Silicon Laboratories (NASDAQ:SLAB) Reaches New 1-Year High Following Better-Than-Expected Earnings

Silicon Laboratories, Inc. (NASDAQ:SLAB)’s share price hit a new 52-week high during mid-day trading on Wednesday following a stronger than expected earnings report. The company traded as high as $207.50 and last traded at $203.8050, with a volume of 2575244 shares. The stock had previously closed at $136.62.

The semiconductor company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.54 by $0.02. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The firm 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 earned ($0.11) EPS. The firm’s revenue for the quarter was up 25.3% compared to the same quarter last year.

Key Silicon Laboratories News

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

• Positive Sentiment: Deal premium from Texas Instruments: TI agreed to acquire Silicon Labs in an all‑cash transaction valuing SLAB at about $7.5 billion, at $231.00 per share — a material takeover premium that is the primary driver lifting SLAB shares. Silicon Labs Signs $7.5B TI Acquisition Deal
• Positive Sentiment: Price‑target convergence: Citigroup raised its SLAB target to $231 (neutral rating), effectively matching TI’s offer price and reinforcing the deal valuation in the market. Citigroup raises price target on Silicon Labs to $231
• Neutral Sentiment: Analyst model updates and guidance: KeyCorp issued updated quarterly and FY2026 EPS forecasts (mixed near‑term quarters but a positive FY2026 view), while RBC bumped its target to $205 with a “sector perform” rating — these keep analyst coverage active but are secondary to the takeover news. KeyCorp research on SLAB RBC raises price target
• Neutral Sentiment: Commentary and deal rationale: Several articles and analyst notes contextualize the transaction (strategic fit for TI’s fabs and AI/power markets). These shape longer‑term expectations but have less immediate price impact than the takeover premium. MarketBeat: Texas Instruments executes a $7.5B deal and strategy pivot
• Negative Sentiment: Financing/credit risk on acquirer: Moody’s changed TI’s outlook to negative citing the deal, which raises execution and timing risk for the transaction — a potential headwind if the acquirer’s credit profile is pressured. Moody’s changes TI outlook to negative over SLAB deal
• Negative Sentiment: Market skepticism / legal & options activity: Brokers (Needham, KeyBanc, Benchmark and others) issued downgrades or hold ratings and there was unusual volume in put options; additionally, Halper Sadeh LLC is soliciting SLAB shareholders — signals of investor caution and potential litigation/activism that could pressure shares or affect deal dynamics. Needham downgrade Put option activity Halper Sadeh solicitation

Analyst Upgrades and Downgrades

Several brokerages recently commented on SLAB. Royal Bank Of Canada raised their target price 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 downgraded shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. KeyCorp cut shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a research note on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. Finally, Benchmark downgraded Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. One investment analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Silicon Laboratories currently has an average rating of “Hold” and an average price target of $167.78.

Insider Buying and Selling at Silicon Laboratories

In other news, Director Nina Richardson sold 1,355 shares of the firm’s stock in a transaction 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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, SVP Brandon Tolany sold 1,954 shares of the firm’s stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $141.49, for a total value of $276,471.46. Following the transaction, the senior vice president owned 62,381 shares in the company, valued at approximately $8,826,287.69. This trade represents a 3.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 7,555 shares of company stock valued at $1,073,528 in the last quarter. Corporate insiders own 1.60% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of SLAB. First Horizon Corp bought a new position in shares of Silicon Laboratories in the 3rd quarter valued at about $35,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Silicon Laboratories by 45.7% during the third quarter. EverSource Wealth Advisors LLC now owns 274 shares of the semiconductor company’s stock worth $36,000 after acquiring an additional 86 shares during the period. Covestor Ltd grew its position in shares of Silicon Laboratories by 260.3% in the fourth quarter. Covestor Ltd now owns 281 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 203 shares during the last quarter. UMB Bank n.a. increased its stake in shares of Silicon Laboratories by 43.9% during the third quarter. UMB Bank n.a. now owns 282 shares of the semiconductor company’s stock worth $37,000 after purchasing an additional 86 shares during the period. Finally, Mather Group LLC. bought a new position in Silicon Laboratories during the 3rd quarter worth $39,000.

Silicon Laboratories Price Performance

The stock’s 50-day moving average price is $144.06 and its 200-day moving average price is $136.00. The company has a market cap of $6.78 billion, a P/E ratio of -103.77 and a beta of 1.56.

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.