SiTime (NASDAQ:SITM) Upgraded at Wall Street Zen

SiTime (NASDAQ:SITM) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday.

A number of other analysts have also recently issued reports on the stock. The Goldman Sachs Group began coverage on shares of SiTime in a research note on Monday, December 15th. They issued a “buy” rating and a $420.00 price objective for the company. Raymond James Financial reaffirmed an “outperform” rating on shares of SiTime in a report on Tuesday, December 2nd. Needham & Company LLC raised their price target on SiTime from $400.00 to $450.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Roth Mkm restated a “buy” rating and issued a $450.00 price objective on shares of SiTime in a research report on Thursday, February 5th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of SiTime in a research note on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, SiTime currently has an average rating of “Moderate Buy” and a consensus target price of $409.38.

SiTime Stock Performance

Shares of SiTime stock opened at $420.23 on Friday. The stock has a market cap of $11.05 billion, a P/E ratio of -230.90 and a beta of 2.51. The stock’s fifty day moving average is $369.02 and its 200 day moving average is $303.45. SiTime has a one year low of $105.40 and a one year high of $446.95.

SiTime (NASDAQ:SITM) last issued its quarterly earnings results on Wednesday, February 4th. The company reported $1.53 EPS for the quarter, topping analysts’ consensus estimates of $1.20 by $0.33. SiTime had a negative return on equity of 2.06% and a negative net margin of 13.13%.The business had revenue of $113.29 million during the quarter, compared to analysts’ expectations of $101.91 million. During the same quarter in the prior year, the business posted $0.48 earnings per share. The business’s quarterly revenue was up 66.3% on a year-over-year basis. Analysts predict that SiTime will post -2.44 EPS for the current year.

Insider Transactions at SiTime

In related news, insider Samsheer Ahamad sold 9,100 shares of the stock in a transaction dated Wednesday, February 11th. The shares were sold at an average price of $441.47, for a total value of $4,017,377.00. Following the completion of the transaction, the insider owned 52,938 shares of the company’s stock, valued at approximately $23,370,538.86. This trade represents a 14.67% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Fariborz Assaderaghi sold 2,112 shares of the stock in a transaction on Wednesday, February 11th. The shares were sold at an average price of $428.08, for a total value of $904,104.96. Following the sale, the insider owned 97,937 shares in the company, valued at $41,924,870.96. The trade was a 2.11% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 24,712 shares of company stock valued at $9,562,777. 2.10% of the stock is owned by company insiders.

Hedge Funds Weigh In On SiTime

A number of large investors have recently made changes to their positions in SITM. Rakuten Securities Inc. lifted its stake in SiTime by 188.5% in the fourth quarter. Rakuten Securities Inc. now owns 75 shares of the company’s stock worth $26,000 after purchasing an additional 49 shares during the last quarter. Optiver Holding B.V. raised its holdings in shares of SiTime by 56.1% in the third quarter. Optiver Holding B.V. now owns 89 shares of the company’s stock worth $27,000 after buying an additional 32 shares during the period. Hantz Financial Services Inc. lifted its stake in shares of SiTime by 190.3% during the 3rd quarter. Hantz Financial Services Inc. now owns 90 shares of the company’s stock worth $27,000 after acquiring an additional 59 shares during the last quarter. Caitong International Asset Management Co. Ltd bought a new position in SiTime in the 4th quarter valued at $33,000. Finally, Larson Financial Group LLC boosted its stake in shares of SiTime by 3,200.0% during the third quarter. Larson Financial Group LLC now owns 99 shares of the company’s stock valued at $30,000 after purchasing an additional 96 shares during the period. 84.31% of the stock is owned by hedge funds and other institutional investors.

SiTime News Summary

Here are the key news stories impacting SiTime this week:

• Positive Sentiment: Q4 beat and strong revenue growth — SiTime reported $1.53 EPS vs. $1.20 expected and revenue of $113.3M (up ~66% YoY), providing a clear near‑term fundamental tailwind. Earnings & data
• Positive Sentiment: Analyst support — multiple brokerages have Buy/Outperform calls and raised targets (UBS, Needham, Stifel, Barclays among them), giving a consensus “Moderate Buy” and average target near $409, which supports longer‑term upside. Analyst coverage
• Neutral Sentiment: High institutional ownership and momentum — institutions hold ~84% of shares and the stock has traded near 52‑week highs, which can amplify moves in either direction. Ownership data
• Neutral Sentiment: Business exposure — SiTime’s MEMS timing products serve telecom, data center, automotive and industrial markets (structurally attractive but still cyclical with semiconductor demand). Company profile
• Negative Sentiment: Large insider sale by Samsheer Ahamad — sold 9,100 shares (~$4.02M) on Feb 11, a ~14.7% reduction in his stake; sizable single‑day sellings often weigh on sentiment. Insider sale
• Negative Sentiment: Additional insider/director selling — Director sale reported at ~$1.51M plus Fariborz Assaderaghi sold 2,112 shares (~$904k) and 500 shares (~$208k) across Feb 10–11; multiple Form 4s increase near‑term selling pressure and may raise investor questions. Director sale SEC filing

SiTime Company Profile

SiTime Corporation is a fabless semiconductor company specializing in silicon timing solutions that leverage micro-electromechanical systems (MEMS) technology as an alternative to traditional quartz crystals. Its portfolio of programmable oscillators, resonators, clock generators, jitter attenuators and network synchronizers addresses precision timekeeping requirements across a wide range of electronic systems. By integrating MEMS resonators with advanced mixed-signal control circuitry, SiTime’s products offer enhanced reliability, resistance to shock and vibration, and a smaller footprint compared with conventional quartz devices.

The company’s timing devices serve diverse end markets, including telecommunications infrastructure, data center and enterprise networking, consumer electronics, automotive systems, industrial automation, and aerospace and defense applications.