SiTime Corporation (SITM) stock — is it a good business?

SiTime Corporation (SITM) stock — is it a good business? — InspectStocks

Just reported

Q3 2026 results

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

Revenue
Actual
$298.7M
+257% y/y
+90% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.14
-79% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$8.3M
+1.4% q/q
Guided
—
No guide given
Operating income, adjusted: $129.5M

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.

How it makes money

Sales of precision-timing products

Competes with

What it sells4

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.

Who buys it3

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).

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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).

Full financial statements →

About 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.

Head office: Santa Clara, California, United States
Founded: 2003
Employees: 441 (December 31, 2025, high)
Listed on: NASDAQ
Financial year ends: December 31

Built from SiTime Corporation’s own filings with the U.S. Securities and Exchange Commission (SEC). Figures are as reported, with per-share history restated onto today’s share basis. This describes a business — it is not investment advice and not a recommendation to buy or sell anything.

Just reported

Q3 2026 results

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

Revenue
Actual
$298.7M
+257% y/y
+90% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$0.14
-79% q/q
Guided
—
No guide given
Operating income, GAAP
Actual
$8.3M
+1.4% q/q
Guided
—
No guide given
Operating income, adjusted: $129.5M

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.

How it makes money

Sales of precision-timing products

Competes with

What it sells4

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.

Who buys it3

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).

What it stands on, and what could break it

What the business leans on

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.

What could go wrong

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).

Full financial statements →

About SiTime Corporation

Head office: Santa Clara, California, United States
Founded: 2003
Employees: 441 (December 31, 2025, high)
Listed on: NASDAQ
Financial year ends: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells4

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About 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

How it makes money

Competes with

What it sells4

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About 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

Growth & cash — 5 of 5

Business trend

Share price and grade over time

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

How it makes money

Competes with

What it sells4

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About 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

How it makes money

Competes with

What it sells4

Who buys it3

What it stands on, and what could break it

What the business leans on

What could go wrong

About SiTime Corporation

SiTime Corporation

Past performance

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Analog, power & auto chips

Growth & cash — 5 of 5

Business trend

Share price and grade over time