Silicon Laboratories (NASDAQ:SLAB) Announces Earnings Results

Silicon Laboratories (NASDAQ:SLAB) released its quarterly earnings data on Wednesday. The semiconductor company reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.54 by $0.02, FiscalAI reports. Silicon Laboratories had a negative return on equity of 6.04% and a negative net margin of 11.58%.The business had revenue of $208.21 million during the quarter, compared to the consensus estimate of $207.63 million. During the same quarter in the prior year, the company posted ($0.11) earnings per share. The firm’s revenue was up 25.3% on a year-over-year basis.

Silicon Laboratories Price Performance

SLAB stock traded up $2.12 during midday trading on Thursday, hitting $205.53. The company’s stock had a trading volume of 1,894,427 shares, compared to its average volume of 734,356. The company’s fifty day moving average price is $140.90 and its 200 day moving average price is $135.10. Silicon Laboratories has a twelve month low of $82.82 and a twelve month high of $207.50. The stock has a market capitalization of $6.75 billion, a P/E ratio of -77.94 and a beta of 1.56.

Analysts Set New Price Targets

SLAB has been the subject of several research analyst reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a report on Monday, December 29th. Benchmark cut Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Royal Bank Of Canada raised their price target on Silicon Laboratories from $160.00 to $205.00 and gave the stock a “sector perform” rating in a research report on Thursday. Needham & Company LLC cut Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, KeyCorp lowered shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Silicon Laboratories currently has a consensus rating of “Hold” and a consensus target price of $159.88.

Key Headlines Impacting Silicon Laboratories

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Texas Instruments agreed to buy Silicon Labs for $231.00 per share in cash, creating a strategic fit and estimated operational synergies; the deal establishes a clear cash value floor for SLAB shares. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: The stock hit multi-year highs as investors priced in the takeover premium and deal certainty, driving heavy volume and large intraday gains. SLAB touches 4-year high on $7.5-billion merger
• Positive Sentiment: Silicon Labs reported Q4 results that beat estimates (EPS $0.56 vs. $0.54 consensus) and showed revenue growth, which reduces execution risk heading into the sale. SLAB Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Royal Bank of Canada raised its price target to $205 and kept a “sector perform” stance — close to the prevailing market price and the announced deal price, so limited directional impact. RBC raises price target
• Neutral Sentiment: Trading in SLAB was briefly halted for “news pending” around the takeover announcement — a typical market response to major M&A disclosures and a sign of heavy interest/liquidity.
• Negative Sentiment: Several sell-side firms (KeyBanc, Needham, Benchmark) cut ratings to hold, which can limit further upward momentum from buy-side upgrades. KeyBanc downgrades Silicon Laboratories Needham downgrades Silicon Laboratories Benchmark rates SLAB a Hold
• Negative Sentiment: Multiple law firms and shareholder groups have opened investigations and announced potential class actions questioning whether the sale process and $231/share offer are fair; this raises the risk of litigation, delay, or settlement pressure. Halper Sadeh LLC investor alert Kahn Swick & Foti investigation
• Negative Sentiment: Unusual options activity (large increase in puts) suggests some investors are hedging or expressing downside/volatility bets ahead of deal closure and potential litigation outcomes.

Insider Activity

In other Silicon Laboratories news, SVP Brandon Tolany sold 4,246 shares of the firm’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $140.17, for a total value of $595,161.82. Following the completion of the transaction, the senior vice president directly owned 62,381 shares in the company, valued at $8,743,944.77. This trade represents a 6.37% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Nina Richardson sold 1,355 shares of the business’s stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total value of $201,895.00. Following the transaction, the director directly owned 8,543 shares in the company, valued at $1,272,907. This trade represents a 13.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 7,555 shares of company stock valued at $1,073,528 in the last 90 days. 1.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Silicon Laboratories

A number of institutional investors have recently added to or reduced their stakes in the company. CANADA LIFE ASSURANCE Co lifted its stake in Silicon Laboratories by 0.5% in the third quarter. CANADA LIFE ASSURANCE Co now owns 33,417 shares of the semiconductor company’s stock valued at $4,302,000 after acquiring an additional 159 shares during the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Silicon Laboratories by 121.4% in the 1st quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company’s stock valued at $56,000 after purchasing an additional 272 shares during the period. Canada Pension Plan Investment Board lifted its stake in Silicon Laboratories by 75.0% in the 2nd quarter. Canada Pension Plan Investment Board now owns 700 shares of the semiconductor company’s stock valued at $103,000 after purchasing an additional 300 shares during the last quarter. Entropy Technologies LP grew its holdings in Silicon Laboratories by 14.4% during the third quarter. Entropy Technologies LP now owns 4,776 shares of the semiconductor company’s stock worth $626,000 after purchasing an additional 600 shares during the period. Finally, Vident Advisory LLC increased its position in Silicon Laboratories by 33.5% during the third quarter. Vident Advisory LLC now owns 2,944 shares of the semiconductor company’s stock worth $386,000 after buying an additional 738 shares during the last quarter.

Silicon Laboratories Company Profile

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.