SiTime(SITM)株式概要シリコン・タイミング・システム・ソリューションの設計、開発、販売を香港、台湾、米国、シンガポール、そして世界各地で行っています。 詳細SITM ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長6/6過去の実績0/6財務の健全性6/6配当金0/6報酬収益は年間81.98%増加すると予測されています リスク分析過去3か月間に大規模なインサイダー売却が発生 US市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るSITM Community Fair Values Create NarrativeSee what 19 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN54.1% overvaluedAnalystConsensusTarget•1mo agoSITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value20707AN7.1% undervaluedAnalystLowTarget•6d agoAI Infrastructure Growth Will Intensify Overcapacity And Supply Risks2601AN39.4% overvaluedAnalystHighTarget•2mo agoIoT And 5G Rollouts Will Boost MEMS Adoption1000Top Analyst NarrativesAN54.1% overvaluedAnalystConsensusTarget•1mo agoSITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value20707AN7.1% undervaluedAnalystLowTarget•6d agoAI Infrastructure Growth Will Intensify Overcapacity And Supply Risks2601AN39.4% overvaluedAnalystHighTarget•2mo agoIoT And 5G Rollouts Will Boost MEMS Adoption1000View all narrativesSiTime Corporation 競合他社First SolarSymbol: NasdaqGS:FSLRMarket cap: US$23.8bMACOM Technology Solutions HoldingsSymbol: NasdaqGS:MTSIMarket cap: US$27.4bRambusSymbol: NasdaqGS:RMBSMarket cap: US$13.2bSemtechSymbol: NasdaqGS:SMTCMarket cap: US$12.6b価格と性能株価の高値、安値、推移の概要SiTime過去の株価現在の株価US$697.0052週高値US$901.8152週安値US$186.49ベータ2.911ヶ月の変化31.98%3ヶ月変化75.76%1年変化246.56%3年間の変化661.08%5年間の変化600.93%IPOからの変化3,637.27%最新ニュースPrice Target Changed • 1hPrice target increased by 67% to US$828Up from US$496, the current price target is an average from 9 analysts. New target price is 19% above last closing price of US$697. Stock is up 247% over the past year. The company is forecast to post earnings per share of US$2.08 next year compared to a net loss per share of US$1.72 last year.ナラティブの更新 • May 14SITM: Future Returns Will Depend On Delivering AI Timing ExpectationsSiTime'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.ライブニュース • May 14SiTime Rallies on AI Demand and Clears Path for $1.5 Billion Renesas Asset AcquisitionSiTime reported Q1 2026 net revenue of US$113.6m, up 88.3% year over year, with strong demand from AI infrastructure, data centers and high‑performance systems, and non‑GAAP net income of US$38.9m alongside a GAAP net loss of US$5.2m driven by higher operating and acquisition‑related costs. The company cleared the Hart‑Scott‑Rodino waiting period for its planned US$1.5b acquisition of certain Renesas timing assets, supported by a committed US$900m senior secured bridge loan from Wells Fargo, while other customary closing conditions are still pending. SiTime raised its full‑year 2026 revenue growth outlook to at least 80%, guided Q2 revenue to a range of US$140m to US$150m with a goal of higher margins, and attracted fresh institutional interest as Artisan Mid Cap Fund initiated a position, while the stock has seen a recent rally in the range of 49% to 61% and some insider share sales totaling US$11.7m over three months. Taken together, this reflects a company with strong current demand signals, a large pending acquisition and higher guidance, all of which come with higher spending, integration work and added leverage from the bridge loan. The sharp move in the stock price, combined with comments about high valuation and insider selling, makes entry timing, position sizing and tolerance for volatility especially important to think through.お知らせ • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.ナラティブの更新 • Apr 28SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit DealSiTime'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.お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United States最新情報をもっと見るRecent updatesPrice Target Changed • 1hPrice target increased by 67% to US$828Up from US$496, the current price target is an average from 9 analysts. New target price is 19% above last closing price of US$697. Stock is up 247% over the past year. The company is forecast to post earnings per share of US$2.08 next year compared to a net loss per share of US$1.72 last year.ナラティブの更新 • May 14SITM: Future Returns Will Depend On Delivering AI Timing ExpectationsSiTime'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.ライブニュース • May 14SiTime Rallies on AI Demand and Clears Path for $1.5 Billion Renesas Asset AcquisitionSiTime reported Q1 2026 net revenue of US$113.6m, up 88.3% year over year, with strong demand from AI infrastructure, data centers and high‑performance systems, and non‑GAAP net income of US$38.9m alongside a GAAP net loss of US$5.2m driven by higher operating and acquisition‑related costs. The company cleared the Hart‑Scott‑Rodino waiting period for its planned US$1.5b acquisition of certain Renesas timing assets, supported by a committed US$900m senior secured bridge loan from Wells Fargo, while other customary closing conditions are still pending. SiTime raised its full‑year 2026 revenue growth outlook to at least 80%, guided Q2 revenue to a range of US$140m to US$150m with a goal of higher margins, and attracted fresh institutional interest as Artisan Mid Cap Fund initiated a position, while the stock has seen a recent rally in the range of 49% to 61% and some insider share sales totaling US$11.7m over three months. Taken together, this reflects a company with strong current demand signals, a large pending acquisition and higher guidance, all of which come with higher spending, integration work and added leverage from the bridge loan. The sharp move in the stock price, combined with comments about high valuation and insider selling, makes entry timing, position sizing and tolerance for volatility especially important to think through.お知らせ • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.ナラティブの更新 • Apr 28SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit DealSiTime'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.お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United Statesナラティブの更新 • Apr 13SITM: Precision Timing And M&A Potential Will Shape Future ReturnsSiTime'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 10SiTime's Renesas Deal Makes This Stock Harder To BuySummary 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 Alphaお知らせ • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026ナラティブの更新 • Mar 30SITM: Higher Fair Value Will Depend On Timing Unit Acquisition ExecutionAnalysts 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.ナラティブの更新 • Mar 16SITM: Rising Conviction In Timing Expansion Will Support Future Upside PotentialSiTime'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.新しいナラティブ • Mar 03SiTime 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.ナラティブの更新 • Mar 02SITM: Higher Fair Value Will Test Execution And Acquisition IntegrationAnalysts 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.ナラティブの更新 • Feb 16SITM: Precision Timing Focus And M&A Optionality Will Shape ReturnsThe 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.お知らせ • Feb 05SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion.SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion on February 4, 2026. Under the terms of the asset purchase agreement, SiTime Corporation will pay $1.5 billion in cash and will issue approximately 4.13 million shares of SiTime Corporation. The shares are subject to a potential adjustment and a collar determined by the 10-day volume weighted average price (“VWAP”) as of three trading days prior to the execution of the asset purchase agreement. The stock consideration will be paid in the form of newly issued SiTime common stock based on SiTime’s 10-day VWAP as of three trading days prior to closing, subject to a floor price of $308.6686 and a ceiling price of $417.6104. The business being acquired is the preeminent brand in clocking with a 30-year legacy of highly differentiated clocking products and an enviable financial profile. It has delivered sustained financial performance of approximately 70% gross margin. It serves over 10,000 customers, with nearly 75% of revenue in the AI-Datacenter-Comms segment and the remainder in industrial and automotive. In the 12 months following the close of the transaction, the business is expected to generate $300 million in revenue, catalyzed by SiTime’s sales and go-to-market expertise. Hidetoshi Shibata, CEO of Renesas, will join SiTime’s Board of Directors after the close of the transaction. The transaction will be financed with cash on hand and $900 million of fully committed debt financing from Wells Fargo Bank, N.A. In case of termination of the transaction, SiTime may be required to pay either $150 million or $75 million under specified circumstances to Renesas Electronics America Inc. The transaction is subject to customary closing conditions and regulatory approvals. The deal has been unanimously approved by the board of directors of Renesas Electronics Corporation and SiTime Corporation. The transaction is expected to close by the end of 2026. The acquisition is expected to be accretive to SiTime’s non-GAAP earnings per share in the first year post-close. Qatalyst Partners, L.P. acted as financial advisor to SiTime Corporation. Rishab Kumar and Steve Tonsfeldt of Cooley LLP acted as legal advisor to SiTime Corporation. JPMorgan Chase & Co. acted as financial advisor to Renesas Electronics America Inc. Jon A. Olsen and Sara M. Carian of Sidley Austin LLP acted as legal advisor to Renesas Electronics America Inc.お知らせ • Feb 03SiTime Corporation Reportedly Nears $3 Billion Acquisition of Renesas Electronics’ Timing UnitSiTime Corporation (NasdaqGM:SITM) is nearing an agreement to acquire Renesas Electronics Corporation's (TSE:6723) timing unit in a deal that could be worth about $3 billion, according to people familiar with the matter. Santa Clara, California-based SiTime is putting the final touches on a purchase of the Renesas division, which makes the clocks that synchronize signals in wireless infrastructure, the people said, asking not be identified because the discussions aren’t public. The companies could reach an agreement as soon as February 5, 2026, when Renesas is scheduled to report its full-year earnings, the people said, adding that negotiations are ongoing and could still fall apart. Representatives for SiTime and Renesas didn’t immediately respond to requests seeking comment. SiTime specializes in silicon oscillators and resonators that keep complex circuits in sync inside artificial intelligence data centers. Nintendo Co. supplier MegaChips Corp., based in Osaka, holds a stake in SiTime. A deal for the Renesas unit would represent SiTime’s largest acquisition to date, according to data compiled by Bloomberg. The companies have been in talks about a potential transaction, people familiar with the matter have said. A sale of the unit would give Renesas more funds to chase acquisitions in high-growth areas and move toward a platform-based business.