- 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. [3]
- Street reaction (today): Needham lifted target to $360 (Buy); Stifel to $360 (Buy); Barclays to $260 (Underweight). [4]
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. [5]
“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. [6]
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). [7]
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. [8]
Street moves today
- Needham (Quinn Bolton): Target raised to $360, Buy maintained, citing accelerating AI‑data‑center exposure and execution. [9]
- 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. [10]
- Barclays (Tom O’Malley): Target raised to $260, Underweight maintained on valuation discipline. [11]
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. [12]
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. [13]
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. [14]
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. [15]
Fast facts (Q3 2025)
- Revenue $83.6M; non‑GAAP EPS $0.87; non‑GAAP GM 58.8%. [16]
- CED segment: +115% YoY, ~51% of revenue. [17]
- Q4 guide: Revenue $100–$103M; GM 60.0–60.5%; EPS ≈ $1.16–$1.21. [18]
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. [19]
This report is for informational purposes and does not constitute investment advice.
References
1. www.globenewswire.com, 2. www.investing.com, 3. www.investing.com, 4. www.gurufocus.com, 5. www.globenewswire.com, 6. www.globenewswire.com, 7. www.investing.com, 8. www.investing.com, 9. www.gurufocus.com, 10. www.investing.com, 11. www.gurufocus.com, 12. www.sitime.com, 13. www.investing.com, 14. www.investing.com, 15. www.sec.gov, 16. www.globenewswire.com, 17. www.investing.com, 18. www.investing.com, 19. www.globenewswire.com
