SITM at a glance
SITIME Corp (SITM, SEC CIK 1451809) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SITIME Corp (SITM) reported revenue of $326.7 million (up 61.2% from FY2024) and a net loss of $42.9 million. Diluted EPS was -$1.72.
- As of June 30, 2026, 37 institutional investment managers tracked by SignalX reported holding SITIME Corp (SITM) shares worth $9.7 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Assaderaghi Fariborz on October 2, 2026 of 1,374 shares at $701.05 per share.
- In the last 90 days, SITM insiders reported 0 open-market purchases ($0) and 10 open-market sales ($13.5M) on Form 4, a net sale of $13.5M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $326.7M
- +61.2% vs prior year
- Insiders · 90 days
- 0 buys · 10 sells
- Net −$13.5M
- 13F holders
- 37 funds
- $9.7B · +5 vs prior quarter
- Latest 8-K
- Sep 9, 2026
- Current report
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Provider of silicon MEMS-based Precision Timing solutions (oscillators, resonators, clocks, synchronization software) for advanced electronic systems
- New emphasis: Acquisition of Aura Semiconductor timing assets expanding clocking product portfolio; launch of TimeFabric synchronization software suite in 2025; introduction of Titan resonator platform with 100x performance improvement
- Strategic shift: Broadening from primarily oscillators to integrated Precision Timing solutions including clocks and software, enabling a complete, high-performance, resilient clock tree offering
- Quantitative highlight: $1.5 billion cash plus 4.13 million shares acquisition of Renesas timing business announced in Feb 2026; $148 million plus up to $120 million earnouts paid for Aura acquisition
- Noteworthy fact: TimeFabric software delivers up to 9X more accurate synchronization than quartz; Titan platform enables semiconductor-level resonator integration, reducing need for board-level resonators
Risk Factors
- Regulatory risk from One Big Beautiful Bill Act effective July 4, 2025; no material tax impact due to full valuation allowance and NOL carryforwards of $344.3M federal
- Geopolitical/macro risk: foreign income tax expense rise due to increased operational activities in foreign jurisdictions
- Supply chain risk: multi-year MEMS wafer purchase commitment with minimum quantities required, plus R&D tooling and licensing obligations
- Market disruption risk from sales commissions rising $2.7M in 2025 tied to increased sales; competitive threat implicit in ongoing product development investments of $3.4M
- Financial risk: $900M Bridge Facility debt commitment from Wells Fargo to fund recent asset acquisition, subject to market and financing conditions
Management Discussion & Analysis
- Revenue $326.7M, up 61% YoY from $202.7M driven by AI and datacenter demand, ASP increase, and 14% unit volume growth
- Gross profit $175.0M, up 67% YoY from $104.5M; gross margin 54% vs 52% due to product mix and overhead efficiency
- Cost of revenue $151.7M, up 54% YoY from $98.2M with higher depreciation, amortization, freight, and reserves costs
- Top two customers accounted for >10% of revenue; international sales 93% of total in 2025 vs 92% in 2024
AI summary of the SITM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $157.4M, up 127% YoY from $69.5M, driven by AI and datacenter demand
- Gross margin 63.0% vs 51.9% YoY, with product mix contributing 1.6%
- Operating expenses $90.9M, up 50% YoY, including acquisition costs up 355% to $8.5M
- Cash and equivalents $1,921.1M vs $16.8M at December 31, 2025
- $1,500M acquisition payment due July 1, 2026; AI and datacenter demand duration remains uncertain
Risk Factors
- Newly emphasized trade-policy risk triggered by substantial new tariffs and restrictive measures, exposing SITIME to compliance actions and margin pressure
- Customer concentration: top three distributors represented 66% of quarterly revenue, while ten largest end customers represented 70%
- Supply-chain vulnerability from reliance on Bosch, Teledyne, TSMC, and UMC for fabrication and limited OSAT capacity
- International exposure: 95% of quarterly revenue came from distributors with non-U.S. ship-to locations
- Semiconductor cyclicality and memory hardware constraints threatening near-term shipments, demand, and operating results
AI summary of the SITM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item EX-99.1: Item EX-99.1
- SiTime completed the $1.5B cash and 3,558,691-share acquisition on July 1, 2026, materially expanding its timing-product portfolio
- Timing Business revenue reached $83.7M in Q2 2026, up from $50.3M, with revenue less direct expenses of $43.7M
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results announced August 5, 2026
- Detailed results, guidance, and management commentary available in Exhibit 99.1
Item 2.01: Completion of Acquisition or Disposition of Assets
- February 4, 2026 8-K incorporates the Asset Purchase Agreement by reference
- Acquisition or disposition terms require review of the referenced agreement for transaction value and strategic impact
Item 7.01: Regulation FD Disclosure
- Filing contains only signature certification, not substantive Regulation FD disclosure
- Signed by Vincent P. Pangrazio, Executive Vice President, Chief Legal Officer and Corporate Secretary
Item 3.02: Unregistered Sales of Equity Securities
- Deferred compensation plan effective July 1, 2026 for directors and select employees, including named executive officers
- Participants may defer base pay, bonuses, commissions, and certain cash or equity compensation
Item EX-99.1: Item EX-99.1
- Acquisition of Renesas’ timing business completed July 1, 2026, materially expanding SiTime’s clocking portfolio and market reach
- Acquired business serves over 10,000 customers, with nearly 75% of revenue from AI datacenter and communications markets
AI summaries of SITM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SITM
Don't miss the next SITM filing
- Alerts as it files. A push when SITM files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SITM, by share count.
