SITM

In the past six months, SiTime's stock (SITM) has trended upwards by 50.57%, with a 91.45% increase over the last 12 months and a year-to-date return of 72.40%. As of September 25, 2026, SITM was up 10.94% over the past 30 days and 124.99% for the past 12 months. Key events impacting the stock include the acquisition of Renesas' Timing Business in February 2026 for approximately $1.5 billion in cash and 4.13 million shares, which was completed on July 1, 2026, resulting in Renesas holding an 11.9% stake in SiTime and nearly doubling SiTime's revenue base. Strong Q1 and Q2 2026 results, with Q2 revenue soaring 126.5% year-over-year to $157.43 million and the company achieving its first GAAP profit, were driven by surging AI demand and triple-digit growth in its Communications, Enterprise, & Datacenter (CED) segment. SiTime was scheduled to participate in the Goldman Sachs Communacopia + Technology Conference on September 9, 2026, and is scheduled to announce its Q3 2026 financial results on November 4, 2026. Insider selling over the past 90 days amounted to approximately $10.1 million, with insiders collectively disposing of $84 million more than they bought in the last 12 months. Analysts maintain a consensus "Moderate Buy" rating with an average price target of $717.78, although Zacks Research downgraded SiTime to "Hold" and Seaport Research Partners initiated coverage with a "Neutral" rating in September 2026.