← Analyst Upside
AU · rank #1 · 2026-06-03
SITM
NASDAQ · $18.51B
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 4.364 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$4.06 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.099 |
| Analyst upside Consensus target $827.78 | +18.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +36.59% |
| Analyst rating 5 = Strong Buy, 1 = Strong Sell. | 3.86 |
| Gross margin TTM | +55.7% |
| 52w high | $901.81 |
| Market cap | $18.51B |
The AI research card
Independent qualitative review of each pick before the order is placed.
Summary
SiTime Corporation designs and manufactures timing solutions and resonators for mobile, infrastructure, and IoT applications.
Rationale
Strong analyst upside (18.1%) paired with positive EPS revisions (+$4.06) and accelerating momentum (36.6%) suggests consensus expectations are rising faster than current valuation reflects.
Material risks
- 1Zero insider buying over 90 days despite positive signals suggests management may view current valuation as fairly valued or stretched.
- 2Semiconductor cyclicality and inventory correction risk in end-markets could reverse analyst sentiment quickly if demand softens.
Verdict reasoning
two_stage score=+2/3 verdicts={'openai': 'PROCEED', 'claude': 'PROCEED', 'gemini': 'CAUTION'} brief=caller-supplied