SiTime Corporation was added to the S&P MidCap 400 index effective March 23, 2026, following the announcement on March 6, 2026. The addition creates a new cohort of AI‑related companies in the index and opens a structural tailwind for SiTime as passive index funds automatically purchase newly added constituents.
The index change follows the graduation of Lumentum and Coherent to the S&P 500, which left vacancies in the MidCap 400. SiTime’s inclusion reflects its rapid revenue expansion and its role as a precision‑timing supplier for AI data centers, 5G infrastructure, and advanced networking equipment.
SiTime reported Q4 2025 revenue of $113.3 million, up 66% year‑over‑year, and non‑GAAP EPS of $1.53. The Communications, Enterprise, and Datacenter (CED) segment grew 160% YoY, driven by strong demand from AI and 5G customers. The company also announced the acquisition of Renesas’ timing business, expected to add $300 million in revenue and accelerate its path to $1 billion in revenue.
Management highlighted the sustained growth momentum: CEO Rajesh Vashist noted that Q4 2025 was the seventh consecutive quarter of over 100% YoY growth for the CED business, and CFO Beth Howe projected Q1 2026 revenue of $101–$104 million, implying roughly 70% YoY growth. The company’s Q1 2026 guidance exceeded analyst consensus, with EPS guidance of $1.10–$1.17 versus a consensus of $0.42, and revenue guidance of $101–$104 million versus a consensus of $91 million.
The market reacted positively to the guidance beat, with several analysts raising price targets. The inclusion in the S&P MidCap 400 is expected to provide a structural tailwind, as passive funds such as iShares Core S&P Mid‑Cap ETF (IJH) and SPDR S&P MidCap 400 ETF (MDY) will automatically allocate capital to SiTime.
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