Added to YB: 2025-12-26
Pitch date: 2025-12-23
SITM [neutral]
SiTime Corporation
-0.98%
current return
Author Info
No bio for this author
Company Info
SiTime Corporation designs, develops, and sells silicon timing systems solutions in Taiwan, Hong Kong, the United States, Singapore, and internationally.
Market Cap
$9.6B
Pitch Price
$381.81
Price Target
N/A
Dividend
N/A
EV/EBITDA
-205.81
P/E
-125.53
EV/Sales
31.13
Sector
Semiconductors and Semiconductor Equipment
Category
growth
SiTime Write-up w/Mgmt Analysis (SITM)
SITM (overview): AI infrastructure timing enabler w/ 45% Q3 rev growth, CED segment +115% YoY. Expanding from oscillators to clocks/resonators for higher content per system. 1.6T optical transition driving ASP expansion in 1H26. 60%+ gross margins, strong cash position. Bull case: structural AI timing complexity growth. Bear case: customer concentration, inventory digestion risk, high valuation sensitivity to growth decel.
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