SITM stock forecast, quote, news & analysis
SiTime Corp is a provider of Precision Timing solutions to the international electronics industry, providing the timing functionality needed for electronics to operate reliably and correctly... Show more
Why SiTime Corporation (SITM) Stock Is Up +15.3% in the Last 30 Days
Key Takeaways
- SiTime (SITM) shares climbed approximately 15.3% over the past 30 days, rebounding from the late-July lows near $460 to close at $725.28 on August 7, 2026.
- The surge was overwhelmingly driven by second-quarter 2026 earnings reported on August 5, featuring 127% year-over-year revenue growth and a non-GAAP EPS beat of $2.34 versus the $1.95 consensus.
- Third-quarter 2026 guidance of $285 million to $295 million in combined revenue — incorporating the newly acquired Renesas Timing Products Division — far exceeded prior expectations and reset the growth narrative.
- Communications, Enterprise, and Data Center (CED) revenue grew 181% year over year to $101.2 million, underscoring SiTime's position as a critical precision-timing supplier for AI infrastructure.
- Over the broader quarter, the stock experienced extreme volatility, declining from highs above $900 in mid-May to below $460 in late July before the post-earnings recovery.
- Analyst sentiment remains broadly constructive, with eight Buy ratings and a consensus price target of $688.75, though integration risks tied to the Renesas acquisition merit ongoing attention.
SiTime Corporation (SITM) Company Overview and Market Position
SiTime Corporation is a leading designer and manufacturer of silicon-based precision timing solutions, including MEMS oscillators, resonators, and clocking products. The company's components serve as the "heartbeat" of modern electronic systems, ensuring precise synchronization across applications in data centers, telecommunications, automotive systems, aerospace and defense, industrial automation, and consumer electronics. Unlike traditional quartz-based timing devices, SiTime's silicon MEMS technology offers superior reliability, smaller footprint, and higher performance in harsh environments — advantages that have made the company a critical supplier in AI-driven data center buildouts, where timing precision directly affects system throughput and signal integrity. Investors follow SITM closely because its growth trajectory is tightly linked to the expansion of AI infrastructure, optical networking, and next-generation compute architectures.
SiTime Corporation (SITM) Stock Price Performance: Last 30 Days vs. Quarter
Over the last 30 days, SITM shares delivered a gain of roughly 15.3%, recovering from a closing price of $628.94 on July 10, 2026, to $725.28 by August 7. The stock touched an intra-quarter low of approximately $459 on July 29 before roaring back as the earnings catalyst materialized. On August 6 alone, shares surged nearly 27% in a single session following the Q2 report and bullish third-quarter outlook.
The quarterly picture tells a more turbulent story. From the May highs — the stock reached $901.48 on May 11 — SITM shed significant value through late July, declining roughly 49% peak-to-trough as macro uncertainty, elevated valuations, and pre-earnings positioning weighed on sentiment. Despite the sharp 30-day recovery, the stock remained below its quarterly starting point near $833 in early May, highlighting the depth of the mid-quarter sell-off and the concentrated nature of the recent rebound around earnings and acquisition news.
What Drove SITM Stock Price in the Last 30 Days
The dominant catalyst was SiTime's second-quarter 2026 earnings report, released after market close on August 5. Revenue of $157.4 million not only more than doubled the prior-year figure of $69.5 million but also exceeded the consensus estimate of $146.3 million. Non-GAAP earnings per share reached $2.34, comfortably ahead of the $1.95 consensus. Gross margin expanded to 67.1%, up 890 basis points year over year, while non-GAAP operating margin climbed to 34% from 10% a year earlier.
Equally important was forward guidance. For the third quarter, SiTime projected combined revenue of $285 million to $295 million — a dramatic step-up from the $84 million reported in Q3 2025. This includes approximately $85 million from the Renesas Timing Products Division (TPD), which SiTime acquired in a deal that closed on July 1, ahead of schedule. Management indicated TPD is tracking ahead of its initial $300 million annualized revenue target, with approximately 70% of the acquired unit's revenue tied to communications, enterprise, and data center markets. The core SiTime business was guided to $200 million to $210 million, implying roughly 30% sequential growth at the midpoint.
