$SITM

SITIME Corp

alphai earnings readsecond quarter 2026 · AUG 5Q2 Net Revenue Increased 127% to $157.4 MillionVerdict: strong

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No enriched coverage for $SITM in the last 7 days.

$3.4M
Kreindl Torsten
0%
See all $SITM insider activity →
Med

Leaderboard Chip Stock Called 'Technology Disruptor'

Benchmark analyst Gary Mobley initiated coverage of SiTime (SITM) with a buy rating and $85 price target, calling it a technology disruptor. The stock fell over 3% to $59.83 in morning trading.

Kreindl Torsten sold $504K of SITM

Kreindl Torsten sold 695 shares of SITIME Corp (SITM) at an average of $724.88 ($700.00–$750.12, $0.50M total) across 2 trades over 2026-08-14 to 2026-08-17.

SITM sentiment & insider activity

Recent SITM coverage spans insider activity, earnings and market movers.

In the last 30 days, SITM insiders filed 7 SEC Form 4 transactions — no purchases and 7 sales ($3.4M). The most active reporter was Kreindl Torsten with 4 filings.

What's driving SITM

  • Coverage upgrade may attract short‑term buying despite immediate pullback.

    investors.com · Aug 20, 2026

  • Minor insider sell by a director; limited price impact.

    SEC EDGAR · Aug 19, 2026

  • This is an insider open-market sale under a Form 4, with no 10b5-1 plan stated, which can modestly affect near-term sentiment but is not a fundamental update.

    SEC EDGAR · Aug 18, 2026

  • The guidance and acquisition update are the core new fundamentals, but the article frames them through valuation debate (undervalued vs premium P/S).

    simplywall.st · Aug 13, 2026

  • Post-acquisition integration and supply-chain constraints are now the key swing factors for Q3 results and margin trajectory.

    fool.com · Aug 13, 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
$SITMMed

SiTime (SITM) Lifted Guidance, Is It Fully Priced?

SiTime (SITM) issued third-quarter 2026 revenue guidance of $285 million to $295 million and provided a second-quarter results update, along with information on its Renesas Timing acquisition. The article notes a sharp share-price move, with 7-day and 30-day gains and a longer-term decline. It discusses valuation versus analyst targets and a stated fair value of $864.38 per share.

$SITMHighAI 9/10

SiTime (SITM) Q2 2026 Earnings Call Transcript

SiTime (SITM) reported Q2 2026 revenue of $157.4M, up 127% year over year, and non-GAAP diluted EPS of $2.34. CED revenue was $101.0M (+181%), AIED $24.8M (+51%), and MIC $31.4M (+85%). Q3 2026 revenue guidance is $285M to $295M and non-GAAP EPS $3.50 to $3.65. The Renesas timing business acquisition (TPD) contributed expected $85M in Q3.

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.

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.

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