Added to YB: 2026-06-23
Pitch date: 2026-06-20
SITM [bullish]
SiTime Corporation
Author Info
No bio for this author
Company Info
SiTime Corporation engages in the design, development, and sale of silicon timing systems solutions in Hong Kong, Taiwan, the United States, Singapore, and internationally.
Market Cap
$19.2B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.7K
P/E
-771.04
EV/Sales
48.59
Sector
Semiconductors and Semiconductor Equipment
Category
growth
I Sold My Nokia for Two Stocks Nobody's Watching. One Already Went Bankrupt. - SiTime Corporation
SITM: Silicon timing replacing quartz for AI data centers. FY25 rev $326.7M (+61%); Q1 FY26 $113.6M (+88% YoY), data center $75.7M (+158%, 7th straight 100%+ qtr). Guides 80%+ growth, buying Renesas timing (+$300M rev, 70% GM). Risk: ~59x sales, priced for perfection, soft qtr halves it. 3-5yr asymmetric bottleneck bet; sold Nokia to fund.
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