- Ask anything. An AI agent that reads every SITM filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Assaderaghi Fariborz | Sell | Oct 2, 2026 | 1,374 | $701.05 |
| Pangrazio Vincent P | Sell | Sep 11, 2026 | 3,000 | $625.00 |
| VASHIST RAJESH | Sell | Sep 9, 2026 | 12,000 | $603.47 |
| VASHIST RAJESH | G | Sep 9, 2026 | 0 | - |
| VASHIST RAJESH | G | Sep 9, 2026 | 0 | - |
| VASHIST RAJESH | G | Aug 31, 2026 | 1,300 | - |
| VASHIST RAJESH | G | Aug 31, 2026 | 650 | - |
| VASHIST RAJESH | G | Aug 31, 2026 | 650 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $202.7M | $326.7M |
| Gross Profit | - | $104.5M | $175.0M |
| Operating Income | - | -$115.2M | -$67.0M |
| Net Income | - | -$93.6M | -$42.9M |
| Gross Margin | - | 51.6% | 53.6% |
| Op. Margin | - | -56.9% | -20.5% |
| Net Margin | - | -46.2% | -13.1% |
| Balance Sheet | |||
| Total Assets | $951.7M | $885.0M | $1.3B |
| Equity | $708.1M | $699.7M | $1.2B |
| ROE | - | -13.4% | -3.7% |
| Per Share | |||
| EPS | - | $-4.05 | $-1.72 |
| Cash Flow | |||
| Operating CF | - | $23.2M | $87.2M |
| CapEx | - | $36.2M | $52.0M |
Source: XBRL data in SITIME Corp (SITM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SITM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 37 | $9.69B |
| Q1 2026 | 32 | $4.99B |
| Q4 2025 | 29 | $5.13B |
| Q3 2025 | 30 | $4.52B |
| Q2 2025 | 30 | $3.23B |
| Q1 2025 | 25 | $1.64B |
| Q4 2024 | 23 | $2.22B |
| Q3 2024 | 18 | $801.2M |
- JPMorgan Chase & Co+230.7K (+184%)
- Raymond James Financial+95.4K (+99%)
- Renaissance Technologies LLC+68.3K (+532%)
- Goldman Sachs Group+44.3K (+17%)
- AQR Capital Management+22.7K (+130%)
- BlackRock−490.7K (-17%)
- T. Rowe Price Group−361.3K (-53%)
- Ameriprise Financial−207.6K (-44%)
- BNY Mellon−207.6K (-56%)
- Vanguard Portfolio Management LLC−179.4K (-13%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SITM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 8-K | Sep 9, 2026 | - | Analysis | - |
| 4 | Sep 2, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 24, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| SC 13D | Jul 9, 2026 | - | - | |
| 8-K | Jul 1, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 15, 2026 | - | - | - |
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SITM SEC filings: frequently asked questions
Are SITM insiders buying or selling?
In the last 90 days, SITIME Corp (SITM) officers, directors and 10% owners reported no open-market purchases and 10 open-market sales worth $13.5 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SITM stock?
As of June 30, 2026, the largest SITIME Corp (SITM) holders among the 13F filers tracked by SignalX were FMR LLC (Fidelity) ($3.0 billion), BlackRock ($1.8 billion), Vanguard Portfolio Management LLC ($903.7 million), Vanguard Capital Management LLC ($751.5 million), State Street Corp ($599.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SITM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SITIME Corp (SITM) reported revenue of $326.7 million (up 61.2% from FY2024) and a net loss of $42.9 million. Diluted EPS was -$1.72. The figures come from the XBRL data in the 10-K.
What are the main risks in SITM's latest 10-K?
In the 10-K filed February 11, 2026, SITIME Corp (SITM) flagged: Regulatory risk from One Big Beautiful Bill Act effective July 4, 2025; no material tax impact due to full valuation allowance and NOL carryforwards of $344.3M federal. Geopolitical/macro risk: foreign income tax expense rise due to increased operational activities in foreign jurisdictions. (AI summary of the Risk Factors section.)
What did SITM report in its latest 8-K?
SITIME Corp (SITM) filed an 8-K on September 9, 2026. SiTime completed the $1.5B cash and 3,558,691-share acquisition on July 1, 2026, materially expanding its timing-product portfolio.
What are the latest SITM SEC filings?
SITIME Corp (SITM) filed its latest 10-K annual report on February 11, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 9, 2026 and a Form 4 insider filing on October 6, 2026.
What is SITM's SEC CIK number?
SITIME Corp (SITM)'s SEC Central Index Key (CIK) is 1451809. EDGAR lists every SITM filing under that number.
Ask anything about SITM
The research agent reads SITM's filings, financials, insider trades and 13F holders, then answers with sources.