SiTime Corporation

NasdaqGM:SITM 株式レポート

時価総額:US$20.5b

SiTime マネジメント

マネジメント 基準チェック /44

SiTimeの CEO はRajesh Vashistで、 Sep2007年に任命され、 の在任期間は 18.92年です。 の年間総報酬は$ 14.26Mで、 6%給与と94%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.52%を直接所有しており、その価値は$ 107.29M 。経営陣と取締役会の平均在任期間はそれぞれ6.6年と6.8年です。

主要情報

Rajesh Vashist

最高経営責任者

US$14.3m

報酬総額

CEO給与比率5.96%
CEO在任期間18.9yrs
CEOの所有権0.5%
経営陣の平均在職期間6.6yrs
取締役会の平均在任期間6.8yrs

経営陣の近況

Recent updates

Seeking Alpha Aug 11

SiTime: A Blowout Q2 Came And Renesas Closed - I Am Still Holding

Summary SiTime delivered a blowout Q2, achieving 127% revenue growth, GAAP profitability, and closing its transformative Renesas acquisition. The stock surged 26% post-earnings to $689.96, now trading at approximately 62x 2026 consensus EPS, fully pricing in elite execution. Integration risk is now real as SiTime absorbs Renesas, doubling its revenue base and introducing significant operational and balance sheet complexity. I reaffirm Hold: existing holders should stay; new buyers should wait for a pullback to the low-to-mid $500s for a more favorable risk-reward. Read the full article on Seeking Alpha
ナラティブ更新 Aug 07

SITM: Renesas Timing Acquisition And Index Moves Will Shape Future Returns

Analysts lifted their SiTime price expectations as the average target moved from about $837.50 to roughly $864.38. This reflects updated views on revenue growth, profit margins and future P/E assumptions following recent price target changes to $900 and $840.
ナラティブ更新 Jul 17

SITM: Renesas Timing Acquisition And AI Demand Will Support Future Upside

SiTime's analyst price target has shifted sharply higher, with the fair value estimate moving from $500.0 to $900.0, as analysts point to updated assumptions for revenue growth, profit margins and future P/E levels in their models. Analyst Commentary Street research on SiTime reflects a cluster of bullish adjustments, with several firms revisiting their models and revising assumptions around revenue growth, profit margins and future P/E levels.
ナラティブ更新 Jul 03

SITM: Future Returns Will Hinge On Executing The Renesas Timing Acquisition

SiTime's analyst fair value estimate has been adjusted from $750.00 to $775.00. Analysts attribute this change to updated expectations for revenue growth, profit margins, and a lower future P/E multiple following a series of recent price target revisions across the Street.
ナラティブ更新 Jun 19

SITM: AI Timing Products And New Headquarters Will Shape Future Returns

The updated analyst price target for SiTime edges up by about $10 to $837.50, with analysts citing revised assumptions for revenue growth, profit margins, and future P/E as key drivers behind the change. Analyst Commentary Recent research on SiTime highlights a split picture, with some firms lifting price targets and others trimming them.
分析記事 Jun 17

SiTime (SITM) Stock Could Be 17.3% Undervalued After AI Timing Demand Debate

SiTime (SITM) is back in focus after fresh news on its timing systems for AI and data center uses, combined with expanded enterprise AI deployments and a debate over potential overvaluation. See our latest analysis for SiTime. SiTime's recent AI and data center headlines arrive after a sharp 99.21% 90 day share price return and a 210.40% 1 year total shareholder return. At the same time, the 30 day share price return declined 11.52%, which hints that momentum has cooled in the very short term...
ナラティブ更新 Jun 04

SITM: Timing M&A And Convertible Notes Will Shape Future Returns

SiTime's updated analyst price target has shifted sharply higher, with fair value moving from about $452 to roughly $828, as analysts factor in revised assumptions around growth, profitability and future P/E multiples following a series of recent target changes and an upgrade. Analyst Commentary Recent Street research on SiTime reflects a wide spread in price target changes, ranging from sizeable increases to a meaningful cut, along with a fresh upgrade.
ナラティブ更新 May 14

SITM: Future Returns Will Depend On Delivering AI Timing Expectations

SiTime's analyst fair value estimate has moved from $400.00 to $750.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples following a series of recent price target changes across the Street. Analyst Commentary Street research around SiTime is mixed, with several firms lifting price targets while at least one has trimmed expectations.
ナラティブ更新 Apr 28

