Is SiTime Corporation (SITM) A Good Stock To Buy Now?
Is SITM a good stock to buy? We came across a bullish thesis on SiTime Corporation on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on SITM.
Sitime Corp (SITM)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Whale Rock Capital Management Alex Sacerdote | 576,933 | $199,243,812 | -18% | 2.57% |
| 2. | Driehaus Capital Richard Driehaus | 227,965 | $78,727,713 | -45% | 0.58% |
| 3. | Hood River Capital Management David Swank | 202,750 | $70,019,713 | -25% | 0.7% |
| 4. | BAMCO Inc. Ron Baron | 116,961 | $40,392,481 | +1% | 0.12% |
| 5. | D E Shaw D. E. Shaw | 116,835 | $40,348,967 | +16128% | 0.02% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $273.03 | 400 | $109,212.00 | 2,893 | 2021-12-06 | Filing | |
| $13.00 | 7,692 | $99,996.00 | 7,692 | 2019-11-25 | Filing | |
| $13.00 | 50,000 | $650,000.00 | 50,000 | 2019-11-25 | Filing | |
| $13.00 | 2,307 | $29,991.00 | 2,307 | 2019-11-25 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $750.00 | 5,000 | $3,750,000.00 | 9,781 | 2026-06-15 | Filing | |
| $750.20 | 15,000 | $11,253,000.00 | 387,898 | 2026-06-15 | Filing | |
| $727.38 | 2,000 | $1,454,760.00 | 19,898 | 2026-06-12 | Filing | |
| $725.32 | 2,000 | $1,450,640.00 | 53,416 | 2026-06-12 | Filing | |
| $736.02 | 500 | $368,010.00 | 72,797 | 2026-06-15 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 252 | $187,881 | 0.02% | |
| 2. | 50 | $37,278 | 0% | |
| 3. | 2 | $1,491 | 0% |
News See All
What Makes SiTime (SITM) an Investment Bet?
Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for “The Brown Capital Management Small Company Fund”.
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On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
What Makes SiTime Corporation (SITM) an Investment Choice?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here.
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SiTime Corporation (NASDAQ:SITM) Q1 2026 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to SiTime's First Quarter 2026 Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.
12 High Growth Semiconductor Stocks to Buy
On January 15, Aaron Rakers, senior equity analyst at Wells Fargo, appeared on a CNBC Television interview to discuss his outlook for the semiconductor sector in 2026.
Analyst Remain Bullish on SiTime (SITM) As Management Signals Confidence in Growth
At the Morgan Stanley Technology, Media & Telecom Conference 2026 on March 4, 2026, management emphasized that SiTime Corporation (NASDAQ:SITM) is transitioning toward higher-value markets and continuing...
11 Most Oversold Semiconductor Stocks to Buy Now
As geopolitical risks tied to the U.S.-Israel war with Iran escalate, pressure remains visible among semiconductor stocks.
Needham and Roth Raise Price Targets on SiTime Corporation (SITM)
The research firm noted that the company delivered another strong quarter, posting a solid beat and raise.
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