ナラティブの更新 • Feb 02SITM: Precision Timing And Richer Mix Will Support Future Upside PotentialAnalysts 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.お知らせ • Jan 22SiTime Corporation Appoints Faraj Aalaei to Its Board of DirectorsSiTime Corporation has expanded the company’s Board of Directors with the appointment of Mr. Faraj Aalaei, founder, chairman and CEO of Cognichip Inc. Mr. Aalaei’s exemplary career is marked by groundbreaking contributions as a technology innovator, leading critical advancements from developing the world’s first optical ring communication system to pioneering solutions for cable modems, broadband DSL and autonomous driving Ethernet communications. Holding multiple patents and an honorary doctorate in Engineering, Mr. Aalaei’s academic achievements include degrees from Wentworth Institute of Technology, the University of Massachusetts, and the University of New Hampshire. In 2024, he was honored with the prestigious United States Ellis Island Medal of Honor.ナラティブの更新 • Jan 19SITM: Richer Segment Mix Will Likely Struggle To Support Premium MultipleNarrative 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.お知らせ • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026ナラティブの更新 • Jan 04SITM Overheated Timing Demand Cycle Will Likely Challenge Premium ExpectationsAnalysts 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.ナラティブの更新 • Dec 16SITM: Precision Timing Gains And Richer Mix Will Support Durable Upside PotentialAnalysts 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.分析記事 • Dec 05Revenues 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...お知らせ • Dec 04SiTime Corporation Takes on GNSS Threats, Unveiling Jamming- and Spoofing-Resilient Precision Timing SolutionSiTime Corporation launched the Endura® temperature compensated oscillator (Super-TCXO®), ENDR-TTT, for position, navigation and timing (PNT) applications. Engineered for superior holdover – uninterrupted operation when GNSS is not available – and resistance to jamming and spoofing, ENDR-TTT is an ultra-stable, low-power product for GNSS receivers in aerospace, defense, and industrial markets. When GNSS signals are dropped due to unavailability or degradation—including signal jamming or extreme environmental conditions—holdover maintains timing stability locally to enable uninterrupted network operation. The ENDR-TTT Endura Super-TCXO provides up to 20x longer holdover and 20x better PNT accuracy, dramatically improving spoofing resistance. Additional features for SiTime ENDR-TTT Endura Super-TCXO include: ±50 ppb stability over temperature (FvT); up to 10x better frequency stability over temperature versus quartz alternatives. -55ºC to +125ºC operating temperature range. 30,000 g operational shock; up to 20x better resistance to shock. 0.004 ppb/g typical g-sensitivity; up to 50x better than quartz alternatives. ±0.5 ppm 20-year aging—eliminates field recalibration. Optional I2C/SPI digital pulling capability for system frequency fine-tuning. Availability: SiTime’s ENDR-TTT is sampling now. Mass production is expected in First Quarter 2026.お知らせ • Dec 03SiTime Reportedly in Talks to Acquire Renesas’s Timing DivisionSiTime Corporation (NasdaqGM:SITM), which specializes in chips that keep circuits in sync inside data centers, is in talks to acquire Renesas Electronics Corporation's (TSE:6723) timing unit, according to people familiar with the matter. Santa Clara, California-based SiTime is discussing the terms of a potential deal for the Renesas division, which manufactures the clocks that synchronize the signals in wireless infrastructure, networking and data centers, the people said. If a deal is struck, it could value the timing business at up to $2 billion, including debt, the people said, asking not to be identified discussing confidential information. Negotiations between the two parties are ongoing and there’s no certainty they’ll result in an agreement, the people said. Another suitor could also emerge or terms of the deal could change, they added. A representative for SiTime didn’t respond to requests for comment, while a Renesas spokesperson declined to comment. Reuters previously reported on the Japanese company’s plans to sell the unit.ナラティブの更新 • Dec 01SITM: Precision Timing Demand Will Drive Sustained Momentum AheadSiTime’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.ナラティブの更新 • Nov 17SITM: Segment Mix Improvement Will Drive Long-Term Growth PotentialAnalysts 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.ナラティブの更新 • Nov 01SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term ValueAnalysts 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.ナラティブの更新 • Oct 18AI Data Centers And IoT Markets Will Secure Long-Term ValueNarrative 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.お知らせ • Oct 18SiTime Corporation Announces Board Changes, Effective October 16, 2025On October 16, 2025 Mr. Tom Yiu, a Class II director of the Board of Directors of SiTime Corporation notified the Board of his intention to resign as a member of the Board, effective as of October 16, 2025 prior to the appointment of his successor to the Board. Mr. Yiu’s resignation was not the result of a disagreement with the Company or the Board on any matter relating to the Company’s operations, policies, or practices. On October 16, 2025, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, the Board appointed Ganesh Moorthy as a Class I director for a term expiring at the Company’s 2026 Annual Meeting of Stockholders, effective October 16, 2025. Mr. Moorthy’s appointment fills the vacancy created by Mr. Yiu’s resignation. Mr. Ganesh Moorthy, age 65, has served as the Chair of the board of directors of Ralliant Corporation, since June 2025. Mr. Moorthy served as the Chair Designate for Ralliant from February 2025 to June 2025, prior to Ralliant’s spin-out from Fortive Corporation in June 2025. Mr. Moorthy served as the President and Chief Executive Officer of Microchip Technology Inc., from March 2021 to November 2024 when he retired from these roles and served as a member of the board of directors of Microchip from January 2021 to November 2024. He served as President and Chief Operating Officer of Microchip, from February 2016 to February 2021, and served in various leadership roles at Microchip between November 2001 and February 2016. Since December 2023, Mr. Moorthy has served as a member of the boards of directors of Celanese Corporation, and Ayar Labs Inc. Mr. Moorthy served as a member of the board of directors of Rogers Corporation, from July 2013 to January 2024. Mr. Moorthy holds a B.S. in Physics from the University of Bombay, a B.S. in Electrical Engineering from the University of Washington, and an MBA, Marketing, from National University.お知らせ • Oct 09SiTime Corporation to Report Q3, 2025 Results on Nov 05, 2025SiTime Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025ナラティブの更新 • Oct 04AI Data Centers And IoT Markets Will Secure Long-Term ValueAnalysts 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.お知らせ • Sep 19SiTime Corporation Enters $4B Resonator Market with Titan PlatformSiTime Corporation launched the Titan Platform, a breakthrough family of MEMS resonators that are at least 4x smaller than the smallest legacy quartz alternatives. Titan enables unprecedented miniaturization and integration in small, battery-powered, connected devices, powering the next wave of innovation in wearables, medical devices, smart home and industrial IoT. Titan expands SiTime's Serviceable Addressable Market (SAM) by $400 million now, growing to $1 billion annually within three years. Titan is built on SiTime's sixth-generation MEMS technology, FujiMEMS™?, delivering unmatched size, performance and reliability. Built for Integration. Designed for Disruption. In electronic systems, resonators are the heartbeat of the clock tree. Titan offers two flexible implementation paths: PCB-mounted for rapid adoption. Bare die co-packaging with SoCs or MCUs, eliminating the need for a discrete resonator on the board. This flexibility allows OEMs and semiconductor partners to shrink product size and add new features for superior designs. Real-world Applications: Titan is engineered for the most demanding edge applications: Wearables: Smartwatches, fitness bands, continuous glucose monitors, smart eyewear, and fitness rings benefit from Titan's ultra-small footprint and low power. Medical Devices: Hearing aids, implantables and biosensors gain longer battery life and better reliability. Smart Home & Industrial IoT: Sensors and asset trackers become more compact, rugged, and power-efficient. Titan is built on Si time: 0505 CSP (0.46 x 0.46 mm)--7x smaller PCB area than 1210 quartz, 4x smaller than 1008 quartz. Up to 50% lower oscillator circuit power. Up to 3x faster startup with 3x lower startup energy. Up to 5x better aging stability and specified for 5 years at the maximum temperature. Tighter stability across wide temperature ranges up to -40degC to 125degC. Up to 50x better shock and 50x better vibration resilience. Availability: Titan SiT11100 (32 MHz): production samples available now. Titan SiT11101 (76.8 MHz), SiT11102 (38.4 MHz), SiT11103 (48 MHz) and SiT11104 (40 MHz): engineering samples will be available starting December 15, 2025.分析記事 • Sep 16SiTime Corporation (NASDAQ:SITM) Looks Just Right With A 26% Price JumpSiTime Corporation ( NASDAQ:SITM ) shareholders have had their patience rewarded with a 26% share price jump in the...分析記事 • Jul 21SiTime Corporation's (NASDAQ:SITM) Price In Tune With RevenuesSiTime Corporation's ( NASDAQ:SITM ) price-to-sales (or "P/S") ratio of 23.9x might make it look like a strong sell...