SiTime (SITM)

• Market cap: $3B
• 1 day: -2.24%
• 5 days: -8.32%
• 1 month: -29.00%
• 3 months: -50.22%
• 6 months: -31.27%
• Year to date: -43.40%
• 1 year: 71.71%
• 5 years: 615.08%
• 10 years: 578.66%
• Sector: Technology
• Industry: Semiconductors

About: SiTime Corp is a provider of silicon timing systems solutions. The company designs develops and sell silicon timing systems solutions for different industries including automotive, infrastructure, aerospace-defense, consumer, internet of things, consumer and industrials. Its product offerings include Stratum 3E DCOCXOs, Programmable OCXOs, MHz Oscillators, 32.768 kHz Oscillators, Embedded Resonators, Precision MHz Super-TCXOs, and Ruggedized Oscillators. It sells its products around Taiwan, Hong Kong, the United States, and other regions and generates the majority of its revenue from Taiwan.

Employees: 395

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

202% more call options, than puts

Call options by funds: $16.9M | Put options by funds: $5.58M

154% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 24

50% more funds holding in top 10

Funds holding in top 10: 2 [Q3] → 3 (+1) [Q4]

22% more capital invested

Capital invested by funds: $3.51B [Q3] → $4.28B (+$763M) [Q4]

14% more funds holding

Funds holding: 244 [Q3] → 277 (+33) [Q4]

4% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 93

2.82% less ownership

Funds ownership: 88.16% [Q3] → 85.34% (-2.82%) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $180 42% upside
• Avg. target: $227 79% upside
• High target: $250 98% upside

3 analyst ratings

• positive: 3 100%
• neutral: 0 0%
• negative: 0 0%

Stifel Tore Svanberg 16% 1-year accuracy 9 / 55 met price target	42% upside $180	Buy Maintained	17 Apr 2025
Raymond James Melissa Fairbanks 0% 1-year accuracy 0 / 5 met price target	98% upside $250	Outperform Reiterated	6 Feb 2025
Needham Quinn Bolton 14% 1-year accuracy 20 / 145 met price target	98% upside $250	Buy Maintained	6 Feb 2025