CenterBook Partners LP Invests $1.87 Million in SiTime Corporation $SITM
CenterBook Partners LP has purchased a new stake worth $1.87 million in SiTime Corporation (NASDAQ:SITM) during the third quarter. Other institutional investors have also adjusted their holdings in the company. SiTime's stock traded down 3.4%, and the company recently reported earnings that beat analyst expectations, though it maintains a negative price-to-earnings ratio and net margin.
Rhumbline Advisers Purchases 4,077 Shares of SiTime Corporation $SITM
Rhumbline Advisers increased its stake in SiTime Corporation by 7.5%, purchasing an additional 4,077 shares to own a total of 58,779 shares valued at $17.71 million. Despite a negative net margin, SiTime reported strong quarterly earnings, surpassing analyst expectations, and maintains a "Moderate Buy" rating with an average target price of $409.38 from analysts. Institutional ownership remains high at 84.31%, even as some insiders recently sold shares.
Cibc World Market Inc. Purchases New Position in SiTime Corporation $SITM
Cibc World Market Inc. has acquired a new stake of 7,497 shares in SiTime Corporation, valued at approximately $2.26 million, during the third quarter. This purchase contributes to the 84.31% institutional ownership of SiTime, although company insiders recently sold shares valued at $9.56 million. Despite insider sales, SiTime surpassed quarterly earnings expectations and maintains a "Moderate Buy" consensus rating from analysts, with a target price of $409.38.
TimesSquare Capital Management LLC Acquires 107,980 Shares of SiTime Corporation $SITM
TimesSquare Capital Management LLC significantly increased its stake in SiTime Corporation (NASDAQ:SITM) by 455.2% in the third quarter, purchasing 107,980 additional shares to own a total of 131,700 shares valued at approximately $39.7 million. This move comes as SiTime reported strong Q4 results, exceeding revenue and EPS expectations, and receiving multiple 'Buy' ratings from analysts with a consensus price target near $409. Despite the institutional confidence and positive analyst outlook, there has been notable insider selling, with insiders offloading 24,712 shares worth about $9.56 million in the last three months, which could impact short-term investor sentiment.
Public Sector Pension Investment Board Increases Stock Holdings in SiTime Corporation $SITM
The Public Sector Pension Investment Board significantly increased its stake in SiTime Corporation ($SITM) by 19.7% in the third quarter, now owning 85,194 shares. This move comes as SiTime experienced a strong Q4, beating EPS and revenue expectations, and institutional ownership of the company stands at approximately 84%. Despite this positive institutional interest and strong analyst ratings, the article notes a concern regarding recent large insider selling of SiTime stock.
SiTime Nears US$3b Renesas Deal That Could Redefine Growth Story
SiTime Corporation is reportedly close to acquiring Renesas Electronics' timing unit for an estimated US$3 billion, a move that would be SiTime's largest acquisition to date. This deal could significantly expand SiTime's market position, product range, and competitive standing in the timing solutions sector. While the acquisition presents substantial growth opportunities, investors are advised to consider potential integration risks and the impact on SiTime's existing financial structure.
SiTime Corporation $SITM Position Decreased by Peregrine Investment Management Inc.
Peregrine Investment Management Inc. significantly reduced its stake in SiTime Corporation (NASDAQ:SITM) by 20.7% in Q3, although the company remains its second-largest holding. Despite strong Q4 earnings and a "Moderate Buy" consensus rating from analysts, recent significant insider selling, including a $4.02 million sale by Samsheer Ahamad, could temper near-term sentiment for the semiconductor firm.
SiTime (NASDAQ:SITM) Insider Fariborz Assaderaghi Sells 2,112 Shares
SiTime insider Fariborz Assaderaghi sold 2,112 shares of the company's stock on February 11th for over $904,000, reducing his stake by 2.11%. This transaction follows previous sales in February and December. Despite the sales, SiTime reported strong quarterly earnings, beating revenue and EPS estimates, though it remains unprofitable with negative net margins and return on equity.
SiTime Corporation (NASDAQ:SITM) Given Consensus Rating of "Moderate Buy" by Brokerages
SiTime Corporation (NASDAQ:SITM) has received a "Moderate Buy" consensus rating from brokerages, with an average 1-year price target of $409.38. This comes despite the company reporting a negative net margin and return on equity, though it did beat quarterly revenue and EPS expectations. Insider selling amounting to $4.43 million has been noted in the past three months, while institutional investors hold a significant stake.
