Small-cap stocks also have big AI themes! Barclays raised its rating on SiTime (SITM.US), with the target price soaring to $360.

Barclays released a research report, upgrading the rating of semiconductor manufacturer SiTime (SITM.US) from "Underweight" to "Hold", and raising the target price from $260 to $360. Barclays PLC Sponsored ADR analyst Tom O'Malley wrote in a report to clients: "This small-cap company does have exposure to the artificial intelligence business and has better solutions in the MEMS timing field. It is expected that its Communication, Enterprise, and Data Center (CED) businesses will grow by 46% and 34% respectively in the 2026/27 calendar year." "The company is entering a 'multibillion-dollar accessible market' with better solutions and continuously enriching its product line (such as clocks). They also benefit from Credo Technology (CRDO.US) in active electrical cables (AEC) and NVIDIA Corporation (NVDA.US) in switch business, which are the two trends we are most optimistic about."