SiTime Corporation (NASDAQ:SITM) is one of the On May 7, 2026, Roth Capital raised the firm’s price target on SiTime Corporation (NASDAQ:SITM) to $900 from $450 while maintaining a Buy rating.
The firm said the company delivered above-seasonal Q1 results, with revenue growing nearly 90% year over year, driven by particularly strong growth in its Communications, Enterprise, and Data Center segments
Roth added that it remains encouraged by the breadth of SiTime’s AI data center positioning as well as expansion opportunities beyond the data center market. Meanwhile, Barclays analyst Tom O’Malley upgraded SiTime Corporation (NASDAQ:SITM) to Overweight from Equal Weight and raised the price target to $850 from $400 following the Q1 report. Barclays said the company’s outlook implies revenue growth of more than 80% in 2026 as content expands at existing customers and new inferencing opportunities improve growth visibility.
The firm also noted that the addition of the clock business is helping round out a broader product portfolio for SiTime. On May 6, 2026, SiTime Corporation (NASDAQ:SITM) reported Q1 non-GAAP EPS of $1.44, ahead of the $1.16 consensus estimate, while revenue totaled $113.6M compared to expectations of $103.45M. CEO Rajesh Vashist said the company’s strong start to 2026, including 88% year-over-year revenue growth, reflects continued momentum in the precision timing category created by SiTime.