巴克莱银行升级人工智能敞口，SiTime上涨

2026-01-16 01:11

SiTime (SITM) shares rose 3.9% on Thursday after Barclays upgraded the small-cap semiconductor company on its exposure to artificial intelligence.
“This small cap has real exposure to AI and a better mouse-trap in MEMS timing (CED growing 46%/34% Y/Y in CY26/27),” Barclays analyst Tom O'Malley wrote in a note to clients. “The company is attacking a [multi-billion dollar total addressable market] with a better solution and adding to their product offering (clocks, etc.). They also are levered to [Credo Technology's] (CRDO) [active electric cable] and [Nvidia's] (NVDA) switching, two of our favorite trends.”
O'Malley raised his rating on SiTime to Equal-Weight from Underweight and upped his price target to $360 from $260.

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