Equity Profile

SITM

SiTime Corporation

Information TechnologySemiconductors$18.0B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SiTime Corporation (SITM) is a leading provider of precision timing solutions, which are critical for various applications in the semiconductor industry. As technology advances, the demand for high-performance timing devices is growing, especially in areas like 5G, IoT, and automotive electronics.

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$1.44

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is crucial for long-term success.

N/A

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

SITM Q2-2026 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 Q1 2026, SiTime reported an impressive EPS of $1.44, significantly exceeding expectations. The stock reacted positively, gaining 4.47% the following day.

Management Promises & Guidance

Continued focus on innovation in timing solutions.
Commitment to expanding market presence in high-growth sectors.
Ongoing investment in research and development.

Expectations

Wall Street Expectations

Overall, expectations are high for SiTime's upcoming earnings report, especially given their strong performance in previous quarters. Investors are eager to see if the company can maintain its momentum.

Bull Case

If SiTime delivers another strong earnings surprise, it could reinforce investor confidence and drive the stock higher, especially given its recent growth trajectory.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS (Earnings Per Share)

$1.44

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and increase sales, which is crucial for long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and how does it compare to previous quarters?

Given the company's history of exceeding EPS estimates, this will be a critical factor in determining market reaction.

What guidance will management provide for revenue growth in the upcoming quarters?

Investors will be looking for clarity on future growth prospects, especially in light of recent strong performance.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SiTime's ability to sustain its growth momentum despite potential market challenges. Recent performance suggests that the company is well-positioned to capitalize on increasing demand for precision timing solutions.

Supporting Evidence

SiTime has consistently exceeded EPS estimates, indicating strong operational execution.

The options market is pricing in a significant move, reflecting heightened expectations.

The company's focus on innovation and market expansion could drive future growth beyond current projections.

Key Risk

If EPS comes in below $1.30, it could challenge the bullish narrative and lead to a reevaluation of growth expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in assessing whether SiTime can sustain its growth momentum in a competitive semiconductor market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bullish case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.30 would suggest potential challenges in maintaining growth, confirming the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.41%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±9.4% while SITM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

95.8%

Calls (13K)P/C Ratio: 0.39Puts (19K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

This setup has occurred 30 times across Information Technology in the last 2 years. 4 of 9 faded and 5 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.4%, with a raw directional average of -0.5% (modestly negative historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiTime beats expectations, history suggests the stock could rise by about 2.58%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but cautious, the stock may react moderately, reflecting investor uncertainty about future growth.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 0.00%, signaling potential concerns about the company's trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on market demand and competitive landscape.
3Insights into customer adoption rates for their timing solutions.
4Guidance on revenue growth for the next quarter and beyond.
5Any potential impacts from macroeconomic factors on the semiconductor industry.

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

Aug3

ONBMO

ON Semiconductor Corporation

PreviewView

Aug3

LBMO

Company Snapshot

Key Metrics to Watch

EPS (Earnings Per Share)

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

$1.44

Revenue Growth

Revenue growth reflects the company's ability to expand its market share and increase sales, which is crucial for long-term success.

N/A

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

SITM Q2-2026 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 Q1 2026, SiTime reported an impressive EPS of $1.44, significantly exceeding expectations. The stock reacted positively, gaining 4.47% the following day.

Management Promises & Guidance

Continued focus on innovation in timing solutions.
Commitment to expanding market presence in high-growth sectors.
Ongoing investment in research and development.

Expectations

Wall Street Expectations

Bull Case

If SiTime delivers another strong earnings surprise, it could reinforce investor confidence and drive the stock higher, especially given its recent growth trajectory.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the high implied volatility.

Key Metrics to Watch

EPS (Earnings Per Share)

$1.44

EPS is a key indicator of a company's profitability and financial health, which investors closely monitor.

Revenue Growth

N/A

Revenue growth reflects the company's ability to expand its market share and increase sales, which is crucial for long-term success.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will the EPS be for Q2 2026, and how does it compare to previous quarters?

Given the company's history of exceeding EPS estimates, this will be a critical factor in determining market reaction.

What guidance will management provide for revenue growth in the upcoming quarters?

Investors will be looking for clarity on future growth prospects, especially in light of recent strong performance.

Edge

What the Street Is Missing

Why consensus could be wrong

Supporting Evidence

SiTime has consistently exceeded EPS estimates, indicating strong operational execution.

The options market is pricing in a significant move, reflecting heightened expectations.

The company's focus on innovation and market expansion could drive future growth beyond current projections.

Key Risk

If EPS comes in below $1.30, it could challenge the bullish narrative and lead to a reevaluation of growth expectations.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will be pivotal in assessing whether SiTime can sustain its growth momentum in a competitive semiconductor market.

Bull Confirmed If

An EPS of $1.50 or higher would confirm the bullish case, indicating strong operational performance.

Bear Confirmed If

An EPS below $1.30 would suggest potential challenges in maintaining growth, confirming the bearish case.

Pre-Earnings Positioning

Options Market

Implied Move

±9.41%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that investors are anticipating volatility around the earnings announcement.

Options are pricing ±9.4% while SITM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

1.0%

30d HV

95.8%

Calls (13K)P/C Ratio: 0.39Puts (19K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Semiconductors

n=30

Fade rate: 4 of 9 (44%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If SiTime beats expectations, history suggests the stock could rise by about 2.58%, confirming strong operational momentum.

In-Line / Cautious

If results are in line but cautious, the stock may react moderately, reflecting investor uncertainty about future growth.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of around 0.00%, signaling potential concerns about the company's trajectory.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or technological advancements.
2Management's commentary on market demand and competitive landscape.
3Insights into customer adoption rates for their timing solutions.
4Guidance on revenue growth for the next quarter and beyond.
5Any potential impacts from macroeconomic factors on the semiconductor industry.