お知らせ • Jul 10SiTime Corporation to Report Q2, 2025 Results on Aug 06, 2025SiTime Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025お知らせ • Jul 02SiTime Corporation Enhances AI Data Center Performance and Utilization with TimeFabric Software SuiteSiTime Corporation announced its TimeFabric™? software suite. TimeFabric, combined with SiTime's oscillators and clocks, delivers up to 9X more accurate time synchronization than quartz-based solutions, enabling higher system performance and utilization in AI data centers. The TimeFabric software suite consists of two modules: IEEE 1588 standards-compliant synchronization software, as well as proprietary technology to extend critical holdover performance to 24 hours. TimeFabric, combined With SiTime's oscillators and clock, delivers up to 9X More accurate time synchronization than quartz- based solutions, enabling higher system performance & utilization in AI data centers - under harsh environmental conditions. In addition to AI data center applications such as smart network interface cards (SmartNIC), switches, routers and accelerators, TimeFabric can also be used in 5G infrastructure, including remote radio units and base stations, fixed wireless access (FWA) equipment and core network equipment. The Time Fabric software suite has two software modules: IEEE 1588 Precision Time Protocol (PTP) Standards-compliant Servo and Stack. SiTime's proprietary servo and software stack for IEEE 1588 precision time protocol (PTP) with sub-nanosecond synchronization accuracy delivers tighter control and greater timing stability over generic IEEE 1588 solutions, even in the most demanding network systems. Network architects gain flexibility in network traffic scheduling and load balancing, which will result in higher utilization. Holdover Extension Software: TimeFabric's proprietary holdover extension software can be used to enhance the functionality of SiTime's precision devices with in-field software upgrades. The holdover extension software delivers up to 24 hours of holdover, essential to mobile and network infrastructure reliability - a stringent requirement for critical infrastructure. This ensures full operation in the event of GNSS outages or network clock failure. Additional features include: IEEE 1588-2019 compliant - meets ITU-T G.8273.2 Class D: Full timeTransmitter and timeReceiver capability. Hardware timestamping support. Device drivers for SiTime network synchronizers. IEEE 1588 management support. 2X longer holdover: Up to 24 hours holdover with SiT5811, SiT5812 or SiT7101. Availability: TimeFabric is now available for SiTime OCXOs, TCXOs and network synchronizers.お知らせ • Jun 26SiTime Corporation has completed a Follow-on Equity Offering in the amount of $350 million.SiTime Corporation has completed a Follow-on Equity Offering in the amount of $350 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,750,000 Price\Range: $200 Discount Per Security: $7お知らせ • Jun 25SiTime Corporation has filed a Follow-on Equity Offering in the amount of $350 million.SiTime Corporation has filed a Follow-on Equity Offering in the amount of $350 million. Security Name: Common Stock Security Type: Common Stock分析記事 • Jun 24Companies Like SiTime (NASDAQ:SITM) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...お知らせ • May 07SiTime Corporation Announces Symphonic Mobile Clock Generator Enables Advanced Wireless ConnectivitySiTime Corporation announced Symphonic™, its first mobile clock generator with an integrated MEMS resonator (SiT30100). Symphonic provides accurate and resilient clock signals for 5G and GNSS chipsets and enables efficient power consumption in mobile and IoT devices such as smartphones, tablets, laptops, and asset trackers. This product unlocks a cumulative $2 billion served addressable market (SAM) in the next five years. Symphonic SiT30100 delivers superior thermal resilience in a tiny footprint; unlocks $2 billion SAM over the next five years. The Symphonic clock generator has an integrated MEMS resonator and provides the functionality of up to four discrete timing devices. This approach simplifies system design, reducing space on the board. An integrated temperature sensor delivers accurate information that is used by compensation algorithms to provide superior stability. This enables better GPS accuracy and faster lock time at the system level, delivering a more stable performance under harsh environmental conditions. Symphonic key features (SiTime30100): 4-output clock generator providing 76.8 MHz, 38.4 MHz or 19.2 MHz from any output for baseband, RF and GNSS applications. Integrated MEMS resonator, which eliminates an external resonator, and provides a smaller, single-chip solution which is only 2.22 mm2 in area. Integrated high-precision temperature-to-digital converter (TDC) with single-wire Universal Asynchronous Receiver/Transmitter (UART) interface for system-level temperature compensation to achieve frequency stability as low as +-0.5ppm. Superior performance and dynamic stability under airflow and thermal shock. Multiple Output Enable pins to turn on and off clock outputs for system power optimization and electromagnetic interference (EMI) reduction. -30degC to +90degC operating temperature range (contact SiTime for wider temperature ranges).お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 30, 2025SiTime Corporation, Annual General Meeting, May 30, 2025. Location: meetnow.global/mfkflay., United Statesお知らせ • Apr 10SiTime Corporation to Report Q1, 2025 Results on May 07, 2025SiTime Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025新しいナラティブ • Mar 20Future 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 11SiTime Corporation: Why There May Be Second Guessing Of The AI ThesisSummary 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 Alphaお知らせ • Feb 08SiTime Corporation Provides Earnings Guidance for the First Quarter of 2025SiTime Corporation provides earnings guidance for the first quarter of 2025. For the quarter, the company expects typical seasonality in First Quarter with revenue of $53 million to $55 million, an increase of 64% year-over-year at the midpoint. Interest income of roughly $4 million to $4.5 million.お知らせ • Jan 16SiTime Corporation Announces the Differential-Ended SiT5977 Super-TCXOSiTime Corporation announced the differential-ended SiT5977 Super-TCXO, the newest member of the SiTime Elite RF family. This is the only single-chip timing solution that delivers the most resilient performance for AI compute-nodes with high bandwidth and network synchronization. Applications include smart network interface cards (Smart NICs), acceleration cards, switches and compute nodes in the $200 billion datacenter infrastructure market. An AI cluster’s efficiency results in lower total cost of ownership (TCO) and energy consumption. Efficient clusters require high-bandwidth interconnects and tightly synchronized orchestration to minimize AI accelerator idle time. Tighter synchronization also provides precise network telemetry for AI operations. This network telemetry improves performance and reliability by identifying and mitigating underperforming hardware before it fails. The SiT5977 replaces multiple timing components. It optimizes the efficiency of AI compute clusters with 3X tighter synchronization for data transmission and communications in real-world environments. In addition, its 4X smaller size, compared to competing architectures, enables larger processors in compact systems. This allows system architects to fully leverage high-speed 800G bandwidth network connectivity and maximize utilization of the AI cluster. SiTime SiT5977 Timing Solution Simplifies AI System Architecture: The SiT5977 Super-TCXO streamlines AI system architecture. This new timing chip is an ultra-stable, low-jitter TCXO with the industry’s highest frequency differential output. This chip further integrates digital control to provide additional system-level programmability. Key features: Environmentally robust with ±1 ppb/°C frequency slope (dF/dT) for optimum performance under airflow, thermal shock. Capable of driving 800G and higher links via 80 fs phase jitter and LVDS outputs. Enables embedded control loops with precise digital tuning of output frequency (DCTCXO), ±400 ppm pull range and 0.05 ppt (5e-14) resolution via I2C/SPI. Eliminates link flaps from quartz timing activity dips or micro jumps. Resistant to shock, vibration and board bending. Eliminates external LDOs via on-chip voltage regulators. 156.25 MHz output frequency enabling high-speed SerDes and 800G links. Availability: The SiT5977 Super-TCXO is in production and samples are available now.お知らせ • Jan 08SiTime Corporation to Report Q4, 2024 Results on Feb 05, 2025SiTime Corporation announced that they will report Q4, 2024 results After-Market on Feb 05, 2025Seeking Alpha • Nov 17SiTime Corporation: Fast Growth Comes At A Steep PriceSummary 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 Alphaお知らせ • Oct 09SiTime Corporation to Report Q3, 2024 Results on Nov 06, 2024SiTime Corporation announced that they will report Q3, 2024 results After-Market on Nov 06, 2024Seeking Alpha • Aug 20SiTime Corporation: Why The Recovery May Not Yet Be On A Solid FootingSummary 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 Alphaお知らせ • Jul 12SiTime Corporation to Report Q2, 2024 Results on Aug 07, 2024SiTime Corporation announced that they will report Q2, 2024 results After-Market on Aug 07, 2024Recent Insider Transactions Derivative • May 26Independent Director notifies of intention to sell stockKatherine Schuelke intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of May. If the sale is conducted around the recent share price of US$123, it would amount to US$615k. Since June 2023, Katherine has owned 16.01k shares directly. Company insiders have collectively sold US$9.4m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • May 24Executive VP recently sold US$439k worth of stockOn the 21st of May, Vincent Pangrazio sold around 3k shares on-market at roughly US$127 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.0m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 23Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$127, it would amount to US$439k. Since September 2023, Vincent's direct individual holding has increased from 18.40k shares to 18.55k. Company