$SITM

Assaderaghi Fariborz (See Remarks) sold 1,374 shares of SITIME Corp (SITM) at $701.05 ($0.96M total) on 2026-10-02 under a Rule 10b5-1 trading plan.

Argus raised its price target for SiTime Corporation (SITM) to $684.00. The company provides silicon timing systems solutions. No additional details were provided.

SiTime (SITM) has been added to the PHLX Semiconductor Sector Index, increasing its visibility. Its share price has risen 18.72% in the past month and 79.01% year-to-date, with a 1-year total return of 125.95%. Analysts view it as 23% undervalued at $662.27, with a fair value target of $864.38, but its high P/S ratio of 42.6x raises valuation concerns.

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.

Seaport analyst Jay Goldberg identified Semtech, ON Semiconductor, SiTime, and Marvell Technology as key AI connectivity players, calling them the 'four horsemen of AI'. He recommends three of them, seeing all as crucial for AI infrastructure.

Seaport Research initiated coverage on SiTime Corporation with a 'Neutral' rating. The company's stock, traded on Nasdaq under the ticker SITM, has seen a 5-day change of -0.72%, a 1st Jan change of +15.14%, and a year-to-date change of +79.43%. The rating is based on a weighted average of various composite ratings, including valuation, EPS revisions, and visibility.

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.

Morgan Stanley initiated coverage of SiTime (SITM) with an Overweight rating, citing strong data center demand and M&A activity. Shares rose 9% in early trading. The company operates as a pure-play MEMS timing solutions provider, according to the analyst.

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