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SiTime Corporation (SITM) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Technology · Semiconductors

Sell if holding. Engine safety override at $695.03: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality.

SiTime is a fabless MEMS-based precision timing semiconductor company serving AI datacenter, 5G, automotive, IoT, and industrial markets with oscillators, clock ICs, resonators, and synchronization software. Top 3 distributors were 59% of 2025 revenue; Apple (largest end... Read more

$695.03+3.8% A.UpsideScore 5.7/10#13 of 45 Semiconductors
QualityF-score8 / 9FCF yield0.04%
Stop $645.10Target $720.17(analyst − 13%)A.R:R 0.3:1
Analyst target$827.78+19.1%9 analysts
$720.17our TP
$695.03price
$827.78mean
$900

Sell if holding. Engine safety override at $695.03: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Score 5.7/10, moderate confidence.

Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 78d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — SiTime Corporation

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Concentration risk — Customer: Apple (17.0%)
Concentration risk — Customer: top 3 distributors (59.0%)
Quality below floor (3.5 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)68.1
Mkt Cap$19.2B
EV/EBITDA5818.0
Profit Mgn-6.4%
ROE-2.6%
Rev Growth88.3%
Beta2.91
DividendNone
Rating analysts16

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.42bullish
IV84%elevated

Concentration Risks(10-K Item 1A)

  • HIGHCustomerApple17%
    10-K Item 1A: 'Sales attributable to Apple, our largest end customer accounted for approximately 17%, 22%, and 21% of our revenue for the years ended December 31, 2025'
  • HIGHCustomertop 3 distributors59%
    10-K Item 1A: 'Our top three distributors by revenue together accounted for approximately 59%, 56%, and 51% of our revenue for the years ended December 31, 2025'
  • HIGHCustomertop 10 end customers65%
    10-K Item 1A: 'revenue attributable to our ten largest end customers accounted for 65%, 59%, and 49% of our revenue for the years ended December 31, 2025'
  • HIGHSupplierBosch MEMS wafer fabrication
    10-K Item 1A: 'We currently rely primarily on Bosch and Teledyne Digital Imaging Inc. ("Teledyne") for our MEMS fabrication'
  • HIGHGeographicinternational ship-to locations93%
    10-K Item 1A: 'approximately 93%, 92%, and 86% of our revenue for the years ended December 31, 2025, 2024, and 2023, respectively, was from distributors with ship-to locations outside the United States'

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

1 floor-breaker·1 ceiling hit

Hyper-growth tech sacrificing current profitability for scale. Floor tripped because model treats negative margins uniformly; the growth dimension tells the other half of the story.static

Roe
0.0
Roa
0.0
Operating Margin
0.0
Net Margin
0.0
Fcf Quality
3.4
Current Ratio
5.0
Gross Margin
7.1
Moat
7.2
Piotroski F
8.9
FCF-positive but moderate margins (FCF margin 2%, FCF yield 0.0%)Strong Piotroski F-Score: 8/9
GatesA.R:R 0.2 < 1.5@spotMomentum 4.7<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.7>=4.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 78d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
64 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $502.78Resistance $901.81

Price Targets

$645
$720
A.Upside+3.6%
A.R:R0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.5 < 4.0)
! Reward/Risk 0.2:1 at current price — below 1.5:1 minimum

Earnings

B
B
B
B
4/4 beats
Next Earnings2026-08-05 (78d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is SITM stock a buy right now?

Sell if holding. Engine safety override at $695.03: a dimension score below its floor triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality. Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Prior stop was $645.10. Score 5.7/10, moderate confidence.

What is the SITM stock price target?

Take-profit target: $720.17 (+3.8% upside). Prior stop was $645.10. Stop-loss: $645.10.

What are the risks of investing in SITM?

Concentration risk — Customer: Apple (17.0%); Concentration risk — Customer: top 3 distributors (59.0%); Quality below floor (3.5 < 4.0).

Is SITM overvalued or undervalued?

SiTime Corporation trades at a P/E of N/A (forward 68.1). TrendMatrix value score: 5.5/10. Verdict: Sell.

What do analysts say about SITM?

16 analysts cover SITM with a consensus score of 4.1/5. Average price target: $828.

What does SiTime Corporation do?SiTime is a fabless MEMS-based precision timing semiconductor company serving AI datacenter, 5G, automotive, IoT, and...

SiTime is a fabless MEMS-based precision timing semiconductor company serving AI datacenter, 5G, automotive, IoT, and industrial markets with oscillators, clock ICs, resonators, and synchronization software. Top 3 distributors were 59% of 2025 revenue; Apple (largest end customer) was ~17% of 2025 revenue. Pending acquisition by Texas Instruments (signed Feb 2026) for $231/share.

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