GICS Sector : Technology
SiTime Corporation designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, and internationally.The company provides resonators and clock integrated circuits, and various types of oscillators.Its solutions have applications in various markets, including communications and enterprise, automotive, industrial, Internet of Things, mobile, consumer, and aerospace and defense.
SiTime Corporation reported exceptional Q4 2025 financial results, with revenue surging 66% year over year to $113.3 million and earnings per share tripling to $1.53, significantly beating estimates of $1.2. Gross margins also expanded to 61.2%, indicating a strong pricing power and efficient cost management. For the full year, revenue reached $326.7 million, up 61% from the prior year, with non-GAAP earnings per share more than tripling to $3.20. The company's Comms Enterprise Data Center (CED) business drove this growth, increasing 160% year over year in Q4.
Publication Date: Feb -09
The CED segment now makes up 53% of SiTime's revenue, with a focus on high-value products. Other end segments, such as aerospace, defense, and industrial, are also growing, driven by increased adoption of autonomous systems and physical AI. The company's strong book-to-bill ratio of 1.5 and strengthening demand through the fourth quarter indicate a positive outlook for future growth.
SiTime announced its intent to acquire Renesas' timing business, expected to add $300 million in revenue in the twelve months after close, with approximately 70% gross margins. The acquisition will strengthen SiTime's financial profile, accelerate its long-term growth trajectory, and expand its reach into durable, attractive applications across timing. The deal is expected to be accretive to SiTime's non-GAAP EPS in the first full year post-close.
SiTime provided its outlook for Q1 2026, expecting revenue in the range of $101 to $104 million, up roughly 70% year over year, with gross margins of approximately 62%. Non-GAAP earnings per share are expected to be in the range of $1.10 to $1.17. With a current P/E Ratio of -255.69 and P/S Ratio of 33.45, the market has already priced in significant growth expectations. Analysts estimate next year's revenue growth at 27.0%, indicating a continued upward trajectory.
The acquisition of Renesas' timing business is expected to provide opportunities for consolidation of board timing content and delivery of holistic solutions. SiTime's products and Renesas' clocks can be integrated to deliver superior solutions, addressing issues of density, power, resilience, and higher throughput. The combined business will have a significant influence on the timing market, with opportunities to expand into new areas such as optical networking and smart cables.
SiTime is confident in their ability to support growth, with no capacity constraints and a strong relationship with their supply chain partners. The company is able to charge a premium for their products due to their quality, reliability, and programmability. The fabless business model of Renesas' timing business is expected to complement SiTime's existing operations, with a good match in terms of foundry crossover.
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Mar -16
Citigroup Inc. Sells 12,146 Shares of SiTime Corporation $SITM
Mar -07
Solstice Advanced Materials and SiTime Join the S&P MidCap 400 As AI Stocks Reshuffle the Index
Mar -06
SiTime Corporation (SITM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Mar -04
SiTime to Present at the Morgan Stanley Technology, Media & Telecom Conference on March 4, 2026
Feb -26
Fariborz Assaderaghi Sells 4,984 Shares of SiTime (NASDAQ:SITM) Stock
Feb -26
Baron Discovery Fund Q4 2025: Winners, Laggards, Buys & Sells
Feb -15
Analysts Set SiTime Corporation (NASDAQ:SITM) Target Price at $367.50
Feb -08
SiTime Corporation's Silicon Timing Systems Solutions growth is driven by increasing demand for 5G infrastructure, autonomous vehicles, and IoT devices, which rely on precise timing and synchronization. The company's proprietary MEMS technology and high-volume manufacturing capabilities enable it to capitalize on these trends, resulting in an 8.72% growth rate.
A high-frequency, low-jitter oscillator that provides a stable clock signal for high-speed interfaces, such as PCIe, SATA, and Ethernet.
A programmable oscillator that offers high frequency stability and low jitter, suitable for high-speed interfaces, such as HDMI, DisplayPort, and USB 3.0.
A low-power, high-frequency oscillator that provides a stable clock signal for wireless and IoT devices, such as Wi-Fi, Bluetooth, and GPS modules.
A high-precision, low-jitter oscillator that provides a stable clock signal for high-speed data converters, such as ADCs and DACs.
A programmable oscillator that offers high frequency stability and low jitter, suitable for high-speed interfaces, such as PCIe, SATA, and Ethernet.
SiTime Corporation's products are highly specialized and customized, making it difficult for substitutes to emerge. However, the company's reliance on a few key customers increases the threat of substitutes.
SiTime Corporation's customers are large and influential, giving them significant bargaining power. The company's reliance on a few key customers increases their bargaining power.
SiTime Corporation's suppliers are numerous and fragmented, reducing their bargaining power. The company's ability to switch suppliers also reduces their bargaining power.
The high barriers to entry in the semiconductor industry, including significant capital requirements and technical expertise, reduce the threat of new entrants.
The semiconductor industry is highly competitive, but SiTime Corporation's specialized products and strong relationships with customers reduce the intensity of rivalry.
| Value | |
|---|---|
| Debt Weight | 1.12% |
| Debt Cost | 3.95% |
| Equity Weight | 98.88% |
| Equity Cost | 12.80% |
| WACC | 12.70% |
| Leverage | 1.13% |
Value: 3.8
Growth: 3.9
Quality: 5.6
Yield: 0.0
Momentum: 8.0
Volatility: 5.0
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