SiTime's third quarter 2026 revenue of $298.7M beat expectations on surging AI infrastructure demand

SiTime delivered a significant beat on both the top and bottom lines, driven by the successful integration of the recently acquired Timing Products Division (TPD) and explosive organic demand within its core markets. The company is now operating at a substantially larger scale, exiting the quarter with an annualized revenue run rate exceeding $1 billion.

Key Highlights

• Non-GAAP gross margin expanded to 70.7%, a significant increase from 58.8% in the third quarter of 2025.
• Core CED revenue grew 202% year-over-year, reflecting high demand for precision timing in AI data center infrastructure.
• The company announced a three-for-one forward stock split effective December 2026 to increase share accessibility.