Acciones de SiTime Corporation (SITM) — ¿es un buen negocio?

Acciones de SiTime Corporation (SITM) — ¿es un buen negocio? — InspectStocks

Just reported

Q3 2026 results

From SiTime's results release of 4 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
298,7M US$
+257 % y/y
+90 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,14 US$
-79 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,3M US$
+1,4 % q/q
Guided
—
No guide given
Operating income, adjusted: 129,5M US$

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Cómo gana dinero

Sales of precision-timing products

Compite con

Qué vende4

Oscillators
Components that generate a steady clock signal, combining a vibrating resonator with an electronic circuit. Customers can configure many models for different frequencies and operating conditions.
Clock integrated circuits
Chips that produce and distribute multiple clock signals inside complex electronic equipment. Types include clock generators, buffers, jitter cleaners and network synchronizers.
Silicon micro-electromechanical systems resonators
Tiny silicon structures that vibrate at a precise frequency and provide the timing reference used in electronic systems.
TimeFabric synchronization software
Software that works with SiTime clocks and oscillators to synchronize time across networks and help maintain accurate timing if the network clock is unavailable.

Quién se lo compra3

Electronics makers use SiTime products in data-center, communications, enterprise, automotive, industrial, aerospace, defense, mobile, Internet of Things and consumer devices. They may buy through distributors or directly.
Distributors are major direct customers. Arrow Electronics, Pernas Electronics and Quantek Technology were among the distributors accounting for more than 10% of revenue in at least one of the years ended December 31, 2023, 2024 and 2025.
Apple is a major end customer whose products are supplied through distributors; SiTime estimated that Apple accounted for approximately 17% of revenue (year ended December 31, 2025, medium).

En qué se apoya y qué podría romperlo

De qué depende el negocio

1SiTime relies on outside companies to fabricate, assemble, package and test its products, including Bosch, Taiwan Semiconductor Manufacturing Company and United Microelectronics Corporation.
2Three distributor customers together accounted for 66% of revenue (three months ended June 30, 2026, high).
3Many customer orders can be cancelled, reduced or rescheduled with little notice, and customers typically do not make long-term purchase commitments.

Qué podría salir mal

1Revenue depends on a small number of distributors and end customers. A reduction in orders from a major distributor or from Apple, whose products incorporate SiTime components, could reduce sales.
2SiTime relies on outside suppliers for manufacturing. Supply constraints, poor manufacturing yields or quality problems at foundries and assembly partners could delay shipments or raise costs.
3Demand for SiTime products rose with spending on artificial intelligence and data-center equipment in the first half of 2026; if that demand or customer spending falls, sales could be affected. The July 2026 acquisition of Renesas’s timing business also brings integration and financing demands, including convertible notes of $1.35 billion (issued May 2026, high).

Estados financieros completos →

Sobre SiTime Corporation

SiTime makes silicon-based components that generate clock signals and help electronic parts work together at the right time. Its products are used in equipment for artificial intelligence data centers, communications networks, cars, factories and consumer devices. It sells mainly through distributors, and also sells directly to some customers and through its online store.

Sede: Santa Clara, California, United States
Fundada en: 2003
Empleados: 441 (December 31, 2025, high)
Cotiza en: NASDAQ
Cierre del ejercicio: December 31

Construido a partir de los propios informes de SiTime Corporation ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q3 2026 results

From SiTime's results release of 4 de noviembre de 2026; its quarterly report has since been filed.

Revenue
Actual
298,7M US$
+257 % y/y
+90 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
0,14 US$
-79 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
8,3M US$
+1,4 % q/q
Guided
—
No guide given
Operating income, adjusted: 129,5M US$

Keep exploring

The themes SiTime is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Cómo gana dinero

Sales of precision-timing products

Compite con

Qué vende4

Oscillators
Components that generate a steady clock signal, combining a vibrating resonator with an electronic circuit. Customers can configure many models for different frequencies and operating conditions.
Clock integrated circuits
Chips that produce and distribute multiple clock signals inside complex electronic equipment. Types include clock generators, buffers, jitter cleaners and network synchronizers.
Silicon micro-electromechanical systems resonators
Tiny silicon structures that vibrate at a precise frequency and provide the timing reference used in electronic systems.
TimeFabric synchronization software
Software that works with SiTime clocks and oscillators to synchronize time across networks and help maintain accurate timing if the network clock is unavailable.

Quién se lo compra3

Electronics makers use SiTime products in data-center, communications, enterprise, automotive, industrial, aerospace, defense, mobile, Internet of Things and consumer devices. They may buy through distributors or directly.
Distributors are major direct customers. Arrow Electronics, Pernas Electronics and Quantek Technology were among the distributors accounting for more than 10% of revenue in at least one of the years ended December 31, 2023, 2024 and 2025.
Apple is a major end customer whose products are supplied through distributors; SiTime estimated that Apple accounted for approximately 17% of revenue (year ended December 31, 2025, medium).

En qué se apoya y qué podría romperlo

De qué depende el negocio

1SiTime relies on outside companies to fabricate, assemble, package and test its products, including Bosch, Taiwan Semiconductor Manufacturing Company and United Microelectronics Corporation.
2Three distributor customers together accounted for 66% of revenue (three months ended June 30, 2026, high).
3Many customer orders can be cancelled, reduced or rescheduled with little notice, and customers typically do not make long-term purchase commitments.

Qué podría salir mal

1Revenue depends on a small number of distributors and end customers. A reduction in orders from a major distributor or from Apple, whose products incorporate SiTime components, could reduce sales.
2SiTime relies on outside suppliers for manufacturing. Supply constraints, poor manufacturing yields or quality problems at foundries and assembly partners could delay shipments or raise costs.
3Demand for SiTime products rose with spending on artificial intelligence and data-center equipment in the first half of 2026; if that demand or customer spending falls, sales could be affected. The July 2026 acquisition of Renesas’s timing business also brings integration and financing demands, including convertible notes of $1.35 billion (issued May 2026, high).

Estados financieros completos →

Sobre SiTime Corporation

Sede: Santa Clara, California, United States
Fundada en: 2003
Empleados: 441 (December 31, 2025, high)
Cotiza en: NASDAQ
Cierre del ejercicio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra3

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre SiTime Corporation

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra3

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre SiTime Corporation

SiTime Corporation

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Analog, power & auto chips

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra3

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre SiTime Corporation

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende4

Quién se lo compra3

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre SiTime Corporation

SiTime Corporation

Rentabilidad pasada

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Analog, power & auto chips

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo