Where Sitime stands after its latest 10-Q
Revenue for the twelve months to June 2026 was $468m, up 83.0% on a year earlier, faster than 65.2% a quarter earlier. Free-cash-flow margin rose to 18.1% from -5.2% a year earlier. Operating margin widened to -3.9% from -39.4%. The diluted share count is up 12.6% on a year earlier, which dilutes existing holders. Against its peers on growth, profitability, cash generation and balance sheet, it grades C. It passes 2 of our 2 financial-health checks. Our revenue-to-maturity cash-flow model value is $142 a share, against a share price of $500.
Source: 10-Q filed August 6, 2026 on SEC EDGAR · Financials · Valuation