Sitime Corporation (SITM)

SiTime (SITM) Executive Vice President, Worldwide Sales and Business Development, Lionel Bonnot, reported a transaction where 9,630 shares of common stock were withheld or delivered on August 20, 2026, to cover an option exercise price or tax liability at $598.81 per share. Following this transaction, Bonnot directly holds 61,667 shares, which includes 46,892 shares from unvested restricted stock units and performance-based restricted stock units. The unvested units are composed of 18,660 time-based RSUs and 28,232 performance-based RSUs tied to the company's stock price performance.

SiTime's EVP of Engineering & Technology, Fariborz Assaderaghi, had 9,701 shares withheld for tax liabilities related to equity compensation on August 20, 2026, at a price of $598.81 per share. After this transaction, Assaderaghi directly holds 68,235 shares of common stock, which includes 57,770 unvested restricted stock units. The transaction was not made under a Rule 10b5-1 trading plan.

Osterweis Capital Management Inc. has acquired a new stake of 16,670 shares in SiTime Corporation, valued at approximately $12.4 million, representing a 0.06% ownership. This comes as institutional investors collectively own 84.31% of the company, despite recent insider stock sales by the CEO and a director totaling about $49 million. Analysts maintain a "Buy" rating for SiTime with an average price target of $706.67, following the company's strong Q2 earnings which beat revenue and EPS estimates.

Nicholas Investment Partners LP has acquired a new stake in SiTime Corporation (NASDAQ:SITM), purchasing 27,562 shares valued at approximately $20.5 million, which now represents 1.2% of its investment portfolio. SiTime reported strong quarterly results with EPS of $2.34 and revenue of $157.43 million, exceeding analyst estimates. Despite positive analyst sentiment and a consensus "Buy" rating with an average price target of $706.67, company insiders have sold roughly $49 million worth of stock in the last 90 days.

Meiji Yasuda Asset Management Co Ltd. has made a new $2.37 million investment in SiTime Corporation, acquiring 3,179 shares during the second quarter. Other institutional investors have also adjusted their holdings, with 84.31% of the stock currently owned by hedge funds and institutions. Analysts maintain a "Buy" rating for SiTime, despite a recent 5.5% drop in stock price and significant insider share sales totaling approximately $49 million over the last quarter.