptions for revenue growth and profit margin, and a revised future P/E of about 145x that is supported by Street research highlighting SiTime's role in precision timing and a richer segment mix. Analyst Commentary Recent Street research on SiTime centers on how its precision timing products fit into a timing market that one firm sizes at about US$10b, and how that opportunity lines up with current valuation and execution risks.Actualización de narrativa • Jan 04
SITM Overheated Timing Demand Cycle Will Likely Challenge Premium Expectations
Analysts have raised their price target on SiTime significantly, lifting fair value from $180.00 to approximately $269.34. They cite the company's strengthening position as a precision timing technology disruptor in a large addressable market and its improving segment mix supported by strong recent results and guidance.Actualización de narrativa • Dec 16
SITM: Precision Timing Gains And Richer Mix Will Support Durable Upside Potential
Analysts have lifted their fair value estimate for SiTime from $275 to $400 per share, citing the company’s strengthening position as a precision timing technology disruptor in a $10B market, along with evidence of sustainable growth supported by a richer segment mix and stronger near term guidance. Analyst Commentary Bullish analysts highlight that the latest fair value increase aligns with a broader reassessment of SiTime's long term earnings power and addressable market opportunity.Artículo de análisis • Dec 05
Revenues Tell The Story For SiTime Corporation (NASDAQ:SITM) As Its Stock Soars 25%
Despite an already strong run, SiTime Corporation ( NASDAQ:SITM ) shares have been powering on, with a gain of 25% in...Actualización de narrativa • Dec 01
SITM: Precision Timing Demand Will Drive Sustained Momentum Ahead
SiTime’s analyst price target has been raised by $3.57 to $346.88. Analysts cite strong recent results, increased demand for precision timing, and a positive segment mix outlook as factors supporting a higher valuation.Actualización de narrativa • Nov 17
SITM: Segment Mix Improvement Will Drive Long-Term Growth Potential
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.Actualización de narrativa • Nov 01
SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value
Analysts have maintained their price target for SiTime at $285.00. This reflects continued confidence in the company's outlook given stable estimates for revenue growth and profit margins.Actualización de narrativa • Oct 18
AI Data Centers And IoT Markets Will Secure Long-Term Value
Narrative Update: SiTime Analyst Price Target Adjustment Analysts have increased their price target for SiTime from $260.71 to $285.00 per share. This change reflects higher projected revenue growth, improved profit margins, and a slightly more favorable discount rate.Actualización de narrativa • Oct 04
AI Data Centers And IoT Markets Will Secure Long-Term Value
Analysts have raised their price target for SiTime from $249.29 to $260.71, citing a modest improvement in projected fair value based on updated financial estimates. What's in the News SiTime launched the Titan Platform, a new family of MEMS resonators that are at least four times smaller than existing quartz options.Artículo de análisis • Sep 16
SiTime Corporation (NASDAQ:SITM) Looks Just Right With A 26% Price Jump
SiTime Corporation ( NASDAQ:SITM ) shareholders have had their patience rewarded with a 26% share price jump in the...Artículo de análisis • Jul 21
SiTime Corporation's (NASDAQ:SITM) Price In Tune With Revenues
SiTime Corporation's ( NASDAQ:SITM ) price-to-sales (or "P/S") ratio of 23.9x might make it look like a strong sell...Artículo de análisis • Jun 24
Companies Like SiTime (NASDAQ:SITM) Can Afford To Invest In Growth
Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Nueva narrativa • Mar 20
Future High-Bandwidth AI Applications Will Drive Demand For Precision Timing Products In CED Markets
Continued revenue growth driven by strong bookings and innovation in the CED markets and industrial applications.Seeking Alpha • Feb 11
SiTime Corporation: Why There May Be Second Guessing Of The AI Thesis
Summary The latest report from SiTime showed growth remains very fast, but it was not enough to keep the stock from once again selling off in recent weeks. AI was the tailwind that drove a furious rally in the stock, but it appears AI is also the cause behind the recent decline. SITM is priced for fast growth with high multiples, but the possibility growth could falter has increased with recent AI developments. The stock’s decline is caused by the increase in risk, which could continue if AI spending is reduced due to DeepSeek or some other reason. Read the full article on Seeking AlphaSeeking Alpha • Nov 17
SiTime Corporation: Fast Growth Comes At A Steep Price
Summary The latest report from SiTime Corporation pushed the stock to new highs by reporting gains in the top and the bottom line few can match. While growth is impressive, it is very uneven, which brings up the possibility growth could falter like it has before. Multiples are in the stratosphere because of the fast growth expected, but this could become a problem if growth falls off. An argument can be made in favor of long SITM stock, but it needs reminding that SITM has burned bulls before. Read the full article on Seeking AlphaSeeking Alpha • Aug 20
