← Analyst Upside
AU · rank #1 · 2026-06-04
SITM
NASDAQ · $18.51B
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 4.433 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$4.06 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.177 |
| Analyst upside Consensus target $827.78 | +16.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +54.86% |
| 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 communications, industrial, and consumer electronics applications.
Rationale
Strong 16% analyst upside with perfect revision agreement (100%) across 9 analysts, supported by 55% momentum acceleration and $4.06 positive EPS revisions over 30 days, suggests consensus confidence in near-term earnings beats.
Material risks
- 1Zero insider buying over 90 days despite positive signals suggests management may view current valuation as fairly valued or lack conviction in near-term catalysts.
- 2Timing chip demand is cyclical and highly dependent on semiconductor capex cycles and end-market inventory levels, which can reverse sharply if macro conditions deteriorate.
Verdict reasoning
two_stage score=+2/3 verdicts={'openai': 'PROCEED', 'gemini': 'CAUTION', 'claude': 'PROCEED'} brief=caller-supplied