Sitime stock hits all-time high at 442.96 USD
Sitime Corporation's stock has reached an all-time high of 442.96 USD, marking a 159.91% increase over the past year. The company, with a market capitalization of $11.47 billion and 61.16% revenue growth, shows strong investor confidence despite being potentially overvalued according to InvestingPro. Analysts maintain a bullish outlook with a $500 price target, following impressive Q4 2025 financial results.
Takata Akira sells SiTime (SITM) shares worth $1.5m By Investing.com
Director Takata Akira sold 3,500 shares of SiTime Corp (SITM) for over $1.5 million at an average price of $431.73 on February 6, 2026. Following this transaction, Takata Akira directly holds 13,734 SiTime shares. This insider trade follows SiTime's strong fourth-quarter 2025 financial results, where the company surpassed analyst expectations with an EPS of $1.53 and revenue of $113.3 million.
Takata Akira sells SiTime (SITM) shares worth $1.5m
Director Takata Akira sold 3,500 shares of SiTime Corp (SITM) for a total of $1,511,055 on February 6, 2026, with an average price of $431.73 per share. This transaction leaves Takata Akira with 13,734 directly owned shares. The sale follows SiTime's strong fourth-quarter 2025 financial results, where the company exceeded analyst expectations with an EPS of $1.53 and revenue of $113.3 million.
Akira Takata Sells 3,500 Shares of SiTime (NASDAQ:SITM) Stock
Akira Takata, a Director at SiTime (NASDAQ:SITM), sold 3,500 shares of the company's stock for approximately $1.51 million on February 6th, reducing his holding by over 20%. This transaction occurred after SiTime reported strong quarterly earnings, beating analyst expectations, and as its stock traded near its 12-month high. Analyst sentiment remains largely positive, with a "Moderate Buy" consensus rating and an average price target of $409.38.
Earnings Estimates Rising for SiTime (SITM): Will It Gain?
SiTime (SITM) is seeing a significant rise in its earnings estimates, leading to growing optimism among analysts. This positive outlook has resulted in a Zacks Rank #2 (Buy) for the company, suggesting good investment potential. The stock has already shown solid short-term price momentum, which is expected to continue given the improving earnings prospects.
SiTime to Acquire Renesas’ Timing Business
SiTime Corp. has signed a definitive agreement to acquire certain assets related to Renesas Electronics Corp.'s timing business for $1.5 billion in cash and approximately 4.13 million shares of SiTime common stock. This acquisition is expected to accelerate SiTime’s revenue to $1 billion by significantly expanding its clocking portfolio and customer base, especially in the comms, enterprise, and datacenter segments. The companies also plan to explore integrating SiTime’s MEMS resonators into Renesas’ embedded computing products, aiming to deliver enhanced integrated solutions.
SiTime agrees to buy Renesas timing unit in $2.9 billion deal
SiTime Corporation has announced an agreement to acquire the timing unit from Renesas Electronics for an estimated $2.9 billion. This acquisition will expand SiTime's product portfolio and market presence in the timing solutions industry. The deal is expected to close in the near future, pending regulatory approvals.
SiTime Corporation (SITM) Receives a Hold from Barclays
Barclays analyst Thomas O’Malley maintained a Hold rating on SiTime Corporation (SITM) with a price target of $400.00. This follows a similar Hold rating from TipRanks and a Buy rating from Roth MKM. The company reported a quarterly revenue of $83.57 million and a GAAP net loss of $8.01 million for the quarter ending September 30, and corporate insider sentiment is negative due to increased selling activity.
SiTime stock jumps premarket as $3.2 billion Renesas timing deal keeps SITM in play
SiTime's stock rose in premarket trading following the announcement of its acquisition of Renesas Electronics' timing business for $3.2 billion in cash and stock. This strategic move aims to expand SiTime's product offerings into the data center and communications markets, with the company projecting significant revenue and gross margin increases from the acquired business, particularly in AI datacenter-communications clients. While the deal is expected to boost SiTime's clocking portfolio, its full financial benefits, especially from resonator integration, are anticipated to materialize over several years due to design and qualification cycles.
Sitime Corp earnings beat by $0.32, revenue topped estimates
Sitime Corp (NASDAQ: SITM) announced its fourth-quarter earnings, reporting an EPS of $1.53, surpassing analyst estimates by $0.32. The company's revenue also topped expectations, coming in at $113.3 million against a consensus of $101.91 million. Sitime Corp's stock has seen significant growth, rising 6.43% in the last three months and 56.04% over the past year.
Analysts Offer Insights on Technology Companies: ARM Holdings PLC ADR (ARM) and SiTime Corporation (SITM)
Two technology companies, ARM Holdings PLC ADR and SiTime Corporation, recently received bullish sentiments from analysts. Mizuho Securities maintained a Buy rating for ARM Holdings with a $160 price target, while Roth MKM kept a Buy rating for SiTime Corporation with a $450 price target. Both companies are seen to have significant upside potential based on current analyst consensus.
