SITM SiTime Corporation Loading... : Bullish and Bearish Analyst Opinions
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16:14
Aug 24
Aug 24
SiTime worth watching after gap fill.
The earlier research note on SiTime is a read-through mapping of AI infrastructure beneficiaries, not an author position. The short tweet is a generic "worth digging into" comment with no ownership language. Default to WATCH.
MED
00:12
Aug 18
Aug 18
MegaChips does not track SITM stake.
Author notes MegaChips' stock price does not track 1:1 with its large SITM stake.
LOW
18:44
Aug 16
Aug 16
Author publishes a value-oriented writeup on MegaChips highlighting its stake in SITM and NCAV.
Author publishes a value-oriented writeup on MegaChips highlighting its stake in SITM and NCAV discount, but frames it as research rather than an explicit personal position.
LOW
21:59
Aug 11
Aug 11
SiTime timing chips critical for AI infrastructure
SiTime sees triple-digit revenue growth driven by AI data centers where timing synchronization is crucial for expensive GPUs/TPUs. The company has a diversified business across automotive, industrial, aerospace, and robotics, resilience through retrofit opportunities that reduce capex sensitivity, operates on mature process nodes avoiding supply constraints, and enjoys strong margins.
MED
01:36
Aug 06
Aug 06
Megachips selling SITM stake for buybacks
Notes Megachips is actively selling down its SITM stake to fund its own share buybacks.
MED
01:26
Aug 06
Aug 06
Author notes SITM has been on their watchlist alongside Megachips.
Author notes SITM has been on their watchlist alongside Megachips, referencing the parent's analysis of Megachips' SITM stake without taking a position.
LOW
22:34
Aug 05
Aug 05
Watch SITM for supply and overbooking risks.
Watch SITM for near-term execution risk from supply constraints limiting TPD revenue and forward-cycle overbooking risks across the supply chain.
MED
20:11
Aug 05
Aug 05
Watch SITM after strong MEMS earnings beat
Monitor SITM after a strong Q2 beat; the author's earlier MEMS/Renesas integration research is bullish, but no ownership or buy language is present.
MED
19:08
Aug 05
Aug 05
Watch GAI infrastructure names on post-close prints
Watch SNDK, VIAV, SITM, and TLN as GAI-infrastructure names reporting after the close. The author flags the earnings cluster without saying he owns or is buying any ticker, so this is a read-through watch, not a long.
MED
16:43
Aug 01
Aug 01
Watch SITM. Research thesis acknowledges a real MEMS timing moat and AI/aero demand but flags.
Watch SITM. Research thesis acknowledges a real MEMS timing moat and AI/aero demand but flags Renesas integration complexity, net-debt transition, and SBC dilution as execution risk. No ownership language, so no long.
MED
16:18
Aug 01
Aug 01
Watch SITM; the author presents a constructive but conditional research case around.
Watch SITM; the author presents a constructive but conditional research case around timing-content growth and the Renesas acquisition, but flags high valuation and integration risk and withholds a full-conviction long until more disclosure.
MED
20:36
Jul 26
Jul 26
Author states they are preparing analysis on SITM with positive lean.
Author states they are preparing analysis on SITM with positive lean, but no commitment to a position or specific catalyst provided.
LOW
00:17
Jun 14
Jun 14
The tweet presents a factual ranking of semiconductor companies by employee growth without.
The tweet presents a factual ranking of semiconductor companies by employee growth without expressing any personal position or forward-looking trade call.
LOW
15:30
May 27
May 27
The author suggests adding old-school quality names as a hedge against AI risk while noting.
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.
LOW
02:27
May 07
May 07
Citrini highlights that SITM has doubled since their paywall removal and nearly tripled since.
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.
HIGH
23:16
May 06
May 06
Ray Wang highlights SiTime's expanding customer penetration and oscillator traction at higher.
Ray Wang highlights SiTime's expanding customer penetration and oscillator traction at higher ASPs, particularly in AI, signaling strong growth potential.
HIGH
23:16
May 06
May 06
SiTime's CEO highlights strong growth in inference infrastructure and 1.6T optical modules.
SiTime's CEO highlights strong growth in inference infrastructure and 1.6T optical modules, driving higher ASPs and content per unit.
HIGH
23:16
May 06
May 06
SiTime management raised FY2026 revenue growth guidance to at least 80% and outlined strong.
SiTime management raised FY2026 revenue growth guidance to at least 80% and outlined strong demand from inference infrastructure, optical modules, and new customer penetration.
HIGH
23:16
May 06
May 06
SiTime is positioned to benefit from rising demand for high-ASP timing products driven.
SiTime is positioned to benefit from rising demand for high-ASP timing products driven by inference infrastructure needs and GPU utilization improvements.
HIGH
20:15
May 06
May 06
SiTime reported a mixed quarter with an earnings miss but revenue beat.
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.
HIGH
13:22
May 06
May 06
Short $SITM (Si Time) — has put position going into earnings.
Short $SITM (Si Time) — has put position going into earnings; expects guidance miss with loss of hyperscaler (likely AWS); 1.6T cycle headwinds.
HIGH
23:12
Apr 22
Apr 22
Long SiTime Corporation (SITM) based on its position as a key supplier in Google's Tensor.
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.
HIGH
15:32
Mar 19
Mar 19
The tweet lists AI-related stocks categorized by their respective short float percentages.
19:51
Mar 18
Mar 18
The tweet suggests SITM is overvalued given its high forward earnings and sales multiples.
15:57
Feb 05
Feb 05
Long SITM -- speaker references 'our SITM long thesis' from November TPU research note.
Long SITM -- speaker references 'our SITM long thesis' from November TPU research note, says it was partially validated by earnings. Ongoing conviction in the name as a TPU beneficiary pick.
HIGH
03:50
Feb 05
Feb 05
Watch SiTime on strong AI timing demand
Watch SITM rather than infer a position; record revenue, 1.5+ book-to-bill, and 62% GM guide show strong AI timing demand, while the Renesas timing deal is a late-2026 event. No author ownership language present.
MED
About SITM Analyst Coverage
Buzzberg tracks SITM (SiTime Corporation) across 8 sources. 3 bullish vs 1 bearish calls from 8 analysts. Sentiment: predominantly bullish (8%). 26 total trade ideas tracked. Latest voices: TheValueist, AltayCap, Rajesh Vashist.