Stifel Reiterates Buy Rating on SiTime Corp. (SITM)

Stifel analyst Tore Svanberg reiterated a Buy rating and $400.00 price target on SiTime Corp. (NASDAQ: SITM).

The analyst commented, "Expect slight upside bias to our Dec Q revenue estimate of $101.4mn (+21.3% q/q). Although specific guidance was not provided for 4Q25E, management stated all three end markets should grow q/q, once again led by CED. We believe SITM could provide a Mar Q outlook above our $90.2mn estimate (-11.0% q/q), as we believe recent industry commentary supports our view that SITM remains well positioned to continue capturing secular upside. Contemplating accelerating MEMS adoption trends across fast-growing, high-value applications in SITM’s key markets, including EVs (ADAS), Data Centers (servers, accelerators, Smart NICs, switches), and 5G/optical (O-RAN DUs & CUs), we believe SITM is well-positioned to drive material top- and bottom-line outperformance in the long term. Coupled with the scarcity of small-cap semiconductor companies delivering high LT organic growth rates and strong operating leverage potential, we reiterate our Buy rating and 12- month Target Price of $400 (22.6x CY26E EV/Sales)."

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Shares of SiTime Corp. closed at $374.18 yesterday.

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