SiTime Stock Surges Amid Renesas Acquisition and Robust Earnings
SiTime Corporation's stock surged by nearly 18% following its strong Q4 2025 earnings, which surpassed analyst expectations, and the strategic acquisition of Renesas’ timing assets for $1.5 billion. This acquisition is set to position SiTime as a leader in precision timing, targeting a $1 billion revenue, and opening doors to high-growth areas like AI datacenters. An upward revision of its price target by UBS further underscores investor confidence in SiTime's future growth prospects.
SiTime Corporation (NASDAQ:SITM) Q4 2025 earnings call transcript
This document is an earnings call transcript for SiTime Corporation's Q4 2025 financial results. It contains the complete dialogue from the call, including management's prepared remarks, financial disclosures, and the Q&A session with analysts. Investors and stakeholders can review the company's performance, outlook, and strategic discussions.
Sitime Corporation stock hits all-time high at 397.79 USD By Investing.com
Sitime Corporation (SITM) stock reached an all-time high of $397.79, marking a significant milestone driven by strong investor confidence and 59.04% revenue growth. Despite not being profitable in the last year, analysts anticipate profitability this year, with earnings results expected tomorrow. The stock's price target has been increased by Stifel and Goldman Sachs, reflecting a positive outlook from investment firms amid potential acquisition discussions.
SiTime Corporation (NASDAQ:SITM) Q4 2025 Earnings Call Transcript
SiTime Corporation (NASDAQ:SITM) reported exceptional Q4 and full-year 2025 results, with Q4 revenue up 66% year-over-year to $113.3 million and full-year revenue up 61% to $326.7 million, driven by strong growth in Communications, Enterprise, and Data Center (CED). The company also announced a strategic acquisition of Renesas’ timing business for $1.5 billion in cash and stock, aiming to expand its clocking product portfolio and accelerate its path to $1 billion in revenue, leveraging high gross margins and strategic synergy in CED. Despite the acquisition, SiTime projects robust growth for Q1 2026, with revenue between $101 million and $104 million and continued strong gross margins.
SiTime Corporation (NASDAQ:SITM) Receives Consensus Recommendation of "Moderate Buy" from Analysts
SiTime Corporation (NASDAQ:SITM) has received a consensus "Moderate Buy" rating from nine analysts, with an average 12-month price target of $367.50. This optimism follows SiTime's strong Q4 results, which beat expectations, and its strategic acquisition of Renesas’ timing business, expected to accelerate revenue growth. However, concerns remain regarding a $42.9 million GAAP net loss in FY2025, elevated operating expenses, and potential financing and dilution issues related to the acquisition and recent insider sales.
SiTime Corp (NASDAQ:SITM) Beats Q4 Estimates on Strong AI Infrastructure Demand
SiTime Corporation (NASDAQ:SITM) exceeded Q4 2025 financial estimates, reporting $113.3 million in revenue and $1.53 non-GAAP EPS, largely driven by strong demand from AI infrastructure. The company saw a positive market reaction with a 14.7% after-market gain and expects continued growth in 2026, especially within its Communications, Enterprise, and Datacenter (CED) business. SiTime also maintains a strong balance sheet with $808.4 million in liquidity, aiding its pending acquisition of Renesas’ timing business.
SiTime to Acquire Renesas’ Timing Business
SiTime Corporation announced its acquisition of certain assets related to Renesas’ timing business for $1.5 billion in cash and approximately 4.13 million shares of SiTime common stock. This acquisition is expected to significantly expand SiTime's clocking portfolio and accelerate its path to $1 billion in revenue, particularly in high-growth areas like AI datacenters and communications. Additionally, the companies have signed an MOU to explore integrating SiTime’s MEMS resonators into Renesas’ embedded computing products.
SiTime Agrees to Buy Renesas Timing Unit in $2.9 Billion Deal
SiTime Corp. has agreed to acquire Renesas Electronics Corp.'s timing unit for approximately $2.9 billion in a cash-and-stock deal. The transaction involves $1.5 billion in cash and 4.13 million SiTime shares. Renesas CEO Hidetoshi Shibata is expected to join SiTime's board upon the transaction's close, anticipated by the end of the year.
Sitime Corp earnings beat by $0.32, revenue topped estimates
Sitime Corp (NASDAQ: SITM) reported strong financial results for its fourth quarter, surpassing analyst expectations. The company announced an EPS of $1.53, exceeding estimates by $0.32, and generated revenue of $113.3 million, which topped the consensus estimate. Sitime's stock has shown significant growth, increasing by 6.43% in the last three months and 56.04% over the past year.