SITM: Future Returns Will Hinge On Execution Of Renesas Timing Unit Deal

SiTime's updated analyst price target has risen by more than one hundred dollars, with analysts citing stronger modeled revenue growth, a sharply lower profit margin assumption, and a very large future P/E as key inputs to their revised views. Analyst Commentary Recent Street research on SiTime points to a wide range of views, even as several firms publish higher price targets tied to updated revenue and margin assumptions.
ナラティブ更新 Apr 13

SITM: Precision Timing And M&A Potential Will Shape Future Returns

SiTime's analyst price target has moved higher in recent weeks, reflecting a series of $40 to $100 increases from several firms. Analysts attribute these changes to their updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E.
ナラティブ更新 Mar 30

SITM: Higher Fair Value Will Depend On Timing Unit Acquisition Execution

Analysts have raised their SiTime price targets from $40 to $100, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while still using a lower future P/E in their models. Analyst Commentary Recent Street research on SiTime centers on higher price targets, but the tone is not uniformly optimistic.
ナラティブ更新 Mar 16

SITM: Rising Conviction In Timing Expansion Will Support Future Upside Potential

SiTime's analyst fair value estimate has increased from $430.00 to $500.00, with analysts attributing the change to updated growth and margin assumptions in recent price target revisions across several firms. Analyst Commentary Recent Street research points to a cluster of higher price targets for SiTime, with several bullish analysts revising their models and lifting their fair value ranges in relatively quick succession.
ナラティブ更新 Mar 02

SITM: Higher Fair Value Will Test Execution And Acquisition Integration

Analysts have lifted their SiTime fair value estimate from $320.00 to $400.00, citing a series of higher Street price targets, slightly lower discount rate assumptions, modestly adjusted revenue growth expectations, and a higher projected profit margin with a similar future P/E multiple. Analyst Commentary Street research on SiTime has recently clustered around higher price targets, with multiple firms lifting their views by between $40 and $100 per share.
ナラティブ更新 Feb 16

SITM: Precision Timing Focus And M&A Optionality Will Shape Returns

The analyst price target for SiTime has moved higher to $452.22 from $346.88, with analysts pointing to updated assumptions on revenue growth, profit margins, and future P/E after a series of recent price target increases across several firms. Analyst Commentary Recent research updates cluster around higher price targets for SiTime, with several firms raising their estimates by US$40 to US$100 and one initiating coverage with a US$350 target.
ナラティブ更新 Feb 02

SITM: Precision Timing And Richer Mix Will Support Future Upside Potential

Analysts have lifted their fair value estimate for SiTime from $400 to $430, citing a higher price target range across recent research, a shift to richer profit margin assumptions, and a lower implied future P/E multiple in their updated models. Analyst Commentary Recent Street research has leaned constructive on SiTime, with several bullish analysts lifting price targets and highlighting what they see as attractive positioning in precision timing products.
ナラティブ更新 Jan 19

SITM: Richer Segment Mix Will Likely Struggle To Support Premium Multiple

Narrative Update: SiTime Analyst Price Target Shift Analysts have lifted their SiTime fair value estimate from $269.34 to $320.00, citing updated models that reflect recent price target increases, a slightly higher discount rate of 10.48%, modestly adjusted assumptions for revenue growth and profit margin, and a revised future P/E of about 145x that is supported by Street research highlighting SiTime's role in precision timing and a richer segment mix. Analyst Commentary Recent Street research on SiTime centers on how its precision timing products fit into a timing market that one firm sizes at about US$10b, and how that opportunity lines up with current valuation and execution risks.
ナラティブ更新 Jan 04

SITM Overheated Timing Demand Cycle Will Likely Challenge Premium Expectations

Analysts have raised their price target on SiTime significantly, lifting fair value from $180.00 to approximately $269.34. They cite the company's strengthening position as a precision timing technology disruptor in a large addressable market and its improving segment mix supported by strong recent results and guidance.
ナラティブ更新 Dec 16

SITM: Precision Timing Gains And Richer Mix Will Support Durable Upside Potential

Analysts have lifted their fair value estimate for SiTime from $275 to $400 per share, citing the company’s strengthening position as a precision timing technology disruptor in a $10B market, along with evidence of sustainable growth supported by a richer segment mix and stronger near term guidance. Analyst Commentary Bullish analysts highlight that the latest fair value increase aligns with a broader reassessment of SiTime's long term earnings power and addressable market opportunity.
分析記事 Dec 05

Revenues Tell The Story For SiTime Corporation (NASDAQ:SITM) As Its Stock Soars 25%

Despite an already strong run, SiTime Corporation ( NASDAQ:SITM ) shares have been powering on, with a gain of 25% in...
ナラティブ更新 Dec 01

