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It expects combined revenues of $285-$295 million for the quarter. Excluding the contribution from Timing Products Division from Renesas, core SiTime revenues are projected to be in the band of $200-$210 million, representing roughly 30% sequential growth at the midpoint, with Communications, Enterprise and Data Center (“CED”) again expected to deliver triple-digit year-over-year growth.
The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $290.4 million, indicating growth of 247.5% from the figure reported in the year-ago quarter. The consensus mark for earnings is currently pegged at $3.41 per share, unchanged over the past 30 days. The company reported earnings of 87 cents per share in the year-ago quarter.
SiTime is expected to have benefited from accelerating demand for precision timing solutions across AI data centers, networking infrastructure, consumer electronics, automotive and aerospace and defense applications in the third quarter of 2026. The acquisition of Renesas Electronics’ timing business, expanding adoption of high-performance oscillators and clocking solutions, and stronger customer orders are likely to have supported revenue growth. However, supply-chain constraints, acquisition integration complexities and rising operating expenses must have posed challenges.
SiTime’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 24.40%.
Let us see how things might have shaped up for SITM prior to the announcement.
Factors Likely to Have Influenced SITM’s Q3 Performance
SiTime’s CED business should have remained its primary growth driver in the to-be-reported quarter. Increasing investments in AI infrastructure, including GPUs, CPUs, AI accelerators, networking switches, network interface cards and optical transceivers, are expected to have fueled demand for the company’s precision timing solutions. The transition from 800G to 1.6T optical modules is likely to have supported higher average selling prices (ASPs) and increased timing content. Rising adoption of synchronization technologies in AI server racks is also expected to have boosted demand for SiTime's Elite family of Super TCXOs. The company expects its legacy CED business to post another quarter of triple-digit year-over-year revenue growth.
The acquisition of Renesas’ timing business is expected to have provided a substantial incremental revenue contribution in the third quarter. The acquisition added more than 550 clocking products, including the established FemtoClock and VersaClock families, complementing SiTime’s existing oscillator and resonator portfolio. The acquired business serves approximately 10,000 customers, with around 70-75% of its revenues linked to CED applications. Its strong exposure to AI infrastructure, broader customer relationships and expanded clocking capabilities are likely to have strengthened SiTime's competitive positioning. The company expects approximately $85 million in third-quarter revenues from the acquired business.
SiTime’s Mobile, IoT and Consumer business is likely to have benefited from the continued deployment of its precision timing solutions across next-generation consumer devices. The company expects consumer revenues to grow through the third and fourth quarters, supported by expanding product penetration and new design wins. Growing adoption of precision timing solutions in automotive, industrial automation and aerospace and defense applications is likely to have supported SiTime’s third-quarter performance.
The company’s growing exposure to high-value AI infrastructure applications, improved manufacturing absorption and contributions from the acquired clocking business should have supported profitability. Increasing ASPs, higher timing content per system and expanding sales volumes are likely to have strengthened revenue growth and operating leverage in the to-be-reported quarter.
However, supply-chain limitations in the acquired Renesas timing business are likely to have constrained SiTime’s revenue growth in the third quarter of 2026. The company continues to depend on Renesas for manufacturing, testing and supply-chain support under transitional services agreements. The integration of Renesas’ timing operations is likely to have presented operational challenges in the to-be-reported quarter.
What Our Model Says
According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
SiTime currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
View the Zacks #1 Rank List
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SiTime to Report Q3 Earnings: What's in the Cards for the Stock?
Key Takeaways
SiTime (SITM - Free Report) is scheduled to release third-quarter 2026 results on Nov. 4.
It expects combined revenues of $285-$295 million for the quarter. Excluding the contribution from Timing Products Division from Renesas, core SiTime revenues are projected to be in the band of $200-$210 million, representing roughly 30% sequential growth at the midpoint, with Communications, Enterprise and Data Center (“CED”) again expected to deliver triple-digit year-over-year growth.
