Needham & Company LLC Reiterates Hold Rating for Silicon Laboratories (NASDAQ:SLAB)

Silicon Laboratories (NASDAQ:SLAB)‘s stock had its “hold” rating reaffirmed by equities researchers at Needham & Company LLC in a research report issued on Wednesday,Benzinga reports.

A number of other equities research analysts have also recently weighed in on SLAB. Benchmark reiterated a “hold” rating on shares of Silicon Laboratories in a research note on Wednesday. Royal Bank Of Canada started coverage on shares of Silicon Laboratories in a research report on Thursday, January 15th. They issued a “sector perform” rating and a $160.00 price target for the company. KeyCorp reiterated a “sector weight” rating on shares of Silicon Laboratories in a research note on Wednesday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $154.25.

Silicon Laboratories Trading Up 49.1%

NASDAQ:SLAB traded up $67.14 during midday trading on Wednesday, hitting $203.76. 6,700,365 shares of the company were exchanged, compared to its average volume of 594,111. Silicon Laboratories has a fifty-two week low of $82.82 and a fifty-two week high of $207.50. The company has a market capitalization of $6.69 billion, a PE ratio of -77.33 and a beta of 1.56. The company has a fifty day simple moving average of $139.35 and a 200 day simple moving average of $134.62.

Silicon Laboratories (NASDAQ:SLAB) last issued its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.54 by $0.02. Silicon Laboratories had a negative return on equity of 6.04% and a negative net margin of 11.58%.The company had revenue of $208.21 million for the quarter, compared to analyst estimates of $207.63 million. During the same quarter last year, the company posted ($0.11) earnings per share. The business’s quarterly revenue was up 25.3% compared to the same quarter last year. As a group, equities research analysts expect that Silicon Laboratories will post -0.97 EPS for the current year.

Insider Activity

In related news, SVP Brandon Tolany sold 4,246 shares of the firm’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $140.17, for a total value of $595,161.82. Following the completion of the sale, the senior vice president owned 62,381 shares in the company, valued at $8,743,944.77. This trade represents a 6.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Nina Richardson sold 1,355 shares of the business’s stock in a transaction that occurred 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 owned 8,543 shares in the company, valued at $1,272,907. The trade was a 13.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,555 shares of company stock valued at $1,073,528 over the last three months. 1.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Silicon Laboratories

Several institutional investors have recently made changes to their positions in SLAB. First Horizon Corp purchased 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 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 buying an additional 86 shares in the last quarter. UMB Bank n.a. grew its position in 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 buying an additional 86 shares during the period. Mather Group LLC. acquired a new position in Silicon Laboratories during the third quarter worth about $39,000. Finally, Hantz Financial Services Inc. grew its holdings in shares of Silicon Laboratories by 189.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 362 shares of the semiconductor company’s stock worth $47,000 after acquiring an additional 237 shares during the period.

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, citing strategic fit in embedded wireless connectivity and ~$450M of expected annual synergies within three years — this takeover premium is the primary driver of the stock rally. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Silicon Labs beat Q4 estimates with $0.56 EPS vs. $0.54 consensus and revenue around $208M (year‑over‑year revenue growth strong), reinforcing the company’s operating momentum ahead of the deal close. Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Trading in SLAB was temporarily halted early in the session for “news pending,” consistent with the deal announcement and surrounding press flow; halts are procedural but can compress price movement until details are released.
• Neutral Sentiment: Analysts: Benchmark reiterated a “hold” on SLAB — the deal removes some near‑term coverage variability but broker opinions matter more for remaining public free float and arbitrage activity. Benzinga
• Negative Sentiment: Multiple shareholder‑rights law firms (Halper Sadeh LLC, Brodsky & Smith) announced investigations into whether the sale process and $231 price provide fair value, signaling potential litigation that could delay closing or pressure terms. Halper Sadeh LLC investigation
• Negative Sentiment: Unusual options activity: a large spike in put purchases (1,820 puts) suggests some market participants are betting on downside or seeking protection despite the takeover premium — watch open interest and arbitrage flows.

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.