Silicon Laboratories (NASDAQ:SLAB) Updates Q4 2025 Earnings Guidance

Silicon Laboratories (NASDAQ:SLAB) updated its fourth quarter 2025 earnings guidance on Tuesday. The company provided earnings per share guidance of 0.400-0.700 for the period, compared to the consensus earnings per share estimate of 0.180. The company issued revenue guidance of -, compared to the consensus revenue estimate of $212.6 million.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on SLAB. Stifel Nicolaus lifted their price target on Silicon Laboratories from $144.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. Barclays lifted their price target on Silicon Laboratories from $100.00 to $130.00 and gave the stock an “equal weight” rating in a research note on Tuesday, August 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Wednesday, October 8th. KeyCorp lifted their price target on Silicon Laboratories from $160.00 to $180.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 8th. Finally, Morgan Stanley dropped their price target on Silicon Laboratories from $157.00 to $144.00 and set an “equal weight” rating on the stock in a research note on Wednesday, August 6th. Four research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $153.43.

Silicon Laboratories Trading Down 1.5%

NASDAQ:SLAB traded down $1.90 on Wednesday, hitting $124.87. 30,694 shares of the company’s stock traded hands, compared to its average volume of 366,890. Silicon Laboratories has a 1 year low of $82.82 and a 1 year high of $160.00. The firm has a 50-day moving average price of $133.57 and a 200-day moving average price of $131.56. The company has a market cap of $4.10 billion, a PE ratio of -38.78 and a beta of 1.51.

Silicon Laboratories (NASDAQ:SLAB) last released its earnings results on Tuesday, August 5th. The semiconductor company reported $0.11 earnings per share for the quarter, beating the consensus estimate of $0.09 by $0.02. Silicon Laboratories had a negative return on equity of 7.21% and a negative net margin of 14.88%.The company had revenue of $192.85 million for the quarter, compared to analysts’ expectations of $192.57 million. During the same quarter in the previous year, the business posted ($0.56) EPS. The business’s revenue for the quarter was up 32.6% on a year-over-year basis. On average, research analysts forecast that Silicon Laboratories will post -0.97 EPS for the current fiscal year.

Insiders Place Their Bets

In other Silicon Laboratories news, SVP Brandon Tolany sold 8,000 shares of Silicon Laboratories stock in a transaction dated Friday, August 22nd. The stock was sold at an average price of $145.23, for a total transaction of $1,161,840.00. Following the transaction, the senior vice president owned 62,328 shares of the company’s stock, valued at $9,051,895.44. The trade was a 11.38% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Over the last 90 days, insiders sold 12,070 shares of company stock worth $1,703,472. Insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Silicon Laboratories

Institutional investors have recently made changes to their positions in the company. Jones Financial Companies Lllp lifted its holdings in shares of Silicon Laboratories by 121.4% during the 1st quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company’s stock valued at $56,000 after buying an additional 272 shares during the last quarter. Canada Pension Plan Investment Board lifted its holdings in shares of Silicon Laboratories by 75.0% during the 2nd quarter. Canada Pension Plan Investment Board now owns 700 shares of the semiconductor company’s stock valued at $103,000 after buying an additional 300 shares during the last quarter. Tidal Investments LLC acquired a new stake in shares of Silicon Laboratories during the 2nd quarter valued at about $203,000. M&T Bank Corp acquired a new stake in shares of Silicon Laboratories during the 2nd quarter valued at about $221,000. Finally, Oxford Asset Management LLP acquired a new stake in shares of Silicon Laboratories during the 2nd quarter valued at about $225,000.

Silicon Laboratories Company Profile

Silicon Laboratories Inc, a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation.