Silicon Laboratories (NASDAQ:SLAB) Issues Quarterly Earnings Results

Silicon Laboratories (NASDAQ:SLAB) issued its earnings results on Wednesday. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.54 by $0.02, FiscalAI reports. The business had revenue of $208.21 million during the quarter, compared to analysts’ expectations of $207.63 million. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The company’s revenue for the quarter was up 25.3% on a year-over-year basis. During the same quarter in the previous year, the business earned ($0.11) EPS.

Silicon Laboratories Stock Performance

SLAB stock opened at $205.22 on Friday. The firm has a 50 day simple moving average of $142.48 and a 200 day simple moving average of $135.59. Silicon Laboratories has a 52 week low of $82.82 and a 52 week high of $207.50. The stock has a market cap of $6.74 billion, a P/E ratio of -103.13 and a beta of 1.56.

Insider Buying and Selling at Silicon Laboratories

In related news, SVP Brandon Tolany sold 4,246 shares of the 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 transaction, the senior vice president owned 62,381 shares in the company, valued at approximately $8,743,944.77. This represents a 6.37% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Nina Richardson sold 1,355 shares of the stock in a transaction on Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total transaction of $201,895.00. Following the transaction, the director owned 8,543 shares in the company, valued at approximately $1,272,907. This trade represents a 13.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 7,555 shares of company stock worth $1,073,528. 1.60% of the stock is currently owned by corporate insiders.

Institutional Trading of Silicon Laboratories

Several hedge funds have recently added to or reduced their stakes in SLAB. Jones Financial Companies Lllp increased its position in Silicon Laboratories by 121.4% during the first quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company’s stock worth $56,000 after acquiring an additional 272 shares during the period. Canada Pension Plan Investment Board raised its holdings in shares of Silicon Laboratories by 75.0% in the 2nd quarter. Canada Pension Plan Investment Board now owns 700 shares of the semiconductor company’s stock worth $103,000 after buying an additional 300 shares in the last quarter. Tidal Investments LLC bought a new stake in shares of Silicon Laboratories in the 2nd quarter worth about $203,000. M&T Bank Corp bought a new stake in Silicon Laboratories during the second quarter worth about $221,000. Finally, Oxford Asset Management LLP bought a new stake in Silicon Laboratories during the 2nd quarter worth approximately $225,000.

Trending Headlines about Silicon Laboratories

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

• Positive Sentiment: Texas Instruments agreed to buy Silicon Labs for about $7.5 billion in cash at $231.00 per share — a clear takeover premium that drove the stock sharply higher as the market priced in the deal. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Q4 results beat estimates: Silicon Labs reported $0.56 EPS vs. $0.54 consensus and revenue slightly above estimates, showing improving top-line growth (Q4 revenue +25% YoY) — supportive when combined with the M&A bid. Company press release – Q4 results
• Positive Sentiment: Royal Bank of Canada raised its price target from $160 to $205 (sector perform), aligning its valuation closer to current levels and the takeover price — one more analyst note that can anchor investor expectations. RBC raises price target
• Neutral Sentiment: KeyCorp released quarterly and FY2026 EPS forecasts (Q1-Q4 cadence with FY2026 at $0.68) while maintaining a “Hold” rating — useful modeling detail but tempered by the pending deal and other analyst moves.
• Negative Sentiment: Several brokerages (Needham, Benchmark, KeyBanc/KeyCorp) downgraded SLAB to Hold from Buy/Overweight after the deal news — downgrades can cap further analyst-driven upside and indicate caution on post-deal execution or re-rating dynamics. KeyCorp rating lowered
• Negative Sentiment: Unusually high put option volume — investors bought a large number of puts in a single session, signaling some traders are hedging or betting on downside despite the takeover premium. Options activity report
• Negative Sentiment: Multiple shareholder law firms have announced investigations into the fairness/process of the sale to Texas Instruments and class-action inquiries are pending — potential legal/closing risk that could delay or alter deal outcomes. Investor alert – KSF investigation

Analyst Ratings Changes

Several equities analysts recently commented on the company. Benchmark lowered Silicon Laboratories from a “buy” rating to a “hold” rating in a research report on Wednesday. KeyCorp lowered Silicon Laboratories from an “overweight” rating to a “hold” rating in a report on Wednesday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Monday, December 29th. Royal Bank Of Canada increased 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. Finally, Needham & Company LLC cut Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. One investment analyst has rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Silicon Laboratories currently has a consensus rating of “Hold” and an average price target of $159.88.

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.