SiTime Jumps as Fresh Analyst Coverage Adds to AI and Timing Growth Story

SiTime Corporation (SITM) is up 9.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is a new bullish analyst initiation that highlighted SiTime’s expanding role in precision timing for AI and data center hardware. The move also appears to be supported by the company’s still-recent second-quarter beat, the completed Renesas timing-business acquisition, and investor enthusiasm around a larger product portfolio and stronger long-term growth runway.

Details:

Morgan Stanley initiated coverage with an Overweight rating and a $730 price target, giving investors a fresh positive setup for the stock.

SiTime reported second-quarter 2026 revenue of $157.4 million, up 127% year over year, with management pointing to broad strength across segments.

Management said the July 1 closing of the Renesas timing-business acquisition added more than 550 clocking products, expanding SiTime beyond oscillators and deepening its position in higher-value systems.

At a September conference, management discussed how data center and AI applications represented a majority of recent revenue, with timing content rising across GPUs, CPUs, switches, NIC cards, optical modules, and related infrastructure.

Sources:

SiTime Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$SITM Insider Trading Activity

$SITM insiders have traded $SITM stock on the open market 27 times in the past 6 months. Of those trades, 0 have been purchases and 27 have been sales.

Here’s a breakdown of recent trading of $SITM stock by insiders over the last 6 months:

CORP /FI MEGACHIPS sold 400,000 shares for an estimated $311,800,000
RAJESH VASHIST (Chief Executive Officer) has made 0 purchases and 5 sales selling 72,000 shares for an estimated $50,289,840.
FARIBORZ ASSADERAGHI (See Remarks) has made 0 purchases and 5 sales selling 5,209 shares for an estimated $3,732,890.
VINCENT P PANGRAZIO (See Remarks) has made 0 purchases and 2 sales selling 5,000 shares for an estimated $3,325,640.
PIYUSH B SEVALIA (See Remarks) has made 0 purchases and 3 sales selling 4,915 shares for an estimated $2,169,266.
LIONEL BONNOT (See Remarks) has made 0 purchases and 3 sales selling 3,000 shares for an estimated $2,155,510.
RAMAN CHITKARA sold 2,000 shares for an estimated $1,454,760
AKIRA TAKATA sold 1,500 shares for an estimated $1,291,290
TORSTEN KREINDL has made 0 purchases and 3 sales selling 1,760 shares for an estimated $1,268,950.
CHRISTINE HECKART sold 1,290 shares for an estimated $903,000
EDWARD H. FRANK sold 1,000 shares for an estimated $745,000
KATHERINE SCHUELKE sold 500 shares for an estimated $349,025

To track insider transactions, check out Quiver Quantitative’s insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive SITM Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$SITM Hedge Fund Activity

We have seen 335 institutional investors add shares of $SITM stock to their portfolio, and 258 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 645,930 shares (+13905.9%) to their portfolio in Q2 2026, for an estimated $481,579,570
BLACKROCK, INC. removed 490,670 shares (-17.0%) from their portfolio in Q2 2026, for an estimated $365,823,925
PRICE T ROWE ASSOCIATES INC /MD/ removed 361,257 shares (-52.8%) from their portfolio in Q2 2026, for an estimated $269,338,768
JPMORGAN CHASE & CO added 355,910 shares (+inf%) to their portfolio in Q2 2026, for an estimated $265,352,259
ARTISAN PARTNERS LIMITED PARTNERSHIP added 289,116 shares (+147.5%) to their portfolio in Q2 2026, for an estimated $215,553,324
JANE STREET GROUP, LLC added 235,361 shares (+133.1%) to their portfolio in Q2 2026, for an estimated $175,475,747
AMERIPRISE FINANCIAL INC removed 207,618 shares (-44.5%) from their portfolio in Q2 2026, for an estimated $154,791,676

To track hedge funds’ stock portfolios, check out Quiver Quantitative’s institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$SITM Price Targets

Multiple analysts have issued price targets for $SITM recently. We have seen 4 analysts offer price targets for $SITM in the last 6 months, with a median target of $812.5.

Here are some recent targets:

N. Quinn Bolton from Needham set a target price of $850.0 on 05/07/2026
Tom O’Malley from Barclays set a target price of $850.0 on 05/07/2026
Timothy Arcuri from UBS set a target price of $775.0 on 05/07/2026
Tore Svanberg from Stifel set a target price of $500.0 on 04/16/2026

This article is not financial advice. See Quiver Quantitative’s disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.