← Analyst Upside
AU · rank #1 · 2026-06-05
SITM
NASDAQ · $18.51B
verdict · PROCEED
The exact numbers the algorithm saw.
| Composite score Z-score blend of all factors below. | 4.247 |
|---|---|
| EPS revisions (30d) Change in consensus EPS estimate over the past 30 days ($/share). | +$4.06 |
| Net revisions (30d) Number of analysts revising upward minus downward. | 4 |
| Insider signal (90d) $0 across 0 unique buyers. | -0.186 |
| Analyst upside Consensus target $827.78 | +17.1% |
| Momentum acceleration 3-month minus 12-month momentum. | +52.88% |
| 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 frequency management semiconductors for industrial, automotive, and communications applications.
Rationale
Strong 17% analyst upside with perfect revision agreement (100%) across 9 analysts, supported by 4.06 USD EPS revisions and 52.9% momentum acceleration, suggests consensus is converging on higher earnings power.
Material risks
- 1Zero insider buying over 90 days despite positive revisions suggests management may view current valuation as fairly valued or lacks conviction in near-term catalysts.
- 2Semiconductor cyclicality and inventory correction risks could reverse positive analyst momentum if end-market demand softens faster than consensus currently models.
Verdict reasoning
two_stage score=+2/3 verdicts={'openai': 'PROCEED', 'claude': 'PROCEED', 'gemini': 'CAUTION'} brief=caller-supplied