
- Price
- $583.06
- Day
- +5.95%
- Mkt Cap
- $15.39B
- 52W Range
- $187.56 – $901.81
- Volume
- 457.3K
- Beta
- 2.87

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SiTime is set to report Q2 results on Aug. 5, with triple-digit revenue growth expected on AI demand, premium timing products and customer gains.
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As concerns around hyperscaler capital expenditure ripple through tech markets, beyond the giant megacap names, two lesser-known AI infrastructure stocks, Sterling Infrastructure Inc. (NASDAQ:STRL) and SiTime Corp. (NASDAQ:SITM), are dominating earnings expectations with multi-quarter streaks of double- and triple-digit EPS beats alongside frequent upward guidance revisions.
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Bradley Foster and Sargent Inc. CT bought a new stake in SiTime Corporation (NASDAQ: SITM) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 7,033 shares of the company's stock, valued at approximately $2,429,000. A number of other
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Caxton Associates LLP decreased its position in shares of SiTime Corporation (NASDAQ: SITM) by 32.4% in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,113 shares of the company's stock after selling 1,491 shares during the quarter. Caxton Associates LLP's holdings
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Allspring Global Investments Holdings LLC increased its position in shares of SiTime Corporation (NASDAQ: SITM) by 606.6% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 19,595 shares of the company's stock after buying an additional 16,822 shares during the quarter. Allspring Global
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SITM's AI timing growth could accelerate as data-center content rises, but concentration and Renesas integration risks keep execution in focus.
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SiTime's surging growth, expanding margins and AI exposure support the bull case, but a premium valuation and execution risks cloud its appeal.
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SITM is gaining from AI's need for precise timing, faster optical links and richer clocking content as networks scale.
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Andar Capital Management HK Ltd acquired a new stake in shares of SiTime Corporation (NASDAQ: SITM) during the undefined quarter, according to its most recent disclosure with the SEC. The fund acquired 3,100 shares of the company's stock, valued at approximately $1,071,000. SiTime makes up about 0.9% of Andar Capital Management HK Ltd's
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Thrivent Small Cap Growth Fund returned 25.54% during the quarter, modestly underperforming the Russell 2000 Growth Index return of 25.71%. JFrog reported stronger than expected revenue growth, reinforcing the view that customers are consolidating around JFrog as software delivery and AI-assisted development become more complex. Guidewire underperformed amid a valuation reset in higher-multiple software in addition to not raising its FY26 ARR guide due to timing of a few deals slipping to the subsequent quarter.
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Shares of SiTime Corporation (NASDAQ: SITM - Get Free Report) have received a consensus rating of "Moderate Buy" from the ten analysts that are currently covering the stock, MarketBeat.com reports. One research analyst has rated the stock with a sell recommendation, one has issued a hold recommendation and eight have assigned a buy recommendation to the
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