Abstract
SiTime Corp will report fiscal results on February 04, 2026 Post Market; this preview consolidates recent financial trends, management guidance markers, and consensus forecasts to frame revenue, profitability, and adjusted EPS expectations while highlighting business-mix dynamics likely to influence investor reaction.
Market Forecast
Consensus for the current quarter points to revenue of $101.81 million, adjusted EPS of $1.21, and EBIT of $24.21 million, implying estimated year-over-year growth of 59.03%, 84.67%, and 201.95%, respectively, with the revenue recovery expected to lift margins; specific gross margin and net margin forecasts are not provided. Management’s business mix is expected to lean toward higher-value precision timing for communications, datacenter, and automotive, supporting a constructive margin trajectory and normalized operating leverage. The most promising segment is high-performance precision timing for AI-optimized datacenter and 5G infrastructure applications, where revenue is poised to outgrow company average on expanding design wins and content; specific quarterly revenue and year-over-year segment growth are not disclosed.
Last Quarter Review
SiTime Corp reported last quarter gross margin of 53.51%, GAAP net loss attributable to common shareholders of $8.01 million with a net margin of -9.59%, and adjusted EPS of $0.87; revenue totaled $83.57 million, up 44.84% year over year. The company delivered an upside on revenue and adjusted profitability versus internal and external expectations, reflecting improving demand and cost discipline. The main business benefited from broad-based improvements across communications and industrial end markets, though detailed mix and segment revenue disclosures were not provided alongside the headline figures.
Current Quarter Outlook
Core timing solutions for communications, datacenter, and industrial
SiTime Corp’s core silicon MEMS timing portfolio underpins the company’s quarterly setup because it addresses power stability, jitter performance, and environmental robustness that crystal timing alternatives often struggle to match at advanced nodes. Into the current quarter, order patterns suggest inventory normalization in core communications and industrial channels, which should continue to support unit recovery and blended average selling price stability. With revenue projected at $101.81 million, operating leverage combined with a mid-50s gross margin framework indicates a path to stronger EBIT conversion, contingent on product mix and manufacturing yields. A balanced channel stance remains important, as any distributor destocking could pressure linearity late in the quarter, but improved visibility compared with prior cycles reduces downside variance risk. Product cycles associated with network capacity upgrades and industrial automation refreshes should provide incremental tailwinds if lead times remain stable.
High-performance precision timing for AI datacenter and 5G infrastructure
The most material upside swing factor centers on high-performance precision timing attached to AI accelerators, high-speed networking, and 5G transport, where signal integrity requirements are stringent and value capture is higher. Design-in activity has broadened with hyperscale and networking OEMs, and as those designs convert to volume, the company’s content per system expands beyond simple oscillators into resonators and clocking solutions. If these programs scale as anticipated, revenue growth in this segment should exceed company average growth for the quarter, aiding gross margin resilience through a richer mix. The conversion timing of AI-related ramps can be lumpy; however, the breadth of programs reduces single-customer concentration risk. The key watch item is whether deployment schedules slip or pull forward, which would affect quarter-to-quarter revenue cadence while leaving the medium-term thesis intact.
Factors most impacting the stock this quarter
Three variables are set to drive share performance around the print: revenue linearity versus the $101.81 million projection, gross margin performance relative to the prior quarter’s 53.51%, and adjusted EPS delivery against the $1.21 forecast. A modest upside on revenue with gross margin at or above the mid-50s range would likely validate the operating leverage thesis, particularly if management indicates sustained order momentum into the next quarter. Conversely, any sign of renewed inventory digestion in communications or pushouts in datacenter deployments could compress the revenue mix and weigh on margins, pressuring EPS versus expectations. Commentary around channel inventory, book-to-bill trends, and lead times will be closely parsed to gauge the durability of the rebound.
Analyst Opinions
The majority of recently published views are bullish, emphasizing accelerating recovery and improving operating leverage into the current quarter and beyond, with the anticipated revenue of $101.81 million and adjusted EPS of $1.21 seen as achievable benchmarks. Multiple analysts highlight the structural content gains in AI-centric networking and precision timing as a durable multi-quarter driver, citing the company’s competitive position in jitter performance and environmental tolerance as differentiators that support premium pricing. Positive stances also reference the prior quarter’s upside versus expectations and a healthier book-to-bill ratio, arguing that mix improvement can sustain gross margin around the mid-50s and support EBIT expansion to $24.21 million. Within the bullish camp, well-followed institutions point to design-win pipelines across communications and automotive as incremental catalysts, while cautioning that quarterly lumpiness remains a factor; bears are fewer and focus mainly on cyclicality and visibility, but they do not dominate current sentiment.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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