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what it is
SiTime makes tiny timing chips that keep phones, cars, networks, and industrial gear running on the right clock.
how it gets paid
Last year Sitime made $327M in revenue. communications & enterprise was the main engine at $111M, or 34% of sales.
why it's growing
Revenue grew 61.2% last year. Revenue reached $213 million, up 155% vs. prior year, as the rebound in demand kept rolling through 2025.
what just happened
SiTime posted a 22.4% EPS beat, with quarterly EPS of $1.53 versus the $1.25 estimate.
At a glance
B balance sheet — gets the job done, barely
20/100 earnings predictability — expect surprises
113.8x trailing p/e — you're paying up for this one
13.5% return on capital — nothing to write home about
xvary composite: 39/100 — weak
What they do
SiTime makes tiny timing chips that keep phones, cars, networks, and industrial gear running on the right clock.
SiTime had 395 employees in 2024 and still produced $327 million in annual revenue, or about $828,000 per employee from EDGAR and company data. Its chips handle timing, which means keeping electronics on schedule so they do not drift or fail. Once your design works, switching that part risks the whole device, and SiTime says it has shipped billions of MEMS timing units.
How they make money
$327M
annual revenue · their business grew +61.2% last year
communications & enterprise
$111M
automotive
$75M
industrial
$59M
mobile & consumer
$49M
iot & other
$33M
The products that matter
precision timing chips
Silicon Timing Systems
$327M revenue · 100% of sales
it is the entire business. this one product category generated all $327M of revenue and drove 61.2% growth last year.
100% of revenue
Key numbers
52.7%
r&d ratio
R&D means product-building spend, so what: SiTime reinvested more than half of 2024 sales into new products, which helps explain today's -20.5% operating margin.
61.2%
revenue growth
That is the annual sales jump to $327 million, which tells you demand is real and not just a spreadsheet story.
92%
foreign sales
Almost all revenue comes from outside the U.S., so your upside is global scale and your risk is global friction.
54.0x
2027 p/e
That is today's $356.34 stock price divided by the $6.60 FY2027 EPS estimate, so the market is already charging you for years of success.
Financial health
B
strength
- balance sheet grade B — adequate — nothing special
- risk rank 4 — safer than 20% of stocks
- price stability 5 / 100
- net profit margin 33.3% — keeps 33 cents of every dollar in revenue
- return on equity 14% — $0.14 profit for every $1 investors have put in
B — functional but not a standout on the balance sheet.
Total return vs. market
You invested $10,000 in SITM 3 years ago → it's now worth $26,510.
The index would have given you $14,540.
source: institutional data · total return
What just happened
beat estimates
SiTime posted a 22.4% EPS beat, with quarterly EPS of $1.53 versus the $1.25 estimate.
Revenue reached $213 million, up 155% vs. prior year, as the rebound in demand kept rolling through 2025. Deadpan fact bomb: the same quarter also carried GAAP EPS of -$2.12 in the SEC data, which tells you stock comp and other charges are doing a lot of work here.
$213M
revenue
$1.53
eps
52.1%
gross margin
the number that mattered
The 155% revenue jump mattered most because it shows SiTime is not squeezing growth from cost cuts. It is selling a lot more chips.
-
sitime had a very good 2025.
-
earnings per share more than tripled versus the previous year, thanks to a few key factors.the company’s results were fueled largely by robust demand for ai (artificial intelligence) and data center-related products. the company’s high-performance precision timing solutions were widely adopted in ai and data center applications, particularly in switches and routers. furthermore, while ai was the belle of the ball, the company registered broad-based growth across most of its operating segments and geographic regions.
-
this enabled sitime to post a 61% increase at the top line for the full year.the operating margin improved as well due to a favorable product mix, along with better absorption of fixed costs.
-
we look for the momentum to continue as we set our sights on 2026.
-
the name of the game right now is ai and sitime has a firm presence in that highflying segment.
source: company earnings report, 2026
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What could go wrong
the top risk is demand concentration in silicon timing for ai and data center hardware.
med
one product line carries the entire story
silicon timing systems generated all $327M of revenue. there is no second segment to cushion a slowdown.
100% of current revenue depends on one category continuing to work.
med
113.8x trailing earnings leaves no room for a normal quarter
this is not a cheap semiconductor stock. you're paying a triple-digit earnings multiple while the latest quarter showed a loss.
if growth slows below the level needed to justify roughly 69.9x forward earnings, the multiple can compress even without a collapse in revenue.
med
quarterly volatility is already showing up in the numbers
the company produced $3.13 of full-year EPS, then still reported -$0.31 EPS and a -13.1% margin in the latest quarter.
that kind of swing is exactly why the predictability score sits at 20/100.
med
a supply disruption hits the whole business, not a slice of it
if the company cannot source or ship its timing products, the problem lands on the only revenue stream it has.
a supply shock would pressure the full $327M revenue base because there is no diversified backup business.
100% of revenue comes from one product line, and the stock trades at 113.8x trailing earnings. you do not need a disaster here. you just need growth to stop looking exceptional.
source: institutional data · regulatory filings · risk analysis
Pay attention to
earnings
the next quarter's margin
after a -13.1% latest-quarter margin, you want to see whether profitability snaps back or volatility is becoming the pattern.
trend
whether demand still tracks ai and data center spending
the current growth story leans on switches, routers, and ai-related infrastructure. if that demand cools, the narrative cools with it.
metric
progress toward the $475M revenue estimate
analysts expect about 45% growth from here. that is the bar the valuation is asking management to clear.
risk
any sign the one-product model is becoming a bottleneck
with 100% of revenue tied to one category, product delays, design losses, or supply issues matter more here than they would at a diversified chip company.
Analyst rankings
short-term outlook
below average
momentum score 4. in human-speak, analysts think this could lag from here despite the long-term growth story.
risk profile
below average
stability score 4 means bigger swings than most stocks. the 5 / 100 price-stability score backs that up.
chart momentum
average
technical score 3 says the chart is not giving you a clean signal either way. this is fundamentals versus valuation, not chart magic.
earnings predictability
20 / 100
low predictability means the range of outcomes is wide. the gap between $3.13 full-year EPS and -$0.31 latest-quarter EPS shows why.
source: institutional data
Institutional activity
institutions have been net buying for 3 consecutive quarters — 150 buyers vs. 120 sellers in 4q2025. net buying for 3 quarters.
source: institutional data
Price targets
3-5 year target range
$204
$614
$356
current price
$409
target midpoint · +15% from current · 3-5yr high: $500 (+40% · 9% ann'l return)
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