The Zacks Consensus Estimate for third-quarter revenues is currently pegged at $290.4 million, indicating growth of 247.5% from the figure reported in the year-ago quarter. The consensus mark for earnings is currently pegged at $3.41 per share, unchanged over the past 30 days. The company reported earnings of 87 cents per share in the year-ago quarter.
SiTime is expected to have benefited from accelerating demand for precision timing solutions across AI data centers, networking infrastructure, consumer electronics, automotive and aerospace and defense applications in the third quarter of 2026. The acquisition of Renesas Electronics’ timing business, expanding adoption of high-performance oscillators and clocking solutions, and stronger customer orders are likely to have supported revenue growth. However, supply-chain constraints, acquisition integration complexities and rising operating expenses must have posed challenges.
SiTime Corporation Price and EPS Surprise
SiTime Corporation price-eps-surprise | SiTime Corporation Quote
SiTime’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average surprise of 24.40%.
Let us see how things might have shaped up for SITM prior to the announcement.
Factors Likely to Have Influenced SITM’s Q3 Performance
SiTime’s CED business should have remained its primary growth driver in the to-be-reported quarter. Increasing investments in AI infrastructure, including GPUs, CPUs, AI accelerators, networking switches, network interface cards and optical transceivers, are expected to have fueled demand for the company’s precision timing solutions. The transition from 800G to 1.6T optical modules is likely to have supported higher average selling prices (ASPs) and increased timing content. Rising adoption of synchronization technologies in AI server racks is also expected to have boosted demand for SiTime's Elite family of Super TCXOs. The company expects its legacy CED business to post another quarter of triple-digit year-over-year revenue growth.
The acquisition of Renesas’ timing business is expected to have provided a substantial incremental revenue contribution in the third quarter. The acquisition added more than 550 clocking products, including the established FemtoClock and VersaClock families, complementing SiTime’s existing oscillator and resonator portfolio. The acquired business serves approximately 10,000 customers, with around 70-75% of its revenues linked to CED applications. Its strong exposure to AI infrastructure, broader customer relationships and expanded clocking capabilities are likely to have strengthened SiTime's competitive positioning. The company expects approximately $85 million in third-quarter revenues from the acquired business.
SiTime’s Mobile, IoT and Consumer business is likely to have benefited from the continued deployment of its precision timing solutions across next-generation consumer devices. The company expects consumer revenues to grow through the third and fourth quarters, supported by expanding product penetration and new design wins. Growing adoption of precision timing solutions in automotive, industrial automation and aerospace and defense applications is likely to have supported SiTime’s third-quarter performance.
The company’s growing exposure to high-value AI infrastructure applications, improved manufacturing absorption and contributions from the acquired clocking business should have supported profitability. Increasing ASPs, higher timing content per system and expanding sales volumes are likely to have strengthened revenue growth and operating leverage in the to-be-reported quarter.
However, supply-chain limitations in the acquired Renesas timing business are likely to have constrained SiTime’s revenue growth in the third quarter of 2026. The company continues to depend on Renesas for manufacturing, testing and supply-chain support under transitional services agreements. The integration of Renesas’ timing operations is likely to have presented operational challenges in the to-be-reported quarter.
What Our Model Says
According to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
SiTime currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Forgent Power Solutions (FPS - Free Report) has an Earnings ESP of +6.06% and a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Forgent Power’s shares have lost 15.3% year to date (YTD). Forgent Power is scheduled to report first-quarter fiscal 2027 results on Nov. 12.
Telos (TLS - Free Report) currently has an Earnings ESP of +5.26% and a Zacks Rank #1.
Telos’ shares have inched up 2.2% YTD. Telos is slated to report third-quarter 2026 results on Nov. 9.
NVIDIA (NVDA - Free Report) currently has an Earnings ESP of +3.46% and a Zacks Rank #2.
NVIDIA shares have climbed 8.4% YTD. NVIDIA is set to report third-quarter fiscal 2027 results on Nov. 17.