SITM Sitime Corporation

SiTime Corp (SITM) produces MEMS timing chips used in many modern devices, making it a "silicon backbone" player in the tech industry. While the stock experiences significant volatility due to its high-growth, mid-cap nature, its innovative technology offers a competitive edge over traditional quartz crystals. Investors considering SITM should be prepared for stock swings but recognize its potential as a key supporting role in AI, 5G, and automotive technology.

Swedbank AB significantly increased its stake in SiTime Corporation (NASDAQ:SITM) by 125.7% in Q3, now holding 63,200 shares worth approximately $19.04 million. Despite institutional investors owning a substantial 84.31% of the company and strong Q3 earnings beating estimates, SiTime remains unprofitable with insider selling activity. The stock is currently trading near its 12-month high, supported by generally bullish analyst sentiment and an average price target of $343.13.

Voya Investment Management LLC decreased its stake in SiTime Corporation by 12.8% in Q3, selling 31,268 shares and holding 212,650 shares valued at approximately $64.07 million. Despite insider sales totaling 27,500 shares in the last 90 days, institutional investors own 84.31% of the shares, and analysts maintain a "Moderate Buy" consensus rating with an average target price of $343.13. The company's stock shows strong performance metrics, including a market capitalization of $9.57 billion and a significant revenue increase of 44.8% year-over-year.

Texas Permanent School Fund Corp significantly increased its stake in SiTime Corporation (NASDAQ:SITM) by 202.1%, acquiring an additional 12,437 shares to a total of 18,591 shares valued at approximately $3.96 million. This move is part of broader institutional interest, with other major firms like Wellington Management, Ameriprise, Raymond James, and Nuveen also adding to their positions, collectively holding about 84.31% of the stock. Despite some insider selling, analysts maintain a largely positive outlook for SiTime, setting an average target price of $343.13.

SiTime Corporation (NASDAQ:SITM) has received a consensus "Moderate Buy" rating from nine brokerages, with an average 12-month target price of $343.1250. The company recently reported strong earnings, beating consensus estimates, and several analysts have initiated or reiterated "buy" ratings and raised target prices for the stock. Insider selling activity and institutional investment changes were also noted.

Goldman Sachs has initiated coverage on SiTime Corp. (NASDAQ:SITM) with a Buy rating and a $420.00 price target, highlighting the company's leading position in silicon-based precision timing solutions. The bank identifies key growth catalysts such as the shift from quartz to silicon timing, opportunities with Apple, and tailwinds from AI datacenter buildouts. SiTime is projected to achieve strong revenue and EPS growth, with its Non-GAAP EPS estimated to be significantly higher than consensus for 2026/27.