insiders have collectively sold US$8.2m more than they bought, via options and on-market transactions in the last 12 months.Seeking Alpha • May 21SiTime Corporation: Growth Stock In Niche MEMS Timing MarketSummary 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 AlphaRecent Insider Transactions • May 15Executive VP recently sold US$346k worth of stockOn the 9th of May, Vincent Pangrazio sold around 3k shares on-market at roughly US$125 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$8.2m more than they bought in the last 12 months.Recent Insider Transactions Derivative • May 12Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of May. If the sale is conducted around the recent share price of US$125, it would amount to US$346k. Since June 2023, Vincent's direct individual holding has increased from 18.10k shares to 21.31k. Company insiders have collectively sold US$7.6m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • May 10SiTime Corporation Provides Financial Guidance for the Second Quarter of 2024SiTime Corporation provided financial guidance for the second quarter of 2024. For the quarter, the company expects revenue of $40 million to $42 million, an increase of 21% to 27% sequentially.Reported Earnings • May 09First quarter 2024 earnings released: US$1.26 loss per share (vs US$0.76 loss in 1Q 2023)First quarter 2024 results: US$1.26 loss per share (further deteriorated from US$0.76 loss in 1Q 2023). Revenue: US$33.0m (down 14% from 1Q 2023). Net loss: US$28.7m (loss widened 74% from 1Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.お知らせ • Apr 17+ 1 more updateSiTime Corporation, Annual General Meeting, May 30, 2024SiTime Corporation, Annual General Meeting, May 30, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the Board’s three nominees for Class II directors, Edward H. Frank, Christine A. Heckart, and Tom D. Yiu, to serve until the 2027 annual meeting of stockholders or until their respective successors are duly elected and qualified; to approve, on an advisory basis, the compensation of company's named executive officers, as disclosed in this proxy statement; to ratify the appointment by the audit committee of BDO USA, P.C. as its independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the Annual Meeting and any adjournments or postponements of the Annual Meeting.お知らせ • Apr 11SiTime Corporation to Report Q1, 2024 Results on May 08, 2024SiTime Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024Seeking Alpha • Mar 06SiTime Corporation: Growth Outlook Is Not A Sure ThingSummary 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 Alphaお知らせ • Feb 28+ 1 more updateSiTime Corporation has completed a Follow-on Equity Offering in the amount of $73.581619 million.SiTime Corporation has completed a Follow-on Equity Offering in the amount of $73.581619 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $205.91 Discount Per Security: $6.1773 Security Name: Common Stock Security Type: Common Stock Securities Offered: 25,334 Price\Range: $122.152799 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $150.78 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $131.19 Discount Per Security: $3.9357 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $88.57 Discount Per Security: $2.6571 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $128.42 Discount Per Security: $3.8526 Transaction Features: At the Market OfferingMajor Estimate Revision • Feb 20Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$196.4m to US$176.7m. Forecast losses increased from -US$2.01 to -US$2.89 per share. Semiconductor industry in the US expected to see average net income growth of 12% next year. Consensus price target up from US$142 to US$145. Share price fell 14% to US$104 over the past week.Reported Earnings • Feb 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$3.63 loss per share (down from US$1.10 profit in FY 2022). Revenue: US$144.0m (down 49% from FY 2022). Net loss: US$80.5m (down 446% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jan 24SiTime Corporation to Report Q4, 2023 Results on Feb 13, 2024SiTime Corporation announced that they will report Q4, 2023 results After-Market on Feb 13, 2024Recent Insider Transactions • Dec 18Executive VP recently sold US$382k worth of stockOn the 14th of December, Vincent Pangrazio sold around 3k shares on-market at roughly US$125 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Dec 17Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of December. If the sale is conducted around the recent share price of US$125, it would amount to US$382k. Since March 2023, Vincent's direct individual holding has increased from 18.23k shares to 20.31k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Dec 08SiTime Corporation Announces its Endura Epoch Platform™ Built for Robust and Resilient Positioning, Navigation and Timing (PNT) Services Critical in Defense OperationsSiTime Corporation announced its Endura Epoch Platform™ built for robust and resilient positioning, navigation and timing (PNT) services critical in defense operations. The ruggedized MEMS oven-controlled oscillator (OCXO) boosts the resilience of PNT systems and other equipment, such as radars, field and airborne radios, satcom terminals and avionics against spoofing, jamming and other disruptions in Global Positioning System (GPS) signals. Based upon the transformative precision timing innovations of the Epoch Platform launched in September 2023, the Endura Epoch MEMS OCXOs are specifically designed to meet the challenging shock and vibration conditions found in aerospace and defense. These devices are manufactured using proven semiconductor processes that deliver the reliability and quality expected from silicon devices that cannot be achieved by quartz crystal OCXOs, especially in extreme conditions. Key Features of SiTime Endura Epoch Platform: The Endura Epoch Platform MEMS OCXO greatly simplifies timing system design due to superior performance and delivers a significant improvement in size, weight and power (SWaP). Key features and benefits compared to quartz crystal OCXOs include: Programmable frequencies from 10 to 220 MHz; Up to 70X better g-sensitivity; Up to 30X better reliability; Rated at 20,000 g shock survivability, up to 20X better; Up to 20X better frequency stability over temperature; Up to 3X better Allan deviation, a measure of short-term frequency stability; Surface-mountable, small footprint and low height 9.0 mm x 7.0 mm x 3.6 mm; Low 0.35 g weight, up to 300X lower; 420 mW steady state power, up to 2X lower. Availability: Endura Epoch Platform MEMS OCXO samples will be available for selected customers early in 2024.お知らせ • Nov 02+ 1 more updateSiTime Corporation Announces CFO ChangesSiTime Corporation announced that Beth Howe has been named SiTime’s chief financial officer (CFO) effective November 8, 2023. Art Chadwick has made the decision to step down as CFO and retire, effective November 7, 2023. He will work with the team and ensure a smooth transition. As CFO, Beth will be responsible for overseeing all aspects of the company’s financial management. SiTime redefines timing technology for intelligent, connected devices. The company announced that Beth Howe has been appointed SiTime’s EVP and CFO. Beth will be a key member of the SiTime leadership team reporting to Rajesh Vashist. As CFO, Beth will be responsible for overseeing all aspects of the company’s financial management. Beth has extensive senior leadership capabilities and more than 25 years of experience in the technology industry. During her 17 years at HP Inc., she held numerous strategic finance roles, most recently serving as HP’s chief audit executive where she was responsible for leading the company’s internal audit program and oversight of enterprise risk management. Prior roles at HP include CFO for HP’s multi-billion-dollar Graphics Solutions Business and vice president of investor relations.お知らせ • Oct 05SiTime Corporation to Report Q3, 2023 Results on Nov 01, 2023SiTime Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023Recent Insider Transactions • Sep 07Insider recently sold US$386k worth of stockOn the 30th of August, Lionel Bonnot sold around 3k shares on-market at roughly US$131 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.6m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.株主還元SITMUS SemiconductorUS 市場7D-16.6%-2.4%-1.0%1Y246.6%96.9%23.3%株主還元を見る業界別リターン: SITM過去 1 年間で96.9 % の収益を上げたUS Semiconductor業界を上回りました。リターン対市場: SITM過去 1 年間で23.3 % の収益を上げたUS市場を上回りました。価格変動Is SITM's price volatile compared to industry and market?SITM volatilitySITM Average Weekly Movement13.5%Semiconductor Industry Average Movement10.8%Market Average Movement7.2%10% most volatile stocks in US Market16.2%10% least volatile stocks in US Market3.2%安定した株価: SITMの株価は、 US市場と比較して過去 3 か月間で変動しています。時間の経過による変動: SITMの weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてUSの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト2003441Rajesh Vashistwww.sitime.comSiTime Corporationは、香港、台湾、米国、シンガポール、および国際的なシリコン・タイミング・システム・ソリューションの設計、開発、販売に従事しています。人工知能システム、データセンター、通信、エンタープライズ、自動車、産業、航空宇宙、防衛、モバイル、モノのインターネット、コンシューマー市場向けに、各種発振器、クロック集積回路、共振器、同期ソフトウェアを提供している。同社は2003年に設立され、カリフォルニア州サンタクララを拠点としている。もっと見るSiTime Corporation 基礎のまとめSiTime の収益と売上を時価総額と比較するとどうか。SITM 基礎統計学時価総額US$18.31b収益(TTM)-US$24.24m売上高(TTM)US$379.91m48.4xP/Sレシオ-758.9xPER(株価収益率SITM は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計SITM 損益計算書(TTM)収益US$379.91m売上原価US$168.31m売上総利益US$211.61mその他の費用US$235.85m収益-US$24.24m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益(EPS)-0.92グロス・マージン55.70%純利益率-6.38%有利子負債/自己資本比率0%SITM の長期的なパフォーマンスは?過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/20 23:45終値2026/05/20 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋SiTime Corporation 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。11 アナリスト機関Thomas O'MalleyBarclaysJames SchneiderGoldman SachsJames SchneiderGoldman Sachs8 その他のアナリストを表示
Price Target Changed • 1hPrice target increased by 67% to US$828Up from US$496, the current price target is an average from 9 analysts. New target price is 19% above last closing price of US$697. Stock is up 247% over the past year. The company is forecast to post earnings per share of US$2.08 next year compared to a net loss per share of US$1.72 last year.
