SITM SiTime Corp

$SITM huge increase in guidance and 3:1 stock split. So maybe stock only down 50% tomorrow? Long

$SITM Wow, that was some f’ery. Almost bought 370s too. It’s 439 now and 23% off the ah bottom

$SITM Founder/Ceo is inspiring - company so well positioning and “well-timed”!! Heading to all time highs eventually

$SITM Lol, madness. Let’s see how it opens tomorrow. Going back to 2021 heights ($300) at this point, ridiculous.

$SITM first support was 462 and broken. It bounced last time from 445 otherwise we could see it to 400-415 zone. Good company good bounce I have seen twice from 462 to 700 twice after earnings but in this market good earnings are not helpful

$SITM say what you will but SITM might just be one of the best buys in the market today.

$SITM Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $4.01 up 360.92% YoY • Reported revenue of $298.67M up 257.39% YoY

$SITM $AAPL biggest customer, business will double revs by 2030 but sure panic out in October if you like because of AI neoclouds.

Seaport Global Securities upgraded SiTime Corporation to Buy with a $425 price target, calling the sharp decline from its September 2026 highs an excessive selloff that created an attractive entry point. Analyst Jay Goldberg said AI infrastructure expansion remains intact and highlighted SiTime's strengthening competitive position in data-center timing solutions and solid operational execution. The upgrade follows record Q3 results, with adjusted EPS of $4.01 versus $3.63 expected and revenue of $298.7M versus $292.1M, representing 257% YoY growth. Q4 guidance significantly exceeded expectations, with revenue projected at $331M–$341M versus the $312.3M consensus and non-GAAP EPS of approximately $4.76 at the midpoint. SiTime also announced a 3-for-1 stock split effective December 7, 2026. Morgan Stanley, UBS and Needham reiterated Buy-equivalent ratings, although they slightly reduced price targets following the post-earnings selloff. $SITM

Rosenblatt named SiTime its top semiconductor pick, maintaining a Buy rating and a $900 price target versus its latest share price of approximately $416. The firm significantly raised its earnings forecasts following stronger-than-expected gross margins, despite quarterly revenue coming in slightly below its estimates but above Wall Street consensus. Rosenblatt raised its FY2027 and FY2028 non-GAAP EPS estimates by 27% and 26%, respectively, to $19.03 and $24.01. The $900 target is based on 37x FY2028 estimated EPS. SiTime has delivered more than 100% year-over-year revenue growth for six consecutive quarters, with September-quarter organic revenue and non-GAAP EPS rising 154% and 360%, respectively. Its proprietary MEMS technology, deeply embedded customer relationships and single-source designs support premium pricing and gross margins of approximately 70%. $SITM

$SITM Endless crimes , the AI trade is a scam for MM and institutions to rob again and again and again

$SITM short here. The $4.01 GAAP eps is better than expected. The problem is the puny $4.4 million NET income. The acquisition is weighing on the company showing the burden of the purchase price and 3.5 million share dilution. Debt is now 4x liquid assets.

$SITM precision timing parts for halls and networks priced like the buildout never pauses. seems like a niche part with a boom multiple only needs one slipped schedule to find out what it is worth without the boom

$SITM previous target was 520, but fortunately i didnt buy. Looks good now. Will be wactching.

$SITM covered my short position. Expect mild gains before earnings release and will short again. SITM earned $1.44 non GAAP last quarter and guided up. But they added two million shares to the float on that acquisition which dilutes eps. Generously I’ll give them $2.50 for this quarter. That makes the multiple 50. NVDA is half that. Priced for perfection.

$SITM 5 diff times prices was coming to test to 200dma buyers showed up every time… the 6th we’ll see. I’ll be there (small size) cuz I think we undercut for a day maybe two

$SITM when money tightens, buyers redesign around the pricey niche part. seems like a timing chip priced for scarcity gets engineered out first, and designed out does not come back fast

$SITM strong rebound today. However someone has purchased 40 Dec puts at an average of $96 today. Not many investors have nearly $400,000 to throw at one option strategy.