$SITM

SITIME Corp

9
2
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No SEC Form 4 filings for $SITM in the last 30 days.

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SiTime (SITM) Stock Surges On Margin Strength As Concentration Risks Persist

SiTime (SITM) shares rose about 5.5% to around $725 after its Q2 2026 results. Revenue increased to about $157.4m from $69.5m a year earlier. Non-GAAP EPS was $2.34, with non-GAAP operating margin around 34% and gross margin about 67.1%. The article also cites customer concentration, Renesas transition services, capacity expansion needs, and $1.35b zero-coupon convertibles.

Why SiTime Stock Blasted Almost 27% Higher on Thursday

SiTime (NASDAQ: SITM) shares rose nearly 27% on Thursday after the company reported Q2 results. According to SiTime, net revenue was $157.4M, up from $69.5M a year earlier, with communications, enterprise and data center revenue up 181%. Adjusted net income rose to $65.6M, or $2.34 per share. Guidance for Q3 calls for $285M to $295M revenue and $3.50 to $3.65 adjusted EPS.

The AI Buildout Keeps Accelerating

SiTime (SITM) reported Q2 revenue up 127% year over year to $157.4 million, with communications, enterprise and data-center revenue rising 181%, and the stock spiked about 34% after hours. The article also cites SpaceX comments on AI compute and memory constraints, Sandisk’s strong earnings, and Aeva’s optical-connectivity update for AI data centers.

SITM sentiment & insider activity

Over the past 7 days, alphai's AI scored 11 news stories mentioning SITM (SITIME Corp). Coverage has skewed bullish: 9 bullish, 2 neutral, and 0 bearish.

Recent SITM coverage spans earnings, financial news and market movers.

What's driving SITM

  • The article frames a profitability inflection with strong margins, but flags ongoing concentration, integration, and capacity risks that could cap follow-through.

    simplywall.st · Aug 8, 2026

  • The earnings beat and raised Q3 guidance are the direct catalyst for the stock’s sharp upside move.

    yahoo.com · Aug 6, 2026

  • Near-term momentum and options pricing may stay elevated after the outsized Q2 growth and after-hours jump.

    zerohedge.com · Aug 6, 2026

  • The article frames a positive Q2 adjusted earnings and revenue outcome as the catalyst for SITM’s share gain.

    marketscreener.com · Aug 6, 2026

  • The article frames a fundamental earnings-and-guidance beat with AI infrastructure demand and post-acquisition integration, supporting bullish near-term positioning.

    quiverquant.com · Aug 6, 2026

alphai scores every news story that mentions SITM with an AI model for sentiment and relevance, and aggregates insider trades from SITIME Corp's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $SITM

Score

SiTime (SITM) Stock Surges On Margin Strength As Concentration Risks Persist

SiTime (SITM) shares rose about 5.5% to around $725 after its Q2 2026 results. Revenue increased to about $157.4m from $69.5m a year earlier. Non-GAAP EPS was $2.34, with non-GAAP operating margin around 34% and gross margin about 67.1%. The article also cites customer concentration, Renesas transition services, capacity expansion needs, and $1.35b zero-coupon convertibles.

$SITMHighAI 9/10

Why SiTime Stock Blasted Almost 27% Higher on Thursday

SiTime (NASDAQ: SITM) shares rose nearly 27% on Thursday after the company reported Q2 results. According to SiTime, net revenue was $157.4M, up from $69.5M a year earlier, with communications, enterprise and data center revenue up 181%. Adjusted net income rose to $65.6M, or $2.34 per share. Guidance for Q3 calls for $285M to $295M revenue and $3.50 to $3.65 adjusted EPS.

The AI Buildout Keeps Accelerating

SiTime (SITM) reported Q2 revenue up 127% year over year to $157.4 million, with communications, enterprise and data-center revenue rising 181%, and the stock spiked about 34% after hours. The article also cites SpaceX comments on AI compute and memory constraints, Sandisk’s strong earnings, and Aeva’s optical-connectivity update for AI data centers.

SiTime Stock (SITM) Opinions on Strong Q2 Earnings and AI Growth Guidance

SiTime (SITM) reported Q2 revenue of $157.4M, up 126.54% year over year, citing strong demand for its timing solutions in data centers. The company issued Q3 guidance pointing to sequential and annual growth, supported by an acquired timing business and accelerating orders. The stock rose after the update; insider activity showed 31 sales and no purchases in the past 6 months.

Is SiTime (SITM) Undervalued After Q2 Earnings And The Renesas Timing Deal?

Simply Wall St reports SiTime (SITM) returned to investors’ focus after its Q2 2026 results and completion of its acquisition of Renesas’ Timing Business, expanding its timing product lineup. The article cites recent stock moves, including -6.85% (1 day) and -31.88% (90 days). It also discusses a $837.50 fair-value estimate versus a $543.12 close and valuation metrics like P/S 37.7x.

Tradr Announces Upcoming Leveraged ETFs on MRAM, SITM & UMC

Tradr ETFs plans to launch three single-stock leveraged ETFs on Aug. 11, seeking 200% of the daily performance of their underlying stocks. The Cboe-listed funds are MRAX (Everspin Technologies, MRAM), SITX (SiTime, SITM), and UMCU (United Microelectronics, UMC). The company notes leveraged ETFs are intended for short-term trading and carry higher risk.

$SITMHighAI 9/10

Why is SiTime stock surging today?

SiTime (SITM) shares rose about 31% in pre-open after the company reported Q2 2026 results above Wall Street expectations. Revenue was $157.4M (+127% YoY) versus $146.3M consensus, and non-GAAP EPS was $2.34 versus about $1.95. Q3 guidance calls for $285–$295M revenue, ~68% gross margin, and non-GAAP EPS of $3.50–$3.65.

SiTime: Q2 Earnings Snapshot

SiTime (SITM) reported Q2 profit of $18.2 million, or 66 cents per share. Adjusted earnings were $2.34 per share versus Zacks’ estimate of $1.93. Revenue was $157.4 million, above the $145.1 million forecast from three analysts surveyed by Zacks.

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