SITIME Corp — Form 8-K
Filed November 4, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
SiTime reported Q3 2026 revenue of $298.7M (up 257% from $83.6M YoY), with GAAP net income of $4.4M ($0.14/share) and non-GAAP net income of $130.3M ($4.01/share). The company acquired TPD (counterparty unnamed in filing), with $21.3M in acquisition-related costs in Q3; goodwill and intangible assets increased to $4.16B combined from $234M at year-end 2025. SiTime announced a 3-for-1 forward stock split effective December 7, 2026, and granted 47,976 RSUs to 71 newly hired employees on November 2, 2026.
Why this rating
257% revenue growth and $1B+ annualized run rate materially expands company scale; TPD acquisition adds $4.2B in intangible assets (89% of current market cap), creating meaningful integration risk but strategic positioning in AI/timing markets.
Price action (we called it positive)
before filing · preread $365.23 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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