AlphAIAlphAI — Financial news for AI agents
tradingview.com$SITM

SiTime 3Q 2026: Revenue $298.67M, EPS $0.14 — 10-Q Summary

SiTime reported 3Q 2026 revenue of $298.67M, up 257.4% YoY, and EPS of $0.14, driven by AI, datacenter demand and Timing business acquisition. Net income was $4.35M, up from a loss last year. Gross margin declined slightly to 51.6% due to amortization and inventory costs.

Original reporting
tradingview.com
Published Nov 5, 2026, 11:11 AM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Nov 5, 2026, 11:17 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
SiTime 3Q 2026: Revenue $298.67M, EPS $0.14 — 10-Q Summary — source image
Source · tradingview.com
Decision brief

The 30-second read

$SITMBullishMed
01

Why it matters

The earnings beat may trigger short‑term buying, but investors should monitor margin trends and integration costs.

02

Market read

First‑report earnings for a micro‑cap semiconductor firm with notable growth, relevant for traders tracking AI‑related hardware supply chains.

03

What to watch

Integration risk of the Timing business and potential future amortization charges may affect profitability.

Relevance 8/10Novelty 8/10Timing: post‑market today

Background

SiTime disclosed its Q3 2026 results via a 10‑Q filing, showing rapid revenue growth after acquiring the Timing business.

Company-level read

Ticker impact

$SITMBullishHigh confidence
Context

Q3 2026 revenue $298.67M (+257% YoY) and diluted EPS $0.14 (+145% YoY) reported in the 10‑Q filing.

Expected impact

potential modest upside as earnings exceed prior-year levels, tempered by margin decline

Evidence & confidence

Strong top‑line growth and EPS beat suggest demand strength, but lower margin could limit enthusiasm.

Market effects

Sector

Highlights accelerating demand for timing solutions in AI and datacenter markets, may boost peers in semiconductor timing space.

Regional

U.S. micro‑cap semiconductor sector could see modest buying pressure.

Global

Limited to niche timing component market; not a broad macro driver.

Counterpoint

What could challenge this read

Margin compression and higher acquisition costs could signal earnings volatility, suggesting caution.

Key entities

  • company
    SiTime Corp.

    Provider of timing solutions; ticker SITM.

Read at source← All news

StorySiTime reports 257% YoY revenue surge, announces 3‑for‑1 stock split

Also covered by

3 outlets

Related articles

$SITMHighAI 9/10

Why is SiTime stock surging today?

SiTime (SITM) stock rose 15.5% after Seaport Global Securities upgraded it to Buy with a $425 target, citing strong AI infrastructure demand and competitive positioning. The company reported Q3 earnings of $4.01 per share on $298.7M revenue, beating estimates, and issued upbeat Q4 guidance. Several firms reiterated Buy ratings. The stock split 3-for-1 was also announced.

investing.com
$SITMHigh

Seaport upgrades SiTime stock rating to buy on AI opportunity

Seaport Global Securities upgraded SiTime (SITM) to Buy with a $425 price target, citing a buying opportunity after a 50% sell-off. The company reported 142.62% revenue growth to $682.96M, with strong data center demand. Earnings beat estimates, but concerns remain about rapid growth challenges. Rosenblatt also reiterated a Buy rating with a $900 target.

investing.com
$SITMHighAI 8/10

SiTime (SITM) Q3 2026 Earnings Call Transcript

SiTime (SITM) reported Q3 2026 revenue of $298.7M, up 257% YoY, driven by strong growth in communications, data center, and automotive sectors. The company's core business grew 154% YoY, with CED revenue up 202% YoY. The acquisition of TPD added $86.3M in revenue, up 67% YoY. SiTime expects continued growth, with a $10B funnel and increasing design wins in high-growth areas like AI and data centers. The company anticipates higher margins and strategic customer relationships.

finance.yahoo.com
$SITMHigh

SiTime Corp (SITM) Q3 2026 Earnings Call Highlights: Revenue Surges 257% and Gross Margin Hits 70.7%

SiTime Corp (SITM) reported Q3 2026 revenue up 257% and gross margin at 70.7%. Supply chain constraints are expected to persist through 2027, with operating expenses rising. Cash flow was negative $6.6M due to inventory and DSO increases. CEO Rajesh Vashist highlighted growth in AI data centers and semiconductor engagement. The company expects revenue from its $4B funnel to ramp in 2028-2029. TPD business saw 67% YoY growth, driven by communications and data center demand.

finance.yahoo.com
$SITMHigh

SiTime Q3 Earnings Call Highlights

SiTime reported Q3 non-GAAP gross margin of 70.7%, up 11.9% YoY, driven by higher-value products. Revenue growth improved manufacturing absorption. Non-GAAP net income rose over fivefold to $130.3M, with EPS of $4.01. The company expects Q4 gross margin around 70% and EPS of ~$4.76. Supply constraints for TPD wafers are expected to persist through 2027. SiTime plans a 2-for-1 stock split, effective Dec. 7, 2026.

finance.yahoo.com