“Research and development expense increased by $8.3 million, or 14%, for the six months ended June 30, 2026, compared to the same period in the prior year, primarily due to an increase in headcount resulting higher other personnel costs of $6.2 million, and hi…”10-Q · Aug 6, 2026 ↗
SiTime Corporation
SITM
Market read
SiTime Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
- SITM's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if SITM's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 37 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 14 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- SITM's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Latest annual revenue changed +61.2% year over year.
- Operating margin changed +36.3 percentage points in the latest annual period.
- Net margin changed +33.0 percentage points in the latest annual period.
- Diluted shares increased 8.0% in the latest annual period.
- Foreign exchange has repeated adverse evidence across 4 filings.
- EV/sales is 307% above the available filing-peer median; determine whether growth and quality justify the difference.
Price as of Sep 10, 2026
602.28Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Other income (expense), net, decreased by $0.7 million for the six months ended June 30, 2026, compared to the same periods in the prior year primarily due to net unrealized losses on foreign exchange rates from activities in our foreign subsidiaries resultin…”10-Q · Aug 6, 2026 ↗
“This increase was partially offset by higher other manufacturing and overhead costs of $14.8 million, which primarily consists of depreciation and amortization, freight and inventory reserves, higher amortization from acquired intangibles of $3.5 million, and…”10-K · Feb 11, 2026 ↗
“Three Months Ended June 30, Change Six Months Ended June 30, Change 2026 2025 $ % 2026 2025 $ % (in thousands except percentage) (in thousands except percentage) Revenue $ 157,432 $ 69,494 $ 87,938 127 % $ 270,999 $ 129,808 $ 141,191 109 % Revenue increased b…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 46.0× · EV/sales 46.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for SITM. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for SITM. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind SITM
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
AAPL17.0% of SITMcustomerMay 7, 2026 ▾
“Ltd ("Pernas") and Quantek Technology Corporation ("Quantek") are in turn incorporated into products of Apple Inc.”
TDYTeledyne Technologies IncorporatedsupplierMay 7, 2026 ▾
“We use Robert Bosch LLC (“Bosch”) in Germany, Taiwan Semiconductor Manufacturing Company (“TSMC”) and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne Digital Imaging Inc.”
UMCUnited Microelectronics CorporationsupplierMay 7, 2026 ▾
“We use Robert Bosch LLC (“Bosch”) in Germany, Taiwan Semiconductor Manufacturing Company (“TSMC”) and United Microelectronics Corporation ("UMC") in Taiwan, and Teledyne Digital Imaging Inc.”
Filing peers
No filing peers are available for this name yet.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 11 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
SITM is currently a Participant in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for SITM; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.