Leaderboard Chip Stock Called 'Technology Disruptor'
A Wall Street analyst initiated coverage of SiTime stock with a buy rating, calling the timing-chip specialist a "technology disruptor."

SiTime Corporation is a company that focuses on the development, manufacturing, and worldwide distribution of advanced silicon-based timing solutions. Their operations span ...
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Est. EPS $3.64 · Revenue $292.06M · 6 analysts
Est. EPS $3.69 · Revenue $311.91M · 6 analysts
Est. EPS $11.25 · Revenue $874.97M · 6 analysts
Est. EPS $3.23 · Revenue $297.53M · 2 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $326.7M | +61.2% | +38.6% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-42.9M | +54.2% | +448.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +53.6% | +3.9% | +6.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -18.5% | +67.5% | +225.6% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -13.1% | +71.6% | +351.0% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $34.7M | +366.4% | -100.6% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +10.6% | +265.3% | -100.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 0.4% | -53.9% | +50295.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 11.30x | +125.3% | +55.9% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.3B | +46.3% | +93.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.72 vs 2.84 | -160.6% | 0.66 vs 3.64 | -81.9% |
| Revenue Surprise | $326.7M vs $315.3M | +3.6% | $157.4M vs $292.1M | -46.1% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | VASHIST RAJESH | director, officer: Chief Executive Officer | Common Stock | D | 1,300 | — |
| Aug 31, 2026 | VASHIST RAJESH | director, officer: Chief Executive Officer | Common Stock | A | 650 | — |
| Aug 20, 2026 | Howe Elizabeth A. | officer: EVP, Chief Financial Officer | Common Stock | D | 2,740 | $598.81 |
| Aug 20, 2026 | Ahamad Samsheer | officer: See Remarks | Common Stock | D | 1,484 | $598.81 |
| Aug 20, 2026 | VASHIST RAJESH | director, officer: Chief Executive Officer | Common Stock | D | 29,054 | $598.81 |
Operator: Good afternoon, and welcome to SiTime's Second Quarter 26 Financial Results Conference Call. At this time, all participants are in a listen-only mode. At the conclusion of today's conference call, instructions will be given for the question and answer session. As a reminder, this conference call is being recorded today. 08/05/2026. I would now like to turn the call over to Brett Perry of Shelton Group Investor Relations. Brett, please go ahead. Brett Perry: Thank you, Olivia. Good afternoon, and welcome to today's conference call to discuss SiTime's second quarter 26 Financial Results. Joining us on today's call from SiTime are Rajesh Vashist, chief executive officer and Elizabeth A. Howe, chief financial officer. Before we begin, I would like to point out that during the course of this call, the company may make forward-looking statements regarding expected future results, including financial position, strategy and plans, future operations, the timing market and other areas of discussion. it is not possible for the company's management to predict all risks nor can the company assess the impact of all factors on its business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. In light of these risks, uncertainties and assumptions, the forward-looking events discussed during this call may not occur and actual results could differ materially and adversely from those anticipated or implied. Neither the company nor any person assumes responsibility for the accuracy and completeness of forward-looking statements. The company undertakes no obligation to publicly update forward-looking statements for any reason after the date of this conference call to conform statements to actual results or to changes in the company's expectations. For more detailed information on risks associated with the business, we refer you to the Risk factors described in the company's annual report on Form 10 k for the year ended 12/31/2025. As well as the company's subsequent filings with the SEC, including the company's quarterly reports On Form 10 Q. During the call, management will refer to non GAAP financial measures, which are considered to be an important measure of company performance. These non GAAP financial measures are provided in addition to and not as a substitute for nor superior to measures of financial performance prepared in accordance with U. S. GAAP. This GAAP to non GAAP reconciliation includes stock-based compensation expense, amortization of acquired intangibles, amortization of financing related transaction costs, and acquisition-related expenses, which include transaction and certain other cash costs, associated with business acquisition as well as changes in the estimated fair value of earn out and accretion of acquisition consideration payable. Please refer to the company's press release issued earlier today for a detailed …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Rajesh Vashist | Chairman, President & Chief Executive Officer | USD 2,804,409 | Male | 1958 | Active |
Lionel Bonnot | Executive Vice President of Worldwide Sales & Business Development | USD 1,722,410 | Male | 1967 | Active |
Elizabeth A. Howe | Executive Vice President of Finance & Chief Financial Officer | USD 1,112,340 | Female | 1970 | Active |
Fariborz Assaderaghi | Executive Vice President of Engineering & Operations | USD 1,109,840 | — | 1963 | Active |
Piyush Sevalia | Executive VP of Marketing & Chief Business Officer | USD 1,109,840 | Male | 1968 | Active |
Vincent Pangrazio | Executive Vice President, Chief Legal Officer & Corporate Secretary | USD 526,004 | Male | 1964 | Active |
Samsheer Ahmad | Senior Vice President of Finance & Chief Accounting Officer | — | Male | 1975 | Active |
Atul Shingal | Executive Vice President of Operations | — | Male | 1961 | Active |
Aaron Partridge | Co-Founder | — | — | — | Active |
Markus Lutz | Co-Founder | — | Male | — | Active |
A Wall Street analyst initiated coverage of SiTime stock with a buy rating, calling the timing-chip specialist a "technology disruptor."

The average of price targets set by Wall Street analysts indicates a potential upside of 37.2% in SiTime (SITM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

SiTime (SITM) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Bloom Energy's stock performed well as market adoption for its fuel cell offering continued to gain steam among some of the largest participants in the global AI infrastructure buildout. The optical industry has seen unprecedented demand given the massive hyperscaler capital expenditure announcements. Karman's stock lagged after reporting a quarter that came in slightly below market expectations on organic growth.

It also proffered very encouraging guidance for its current frame. The silicon timing specialist is doing particularly well in its end market that includes data centers.
