SITM SiTime Corporation Loading... : Bullish and Bearish Analyst Opinions

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15:30
May 27
Minnvestor Tech/Semiconductor growth investor
The author suggests adding old-school quality names as a hedge against AI risk while noting a morning dance between top and bottom stocks, but provides no forward-looking directional view or trade idea.
SITM
LOW
02:27
May 07
Citrini Founder & lead analyst, Citrini Research
Citrini highlights that SITM has doubled since their paywall removal and nearly tripled since their original thesis, partially validated by earnings, signaling strong conviction in the stock.
SITM
HIGH
23:16
May 06
Ray Wang Analyst at SemiAnalysis. Fundamental research on AI infra/semis
Ray Wang highlights SiTime's expanding customer penetration and oscillator traction at higher ASPs, particularly in AI, signaling strong growth potential.
SITM
HIGH
23:16
May 06
Ray Wang Analyst at SemiAnalysis. Fundamental research on AI infra/semis
SiTime's CEO highlights strong growth in inference infrastructure and 1.6T optical modules, driving higher ASPs and content per unit.
SITM
HIGH
23:16
May 06
Ray Wang Analyst at SemiAnalysis. Fundamental research on AI infra/semis
SiTime management raised FY2026 revenue growth guidance to at least 80% and outlined strong demand from inference infrastructure, optical modules, and new customer penetration.
SITM
HIGH
23:16
May 06
Ray Wang Analyst at SemiAnalysis. Fundamental research on AI infra/semis
SiTime is positioned to benefit from rising demand for high-ASP timing products driven by inference infrastructure needs and GPU utilization improvements.
SITM
HIGH
20:15
May 06
TheValueist Founder, Atlas Peak Research
SiTime reported a mixed quarter with an earnings miss but revenue beat, while the CEO's bullish AI commentary and the analyst's neutral assessment suggest no clear directional trade.
SITM
HIGH
13:22
May 06
Short $SITM (Si Time) — has put position going into earnings; expects guidance miss with loss of hyperscaler (likely AWS); 1.6T cycle headwinds.
SITM 1ST
HIGH
23:12
Apr 22
Citrini Substack author, Citrini Research
Long SiTime Corporation (SITM) based on its position as a key supplier in Google's Tensor Processing Unit (TPU) supply chain, as identified in a proprietary deep-dive research report.
SITM 1ST
HIGH
15:32
Mar 19
Minnvestor Tech and semiconductor growth investor. Long Jevons
The tweet lists AI-related stocks categorized by their respective short float percentages.
SITM
19:51
Mar 18
Minnvestor Tech and semiconductor growth investor. Long Jevons
The tweet suggests SITM is overvalued given its high forward earnings and sales multiples.
SITM

About SITM Analyst Coverage

Buzzberg tracks SITM (SiTime Corporation) across 5 sources. 1 bullish vs 1 bearish calls from 5 analysts. Sentiment: evenly split. 11 total trade ideas tracked.