SiTime Q4 revenue rises beats estimates, helped by Communications, Enterprise and Datacenter business

Overview

• Precision timing firm's Q4 revenue rose 66% yr/yr, beating analyst expectations

• Company's growth driven by Communications, Enterprise, and Datacenter business

Outlook

• SiTime expects continued growth driven by Communications, Enterprise and Datacenter business

Result Drivers

• CED BUSINESS GROWTH - SiTime's Q4 results were driven by over 100% yr/yr growth in the Communications, Enterprise, and Datacenter business, according to CEO Rajesh Vashist

• BROAD-BASED GROWTH - The company experienced growth across all customer segments and regions in Q4 2025

• GROSS MARGIN EXCEEDED FORECAST - SiTime achieved a 61.2% gross margin in Q4, surpassing its forecast

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the semiconductors peer group is "buy"

• Wall Street's median 12-month price target for SiTime Corp is $400.00, about 13.8% above its February 3 closing price of $351.47

• The stock recently traded at 82 times the next 12-month earnings vs. a P/E of 92 three months ago

Press Release: ID:nGNX2GlM6F

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