Roth Capital Raises its Price Target on SiTime (SITM) to $900

SiTime Corporation (NASDAQ:SITM) is one of the 9 Best American Semiconductor Stocks to Buy According to Analysts.

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.

Roth Capital Raises its Price Target on SiTime (SITM) to $900

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. Vashist added that as AI infrastructure and high-performance systems expand, precision timing is increasingly becoming a system-level requirement. According to Vashist, the company’s differentiated platforms are driving higher average selling prices, stronger margins, and deeper customer engagement, positioning SiTime for its next phase of growth.

SiTime Corporation (NASDAQ:SITM) designs, develops, and sells silicon timing system solutions globally.

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