• The company enjoys cutting-edge capabilities, rapidly rising revenue, and a fast-increasing TAM.
• Combine that with an iron-clad balance sheet, high and perhaps even rising gross margins, operational leverage, and considerable cash generation.
• However, the shares are trading at high valuation multiples already, we don’t see much expansion there, but tracking EPS growth is still likely to produce considerable shareholder returns.
• We find the valuation multiples still a little too high in this environment, but we are approaching levels where we feel more comfortable recommending a position.
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SiTime Stock: A Terrific Company