Strategic Positioning and Growth Potential of SiTime Corporation: A Buy Recommendation by James Schneider
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Goldman Sachs analyst James Schneider has initiated a Buy rating for SiTime Corporation (SITM), citing its strategic positioning and growth potential. SiTime is a leader in transitioning from quartz to silicon-based timing solutions, with significant growth expected. Its relationship with Apple and the role in AI datacenter buildouts are key growth drivers. Schneider believes the market underestimates SiTime's revenue and earnings potential, which he sees as higher than current forecasts.
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