$300M AI datacenter timing unit: inside SiTime’s Renesas deal
SiTime (Nasdaq: SITM) announced it would acquire Renesas’ timing business for $1.5 billion in cash and approximately 4.13 million SiTime shares, aiming to accelerate its path to $1 billion in revenue. The acquired business is projected to generate $300 million in revenue within the first 12 months post-close, with a 70% gross margin, significantly exposed to AI-datacenter-communications. SiTime plans to fund the cash portion with existing funds and $900 million in committed debt, expecting the deal to be accretive to non-GAAP EPS in the first year and to close by the end of 2026.
SiTime to Acquire Renesas’ Timing Business
SiTime Corporation announced its acquisition of Renesas’ timing business, a move expected to significantly accelerate SiTime's revenue growth towards $1 billion. The acquired business is projected to generate $300 million in revenue in the 12 months post-close, with strong gross margins, primarily from the high-growth AI Datacenter-Comms sector. Additionally, the companies have formed a partnership to explore integrating SiTime’s MEMS resonators into Renesas’ embedded computing products.
SiTime Confirms Discussions with Renesas Regarding Potential Acquisition of Renesas’ Timing Business
SiTime Corporation has confirmed it is in discussions with Renesas Electronics Corporation regarding a potential acquisition of Renesas’ timing business. The company stated that no agreement has been reached and there is no guarantee that a transaction will occur. SiTime does not intend to comment further unless required.
SiTime Corporation (SITM) Rallied More Than 90% in 2025
SiTime Corporation (SITM) rallied more than 90% in 2025 according to Baron Funds' fourth-quarter 2025 investor letter. The Baron Discovery Fund purchased SITM shares in the first quarter at an average price of $178.63, and the stock finished the year over $353, reflecting significant gains. Despite its performance, Baron Discovery Fund believes certain AI stocks offer greater upside potential and less downside risk than SiTime.
SiTime Is Said Near $3 Billion Deal for Renesas Timing Unit
SiTime Corp., an analog chipmaker, is reportedly close to a $3 billion deal to acquire Renesas Electronics Corp.'s timing unit. This acquisition would be SiTime's largest to date and would provide Renesas with funds to pursue acquisitions in high-growth areas. Both companies have confirmed discussions, though no agreement has been finalized.
SiTime in Talks to Acquire Renesas Timing Business
SiTime Corporation has confirmed it is in discussions with Renesas Electronics to acquire Renesas' timing business, aiming to expand its market share and strengthen its leadership in the timing industry. While potential integration could enhance SiTime's product performance, the company has stated it will not comment further until an agreement is reached, acknowledging the uncertainty of the transaction. Analysts maintain a generally optimistic outlook on SiTime's growth prospects, with several increasing price targets.
SiTime Corporation in Talks to Acquire Renesas Electronics’ Timing Business
SiTime Corporation has confirmed that it is in discussions with Renesas Electronics Corporation regarding a potential acquisition of Renesas’ timing business. While SiTime acknowledges the talks are part of its growth strategy, no definitive agreement has been reached, and there is no certainty the negotiations will result in a finalized deal. Both companies have withheld further details regarding the scope or financial terms of the potential acquisition during the ongoing discussions.
Precision timing company SiTime holds talks on Renesas timing business
SiTime Corporation confirmed it is in discussions with Renesas Electronics Corporation regarding a potential acquisition of Renesas’ timing business. No agreement has been reached yet, and SiTime stated there is no assurance that any transaction will result from these talks. The company does not intend to provide further comments until legally required to do so.
Renesas Electronics Corp - True That We Are In Talks With SiTime About Sale Of Timing Business
Renesas Electronics Corp confirmed it is in talks with SiTime regarding the sale of its timing business. This news comes from Refinitiv and was reported by Reuters, indicating potential mergers and acquisitions activity within the US and Japanese stock markets.
Sitime Corporation stock hits all-time high at 397.79 USD
SiTime Corporation's stock reached an all-time high of $397.79, reflecting strong investor confidence and an 82.83% increase over the past year. Despite volatility and being currently unprofitable, analysts expect profitability this year, with price targets ranging from $320 to $430, highlighting the company's strategic advancements and growth prospects in the semiconductor industry.
Analysts Continue to Raise SiTime Corporation’s (SITM) Target Price
Analysts are raising their price targets for SiTime Corporation (SITM), with UBS increasing its target to $430 and Barclays upgrading the stock to Hold with a new target of $360. This positive outlook is primarily driven by SiTime's strong exposure to AI and its evolving role as an AI-focused business within the MEMS timing sector. The company is seen as a key player in supporting AI ventures with significant growth potential.
