MBL Wealth 13F: Adds $914K to SiTime (SITM) Stake

MBL Wealth boosted its stake in SiTime Corporation (NasdaqGM: SITM) by 169.9% during the period, according to a Form 13F filing with the SEC on October 22, 2026. The firm added 1,402 shares to its holdings, bringing its total position to 2,227 shares. The reported value of the stake reached approximately $1.45 million.

SITM SiTime Corporation

$460.22 ▲ +24.40% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in MBL Wealth's SiTime Position

MBL Wealth expanded its investment in the semiconductor maker by purchasing 1,402 shares, moving from a prior count of 825 shares up to 2,227 shares. The transaction value was reported at $1,452,071.0 based on the filing details.

Other Institutional Activity in SiTime

Other large institutional investors also adjusted their positions in SiTime around recent reporting periods. Artisan Partners Limited Partnership grew its holdings by 289,114 shares, a 147.5% increase ending with 485,123 shares worth about $223.3 million. Meanwhile, Whale Rock Capital Management LLC reduced its stake by 16,211 shares or 2.8%, closing out the period with 560,701 shares valued at $258.0 million. Driehaus Capital Management cut its position by 184,908 shares, a 44.8% drop to hold 227,965 shares worth about $170.0 million. Finally, Franklin Resources, Inc. trimmed its holdings by 107,771 shares, or 20.3%, ending with 422,599 shares valued at $194.5 million.

SiTime Corporation Stock Down 9.6%

SiTime Corporation shares recently traded around $460.09 as of October 24, 2026, down slightly by 0.6% from the closing price of $462.72 on the filing date. The stock has experienced a wide trading range over the past year, sitting below its 52-week high of $901.81 while holding well above its 52-week low of $243.68. The current price also trails both its 50-day moving average of $605.08 and its 200-day moving average of $543.19.

Recent Earnings

For its trailing twelve-month period, SiTime reported revenue of $467.9 million with earnings of $0.56 per share. The company achieved a year-over-year revenue growth rate of 126.5%, alongside a net profit margin of 3.0% and a return on equity of 1.3%. The next earnings report is scheduled for November 4, 2026.

Insider Buying and Selling at SiTime Corporation

Executive officers at SiTime executed several stock sales earlier in 2026. Chief legal officer Vincent Pangrazio sold 2,000 shares on June 12 at an average price of $725.32 for a total value of $1,450,640. On the same day, insider Raman Chitkara offloaded 2,000 shares under a planned trading program at $727.38 per share, generating $1,454,760. CEO Rajesh Vashist sold 20,000 shares on June 15 through a planned transaction at $750.15 per share, totaling $15,003,000. Finally, executive vice president Lionel Bonnot parted with 500 shares on June 15 at $736.02 apiece, worth $368,010.

Analysts Set New Price Targets

Wall Street analysts have updated their outlooks through the summer and fall. UBS maintained a buy rating on August 6 while raising its target from $775.00 to $840.00. Benchmark initiated coverage with a buy rating and an $850.00 target on August 20. Morgan Stanley started coverage on September 17 with an overweight rating and a $730.00 target, followed by Seaport Global initiating a neutral rating on September 23. Rosenblatt then initiated coverage with a buy rating and a $750.00 target on October 20. The stock currently holds a consensus recommendation of a strong buy from 11 analysts, with a mean price target of $840.45.

About SiTime

Headquartered in Santa Clara, California, SiTime Corporation designs and sells silicon timing systems and related solutions. Its products, including oscillators, resonators, and clock integrated circuits, support artificial intelligence infrastructure, data centers, communications gear, automotive electronics, and consumer devices.

Bottom Line

Investors are keeping an eye on the upcoming earnings announcement on November 4, 2026, to gauge ongoing revenue growth and margin trends. Institutional and insider activity will likely remain a focal point as the market digests recent price volatility.