ナラティブの更新 • May 14SITM: Future Returns Will Depend On Delivering AI Timing ExpectationsSiTime'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.
ライブニュース • May 14SiTime Rallies on AI Demand and Clears Path for $1.5 Billion Renesas Asset AcquisitionSiTime reported Q1 2026 net revenue of US$113.6m, up 88.3% year over year, with strong demand from AI infrastructure, data centers and high‑performance systems, and non‑GAAP net income of US$38.9m alongside a GAAP net loss of US$5.2m driven by higher operating and acquisition‑related costs. The company cleared the Hart‑Scott‑Rodino waiting period for its planned US$1.5b acquisition of certain Renesas timing assets, supported by a committed US$900m senior secured bridge loan from Wells Fargo, while other customary closing conditions are still pending. SiTime raised its full‑year 2026 revenue growth outlook to at least 80%, guided Q2 revenue to a range of US$140m to US$150m with a goal of higher margins, and attracted fresh institutional interest as Artisan Mid Cap Fund initiated a position, while the stock has seen a recent rally in the range of 49% to 61% and some insider share sales totaling US$11.7m over three months. Taken together, this reflects a company with strong current demand signals, a large pending acquisition and higher guidance, all of which come with higher spending, integration work and added leverage from the bridge loan. The sharp move in the stock price, combined with comments about high valuation and insider selling, makes entry timing, position sizing and tolerance for volatility especially important to think through.
お知らせ • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.
ナラティブの更新 • Apr 28SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit DealSiTime'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.
お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United States
Price Target Changed • 1hPrice target increased by 67% to US$828Up from US$496, the current price target is an average from 9 analysts. New target price is 19% above last closing price of US$697. Stock is up 247% over the past year. The company is forecast to post earnings per share of US$2.08 next year compared to a net loss per share of US$1.72 last year.
ナラティブの更新 • May 14SITM: Future Returns Will Depend On Delivering AI Timing ExpectationsSiTime'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.
ライブニュース • May 14SiTime Rallies on AI Demand and Clears Path for $1.5 Billion Renesas Asset AcquisitionSiTime reported Q1 2026 net revenue of US$113.6m, up 88.3% year over year, with strong demand from AI infrastructure, data centers and high‑performance systems, and non‑GAAP net income of US$38.9m alongside a GAAP net loss of US$5.2m driven by higher operating and acquisition‑related costs. The company cleared the Hart‑Scott‑Rodino waiting period for its planned US$1.5b acquisition of certain Renesas timing assets, supported by a committed US$900m senior secured bridge loan from Wells Fargo, while other customary closing conditions are still pending. SiTime raised its full‑year 2026 revenue growth outlook to at least 80%, guided Q2 revenue to a range of US$140m to US$150m with a goal of higher margins, and attracted fresh institutional interest as Artisan Mid Cap Fund initiated a position, while the stock has seen a recent rally in the range of 49% to 61% and some insider share sales totaling US$11.7m over three months. Taken together, this reflects a company with strong current demand signals, a large pending acquisition and higher guidance, all of which come with higher spending, integration work and added leverage from the bridge loan. The sharp move in the stock price, combined with comments about high valuation and insider selling, makes entry timing, position sizing and tolerance for volatility especially important to think through.
お知らせ • May 06SiTime Corporation Announces Elite 2 Super-TCXOSiTime Corporation announced the Elite 2 Super-TCXO to increase GPU utilization and compute efficiency in AI data centers by delivering better time synchronization. The product targets a $1,500 million cumulative market by 2030. SiTime’s Elite 2 Super-TCXO delivers sub-nanosecond time synchronization across AI clusters, improving GPU utilization and compute efficiency. The industry is driving towards a target of 10 nanoseconds time synchronization across an AI cluster, down from 1 microsecond today. The device delivers sub-nanosecond synchronization, 10X better than target, which is enabled by its exceptional thermal and short-term stability. With these characteristics, Elite 2 minimizes time errors between GPUs, unlocking higher system utilization, greater throughput and better performance per watt. Elite 2 Super-TCXO delivers better synchronization in the industry's smallest footprint. Key features: 1 ns time synchronization accuracy—up to 100X better; ±2 ppb/°C dF/dT (frequency temperature slope)—up to 25X better; 6 × 10?¹² Allan Deviation (ADEV)—up to 8X lower; ±50 ppb frequency stability over -40 to 105°C—up to 4X better; 3.2 mm × 2.5 mm (8 mm²) footprint—up to 2X smaller; Digital frequency tuning simplifies timing-aware network design; Eliminates activity dips and micro jumps inherent in quartz technology; Resistant to shock, vibration and board bending. The Elite 2 Super-TCXO is sampling now, with commercial production expected in Third Quarter 2026. The Elite 2 Super-TCXO is available in 3.2 mm × 2.5 mm plastic and 5.0 mm × 3.2 mm ceramic packages. Part numbers: SiT5234, SiT5235, SiT5434 and SiT5435.
ナラティブの更新 • Apr 28SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit DealSiTime'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.
お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 29, 2026SiTime Corporation, Annual General Meeting, May 29, 2026. Location: meetnw.global/mtfptcc, United States
ナラティブの更新 • Apr 13SITM: Precision Timing And M&A Potential Will Shape Future ReturnsSiTime'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 10SiTime's Renesas Deal Makes This Stock Harder To BuySummary 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 Alpha
お知らせ • Apr 10SiTime Corporation to Report Q1, 2026 Results on May 06, 2026SiTime Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
ナラティブの更新 • Mar 30SITM: Higher Fair Value Will Depend On Timing Unit Acquisition ExecutionAnalysts 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.
ナラティブの更新 • Mar 16SITM: Rising Conviction In Timing Expansion Will Support Future Upside PotentialSiTime'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.
新しいナラティブ • Mar 03SiTime 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.
ナラティブの更新 • Mar 02SITM: Higher Fair Value Will Test Execution And Acquisition IntegrationAnalysts 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.
ナラティブの更新 • Feb 16SITM: Precision Timing Focus And M&A Optionality Will Shape ReturnsThe 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.
お知らせ • Feb 05SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion.SiTime Corporation (NasdaqGM:SITM) signed a definitive agreement to acquire Timing Business of Renesas Electronics America Inc. for $3 billion on February 4, 2026. Under the terms of the asset purchase agreement, SiTime Corporation will pay $1.5 billion in cash and will issue approximately 4.13 million shares of SiTime Corporation. The shares are subject to a potential adjustment and a collar determined by the 10-day volume weighted average price (“VWAP”) as of three trading days prior to the execution of the asset purchase agreement. The stock consideration will be paid in the form of newly issued SiTime common stock based on SiTime’s 10-day VWAP as of three trading days prior to closing, subject to a floor price of $308.6686 and a ceiling price of $417.6104. The business being acquired is the preeminent brand in clocking with a 30-year legacy of highly differentiated clocking products and an enviable financial profile. It has delivered sustained financial performance of approximately 70% gross margin. It serves over 10,000 customers, with nearly 75% of revenue in the AI-Datacenter-Comms segment and the remainder in industrial and automotive. In the 12 months following the close of the transaction, the business is expected to generate $300 million in revenue, catalyzed by SiTime’s sales and go-to-market expertise. Hidetoshi Shibata, CEO of Renesas, will join SiTime’s Board of Directors after the close of the transaction. The transaction will be financed with cash on hand and $900 million of fully committed debt financing from Wells Fargo Bank, N.A. In case of termination of the transaction, SiTime may be required to pay either $150 million or $75 million under specified circumstances to Renesas Electronics America Inc. The transaction is subject to customary closing conditions and regulatory approvals. The deal has been unanimously approved by the board of directors of Renesas Electronics Corporation and SiTime Corporation. The transaction is expected to close by the end of 2026. The acquisition is expected to be accretive to SiTime’s non-GAAP earnings per share in the first year post-close. Qatalyst Partners, L.P. acted as financial advisor to SiTime Corporation. Rishab Kumar and Steve Tonsfeldt of Cooley LLP acted as legal advisor to SiTime Corporation. JPMorgan Chase & Co. acted as financial advisor to Renesas Electronics America Inc. Jon A. Olsen and Sara M. Carian of Sidley Austin LLP acted as legal advisor to Renesas Electronics America Inc.
