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

Silicon Laboratories (NASDAQ:SLAB) announced its quarterly earnings data on Wednesday. The semiconductor company reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.54 by $0.02, FiscalAI reports. Silicon Laboratories had a negative net margin of 11.58% and a negative return on equity of 6.04%. The firm had revenue of $208.21 million during the quarter, compared to the consensus estimate of $207.63 million. During the same quarter last year, the firm earned ($0.11) earnings per share. The firm’s revenue was up 25.3% compared to the same quarter last year.

Silicon Laboratories Stock Performance

NASDAQ SLAB traded up $2.54 during trading hours on Thursday, reaching $205.95. The company’s stock had a trading volume of 1,825,449 shares, compared to its average volume of 732,392. The company’s 50-day moving average is $140.90 and its two-hundred day moving average is $135.10. Silicon Laboratories has a fifty-two week low of $82.82 and a fifty-two week high of $207.50. The stock has a market cap of $6.77 billion, a PE ratio of -78.04 and a beta of 1.56.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the company. Needham & Company LLC downgraded Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. KeyCorp cut Silicon Laboratories from an “overweight” rating to a “hold” rating in a research report on Wednesday. Benchmark downgraded Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Monday, December 29th. Finally, Royal Bank Of Canada increased their price target on shares of Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a report on Thursday. One analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Silicon Laboratories has a consensus rating of “Hold” and an average price target of $159.88.

Trending Headlines about 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.

Insider Transactions at Silicon Laboratories

In other Silicon Laboratories news, Director Nina Richardson sold 1,355 shares of the company’s stock in a transaction dated Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total value of $201,895.00. Following the sale, the director owned 8,543 shares of the company’s stock, valued at $1,272,907. This represents a 13.69% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Brandon Tolany sold 4,246 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 62,381 shares of the company’s stock, valued at approximately $8,743,944.77. This trade represents a 6.37% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 7,555 shares of company stock valued at $1,073,528. 1.60% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Silicon Laboratories

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

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.