What is SiTime Corporation's DCF fair value?

SiTime Corporation (SITM) base-case DCF fair value: $88 per share. Discounted at 14% WACC with 4.5% terminal growth. Implied downside vs. current price: -87.6%.

What was SiTime Corporation's latest quarter revenue?

SiTime Corporation reported $113.6M in revenue for Q1 FY2026.

SiTime Corporation

Q: What is the bull case for SiTime Corporation?

SiTime Corporation (SITM) bull case: AI infrastructure precision-timing demand sustains multi-year growth, Renesas deal closes successfully, and premium valuation multiples hold.

Q: What is the bear case for SiTime Corporation?

SiTime Corporation (SITM) bear case: Renesas deal breaks or AI spending normalizes, compressing SiTime's premium valuation multiples sharply.

SITM

NASDAQFree primer · Steps 1–3 of 21Updated June 1, 2026Coverage as of 2026-Q2

DCF Fair Value

$88-87.6%

Latest Q Revenue

$113.6MQ1 FY2026

Bull Case

AI infrastructure precision-timing demand sustains multi-year growth, Renesas deal closes successfully, and premium valuation multiples hold.

Bear Case

Renesas deal breaks or AI spending normalizes, compressing SiTime's premium valuation multiples sharply.

Full Research Available

This primer covers steps 1–3 of 21. The full deep dive includes moat analysis, DCF valuation, bull/bear scenarios, management quality, earnings transcript analysis, competitive positioning, returns on capital, institutional/insider activity, and an investment memo.

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