Equity Profile

SITM

SiTime Corporation

Information TechnologySemiconductors$20.7B

Aug5Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

SiTime Corporation (SITM) is a semiconductor company specializing in precision timing solutions for various applications, including telecommunications and data centers. As technology continues to advance, the demand for accurate timing solutions is critical in sectors like AI and cloud computing, making SiTime an important player in the information technology sector.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the 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 meet customer demand, crucial for future investments.

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 data centers and telecommunications.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Overall, the market is optimistic about SiTime's upcoming earnings due to its strong track record of beating EPS estimates. However, without specific revenue guidance, there is uncertainty regarding growth sustainability.

Bull Case

If SiTime continues its trend of exceeding EPS expectations, it could signal strong demand for its products, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to provide clear revenue growth signals or if demand weakens, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.44

EPS is a key indicator of the 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 meet customer demand, crucial for future investments.

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 last quarter's $1.44?

Given SiTime's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What insights can management provide about revenue growth and market demand?

Understanding revenue trends is crucial for investors to assess the company's future growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SiTime's ability to maintain high EPS growth due to its strong innovation pipeline and expanding market presence.

Supporting Evidence

SiTime has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility based on potential surprises.

Key Risk

If the EPS comes in below $1.30, it could signal weakening demand and shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether SiTime can maintain its growth trajectory amidst increasing competition in the semiconductor space.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.30 would raise concerns about declining demand and profitability.

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 report.

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 a potential stock increase of around 2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of around 3.04% or more, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in timing solutions.
2Management's commentary on market demand in key sectors like telecommunications and data centers.
3Insights into customer acquisition and retention strategies.
4Any guidance on expected revenue growth for the upcoming quarters.
5Discussion of competitive pressures and how SiTime plans to address them.

See the full picture

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

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Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is a key indicator of the 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 meet customer demand, crucial for future investments.

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 data centers and telecommunications.
Plans to enhance customer engagement and support.

Expectations

Wall Street Expectations

Bull Case

If SiTime continues its trend of exceeding EPS expectations, it could signal strong demand for its products, leading to further stock appreciation.

Bear Case

Conversely, if the company fails to provide clear revenue growth signals or if demand weakens, it could lead to a negative market reaction.

Key Metrics to Watch

Earnings Per Share (EPS)

$1.44

EPS is a key indicator of the 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 meet customer demand, crucial for future investments.

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 last quarter's $1.44?

Given SiTime's history of beating EPS estimates, the market will closely watch this figure to gauge ongoing profitability.

What insights can management provide about revenue growth and market demand?

Understanding revenue trends is crucial for investors to assess the company's future growth potential and market position.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating SiTime's ability to maintain high EPS growth due to its strong innovation pipeline and expanding market presence.

Supporting Evidence

SiTime has consistently beaten EPS estimates, indicating strong operational performance.

The options market is pricing in a significant move, suggesting that investors expect volatility based on potential surprises.

Key Risk

If the EPS comes in below $1.30, it could signal weakening demand and shift market sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on whether SiTime can maintain its growth trajectory amidst increasing competition in the semiconductor space.

Bull Confirmed If

An EPS of $1.50 or higher would confirm strong demand and effective cost management.

Bear Confirmed If

An EPS below $1.30 would raise concerns about declining demand and profitability.

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 report.

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 a potential stock increase of around 2.58%, confirming strong demand and operational efficiency.

In-Line / Cautious

If results are in line with expectations but lack strong guidance, the stock may see muted movement as investors reassess growth prospects.

Miss

A miss could lead to a decline of around 3.04% or more, reflecting investor disappointment and concerns about future performance.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches or innovations in timing solutions.
2Management's commentary on market demand in key sectors like telecommunications and data centers.
3Insights into customer acquisition and retention strategies.
4Any guidance on expected revenue growth for the upcoming quarters.
5Discussion of competitive pressures and how SiTime plans to address them.