お知らせ • Feb 03SiTime Corporation Reportedly Nears $3 Billion Acquisition of Renesas Electronics’ Timing UnitSiTime Corporation (NasdaqGM:SITM) is nearing an agreement to acquire Renesas Electronics Corporation's (TSE:6723) timing unit in a deal that could be worth about $3 billion, according to people familiar with the matter. Santa Clara, California-based SiTime is putting the final touches on a purchase of the Renesas division, which makes the clocks that synchronize signals in wireless infrastructure, the people said, asking not be identified because the discussions aren’t public. The companies could reach an agreement as soon as February 5, 2026, when Renesas is scheduled to report its full-year earnings, the people said, adding that negotiations are ongoing and could still fall apart. Representatives for SiTime and Renesas didn’t immediately respond to requests seeking comment. SiTime specializes in silicon oscillators and resonators that keep complex circuits in sync inside artificial intelligence data centers. Nintendo Co. supplier MegaChips Corp., based in Osaka, holds a stake in SiTime. A deal for the Renesas unit would represent SiTime’s largest acquisition to date, according to data compiled by Bloomberg. The companies have been in talks about a potential transaction, people familiar with the matter have said. A sale of the unit would give Renesas more funds to chase acquisitions in high-growth areas and move toward a platform-based business.
ナラティブの更新 • Feb 02SITM: Precision Timing And Richer Mix Will Support Future Upside PotentialAnalysts 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.
お知らせ • Jan 22SiTime Corporation Appoints Faraj Aalaei to Its Board of DirectorsSiTime Corporation has expanded the company’s Board of Directors with the appointment of Mr. Faraj Aalaei, founder, chairman and CEO of Cognichip Inc. Mr. Aalaei’s exemplary career is marked by groundbreaking contributions as a technology innovator, leading critical advancements from developing the world’s first optical ring communication system to pioneering solutions for cable modems, broadband DSL and autonomous driving Ethernet communications. Holding multiple patents and an honorary doctorate in Engineering, Mr. Aalaei’s academic achievements include degrees from Wentworth Institute of Technology, the University of Massachusetts, and the University of New Hampshire. In 2024, he was honored with the prestigious United States Ellis Island Medal of Honor.
ナラティブの更新 • Jan 19SITM: Richer Segment Mix Will Likely Struggle To Support Premium MultipleNarrative 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.
お知らせ • Jan 15SiTime Corporation to Report Q4, 2025 Results on Feb 04, 2026SiTime Corporation announced that they will report Q4, 2025 results After-Market on Feb 04, 2026
ナラティブの更新 • Jan 04SITM Overheated Timing Demand Cycle Will Likely Challenge Premium ExpectationsAnalysts 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.
ナラティブの更新 • Dec 16SITM: Precision Timing Gains And Richer Mix Will Support Durable Upside PotentialAnalysts 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.
分析記事 • Dec 05Revenues 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...
お知らせ • Dec 04SiTime Corporation Takes on GNSS Threats, Unveiling Jamming- and Spoofing-Resilient Precision Timing SolutionSiTime Corporation launched the Endura® temperature compensated oscillator (Super-TCXO®), ENDR-TTT, for position, navigation and timing (PNT) applications. Engineered for superior holdover – uninterrupted operation when GNSS is not available – and resistance to jamming and spoofing, ENDR-TTT is an ultra-stable, low-power product for GNSS receivers in aerospace, defense, and industrial markets. When GNSS signals are dropped due to unavailability or degradation—including signal jamming or extreme environmental conditions—holdover maintains timing stability locally to enable uninterrupted network operation. The ENDR-TTT Endura Super-TCXO provides up to 20x longer holdover and 20x better PNT accuracy, dramatically improving spoofing resistance. Additional features for SiTime ENDR-TTT Endura Super-TCXO include: ±50 ppb stability over temperature (FvT); up to 10x better frequency stability over temperature versus quartz alternatives. -55ºC to +125ºC operating temperature range. 30,000 g operational shock; up to 20x better resistance to shock. 0.004 ppb/g typical g-sensitivity; up to 50x better than quartz alternatives. ±0.5 ppm 20-year aging—eliminates field recalibration. Optional I2C/SPI digital pulling capability for system frequency fine-tuning. Availability: SiTime’s ENDR-TTT is sampling now. Mass production is expected in First Quarter 2026.
お知らせ • Dec 03SiTime Reportedly in Talks to Acquire Renesas’s Timing DivisionSiTime Corporation (NasdaqGM:SITM), which specializes in chips that keep circuits in sync inside data centers, is in talks to acquire Renesas Electronics Corporation's (TSE:6723) timing unit, according to people familiar with the matter. Santa Clara, California-based SiTime is discussing the terms of a potential deal for the Renesas division, which manufactures the clocks that synchronize the signals in wireless infrastructure, networking and data centers, the people said. If a deal is struck, it could value the timing business at up to $2 billion, including debt, the people said, asking not to be identified discussing confidential information. Negotiations between the two parties are ongoing and there’s no certainty they’ll result in an agreement, the people said. Another suitor could also emerge or terms of the deal could change, they added. A representative for SiTime didn’t respond to requests for comment, while a Renesas spokesperson declined to comment. Reuters previously reported on the Japanese company’s plans to sell the unit.
ナラティブの更新 • Dec 01SITM: Precision Timing Demand Will Drive Sustained Momentum AheadSiTime’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.
ナラティブの更新 • Nov 17SITM: Segment Mix Improvement Will Drive Long-Term Growth PotentialAnalysts 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.
ナラティブの更新 • Nov 01SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term ValueAnalysts 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.
ナラティブの更新 • Oct 18AI Data Centers And IoT Markets Will Secure Long-Term ValueNarrative 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.
お知らせ • Oct 18SiTime Corporation Announces Board Changes, Effective October 16, 2025On October 16, 2025 Mr. Tom Yiu, a Class II director of the Board of Directors of SiTime Corporation notified the Board of his intention to resign as a member of the Board, effective as of October 16, 2025 prior to the appointment of his successor to the Board. Mr. Yiu’s resignation was not the result of a disagreement with the Company or the Board on any matter relating to the Company’s operations, policies, or practices. On October 16, 2025, upon the recommendation of the Nominating and Corporate Governance Committee of the Board, the Board appointed Ganesh Moorthy as a Class I director for a term expiring at the Company’s 2026 Annual Meeting of Stockholders, effective October 16, 2025. Mr. Moorthy’s appointment fills the vacancy created by Mr. Yiu’s resignation. Mr. Ganesh Moorthy, age 65, has served as the Chair of the board of directors of Ralliant Corporation, since June 2025. Mr. Moorthy served as the Chair Designate for Ralliant from February 2025 to June 2025, prior to Ralliant’s spin-out from Fortive Corporation in June 2025. Mr. Moorthy served as the President and Chief Executive Officer of Microchip Technology Inc., from March 2021 to November 2024 when he retired from these roles and served as a member of the board of directors of Microchip from January 2021 to November 2024. He served as President and Chief Operating Officer of Microchip, from February 2016 to February 2021, and served in various leadership roles at Microchip between November 2001 and February 2016. Since December 2023, Mr. Moorthy has served as a member of the boards of directors of Celanese Corporation, and Ayar Labs Inc. Mr. Moorthy served as a member of the board of directors of Rogers Corporation, from July 2013 to January 2024. Mr. Moorthy holds a B.S. in Physics from the University of Bombay, a B.S. in Electrical Engineering from the University of Washington, and an MBA, Marketing, from National University.
お知らせ • Oct 09SiTime Corporation to Report Q3, 2025 Results on Nov 05, 2025SiTime Corporation announced that they will report Q3, 2025 results After-Market on Nov 05, 2025
ナラティブの更新 • Oct 04AI Data Centers And IoT Markets Will Secure Long-Term ValueAnalysts 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.
お知らせ • Sep 19SiTime Corporation Enters $4B Resonator Market with Titan PlatformSiTime Corporation launched the Titan Platform, a breakthrough family of MEMS resonators that are at least 4x smaller than the smallest legacy quartz alternatives. Titan enables unprecedented miniaturization and integration in small, battery-powered, connected devices, powering the next wave of innovation in wearables, medical devices, smart home and industrial IoT. Titan expands SiTime's Serviceable Addressable Market (SAM) by $400 million now, growing to $1 billion annually within three years. Titan is built on SiTime's sixth-generation MEMS technology, FujiMEMS™?, delivering unmatched size, performance and reliability. Built for Integration. Designed for Disruption. In electronic systems, resonators are the heartbeat of the clock tree. Titan offers two flexible implementation paths: PCB-mounted for rapid adoption. Bare die co-packaging with SoCs or MCUs, eliminating the need for a discrete resonator on the board. This flexibility allows OEMs and semiconductor partners to shrink product size and add new features for superior designs. Real-world Applications: Titan is engineered for the most demanding edge applications: Wearables: Smartwatches, fitness bands, continuous glucose monitors, smart eyewear, and fitness rings benefit from Titan's ultra-small footprint and low power. Medical Devices: Hearing aids, implantables and biosensors gain longer battery life and better reliability. Smart Home & Industrial IoT: Sensors and asset trackers become more compact, rugged, and power-efficient. Titan is built on Si time: 0505 CSP (0.46 x 0.46 mm)--7x smaller PCB area than 1210 quartz, 4x smaller than 1008 quartz. Up to 50% lower oscillator circuit power. Up to 3x faster startup with 3x lower startup energy. Up to 5x better aging stability and specified for 5 years at the maximum temperature. Tighter stability across wide temperature ranges up to -40degC to 125degC. Up to 50x better shock and 50x better vibration resilience. Availability: Titan SiT11100 (32 MHz): production samples available now. Titan SiT11101 (76.8 MHz), SiT11102 (38.4 MHz), SiT11103 (48 MHz) and SiT11104 (40 MHz): engineering samples will be available starting December 15, 2025.