AI infrastructure demand was the thread connecting all elements of the report. CEO Rajesh Vashist highlighted that CED revenue posted its ninth consecutive quarter of triple-digit year-over-year growth, driven by precision-timing adoption in 800G and 1.6-terabit optical modules, switches, and accelerators. Management sized the combined 2027 serviceable market for 1.6T and 800G applications at $450 million and confirmed that customers are placing orders 12 to 18 months in advance, improving visibility into 2027.
What Drove SITM Stock Performance Over the Last Quarter
The quarterly arc for SITM was defined by a sharp rise, a punishing sell-off, and a vigorous recovery. In early-to-mid May, the stock traded above $800 and briefly eclipsed $900, fueled by enthusiasm around AI semiconductor demand and SiTime's growing design-win pipeline. However, the rally reversed as broader concerns took hold: elevated valuation multiples, sizable insider selling (approximately $50 million across 69,709 shares over 90 days), and macroeconomic unease around interest rates and semiconductor cyclicality.
The downturn accelerated in late July, with the stock falling below $460 — a level last seen in early 2025. This decline reflected pre-earnings caution, profit-taking after the strong run, and uncertainty around the integration of the Renesas timing business, which introduces operational complexity and near-term reliance on Renesas for manufacturing and testing under transition service agreements. The Q2 earnings report and third-quarter guidance served as a decisive inflection point, validating the thesis that SiTime's core business and the TPD acquisition together represent a step-change in scale. The stock's rapid recovery from late-July lows underscores how concentrated the positive catalysts were around earnings, guidance, and acquisition execution signals.
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SITM Stock Forecast Drivers: What Investors Should Watch Next
Looking ahead, the most important factor for SITM is the execution of the Renesas TPD integration. The third-quarter report will provide the first full-quarter contribution from the acquired business, and investors will scrutinize whether TPD revenue meets or exceeds the approximately $85 million target embedded in guidance. Supply-chain management, including the transition away from Renesas-provided manufacturing and testing support, represents a meaningful operational risk over the next several quarters.
On the demand side, the trajectory of AI infrastructure spending remains the primary growth engine. Any signals from hyperscalers about moderating capital expenditure plans could weigh on sentiment. Conversely, acceleration in 1.6T optical module deployments would reinforce the bull case. The company's $1.35 billion zero-coupon convertible notes due 2031 introduce potential dilution and leverage considerations that investors should monitor. Additionally, customer concentration in the Mobile, IoT, and Consumer segment — where a single large customer contributed $22.8 million in Q2 — remains a notable risk factor. Analyst price targets and guidance revisions following the third-quarter report will be key sentiment indicators heading into year-end.
Disclaimer
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SITM's RSI Oscillator ascends from oversold territory
The RSI Indicator for SITM moved out of oversold territory on July 30, 2026. This could be a sign that the stock is shifting from a downward trend to an upward trend. Traders may want to buy the stock or call options. The A.I.dvisor looked at 22 similar instances when the indicator left oversold territory. In of the 22 cases the stock moved higher. This puts the odds of a move higher at .
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on August 06, 2026. You may want to consider a long position or call options on SITM as a result. In of 95 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .
The Moving Average Convergence Divergence (MACD) for SITM just turned positive on August 04, 2026. Looking at past instances where SITM's MACD turned positive, the stock continued to rise in of 48 cases over the following month. The odds of a continued upward trend are .
SITM moved above its 50-day moving average on August 06, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for SITM crossed bullishly above the 50-day moving average on August 14, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In of 15 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .
Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where SITM advanced for three days, in of 347 cases, the price rose further within the following month. The odds of a continued upward trend are .
Bearish Trend Analysis
The Stochastic Oscillator entered the overbought zone. Expect a price pull-back in the foreseeable future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where SITM declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .
SITM broke above its upper Bollinger Band on August 06, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for SITM entered a downward trend on August 06, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. SITM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 72, placing this stock slightly better than average.
The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: SITM's P/B Ratio (21.930) is slightly higher than the industry average of (8.540). SITM's P/E Ratio (1246.600) is considerably higher than the industry average of (171.996). Projected Growth (PEG Ratio) (0.000) is also within normal values, averaging (1.943). SITM has a moderately low Dividend Yield (0.000) as compared to the industry average of (0.015). P/S Ratio (42.735) is also within normal values, averaging (57.529).
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General Information
a company, which engages in developing, designing and selling silicon timing systems solutions
Industry Semiconductors