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

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

Analysts Set New Price Targets

A number of analysts recently commented on the stock. Morgan Stanley decreased their price objective on shares of Silicon Laboratories from $157.00 to $144.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 6th. Stifel Nicolaus lifted their target price on shares of Silicon Laboratories from $144.00 to $160.00 and gave the company a “buy” rating in a research note on Friday, July 18th. Susquehanna lifted their target price on shares of Silicon Laboratories from $110.00 to $150.00 and gave the company a “neutral” rating in a research note on Tuesday, July 22nd. Barclays lifted their target price on shares of Silicon Laboratories from $100.00 to $130.00 and gave the company an “equal weight” rating in a research note on Tuesday, August 5th. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Wednesday, October 8th. Five equities research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Silicon Laboratories presently has an average rating of “Hold” and a consensus price target of $151.13.

Silicon Laboratories Stock Down 2.1%

Shares of SLAB traded down $2.73 during trading hours on Tuesday, hitting $125.23. The company had a trading volume of 108,700 shares, compared to its average volume of 366,857. The firm has a market cap of $4.11 billion, a price-to-earnings ratio of -38.89 and a beta of 1.51. The business has a fifty day moving average of $133.87 and a 200-day moving average of $131.30. Silicon Laboratories has a 12 month low of $82.82 and a 12 month high of $160.00.

Silicon Laboratories (NASDAQ:SLAB) last announced its earnings results on Tuesday, August 5th. The semiconductor company reported $0.11 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.09 by $0.02. Silicon Laboratories had a negative net margin of 14.88% and a negative return on equity of 7.21%. The company had revenue of $192.85 million during the quarter, compared to analysts’ expectations of $192.57 million. During the same quarter in the previous year, the business posted ($0.56) earnings per share. Silicon Laboratories’s quarterly revenue was up 32.6% on a year-over-year basis. On average, equities analysts expect 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 1,800 shares of the stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $133.57, for a total transaction of $240,426.00. Following the completion of the sale, the senior vice president owned 62,328 shares of the company’s stock, valued at approximately $8,325,150.96. This represents a 2.81% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Over the last three months, insiders have sold 12,070 shares of company stock worth $1,703,472. Corporate insiders own 1.60% of the company’s stock.

Hedge Funds Weigh In On Silicon Laboratories

A number of institutional investors and hedge funds have recently modified their holdings of the business. Jones Financial Companies Lllp boosted its holdings in Silicon Laboratories by 121.4% in 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 in the last quarter. Canada Pension Plan Investment Board grew its stake in shares of Silicon Laboratories by 75.0% in the second 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 in the last quarter. Tidal Investments LLC acquired a new stake in shares of Silicon Laboratories in the second quarter valued at $203,000. M&T Bank Corp acquired a new stake in shares of Silicon Laboratories in the second quarter valued at $221,000. Finally, Oxford Asset Management LLP acquired a new stake in shares of Silicon Laboratories in the second quarter valued at $225,000.

About Silicon Laboratories

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.