Analysts Continue to Raise SiTime Corporation's (SITM) Target Price
Analysts have increased their price targets for SiTime Corporation (SITM), citing the company's strong exposure to AI and its improved prospects. UBS raised its target to $430, while Barclays upgraded the stock and set a $360 target, recognizing SiTime's portfolio transformation into an AI-focused business. The company, a developer of silicon timing systems, is seen as benefiting from growth in AI ventures, driving margin and revenue expansion.
Sitime Corporation stock hits all-time high at 397.79 USD By Investing.com
Sitime Corporation's stock reached an all-time high of $397.79, reflecting strong investor confidence and an 82.83% increase over the past year. While not profitable in the last twelve months, analysts predict profitability this year and have issued several Buy ratings with price targets ranging up to $420, signaling a positive outlook for the company's continuous growth and market leadership in precision timing solutions.
SiTime (SITM) Nears $3B Acquisition of Renesas Timing Unit
SiTime Corp. (SITM) is reportedly close to acquiring Renesas Electronics Corp.'s timing unit for approximately $3 billion, a deal that would make it SiTime's largest acquisition. SiTime's market value has increased significantly by 83% over the past year to $9.8 billion, while Renesas has seen a 27% rise in market cap to $31 billion. Despite some financial health concerns like declining revenue and negative net margins, SiTime shows strong liquidity and a debt-free balance sheet, with high institutional ownership indicating market confidence.
SiTime Corp. is reportedly close to reaching a deal to acquire Renesas Electronics' clock business unit.
SiTime Corp., an analog chip manufacturer, is reportedly nearing an agreement to acquire the clock business unit from Renesas Electronics Corp. The potential transaction is estimated to value Renesas's clock business at approximately $3 billion. This information comes from Bloomberg, citing sources familiar with the matter.
SiTime nears $3 bln deal to buy Renesas timing unit, Bloomberg reports
SiTime Corporation is reportedly close to acquiring Renesas Electronics Corp's timing unit for approximately $3 billion, according to Bloomberg News. This transaction would represent SiTime's largest acquisition to date. An agreement could be reached as early as Thursday, coinciding with Renesas's full-year earnings report, though negotiations are still ongoing.
SiTime Is Said to Near $3 Billion Deal for Renesas Timing Unit
SiTime Corp., an analog chipmaker, is reportedly close to finalizing a deal to acquire Renesas Electronics Corp.'s timing unit for approximately $3 billion. The Renesas division specializes in manufacturing clocks used for synchronizing signals in wireless infrastructure. This news led to a rise in Renesas's stock by as much as 6.7% in Tokyo.
SiTime in talks for nearly $3B Renesas timing unit deal: report (SITM:NASDAQ)
SiTime Corporation is reportedly close to acquiring Renesas Electronics Corp.’s timing unit for nearly $3 billion. The acquisition would see SiTime taking over the division responsible for manufacturing clocks used to synchronize electronic devices. This strategic move could significantly expand SiTime's presence in the timing solutions market.
SiTime Corporation (SITM): A Bull Case Theory
This article summarizes a bullish thesis on SiTime Corporation (SITM), a fabless precision-timing semiconductor company. The thesis highlights SiTime's differentiated technology, strong financials, and growth potential driven by AI infrastructure demand and strategic expansion into new markets. While acknowledging some governance and valuation risks, the article suggests significant upside potential for SITM.
Federated Hermes Inc. Acquires 25,000 Shares of SiTime Corporation $SITM
Federated Hermes Inc. increased its stake in SiTime Corporation (NASDAQ:SITM) by 25% during the third quarter, acquiring an additional 25,000 shares to bring its total holdings to 125,000 shares, valued at approximately $37.66 million. This move positions Federated Hermes as a significant institutional investor in SiTime, while company insiders have been net sellers. Analysts maintain a generally bullish outlook on SiTime, with a consensus "Moderate Buy" rating and a target price of $367.50, following strong earnings performance.
SiTime Corporation $SITM Shares Sold by Kornitzer Capital Management Inc. KS
Kornitzer Capital Management Inc. KS significantly reduced its stake in SiTime Corporation (NASDAQ:SITM) by 46.5% in the third quarter, selling 15,405 shares and retaining 17,705 shares valued at $5.34 million. This comes as SiTime experienced substantial insider selling from its CEO and another insider, totaling 21,500 shares in the past 90 days. Despite the insider and institutional selling, SiTime reported strong quarterly revenue growth of 44.8% and beat EPS estimates, though it remains unprofitable with a negative net margin.