SITM: Precision Timing Demand Will Drive Sustained Momentum Ahead

SiTime’s analyst price target has been raised by $3.57 to $346.88. Analysts cite strong recent results, increased demand for precision timing, and a positive segment mix outlook as factors supporting a higher valuation.
ナラティブ更新 Nov 17

SITM: Segment Mix Improvement Will Drive Long-Term Growth Potential

Analysts have raised their price target for SiTime from $285 to approximately $346, citing strong recent results, improved future guidance, and an enhanced segment mix that is driving sustainable growth prospects. Analyst Commentary Recent commentary from Street analysts highlights both promising strengths and ongoing considerations for SiTime as it continues to demonstrate improved results and guidance.
ナラティブ更新 Nov 01

SITM: Future Device Miniaturization And Steady Revenue Will Sustain Long-Term Value

Analysts have maintained their price target for SiTime at $285.00. This reflects continued confidence in the company's outlook given stable estimates for revenue growth and profit margins.
ナラティブ更新 Oct 18

AI Data Centers And IoT Markets Will Secure Long-Term Value

Narrative Update: SiTime Analyst Price Target Adjustment Analysts have increased their price target for SiTime from $260.71 to $285.00 per share. This change reflects higher projected revenue growth, improved profit margins, and a slightly more favorable discount rate.
ナラティブ更新 Oct 04

AI Data Centers And IoT Markets Will Secure Long-Term Value

Analysts have raised their price target for SiTime from $249.29 to $260.71, citing a modest improvement in projected fair value based on updated financial estimates. What's in the News SiTime launched the Titan Platform, a new family of MEMS resonators that are at least four times smaller than existing quartz options.
分析記事 Sep 16

SiTime Corporation (NASDAQ:SITM) Looks Just Right With A 26% Price Jump

SiTime Corporation ( NASDAQ:SITM ) shareholders have had their patience rewarded with a 26% share price jump in the...
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新しいナラティブ Mar 20

Future High-Bandwidth AI Applications Will Drive Demand For Precision Timing Products In CED Markets

Continued revenue growth driven by strong bookings and innovation in the CED markets and industrial applications.
Seeking Alpha Feb 11

SiTime Corporation: Why There May Be Second Guessing Of The AI Thesis

Summary The latest report from SiTime showed growth remains very fast, but it was not enough to keep the stock from once again selling off in recent weeks. AI was the tailwind that drove a furious rally in the stock, but it appears AI is also the cause behind the recent decline. SITM is priced for fast growth with high multiples, but the possibility growth could falter has increased with recent AI developments. The stock’s decline is caused by the increase in risk, which could continue if AI spending is reduced due to DeepSeek or some other reason. Read the full article on Seeking Alpha
Seeking Alpha Nov 17

SiTime Corporation: Fast Growth Comes At A Steep Price

Summary The latest report from SiTime Corporation pushed the stock to new highs by reporting gains in the top and the bottom line few can match. While growth is impressive, it is very uneven, which brings up the possibility growth could falter like it has before. Multiples are in the stratosphere because of the fast growth expected, but this could become a problem if growth falls off. An argument can be made in favor of long SITM stock, but it needs reminding that SITM has burned bulls before. Read the full article on Seeking Alpha
Seeking Alpha Aug 20

SiTime Corporation: Why The Recovery May Not Yet Be On A Solid Footing

Summary The stock spent years in decline and poor quarterly results led to a new low as recently as April, but SITM has turned it around since then. SITM was affected by a number of recent developments, but the stock seems to be moving upwards with the assistance of a return to fast growth. SITM is expected to grow very fast, and it carries a high valuation accordingly, but the drivers behind the growth may not be what they seem to be. There are definitely arguments in favor of long SITM, but there is also reason to be skeptical about whether the recent improvement can be sustained. Read the full article on Seeking Alpha
Seeking Alpha May 21

SiTime Corporation: Growth Stock In Niche MEMS Timing Market

Summary SiTime Corporation has a small market share in the total DAO market but stands out with its large product breadth and superior performance compared to competitors. The company's revenue declined in 2023, but analyst consensus remains optimistic, forecasting revenue growth of over 25% annually for the next five years. SiTime's actual total addressable market is likely to be less than the estimated TAM of $10 billion, with a more accurate current TAM estimated to be between $5.5-$6.2 billion. While its SOM is even smaller, the company stands out with its product performance and breadth, allowing it to dominate the niche MEMS timing market. Read the full article on Seeking Alpha

CEO報酬分析

SiTime の収益と比較して、Rajesh Vashist の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$14m

