Equity Profile

SITM

SiTime Corporation

Information TechnologySemiconductors$18.0B

May6Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:10 PM EDT

SiTime Corporation Beats on EPS, Stock Up 4.47%

Metric	Actual	Expected	Surprise
EPS	$1.44	$1.16	+585.71%
Revenue	—	$103M	—

management commentary, guidance changes, and full analysis available with Pro.

SiTime Corporation Beats on EPS, Stock Up 4.47%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.44	$1.16	+585.71%
Revenue	—	$103M	—

Management Commentary

Tone: Unknown

No transcript is on record, so the analysis is based solely on numerical results.

What It Means

SiTime Corporation reported strong earnings with an EPS that significantly exceeded expectations, leading to a 4.47% increase in stock price. However, revenue figures were not disclosed, leaving some uncertainty about overall performance. Investors may view the EPS beat positively, but the lack of revenue data and guidance could lead to cautious sentiment going forward.

Company Snapshot

SiTime Corporation (SITM) operates in the semiconductor sector, specializing in precision timing solutions. As technology advances, especially in areas like 5G and IoT, the demand for reliable timing devices is expected to grow, making SiTime's products increasingly relevant.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$1.16

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$103M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+295.03%

Avg Stock Reaction

+2.58%

Last Quarter Recap

In Q4-2025, SiTime reported an impressive EPS of $1.53, significantly surpassing estimates. However, the stock experienced a slight decline the following day, indicating mixed investor sentiment despite strong earnings.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect SiTime to continue its strong performance with an EPS of $1.16 and revenue of $103 million. The market is closely watching how the company will navigate potential challenges in the semiconductor industry.

Bull Case

If SiTime can deliver results above the consensus estimates, it may demonstrate its ability to capture market share and continue its growth trajectory, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its future growth prospects, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.16

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$103M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will SiTime's revenue exceed $103 million, indicating strong demand for its products?

Surpassing revenue expectations could signal robust market demand and growth potential, which is crucial for investor confidence.

How will management address the competitive landscape in the semiconductor industry?

Insights into competitive challenges and strategies will help investors assess the company's ability to maintain its market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SiTime's growth potential due to its unique positioning in the semiconductor market, which could lead to stronger-than-expected results.

Supporting Evidence

SiTime has consistently beaten EPS estimates, suggesting a trend of underestimated performance.

The current options pricing indicates a significant expected move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If revenue comes in below $103 million, it could undermine the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect SiTime's ability to capitalize on market opportunities amid industry challenges.

Bull Confirmed If

Revenue growth exceeding $108 million would confirm the bull case, indicating strong market demand.

Bear Confirmed If

Revenue falling below $103 million would confirm the bear case, raising concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±18.36%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±17.4% while SITM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

63.7%

Calls (12K)P/C Ratio: 0.75Puts (9K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Information Technology in the last 2 years. The average absolute 1-day move is 4.9%, with a raw directional average of +0.4% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiTime beats expectations, history suggests a potential stock increase of around +2.01%, confirming strong growth momentum.

In-Line / Cautious

An in-line report may lead to muted reactions, with the stock likely fluctuating as investors digest management's commentary.

Miss

If the company misses expectations, history suggests a potential decline, although specific data on average moves when they miss is unavailable.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on market demand for precision timing solutions.
2Insights into competitive pressures and how SiTime plans to address them.
3Comments on supply chain stability and its impact on production.
4Management's outlook for the semiconductor industry in the coming quarters.
5Details on any new product launches or innovations.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

May4

GRABReported

Grab Holdings Limited

RecapView

May4

GBDCReported

Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

$1.16

Revenue

Revenue figures provide insight into the company's sales performance and market demand for its products.

$103M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+295.03%

Avg Stock Reaction

+2.58%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If SiTime can deliver results above the consensus estimates, it may demonstrate its ability to capture market share and continue its growth trajectory, leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could raise concerns about its future growth prospects, potentially leading to a negative stock reaction.

Key Metrics to Watch

EPS

$1.16

Earnings per share is a key indicator of profitability and helps investors gauge the company's financial health.

Revenue

$103M

Revenue figures provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will SiTime's revenue exceed $103 million, indicating strong demand for its products?

Surpassing revenue expectations could signal robust market demand and growth potential, which is crucial for investor confidence.

How will management address the competitive landscape in the semiconductor industry?

Insights into competitive challenges and strategies will help investors assess the company's ability to maintain its market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SiTime's growth potential due to its unique positioning in the semiconductor market, which could lead to stronger-than-expected results.

Supporting Evidence

SiTime has consistently beaten EPS estimates, suggesting a trend of underestimated performance.

The current options pricing indicates a significant expected move, which may reflect underlying bullish sentiment not captured in consensus estimates.

Key Risk

If revenue comes in below $103 million, it could undermine the positive growth narrative.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical as it will reflect SiTime's ability to capitalize on market opportunities amid industry challenges.

Bull Confirmed If

Revenue growth exceeding $108 million would confirm the bull case, indicating strong market demand.

Bear Confirmed If

Revenue falling below $103 million would confirm the bear case, raising concerns about the company's growth prospects.

Pre-Earnings Positioning

Options Market

Implied Move

±18.36%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant potential move, indicating that investors expect volatility around the earnings announcement.

Options are pricing ±17.4% while SITM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.3%

30d HV

63.7%

Calls (12K)P/C Ratio: 0.75Puts (9K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiTime beats expectations, history suggests a potential stock increase of around +2.01%, confirming strong growth momentum.

In-Line / Cautious

An in-line report may lead to muted reactions, with the stock likely fluctuating as investors digest management's commentary.

Miss

If the company misses expectations, history suggests a potential decline, although specific data on average moves when they miss is unavailable.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on market demand for precision timing solutions.
2Insights into competitive pressures and how SiTime plans to address them.
3Comments on supply chain stability and its impact on production.
4Management's outlook for the semiconductor industry in the coming quarters.
5Details on any new product launches or innovations.