You might not have heard of SiTime, but this chipmaker could turn into a major player in the semiconductor scene, says UBS. Analyst Timothy Arcuri has started covering the company, giving it a “buy” nod and setting a target price of $260—hinting at a cool 20% boost ahead. SiTime is big on precision timing, which in semiconductor lingo means making those critical signaling devices for electronics circuits. These gadgets are super important for making semiconductors tick.
Arcuri calls out SiTime’s fresh silicon solutions, shaking up the timing market—the “heartbeat” of gadgets everywhere. He’s betting it’ll be one of the fastest risers in semiconductors in the next few years, partly because of AI. SiTime’s got a top spot in the MEMS timing market, snagging design wins with Apple and NVIDIA, which Arcuri believes could spark revenue growth of 36% and 30% in 2026 and 2027, outpacing what the Street thinks by 11% and 3%.
One huge break for SiTime is its tie-up with Apple, becoming its go-to supplier for MEMS oscillators as they ditch the old quartz crystal ones. These MEMS oscillators are smaller and more efficient, perfect for Apple’s in-house modem inventions, and this link with Apple could single-handedly fill up all expected revenue increases through 2026.
Earlier this year, SiTime’s stock surged when its oscillators got included in the iPhone 16, and they aren’t just in iPhones now—they’re also powering up the Apple Pencil Pro. Arcuri also spots big things for SiTime in the AI arena. Besides strengthening its place with Apple, the company stands out among peers for its AI tilt, which might pull in 35% of revenue by 2027. This year’s 40% revenue growth might just keep rolling through 2026 and beyond. Most folks who cover the stock rate it highly, with five out of seven analysts suggesting a buy or strong buy, according to LSEG data.