Mar 31 2026n/an/a

-US$24m

Dec 31 2025US$14mUS$850k

-US$43m

Sep 30 2025n/an/a

-US$71m

Jun 30 2025n/an/a

-US$82m

Mar 31 2025n/an/a

-US$89m

Dec 31 2024US$13mUS$667k

-US$94m

Sep 30 2024n/an/a

-US$95m

Jun 30 2024n/an/a

-US$94m

Mar 31 2024n/an/a

-US$93m

Dec 31 2023US$11mUS$650k

-US$81m

Sep 30 2023n/an/a

-US$62m

Jun 30 2023n/an/a

-US$38m

Mar 31 2023n/an/a

US$624k

Dec 31 2022US$10mUS$650k

US$23m

Sep 30 2022n/an/a

US$45m

Jun 30 2022n/an/a

US$53m

Mar 31 2022n/an/a

US$42m

Dec 31 2021US$11mUS$587k

US$32m

Sep 30 2021n/an/a

US$14m

Jun 30 2021n/an/a

-US$218k

Mar 31 2021n/an/a

-US$8m

Dec 31 2020US$3mUS$587k

-US$9m

Sep 30 2020n/an/a

-US$11m

Jun 30 2020n/an/a

-US$9m

Mar 31 2020n/an/a

-US$9m

Dec 31 2019US$11mUS$489k

-US$7m

報酬と市場: Rajeshの 総報酬 ($USD 14.26M ) は、 US市場 ($USD 14.39M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Rajeshの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Rajesh Vashist (68 yo)

18.9yrs
在職期間
US$14,261,046
報酬

Mr. Rajesh Vashist has been the Chief Executive Officer and President of SiTime Corporation since September 4, 2007 and serves as its Chairman since November 1, 2019. Mr. Vashist served as the President an...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Rajesh Vashist
Chairman18.9yrsUS$14.26m0.52%
$ 107.3m
Elizabeth Howe
Executive VP of Finance & CFO2.8yrsUS$3.08m0.032%
$ 6.6m
Piyush Sevalia
Executive VP of Marketing & Chief Business Officer18.4yrsUS$3.81m0.029%
$ 5.8m
Lionel Bonnot
Executive Vice President of Worldwide Sales & Business Development7.1yrsUS$3.89m0.018%
$ 3.7m
Fariborz Assaderaghi
Executive Vice President of Engineering & Operations5.7yrsUS$3.81m0.0037%
$ 752.6k
Aaron Partridge
Co-Founder21.6yrsデータなしデータなし
Markus Lutz
Co-Founder21.6yrsデータなしデータなし
Atul Shingal
Executive Vice President of Operations5.7yrsデータなしデータなし
Samsheer Ahmad
Senior VP of Finance & Chief Accounting Officer2.5yrsデータなしデータなし
Vincent Pangrazio
Executive VP6.2yrsUS$4.55m0.045%
$ 9.1m
Felicia Mayo
Executive VP & Chief People Officerno dataデータなしデータなし
David Sweet
Partnerno dataデータなしデータなし
6.6yrs
平均在職期間
60.5yo
平均年齢

経験豊富な経営陣: SITMの経営陣は経験豊富で経験豊富です(平均在職期間は6.6年)。


取締役

名称ポジション在職期間報酬所有権
Rajesh Vashist
Chairman18.9yrsUS$14.26m0.52%
$ 107.3m
Faraj Aalaei
Independent Directorless than a yearデータなし0.00082%
$ 167.7k
Torsten Kreindl
Independent Director6.8yrsUS$325.97k0.040%
$ 8.2m
Katherine Schuelke
Independent Director6.8yrsUS$325.97k0.039%
$ 7.9m
Christine Heckart
Independent Director5.3yrsUS$481.12k0.032%
$ 6.6m
Edward Frank
Independent Director6.8yrsUS$313.97k0.045%
$ 9.3m
Ganesh Moorthy
Independent Directorless than a yearUS$446.50k0.0017%
$ 349.7k
Akira Takata
Independent Director11.8yrsUS$297.97k0.041%
$ 8.3m
Gabriel Rebeiz
Member of Technical Advisory Boardno dataデータなしデータなし
Masayoshi Esashi
Member of Technical Advisory Boardno dataデータなしデータなし
Kofi Makinwa
Member of Technical Advisory Boardno dataデータなしデータなし
Raman Chitkara
Lead Independent Director6.8yrsUS$345.97k0.065%
$ 13.3m
6.8yrs
平均在職期間
66yo
平均年齢

経験豊富なボード: SITMの 取締役会経験豊富 であると考えられます ( 6.8年の平均在任期間)。


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2026/08/19 23:18
終値2026/08/19 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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。9

アナリスト機関
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James SchneiderGoldman Sachs
Nathaniel Quinn BoltonNeedham & Company