Silicon Laboratories (NASDAQ:SLAB) Reaches New 1-Year High – What’s Next?

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

Key Headlines Impacting Silicon Laboratories

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

• Positive Sentiment: Texas Instruments announced an all-cash agreement to acquire Silicon Labs for $231.00 per share, valuing the deal at roughly $7.5 billion and projecting ~ $450 million of annual manufacturing and operational synergies within three years — a clear takeover premium that directly lifts SLAB’s valuation. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Market reaction: takeover reports triggered a large pre-market rally and a trading halt as investors priced in the deal, demonstrating strong near-term buying interest tied to the announced premium. 5 Things to Know Before the Stock Market Opens
• Positive Sentiment: Operational results: SLAB reported Q4 results that modestly beat estimates (EPS $0.56 vs. $0.54 consensus; revenue $208.2M vs. $207.6M) and highlighted 34% year-over-year revenue growth — evidence of solid top-line momentum that supports the company’s strategic value to an acquirer. Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Trading mechanics: the stock was temporarily halted for “News pending” during pre-market trading — a procedural step that can amplify volatility when resumed but does not change fundamentals.
• Negative Sentiment: Profitability concerns remain: despite revenue growth, Silicon Labs showed a negative net margin (~-11.6%) and negative return on equity, and analysts forecast negative full-year EPS — signals that SLAB’s standalone profitability and margin profile are a weakness acquirers must address. Silicon Laboratories Trading & Earnings Summary
• Negative Sentiment: Deal execution risk: while the terms are announced, mergers face regulatory review and integration challenges; any delays, required remedies, or execution missteps by either party could introduce downside vs. the announced cash price. Texas Instruments to buy chip designer Silicon Laboratories

Analyst Ratings Changes

A number of equities analysts recently weighed in on SLAB shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a report on Monday, December 29th. Royal Bank Of Canada began coverage on shares of Silicon Laboratories in a research report on Thursday, January 15th. They set a “sector perform” rating and a $160.00 target price for the company. Four equities research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $154.25.

Silicon Laboratories Stock Up 49.2%

The stock has a market cap of $6.70 billion, a P/E ratio of -77.21 and a beta of 1.56. The business’s 50-day simple moving average is $139.35 and its two-hundred day simple moving average is $134.62.

Silicon Laboratories (NASDAQ:SLAB) last announced its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.54 by $0.02. The company had revenue of $208.21 million for the quarter, compared to analysts’ expectations of $207.63 million. Silicon Laboratories had a negative net margin of 11.58% and a negative return on equity of 6.04%. Silicon Laboratories’s revenue was up 25.3% compared to the same quarter last year. During the same period in the prior year, the company posted ($0.11) EPS. Analysts anticipate that Silicon Laboratories, Inc. will post -0.97 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, SVP Brandon Tolany sold 4,246 shares of Silicon Laboratories stock in a transaction 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 completion of the transaction, the senior vice president directly owned 62,381 shares in the company, valued at approximately $8,743,944.77. The trade was a 6.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Nina Richardson sold 1,355 shares of the stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total value of $201,895.00. Following the sale, 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 disclosure for this sale is available in the SEC filing. Insiders sold 7,555 shares of company stock valued at $1,073,528 over the last ninety days. Corporate insiders own 1.60% of the company’s stock.

Institutional Trading of Silicon Laboratories

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of Silicon Laboratories by 3.1% during the 4th quarter. Vanguard Group Inc. now owns 3,992,407 shares of the semiconductor company’s stock valued at $521,808,000 after purchasing an additional 121,432 shares in the last quarter. State Street Corp raised its position in shares of Silicon Laboratories by 0.5% in the second quarter. State Street Corp now owns 1,517,813 shares of the semiconductor company’s stock worth $223,665,000 after buying an additional 7,139 shares in the last quarter. Geode Capital Management LLC boosted its stake in Silicon Laboratories by 0.9% during the second quarter. Geode Capital Management LLC now owns 810,736 shares of the semiconductor company’s stock valued at $119,484,000 after buying an additional 7,519 shares during the period. Invesco Ltd. boosted its stake in Silicon Laboratories by 3.5% during the third quarter. Invesco Ltd. now owns 755,142 shares of the semiconductor company’s stock valued at $99,022,000 after buying an additional 25,273 shares during the period. Finally, AQR Capital Management LLC grew its position in Silicon Laboratories by 89.5% during the third quarter. AQR Capital Management LLC now owns 701,919 shares of the semiconductor company’s stock worth $91,109,000 after buying an additional 331,427 shares in the last quarter.

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.