Added to YB: 2026-10-01
Pitch date: 2026-09-25
SITM [bullish]
SiTime Corporation
-24.08%
current return
Author Info
No bio for this author
Company Info
SiTime Corporation engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.
Market Cap
$19.6B
Pitch Price
$660.69
Price Target
N/A
Dividend
N/A
EV/EBITDA
355.11
P/E
1.2K
EV/Sales
40.60
Sector
Semiconductors and Semiconductor Equipment
Category
growth
$SITM - The Boring Part of AI That No One Knows
SITM: SiTime has rebuilt essential electronic timing in silicon, shipping 3B+ units and controlling about 90% of MEMS timing. Q2 revenue rose 127% to $157.4M as higher-value communications, enterprise and datacenter products helped lift gross margin to 67.1%. At ~$643, the base case implies ~$12 EPS and ~54x earnings; AI-spending volatility, Renesas integration, stock compensation at about 23% of trailing revenue in 1H26 and potential dilution are key risks.
Read full article (8 min)