Silicon Laboratories (NASDAQ:SLAB) Releases Quarterly Earnings Results, Beats Estimates By $0.02 EPS

Silicon Laboratories (NASDAQ:SLAB) released its quarterly earnings results on Wednesday. The semiconductor company reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.54 by $0.02, FiscalAI reports. The company 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 6.04% and a negative net margin of 11.58%.Silicon Laboratories’s quarterly revenue was up 25.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted ($0.11) EPS.

Silicon Laboratories Stock Performance

Shares of NASDAQ SLAB traded up $2.61 during midday trading on Thursday, reaching $206.02. 1,709,102 shares of the stock were exchanged, compared to its average volume of 727,892. 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 $6.77 billion, a P/E ratio of -78.10 and a beta of 1.56. The company has a 50 day simple moving average of $140.90 and a 200 day simple moving average of $135.10.

Insider Activity at Silicon Laboratories

In other Silicon Laboratories news, SVP Brandon Tolany sold 4,246 shares of the firm’s stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $140.17, for a total transaction of $595,161.82. Following the completion of the sale, the senior vice president owned 62,381 shares of the company’s stock, 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Nina Richardson sold 1,355 shares of Silicon Laboratories stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total value 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 7,555 shares of company stock valued at $1,073,528 over the last quarter. 1.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Silicon Laboratories

A number of institutional investors have recently made changes to their positions in SLAB. AQR Capital Management LLC raised its stake in shares of Silicon Laboratories by 1,970.7% in the 2nd quarter. AQR Capital Management LLC now owns 370,492 shares of the semiconductor company’s stock valued at $54,516,000 after acquiring an additional 352,600 shares during the period. Squarepoint Ops LLC increased its holdings in Silicon Laboratories by 113.6% in the 3rd quarter. Squarepoint Ops LLC now owns 358,016 shares of the semiconductor company’s stock valued at $46,947,000 after purchasing an additional 190,421 shares during the last quarter. Comerica Bank raised its position in Silicon Laboratories by 1,172.6% in the third quarter. Comerica Bank now owns 118,262 shares of the semiconductor company’s stock valued at $15,508,000 after purchasing an additional 108,969 shares during the period. Millennium Management LLC lifted its stake in Silicon Laboratories by 2,804.1% during the first quarter. Millennium Management LLC now owns 99,842 shares of the semiconductor company’s stock worth $11,239,000 after purchasing an additional 96,404 shares in the last quarter. Finally, UBS Group AG boosted its position in shares of Silicon Laboratories by 27.3% during the third quarter. UBS Group AG now owns 330,818 shares of the semiconductor company’s stock worth $43,380,000 after buying an additional 70,914 shares during the period.

Analyst Ratings Changes

Several research analysts have recently weighed in on SLAB shares. Royal Bank Of Canada upped their target price on Silicon Laboratories from $160.00 to $205.00 and gave the stock a “sector perform” rating in a research note on Thursday. Needham & Company LLC lowered Silicon Laboratories from a “buy” 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 note on Monday, December 29th. KeyCorp cut shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a research report on Wednesday. Finally, Benchmark downgraded shares of 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, seven have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target 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 acquire Silicon Labs for $231.00 per share in cash (~$7.5 billion enterprise value); TI cites complementary product sets and expects ~ $450M of annual manufacturing/operational synergies within three years — this deal sets a definitive cash floor for SLAB shares and is the main reason the stock rose. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction: SLAB shares spiked to multi‑year highs and trading was temporarily halted ahead of the announcement — typical when an all‑cash takeover is announced and investors reprice toward the offer. Silicon Laboratories touches 4-year high on $7.5B merger
• Positive Sentiment: Operational update: SLAB reported Q4 results that beat consensus (EPS $0.56 vs. $0.54; revenue up ~25% YoY) — solid execution that supports valuation and likely made the company more attractive as an acquisition target. Silicon Labs reports Q4 and full-year 2025 results
• Neutral Sentiment: M&A materials and calls are being circulated (investor / M&A call transcripts and slides) — useful for due diligence but unlikely to change the immediate deal economics unless new disclosures emerge. SLAB M&A call transcript
• Negative Sentiment: Multiple law firms (Halper Sadeh, Kahn Swick & Foti, Monteverde & Associates, Brodsky & Smith) have launched investigations into whether the sale process and price are fair — potential litigation or shareholder challenges could slow closing or increase transaction risk/costs. Halper Sadeh LLC encourages SLAB shareholders to contact the firm
• Negative Sentiment: Several sell‑side firms (KeyBanc, Needham, Benchmark) downgraded SLAB to Hold following the deal — analysts may be signaling limited upside beyond the offer price or concerns about longer‑term stand‑alone prospects. KeyBanc downgrades Silicon Laboratories
• Negative Sentiment: Unusual options activity showed a spike in put buying ahead of/around the news — could indicate some traders were positioning for deal risk or a pullback; watch open interest and volumes if you trade derivatives.

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.