SiTime Corporation: Why The Recovery May Not Yet Be On A Solid Footing
Summary The stock spent years in decline and poor quarterly results led to a new low as recently as April, but SITM has turned it around since then. SITM was affected by a number of recent developments, but the stock seems to be moving upwards with the assistance of a return to fast growth. SITM is expected to grow very fast, and it carries a high valuation accordingly, but the drivers behind the growth may not be what they seem to be. There are definitely arguments in favor of long SITM, but there is also reason to be skeptical about whether the recent improvement can be sustained. Read the full article on Seeking AlphaSeeking Alpha • May 21
SiTime Corporation: Growth Stock In Niche MEMS Timing Market
Summary SiTime Corporation has a small market share in the total DAO market but stands out with its large product breadth and superior performance compared to competitors. The company's revenue declined in 2023, but analyst consensus remains optimistic, forecasting revenue growth of over 25% annually for the next five years. SiTime's actual total addressable market is likely to be less than the estimated TAM of $10 billion, with a more accurate current TAM estimated to be between $5.5-$6.2 billion. While its SOM is even smaller, the company stands out with its product performance and breadth, allowing it to dominate the niche MEMS timing market. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
SiTime Corporation: Growth Outlook Is Not A Sure Thing
Summary SiTime’s latest Form 10-K contained a lot of bad numbers for FY2023, but the outlook sees a return to a CAGR of 30% in the near future. SITM grew extremely fast prior to FY2023, but that track record is up for discussion upon closer examination. Valuations are high for SITM due to the potential for growth, but its track record remains mostly unproven after the five years since the IPO. FY2024 is likely to be better than FY2023, but there is a lot about SITM that should keep people on their toes. Read the full article on Seeking AlphaPrevisiones de crecimiento de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Flujo de caja libre | Flujo de caja operativo | Núm. de analistas medio |
|---|---|---|---|---|---|
| 12/31/2028 | 1,039 | 271 | 226 | 349 | 5 |
| 12/31/2027 | 791 | 155 | 180 | 273 | 8 |
| 12/31/2026 | 601 | 62 | 131 | 200 | 8 |
| 3/31/2026 | 380 | -24 | 54 | 103 | N/A |
| 12/31/2025 | 327 | -43 | 35 | 87 | N/A |
| 9/30/2025 | 281 | -71 | 19 | 75 | N/A |
| 6/30/2025 | 256 | -82 | -14 | 52 | N/A |
| 3/31/2025 | 230 | -89 | -14 | 36 | N/A |
| 12/31/2024 | 203 | -94 | -13 | 23 | N/A |
| 9/30/2024 | 177 | -95 | -15 | 8 | N/A |
| 6/30/2024 | 155 | -94 | -14 | -2 | N/A |
| 3/31/2024 | 139 | -93 | -15 | -2 | N/A |
| 12/31/2023 | 144 | -81 | -4 | 8 | N/A |
| 9/30/2023 | 162 | -62 | -3 | 14 | N/A |
| 6/30/2023 | 200 | -38 | -8 | 16 | N/A |
| 3/31/2023 | 252 | 1 | 2 | 32 | N/A |
| 12/31/2022 | 284 | 23 | 4 | 40 | N/A |
| 9/30/2022 | 299 | 45 | 20 | 60 | N/A |
| 6/30/2022 | 288 | 53 | 45 | 84 | N/A |
| 3/31/2022 | 254 | 42 | 35 | 73 | N/A |
| 12/31/2021 | 219 | 32 | 25 | 59 | N/A |
| 9/30/2021 | 183 | 14 | 16 | 41 | N/A |
| 6/30/2021 | 153 | 0 | 4 | 21 | N/A |
| 3/31/2021 | 130 | -8 | 10 | 21 | N/A |
| 12/31/2020 | 116 | -9 | 9 | 17 | N/A |
| 9/30/2020 | 104 | -11 | 6 | 12 | N/A |
| 6/30/2020 | 97 | -9 | 3 | 8 | N/A |
| 3/31/2020 | 91 | -9 | 0 | 4 | N/A |
| 12/31/2019 | 84 | -7 | N/A | 7 | N/A |
| 9/30/2019 | 79 | -6 | N/A | 7 | N/A |
| 6/30/2019 | 75 | -6 | N/A | 5 | N/A |
| 3/31/2019 | 80 | -7 | N/A | 4 | N/A |
| 12/31/2018 | 85 | -9 | N/A | -1 | N/A |
| 12/31/2017 | 101 | 5 | N/A | 3 | N/A |
Previsiones de crecimiento futuro de los analistas
Ingresos vs. Tasa de ahorro: Se prevé que SITM sea rentable en los próximos 3 años, lo que se considera un crecimiento más rápido que la tasa de ahorro (3.5%).
Beneficios vs. Mercado: Se prevé que SITM sea rentable en los próximos 3 años, lo que se considera un crecimiento del mercado superior a la media.
Beneficios de alto crecimiento: Se espera que SITM sea rentable en los próximos 3 años.
Ingresos vs. Mercado: Se prevé que los ingresos (33.2% al año) de SITM crezcan más rápidamente que los del mercado US (11.6% al año).
Ingresos de alto crecimiento: Se prevé que los ingresos (33.2% al año) de SITM crezcan más rápidamente que un 20% al año.
Previsiones de crecimiento de los beneficios por acción
Rentabilidad financiera futura
ROE futura: Se prevé que la rentabilidad financiera de SITM sea alta dentro de 3 años (22.7%)
Descubre empresas en crecimiento
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 10:01 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
SiTime Corporation está cubierta por 11 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Thomas O'Malley | Barclays |
| James Schneider | Goldman Sachs |
| James Schneider | Goldman Sachs |