异动解读|SiTime盘中上涨7.18%,Q2业绩大超预期叠加收购瑞萨计时业务提振

行情直击
Aug 12

8月12日,SiTime盘中上涨7.18%,报694.125美元/股,成交额2796.08万美元。

消息面上,公司此前公布第二季度财报,调整后每股收益2.34美元,远超市场预期的1.95美元;营收1.574亿美元,同比增长126%,亦大幅超出分析师预期的1.465亿美元。瑞银随后将目标价从775美元上调至840美元,维持买入评级,FactSet统计的分析师平均目标价为864.38美元。

此外,公司7月完成对瑞萨电子计时业务的收购,该业务预计年化贡献至少3亿美元营收,加速公司迈向10亿美元营收目标。强劲业绩与战略整合双重利好持续推动市场情绪回暖。

SiTime是面向全球电子行业的精准定时解决方案领先提供商,基于MEMS技术的全硅方案广泛应用于AI系统、数据中心、汽车及航空航天等400多个领域。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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