SiTime Corporation

NasdaqGM:SITM Stok Raporu

Piyasa değeri: US$18.3b

SiTime Gelecekteki Büyüme

Future kriter kontrolleri 6/6

SiTime kazanç ve gelirin sırasıyla yıllık 82% ve 33.2% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 83.1% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 22.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

82.0%

Kazanç büyüme oranı

83.12%

EPS büyüme oranı

Semiconductor kazanç büyümesi26.0%
Gelir büyüme oranı33.2%
Gelecekteki özkaynak getirisi22.74%
Analist kapsamı

Good

Son güncelleme07 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • Apr 13

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

SiTime's analyst price target has moved higher in recent weeks, reflecting a series of $40 to $100 increases from several firms. Analysts attribute these changes to their updated assumptions regarding discount rate, revenue growth, profit margin, and future P/E.
Seeking Alpha • Apr 10

SiTime's Renesas Deal Makes This Stock Harder To Buy

Summary SiTime Corporation (SITM) is at an inflection point after a $1.5B acquisition of Renesas' timing business, transforming its risk and growth profile. Organic revenue growth and margin expansion are exceptional, but the new debt, dilution, and integration risk from the acquisition complicate the investment case. At $345, SITM is neither obviously cheap nor expensive; the Hold rating reflects a balanced risk/reward pending evidence from Q1 2026 results and deal integration. Key watchpoints are Q1 2026 earnings, regulatory progress on the acquisition, refinancing terms, and Apple-related concentration risk. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • Mar 03

SiTime Corp (SITM): The Rhythm of AI – Dominating the $10B Precision Timing Pivot in 2026.

SiTime Corp (SITM) is currently operating as the primary disruptor in the global timing market, trading at $406.41 as of the March 3, 2026, close. The stock experienced a significant 7.8% intraday decline today, a sharp reversal from its all-time high of $440.80 set just yesterday.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • Jul 21

SiTime Corporation's (NASDAQ:SITM) Price In Tune With Revenues

SiTime Corporation's ( NASDAQ:SITM ) price-to-sales (or "P/S") ratio of 23.9x might make it look like a strong sell...
Analiz Makalesi • Jun 24

Companies Like SiTime (NASDAQ:SITM) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
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Yeni Anlatı • 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
Seeking Alpha • Mar 06

SiTime Corporation: Growth Outlook Is Not A Sure Thing

Summary SiTime’s latest Form 10-K contained a lot of bad numbers for FY2023, but the outlook sees a return to a CAGR of 30% in the near future. SITM grew extremely fast prior to FY2023, but that track record is up for discussion upon closer examination. Valuations are high for SITM due to the potential for growth, but its track record remains mostly unproven after the five years since the IPO. FY2024 is likely to be better than FY2023, but there is a lot about SITM that should keep people on their toes. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGM:SITM - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,0392712263495
12/31/20277911551802738
12/31/2026601621312008
3/31/2026380-2454103N/A
12/31/2025327-433587N/A
9/30/2025281-711975N/A
6/30/2025256-82-1452N/A
3/31/2025230-89-1436N/A
12/31/2024203-94-1323N/A
9/30/2024177-95-158N/A
6/30/2024155-94-14-2N/A
3/31/2024139-93-15-2N/A
12/31/2023144-81-48N/A
9/30/2023162-62-314N/A
6/30/2023200-38-816N/A
3/31/20232521232N/A
12/31/202228423440N/A
9/30/2022299452060N/A
6/30/2022288534584N/A
3/31/2022254423573N/A
12/31/2021219322559N/A
9/30/2021183141641N/A
6/30/20211530421N/A
3/31/2021130-81021N/A
12/31/2020116-9917N/A
9/30/2020104-11612N/A
6/30/202097-938N/A
3/31/202091-904N/A
12/31/201984-7N/A7N/A
9/30/201979-6N/A7N/A
6/30/201975-6N/A5N/A
3/31/201980-7N/A4N/A
12/31/201885-9N/A-1N/A
12/31/20171015N/A3N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: SITM önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: SITM önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: SITM önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: SITM şirketinin gelirinin (yıllık 33.2% ) US pazarından (yıllık 11.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: SITM şirketinin gelirinin (yıllık 33.2% ) yıllık 20% dan daha hızlı büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: SITM 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 22.7 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 10:01
Gün Sonu Hisse Fiyatı2026/05/20 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

SiTime Corporation 11 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Thomas O'MalleyBarclays
James SchneiderGoldman Sachs
James SchneiderGoldman Sachs