分析記事 • Sep 16SiTime Corporation (NASDAQ:SITM) Looks Just Right With A 26% Price JumpSiTime Corporation ( NASDAQ:SITM ) shareholders have had their patience rewarded with a 26% share price jump in the...
分析記事 • Jul 21SiTime Corporation's (NASDAQ:SITM) Price In Tune With RevenuesSiTime Corporation's ( NASDAQ:SITM ) price-to-sales (or "P/S") ratio of 23.9x might make it look like a strong sell...
お知らせ • Jul 10SiTime Corporation to Report Q2, 2025 Results on Aug 06, 2025SiTime Corporation announced that they will report Q2, 2025 results After-Market on Aug 06, 2025
お知らせ • Jul 02SiTime Corporation Enhances AI Data Center Performance and Utilization with TimeFabric Software SuiteSiTime Corporation announced its TimeFabric™? software suite. TimeFabric, combined with SiTime's oscillators and clocks, delivers up to 9X more accurate time synchronization than quartz-based solutions, enabling higher system performance and utilization in AI data centers. The TimeFabric software suite consists of two modules: IEEE 1588 standards-compliant synchronization software, as well as proprietary technology to extend critical holdover performance to 24 hours. TimeFabric, combined With SiTime's oscillators and clock, delivers up to 9X More accurate time synchronization than quartz- based solutions, enabling higher system performance & utilization in AI data centers - under harsh environmental conditions. In addition to AI data center applications such as smart network interface cards (SmartNIC), switches, routers and accelerators, TimeFabric can also be used in 5G infrastructure, including remote radio units and base stations, fixed wireless access (FWA) equipment and core network equipment. The Time Fabric software suite has two software modules: IEEE 1588 Precision Time Protocol (PTP) Standards-compliant Servo and Stack. SiTime's proprietary servo and software stack for IEEE 1588 precision time protocol (PTP) with sub-nanosecond synchronization accuracy delivers tighter control and greater timing stability over generic IEEE 1588 solutions, even in the most demanding network systems. Network architects gain flexibility in network traffic scheduling and load balancing, which will result in higher utilization. Holdover Extension Software: TimeFabric's proprietary holdover extension software can be used to enhance the functionality of SiTime's precision devices with in-field software upgrades. The holdover extension software delivers up to 24 hours of holdover, essential to mobile and network infrastructure reliability - a stringent requirement for critical infrastructure. This ensures full operation in the event of GNSS outages or network clock failure. Additional features include: IEEE 1588-2019 compliant - meets ITU-T G.8273.2 Class D: Full timeTransmitter and timeReceiver capability. Hardware timestamping support. Device drivers for SiTime network synchronizers. IEEE 1588 management support. 2X longer holdover: Up to 24 hours holdover with SiT5811, SiT5812 or SiT7101. Availability: TimeFabric is now available for SiTime OCXOs, TCXOs and network synchronizers.
お知らせ • Jun 26SiTime Corporation has completed a Follow-on Equity Offering in the amount of $350 million.SiTime Corporation has completed a Follow-on Equity Offering in the amount of $350 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 1,750,000 Price\Range: $200 Discount Per Security: $7
お知らせ • Jun 25SiTime Corporation has filed a Follow-on Equity Offering in the amount of $350 million.SiTime Corporation has filed a Follow-on Equity Offering in the amount of $350 million. Security Name: Common Stock Security Type: Common Stock
分析記事 • Jun 24Companies Like SiTime (NASDAQ:SITM) Can Afford To Invest In GrowthJust because a business does not make any money, does not mean that the stock will go down. For example, although...
お知らせ • May 07SiTime Corporation Announces Symphonic Mobile Clock Generator Enables Advanced Wireless ConnectivitySiTime Corporation announced Symphonic™, its first mobile clock generator with an integrated MEMS resonator (SiT30100). Symphonic provides accurate and resilient clock signals for 5G and GNSS chipsets and enables efficient power consumption in mobile and IoT devices such as smartphones, tablets, laptops, and asset trackers. This product unlocks a cumulative $2 billion served addressable market (SAM) in the next five years. Symphonic SiT30100 delivers superior thermal resilience in a tiny footprint; unlocks $2 billion SAM over the next five years. The Symphonic clock generator has an integrated MEMS resonator and provides the functionality of up to four discrete timing devices. This approach simplifies system design, reducing space on the board. An integrated temperature sensor delivers accurate information that is used by compensation algorithms to provide superior stability. This enables better GPS accuracy and faster lock time at the system level, delivering a more stable performance under harsh environmental conditions. Symphonic key features (SiTime30100): 4-output clock generator providing 76.8 MHz, 38.4 MHz or 19.2 MHz from any output for baseband, RF and GNSS applications. Integrated MEMS resonator, which eliminates an external resonator, and provides a smaller, single-chip solution which is only 2.22 mm2 in area. Integrated high-precision temperature-to-digital converter (TDC) with single-wire Universal Asynchronous Receiver/Transmitter (UART) interface for system-level temperature compensation to achieve frequency stability as low as +-0.5ppm. Superior performance and dynamic stability under airflow and thermal shock. Multiple Output Enable pins to turn on and off clock outputs for system power optimization and electromagnetic interference (EMI) reduction. -30degC to +90degC operating temperature range (contact SiTime for wider temperature ranges).
お知らせ • Apr 17SiTime Corporation, Annual General Meeting, May 30, 2025SiTime Corporation, Annual General Meeting, May 30, 2025. Location: meetnow.global/mfkflay., United States
お知らせ • Apr 10SiTime Corporation to Report Q1, 2025 Results on May 07, 2025SiTime Corporation announced that they will report Q1, 2025 results After-Market on May 07, 2025
新しいナラティブ • Mar 20Future 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 11SiTime Corporation: Why There May Be Second Guessing Of The AI ThesisSummary 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 Alpha
お知らせ • Feb 08SiTime Corporation Provides Earnings Guidance for the First Quarter of 2025SiTime Corporation provides earnings guidance for the first quarter of 2025. For the quarter, the company expects typical seasonality in First Quarter with revenue of $53 million to $55 million, an increase of 64% year-over-year at the midpoint. Interest income of roughly $4 million to $4.5 million.
お知らせ • Jan 16SiTime Corporation Announces the Differential-Ended SiT5977 Super-TCXOSiTime Corporation announced the differential-ended SiT5977 Super-TCXO, the newest member of the SiTime Elite RF family. This is the only single-chip timing solution that delivers the most resilient performance for AI compute-nodes with high bandwidth and network synchronization. Applications include smart network interface cards (Smart NICs), acceleration cards, switches and compute nodes in the $200 billion datacenter infrastructure market. An AI cluster’s efficiency results in lower total cost of ownership (TCO) and energy consumption. Efficient clusters require high-bandwidth interconnects and tightly synchronized orchestration to minimize AI accelerator idle time. Tighter synchronization also provides precise network telemetry for AI operations. This network telemetry improves performance and reliability by identifying and mitigating underperforming hardware before it fails. The SiT5977 replaces multiple timing components. It optimizes the efficiency of AI compute clusters with 3X tighter synchronization for data transmission and communications in real-world environments. In addition, its 4X smaller size, compared to competing architectures, enables larger processors in compact systems. This allows system architects to fully leverage high-speed 800G bandwidth network connectivity and maximize utilization of the AI cluster. SiTime SiT5977 Timing Solution Simplifies AI System Architecture: The SiT5977 Super-TCXO streamlines AI system architecture. This new timing chip is an ultra-stable, low-jitter TCXO with the industry’s highest frequency differential output. This chip further integrates digital control to provide additional system-level programmability. Key features: Environmentally robust with ±1 ppb/°C frequency slope (dF/dT) for optimum performance under airflow, thermal shock. Capable of driving 800G and higher links via 80 fs phase jitter and LVDS outputs. Enables embedded control loops with precise digital tuning of output frequency (DCTCXO), ±400 ppm pull range and 0.05 ppt (5e-14) resolution via I2C/SPI. Eliminates link flaps from quartz timing activity dips or micro jumps. Resistant to shock, vibration and board bending. Eliminates external LDOs via on-chip voltage regulators. 156.25 MHz output frequency enabling high-speed SerDes and 800G links. Availability: The SiT5977 Super-TCXO is in production and samples are available now.
