Rosenblatt maintains SiTime at Buy, raises price target to $900 from $750

SiTime (SITM) forecasts Q4 revenue of $331M-$341M, announces a 3-for-1 stock split, and targets a 70% gross margin. Q3 revenue was $298.7M with a 70.7% gross margin and 19.3% operating margin, following the Renesas TPD acquisition.

SITIME Corp (SITM) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 SiTime Reports Third Quarter 2026 Financial Results Q3 Net Revenue Increased 257% to $298.7 Million SANTA CLARA, Calif., November 4, 2026 – SiTime Corporation, (Nasdaq: SITM), the Precision Timing company, today announced financial results for the third quarter ended

Osterweis Opportunity Fund's Q2 2026 update reported a 35.34% return, outperforming the Russell 2000 Growth Index. SiTime (SITM), a silicon timing systems company, was a top performer, with shares up 104.73% over the past year. The fund highlighted SiTime's 114% quarterly return, 88% revenue growth, and acquisition of Renesas's timing business, positioning it as a leader in AI infrastructure.

Morgan Stanley identified Warner Music Group, Darden Restaurants, SiTime, and EchoStar as attractive investment opportunities. Analysts highlighted Warner Music's catalog value (> $30 per share) and strong Q3 results (revenue $1.86B, up 10%). Darden's price target was raised to $255. EchoStar was noted for its SpaceX exposure and spectrum holdings. SiTime was also recommended.

SiTime (SITM) surged on strong AI data center demand, contributing 1.68% to Carillon Eagle Small Cap Growth Fund's Q2 2026 returns. The company's shares closed at $614.27, up 102.14% year-over-year, with a market cap of $18.40B. SiTime announced plans to acquire a competitor's precision timing business, aiming to strengthen its market position and expand its customer base.

Benchmark initiated coverage of SiTime (SITM) with a Buy rating and $850 price target, citing growth in precision timing technology. Q2 revenue rose 127% YoY to $157.4M, with adjusted net income of $65.6M. The Renesas acquisition adds 550 products and $300M+ in expected revenue, but carries integration risks and market concentration concerns. Institutional ownership increased in Q2 2026.