Silicon Laboratories (NASDAQ:SLAB) Reaches New 1-Year High – What’s Next?

Silicon Laboratories, Inc. (NASDAQ:SLAB)’s stock price reached a new 52-week high during trading on Wednesday . The company traded as high as $207.50 and last traded at $203.8050, with a volume of 2575244 shares trading hands. The stock had previously closed at $136.62.

Silicon Laboratories News Summary

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

• Positive Sentiment: Texas Instruments announced an all-cash agreement to acquire Silicon Labs for $231.00 per share, valuing the deal at roughly $7.5 billion and projecting ~ $450 million of annual manufacturing and operational synergies within three years — a clear takeover premium that directly lifts SLAB’s valuation. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction: takeover reports triggered a large pre-market rally and a trading halt as investors priced in the deal, demonstrating strong near-term buying interest tied to the announced premium. 5 Things to Know Before the Stock Market Opens
• Positive Sentiment: Operational results: SLAB reported Q4 results that modestly beat estimates (EPS $0.56 vs. $0.54 consensus; revenue $208.2M vs. $207.6M) and highlighted 34% year-over-year revenue growth — evidence of solid top-line momentum that supports the company’s strategic value to an acquirer. Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Trading mechanics: the stock was temporarily halted for “News pending” during pre-market trading — a procedural step that can amplify volatility when resumed but does not change fundamentals.
• Negative Sentiment: Profitability concerns remain: despite revenue growth, Silicon Labs showed a negative net margin (~-11.6%) and negative return on equity, and analysts forecast negative full-year EPS — signals that SLAB’s standalone profitability and margin profile are a weakness acquirers must address. Silicon Laboratories Trading & Earnings Summary
• Negative Sentiment: Deal execution risk: while the terms are announced, mergers face regulatory review and integration challenges; any delays, required remedies, or execution missteps by either party could introduce downside vs. the announced cash price. Texas Instruments to buy chip designer Silicon Laboratories

Wall Street Analyst Weigh In

SLAB has been the subject of a number of analyst reports. Royal Bank Of Canada started coverage on shares of Silicon Laboratories in a research note on Thursday, January 15th. They set a “sector perform” rating and a $160.00 target price for the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. Four investment analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $154.25.

Silicon Laboratories Stock Performance

The company has a market capitalization of $6.70 billion, a price-to-earnings ratio of -77.21 and a beta of 1.56. The company has a 50 day moving average price of $139.35 and a 200 day moving average price of $134.62.

Silicon Laboratories (NASDAQ:SLAB) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.02. The business had revenue of $208.21 million for the quarter, compared to analyst estimates of $207.63 million. Silicon Laboratories had a negative return on equity of 6.04% and a negative net margin of 11.58%.The company’s quarterly revenue was up 25.3% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.11) earnings per share. Research analysts forecast that Silicon Laboratories, Inc. will post -0.97 EPS for the current year.

Insiders Place Their Bets

In other news, SVP Brandon Tolany sold 4,246 shares of Silicon Laboratories stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $140.17, for a total transaction 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Nina Richardson sold 1,355 shares of the company’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total transaction of $201,895.00. Following the completion of the sale, the director owned 8,543 shares in the company, valued at $1,272,907. This represents a 13.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 7,555 shares of company stock worth $1,073,528 over the last ninety days. Insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Silicon Laboratories

A number of hedge funds have recently bought and sold shares of the company. AQR Capital Management LLC lifted its position in shares of Silicon Laboratories by 43.7% during the first quarter. AQR Capital Management LLC now owns 17,892 shares of the semiconductor company’s stock valued at $2,001,000 after purchasing an additional 5,439 shares in the last quarter. Millennium Management LLC lifted its position in shares of Silicon Laboratories by 2,804.1% during the 1st quarter. Millennium Management LLC now owns 99,842 shares of the semiconductor company’s stock worth $11,239,000 after buying an additional 96,404 shares in the last quarter. Jones Financial Companies Lllp boosted its stake 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 worth $56,000 after buying an additional 272 shares during the last quarter. United Services Automobile Association bought a new position in shares of Silicon Laboratories in the first quarter valued at approximately $235,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Silicon Laboratories by 1.8% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 97,156 shares of the semiconductor company’s stock valued at $10,937,000 after acquiring an additional 1,679 shares during the last quarter.

About Silicon Laboratories

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.