SITIME Corp
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.
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.
SCHUELKE KATHERINE sold 500 shares of SITIME Corp (SITM) at $698.05 ($0.35M total) on 2026-08-11.
Over the past 7 days, alphai's AI scored 3 news stories mentioning SITM (SITIME Corp). Coverage has skewed bullish: 3 bullish, 0 neutral, and 0 bearish.
Recent SITM coverage spans earnings, insider activity and market movers.
In the last 30 days, SITM insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($2.2M). The most active reporter was Kreindl Torsten with 2 filings.
The guidance and acquisition update are the core new fundamentals, but the article frames them through valuation debate (undervalued vs premium P/S).
Post-acquisition integration and supply-chain constraints are now the key swing factors for Q3 results and margin trajectory.
This is an insider sale with no 10b5-1 plan stated, but it is not a fundamental company disclosure.
The filing is a routine insider open-market sale with no stated 10b5-1 plan, which can modestly affect near-term sentiment but is not a fundamental update.
Routine insider selling via an open-market transaction, with limited direct signal on near-term fundamentals.
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.
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.
6 min readSiTime (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.
7 min readSCHUELKE KATHERINE sold 500 shares of SITIME Corp (SITM) at $698.05 ($0.35M total) on 2026-08-11.
2 min readBonnot Lionel (See Remarks) sold 1,500 shares of SITIME Corp (SITM) at $725.00 ($1.09M total) on 2026-08-10.
2 min readKreindl Torsten sold 1,050 shares of SITIME Corp (SITM) at an average of $721.67 ($715.00–$735.00, $0.76M total) across 2 trades on 2026-08-07.
2 min readSiTime (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.
6 min readSiTime (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.
4 min readSiTime (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.
6 min readSiTime shares rose after its Q2 adjusted earnings and revenue increased, according to the report. UBS adjusted its price target on SiTime to $840 from $775 and kept a Buy rating, as cited in the article. The move matters for traders tracking SiTime’s earnings momentum and analyst expectations.
2 min readSiTime (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.
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