お知らせ • Jan 08SiTime Corporation to Report Q4, 2024 Results on Feb 05, 2025SiTime Corporation announced that they will report Q4, 2024 results After-Market on Feb 05, 2025
Seeking Alpha • Nov 17SiTime Corporation: Fast Growth Comes At A Steep PriceSummary 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 Alpha
お知らせ • Oct 09SiTime Corporation to Report Q3, 2024 Results on Nov 06, 2024SiTime Corporation announced that they will report Q3, 2024 results After-Market on Nov 06, 2024
Seeking Alpha • Aug 20SiTime Corporation: Why The Recovery May Not Yet Be On A Solid FootingSummary 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 Alpha
お知らせ • Jul 12SiTime Corporation to Report Q2, 2024 Results on Aug 07, 2024SiTime Corporation announced that they will report Q2, 2024 results After-Market on Aug 07, 2024
Recent Insider Transactions Derivative • May 26Independent Director notifies of intention to sell stockKatherine Schuelke intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of May. If the sale is conducted around the recent share price of US$123, it would amount to US$615k. Since June 2023, Katherine has owned 16.01k shares directly. Company insiders have collectively sold US$9.4m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • May 24Executive VP recently sold US$439k worth of stockOn the 21st of May, Vincent Pangrazio sold around 3k shares on-market at roughly US$127 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$9.0m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 23Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 21st of May. If the sale is conducted around the recent share price of US$127, it would amount to US$439k. Since September 2023, Vincent's direct individual holding has increased from 18.40k shares to 18.55k. Company insiders have collectively sold US$8.2m more than they bought, via options and on-market transactions in the last 12 months.
Seeking Alpha • May 21SiTime Corporation: Growth Stock In Niche MEMS Timing MarketSummary 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 Alpha
Recent Insider Transactions • May 15Executive VP recently sold US$346k worth of stockOn the 9th of May, Vincent Pangrazio sold around 3k shares on-market at roughly US$125 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$8.2m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • May 12Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 9th of May. If the sale is conducted around the recent share price of US$125, it would amount to US$346k. Since June 2023, Vincent's direct individual holding has increased from 18.10k shares to 21.31k. Company insiders have collectively sold US$7.6m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • May 10SiTime Corporation Provides Financial Guidance for the Second Quarter of 2024SiTime Corporation provided financial guidance for the second quarter of 2024. For the quarter, the company expects revenue of $40 million to $42 million, an increase of 21% to 27% sequentially.
Reported Earnings • May 09First quarter 2024 earnings released: US$1.26 loss per share (vs US$0.76 loss in 1Q 2023)First quarter 2024 results: US$1.26 loss per share (further deteriorated from US$0.76 loss in 1Q 2023). Revenue: US$33.0m (down 14% from 1Q 2023). Net loss: US$28.7m (loss widened 74% from 1Q 2023). Revenue is forecast to grow 24% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 17+ 1 more updateSiTime Corporation, Annual General Meeting, May 30, 2024SiTime Corporation, Annual General Meeting, May 30, 2024, at 09:00 Pacific Standard Time. Agenda: To elect the Board’s three nominees for Class II directors, Edward H. Frank, Christine A. Heckart, and Tom D. Yiu, to serve until the 2027 annual meeting of stockholders or until their respective successors are duly elected and qualified; to approve, on an advisory basis, the compensation of company's named executive officers, as disclosed in this proxy statement; to ratify the appointment by the audit committee of BDO USA, P.C. as its independent registered public accounting firm for the fiscal year ending December 31, 2024; and to transact such other business as may properly come before the Annual Meeting and any adjournments or postponements of the Annual Meeting.
お知らせ • Apr 11SiTime Corporation to Report Q1, 2024 Results on May 08, 2024SiTime Corporation announced that they will report Q1, 2024 results After-Market on May 08, 2024
Seeking Alpha • Mar 06SiTime Corporation: Growth Outlook Is Not A Sure ThingSummary 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 Alpha
お知らせ • Feb 28+ 1 more updateSiTime Corporation has completed a Follow-on Equity Offering in the amount of $73.581619 million.SiTime Corporation has completed a Follow-on Equity Offering in the amount of $73.581619 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $205.91 Discount Per Security: $6.1773 Security Name: Common Stock Security Type: Common Stock Securities Offered: 25,334 Price\Range: $122.152799 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $150.78 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $131.19 Discount Per Security: $3.9357 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $88.57 Discount Per Security: $2.6571 Security Name: Common Stock Security Type: Common Stock Securities Offered: 100,000 Price\Range: $128.42 Discount Per Security: $3.8526 Transaction Features: At the Market Offering
Major Estimate Revision • Feb 20Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$196.4m to US$176.7m. Forecast losses increased from -US$2.01 to -US$2.89 per share. Semiconductor industry in the US expected to see average net income growth of 12% next year. Consensus price target up from US$142 to US$145. Share price fell 14% to US$104 over the past week.
Reported Earnings • Feb 15Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: US$3.63 loss per share (down from US$1.10 profit in FY 2022). Revenue: US$144.0m (down 49% from FY 2022). Net loss: US$80.5m (down 446% from profit in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.8%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 24SiTime Corporation to Report Q4, 2023 Results on Feb 13, 2024SiTime Corporation announced that they will report Q4, 2023 results After-Market on Feb 13, 2024
Recent Insider Transactions • Dec 18Executive VP recently sold US$382k worth of stockOn the 14th of December, Vincent Pangrazio sold around 3k shares on-market at roughly US$125 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Dec 17Executive VP notifies of intention to sell stockVincent Pangrazio intends to sell 3k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of December. If the sale is conducted around the recent share price of US$125, it would amount to US$382k. Since March 2023, Vincent's direct individual holding has increased from 18.23k shares to 20.31k. Company insiders have collectively sold US$10m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Dec 08SiTime Corporation Announces its Endura Epoch Platform™ Built for Robust and Resilient Positioning, Navigation and Timing (PNT) Services Critical in Defense OperationsSiTime Corporation announced its Endura Epoch Platform™ built for robust and resilient positioning, navigation and timing (PNT) services critical in defense operations. The ruggedized MEMS oven-controlled oscillator (OCXO) boosts the resilience of PNT systems and other equipment, such as radars, field and airborne radios, satcom terminals and avionics against spoofing, jamming and other disruptions in Global Positioning System (GPS) signals. Based upon the transformative precision timing innovations of the Epoch Platform launched in September 2023, the Endura Epoch MEMS OCXOs are specifically designed to meet the challenging shock and vibration conditions found in aerospace and defense. These devices are manufactured using proven semiconductor processes that deliver the reliability and quality expected from silicon devices that cannot be achieved by quartz crystal OCXOs, especially in extreme conditions. Key Features of SiTime Endura Epoch Platform: The Endura Epoch Platform MEMS OCXO greatly simplifies timing system design due to superior performance and delivers a significant improvement in size, weight and power (SWaP). Key features and benefits compared to quartz crystal OCXOs include: Programmable frequencies from 10 to 220 MHz; Up to 70X better g-sensitivity; Up to 30X better reliability; Rated at 20,000 g shock survivability, up to 20X better; Up to 20X better frequency stability over temperature; Up to 3X better Allan deviation, a measure of short-term frequency stability; Surface-mountable, small footprint and low height 9.0 mm x 7.0 mm x 3.6 mm; Low 0.35 g weight, up to 300X lower; 420 mW steady state power, up to 2X lower. Availability: Endura Epoch Platform MEMS OCXO samples will be available for selected customers early in 2024.
お知らせ • Nov 02+ 1 more updateSiTime Corporation Announces CFO ChangesSiTime Corporation announced that Beth Howe has been named SiTime’s chief financial officer (CFO) effective November 8, 2023. Art Chadwick has made the decision to step down as CFO and retire, effective November 7, 2023. He will work with the team and ensure a smooth transition. As CFO, Beth will be responsible for overseeing all aspects of the company’s financial management. SiTime redefines timing technology for intelligent, connected devices. The company announced that Beth Howe has been appointed SiTime’s EVP and CFO. Beth will be a key member of the SiTime leadership team reporting to Rajesh Vashist. As CFO, Beth will be responsible for overseeing all aspects of the company’s financial management. Beth has extensive senior leadership capabilities and more than 25 years of experience in the technology industry. During her 17 years at HP Inc., she held numerous strategic finance roles, most recently serving as HP’s chief audit executive where she was responsible for leading the company’s internal audit program and oversight of enterprise risk management. Prior roles at HP include CFO for HP’s multi-billion-dollar Graphics Solutions Business and vice president of investor relations.
お知らせ • Oct 05SiTime Corporation to Report Q3, 2023 Results on Nov 01, 2023SiTime Corporation announced that they will report Q3, 2023 results After-Market on Nov 01, 2023
Recent Insider Transactions • Sep 07Insider recently sold US$386k worth of stockOn the 30th of August, Lionel Bonnot sold around 3k shares on-market at roughly US$131 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.6m. Insiders have been net sellers, collectively disposing of US$11m more than they bought in the last 12 months.