- Q3 2025: Revenue $83.6M (+45% YoY), non‑GAAP EPS $0.87; GAAP net loss $8.0M (‑$0.31). Non‑GAAP gross margin 58.8%. Cash & short‑term investments $809.6M. 1
- Q4 outlook (Dec. quarter): Revenue $100–$103M, gross margin 60.0–60.5%, non‑GAAP EPS ≈ $1.16–$1.21; diluted shares ≈ 27M. 2
- What drove the beat: Communications‑Enterprise‑Datacenter (CED) segment rose 115% YoY and accounted for ~51% of revenue, reflecting AI infrastructure demand. 2
- Street reaction (today): Needham lifted target to $360 (Buy); Stifel to $360 (Buy); Barclays to $260 (Underweight). 3
By the numbers: Q3 2025 results
- Revenue:$83.6M vs. $57.7M a year ago.
- GAAP: Gross margin 53.5%; net loss $8.0M (‑$0.31).
- Non‑GAAP: Gross margin 58.8%; EPS $0.87; operating income $15.4M.
- Balance sheet:$809.6M cash, cash equivalents and short‑term investments.
All figures above are from SiTime’s official release for the quarter ended Sept. 30, 2025. 1
“AI growth powered milestone revenue of $83.6 million in the third quarter,” CEO Rajesh Vashist said, citing adoption of high‑performance precision timing in data‑center and communications markets. 1
What powered the beat
Management highlighted surging AI infrastructure demand. In Q3, CED revenue grew ~115% YoY and represented ~51% of total revenue; Automotive/Industrial/Defense contributed ~24%, and Mobile/IoT/Consumer ~25% (with one large consumer customer at ~$15.3M). 2
Guidance: a step‑function higher for Q4
For the December quarter, SiTime guided to $100–$103M in revenue, 60.0–60.5% gross margin, and non‑GAAP EPS of roughly $1.16–$1.21 on ~27M diluted shares. Management also called out opex of $35–$36M and interest income of $7–$7.5M. 2
Street moves today
- Needham (Quinn Bolton): Target raised to $360, Buy maintained, citing accelerating AI‑data‑center exposure and execution. 3
- Stifel (Tore Svanberg): Target raised to $360, Buy; notes the new Titan resonator platform broadens SiTime’s SAM with gross‑margin potential 60%+ even at low ASPs. 4
- Barclays (Tom O’Malley): Target raised to $260, Underweight maintained on valuation discipline. 5
Strategic context: Titan resonators and a bigger timing stack
Beyond oscillators and clocks, SiTime entered the $4B resonator market in September with its Titan Platform—MEMS resonators that are ≥4× smaller than legacy quartz and designed for wearables, medical and other size‑/power‑constrained devices. The move positions SiTime as the only vendor with oscillators, clocks and resonators in one portfolio. 6
On last night’s call, executives said Titan revenue ramps are more late‑2026/2027, but margins should stay around the 60% level given potential unit scale. 2
Seasonality & watch‑items
Management reminded investors to expect normal Q4 → Q1 seasonality, while noting continued traction across AI, mobile and aerospace/defense in Q4. Key watch‑items: sustained 60%+ gross margin, CED mix, inventory levels and Titan platform design‑ins. 2
Compliance & filings
SiTime’s Form 10‑Q for the period ended Sept. 30, 2025, was posted to the SEC, providing full financials and risk disclosures. 7
Fast facts (Q3 2025)
- Revenue $83.6M; non‑GAAP EPS $0.87; non‑GAAP GM 58.8%. 1
- CED segment: +115% YoY, ~51% of revenue. 2
- Q4 guide: Revenue $100–$103M; GM 60.0–60.5%; EPS ≈ $1.16–$1.21. 2
Methodology & sources: This article synthesizes SiTime’s official Q3 2025 press release, the earnings‑call transcript and guidance commentary, sell‑side actions reported today, and SEC filings. Figures are attributed throughout; market snapshot reflects real‑time data at the time stated. 1
This report is for informational purposes and does not constitute investment advice.
