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SiTime Corporation

SITM

Technology · 602.28 +2.2% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:55 GMT-4

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.

Company+2.2% todayVolume comparison unavailable
Market group0 of 37 activeNo Coherent Theme · unavailable
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • 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.

Watch this read

Research brief

The story so far

Technology · Semiconductors

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.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • SITM's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods8
Price observations327
Usable filing statements91
Verified relationships12
Evidence supporting the case
  • 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.
Evidence challenging the case
  • Diluted shares increased 8.0% in the latest annual period.
  • Foreign exchange has repeated adverse evidence across 4 filings.
Questions before a position
  • EV/sales is 307% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

602.28
6m+71.6%12m+143.6%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$218.8M+88.4%$1.53+31.6%
2022-12-31$283.6M+29.6%$1.03+7.2%
2023-12-31$144.0M-49.2%$-3.63-2.1%
2024-12-31$202.7M+40.8%$-4.05+4.2%
2025-12-31$326.7M+61.2%$-1.72+8.0%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dmixed · 5 filings
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
Foreign exchangemixed · 4 filings
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
Input and raw-material costsmixed · 3 filings
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
Demand and volumepositive · 3 filings
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.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

602.28+2.2% today

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.