SiTime Q4 revenue rises beats estimates, helped by Communications, Enterprise and Datacenter business

Reuters
Feb 05
SiTime Q4 revenue rises beats estimates, helped by Communications, Enterprise and Datacenter business

Overview

  • Precision timing firm's Q4 revenue rose 66% yr/yr, beating analyst expectations

  • Company's growth driven by Communications, Enterprise, and Datacenter business

Outlook

  • SiTime expects continued growth driven by Communications, Enterprise and Datacenter business

Result Drivers

  • CED BUSINESS GROWTH - SiTime's Q4 results were driven by over 100% yr/yr growth in the Communications, Enterprise, and Datacenter business, according to CEO Rajesh Vashist

  • BROAD-BASED GROWTH - The company experienced growth across all customer segments and regions in Q4 2025

  • GROSS MARGIN EXCEEDED FORECAST - SiTime achieved a 61.2% gross margin in Q4, surpassing its forecast

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Revenue

Beat

$113.28 mln

$101.81 mln (9 Analysts)

Q4 EPS

$0.34

Q4 Net Income

$9.17 mln

Q4 Gross Profit

$63.88 mln

Q4 Operating Income

$1.76 mln

Q4 Pretax Profit

$9.55 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

  • The average consensus recommendation for the semiconductors peer group is "buy"

  • Wall Street's median 12-month price target for SiTime Corp is $400.00, about 13.8% above its February 3 closing price of $351.47

  • The stock recently traded at 82 times the next 12-month earnings vs. a P/E of 92 three months ago

Press Release: ID:nGNX2GlM6F

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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