Silicon Laboratories (NASDAQ:SLAB) Cut to Hold at Benchmark

Benchmark cut shares of Silicon Laboratories (NASDAQ:SLAB) from a buy rating to a hold rating in a research note issued to investors on Wednesday, MarketBeat Ratings reports.

Other equities research analysts have also issued reports about the stock. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a report on Monday, December 29th. Royal Bank Of Canada assumed coverage on Silicon Laboratories in a research report on Thursday, January 15th. They set a “sector perform” rating and a $160.00 price objective on the stock. One equities research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $167.78.

Silicon Laboratories Stock Up 0.6%

SLAB opened at $206.50 on Wednesday. The firm has a market cap of $6.78 billion, a P/E ratio of -103.77 and a beta of 1.56. Silicon Laboratories has a 52 week low of $82.82 and a 52 week high of $208.84. The business has a fifty day simple moving average of $144.06 and a 200-day simple moving average of $136.00.

Silicon Laboratories (NASDAQ:SLAB) last announced its earnings results on Wednesday, February 4th. 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 during the quarter, compared to analysts’ expectations of $207.63 million. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.Silicon Laboratories’s revenue for the quarter was up 25.3% on a year-over-year basis. During the same period last year, the business posted ($0.11) EPS. Sell-side analysts expect that Silicon Laboratories will post -0.97 earnings per share for the current year.

Insider Buying and Selling at Silicon Laboratories

In other Silicon Laboratories news, Director Nina Richardson sold 1,355 shares of the firm’s stock in a transaction 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 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 ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Brandon Tolany sold 4,246 shares of the company’s stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $140.17, for a total value 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 represents a 6.37% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,555 shares of company stock worth $1,073,528 in the last three months. 1.60% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Silicon Laboratories

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Global Retirement Partners LLC boosted its stake in Silicon Laboratories by 37.3% in the fourth quarter. Global Retirement Partners LLC now owns 497 shares of the semiconductor company’s stock valued at $65,000 after acquiring an additional 135 shares in the last quarter. Covestor Ltd grew its stake in Silicon Laboratories by 260.3% during the 4th quarter. Covestor Ltd now owns 281 shares of the semiconductor company’s stock worth $37,000 after buying an additional 203 shares during the last quarter. ProShare Advisors LLC increased its position in Silicon Laboratories by 15.3% during the fourth quarter. ProShare Advisors LLC now owns 11,588 shares of the semiconductor company’s stock worth $1,515,000 after buying an additional 1,537 shares during the period. Auxano Advisors LLC purchased a new stake in Silicon Laboratories in the fourth quarter valued at approximately $1,031,000. Finally, Thrivent Financial for Lutherans boosted its holdings in shares of Silicon Laboratories by 312.9% in the fourth quarter. Thrivent Financial for Lutherans now owns 467,958 shares of the semiconductor company’s stock valued at $61,162,000 after acquiring an additional 354,621 shares during the period.

Silicon Laboratories News Roundup

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

• Positive Sentiment: Deal premium from Texas Instruments: TI agreed to acquire Silicon Labs in an all‑cash transaction valuing SLAB at about $7.5 billion, at $231.00 per share — a material takeover premium that is the primary driver lifting SLAB shares. Silicon Labs Signs $7.5B TI Acquisition Deal
• Positive Sentiment: Price‑target convergence: Citigroup raised its SLAB target to $231 (neutral rating), effectively matching TI’s offer price and reinforcing the deal valuation in the market. Citigroup raises price target on Silicon Labs to $231
• Neutral Sentiment: Analyst model updates and guidance: KeyCorp issued updated quarterly and FY2026 EPS forecasts (mixed near‑term quarters but a positive FY2026 view), while RBC bumped its target to $205 with a “sector perform” rating — these keep analyst coverage active but are secondary to the takeover news. KeyCorp research on SLAB RBC raises price target
• Neutral Sentiment: Commentary and deal rationale: Several articles and analyst notes contextualize the transaction (strategic fit for TI’s fabs and AI/power markets). These shape longer‑term expectations but have less immediate price impact than the takeover premium. MarketBeat: Texas Instruments executes a $7.5B deal and strategy pivot
• Negative Sentiment: Financing/credit risk on acquirer: Moody’s changed TI’s outlook to negative citing the deal, which raises execution and timing risk for the transaction — a potential headwind if the acquirer’s credit profile is pressured. Moody’s changes TI outlook to negative over SLAB deal
• Negative Sentiment: Market skepticism / legal & options activity: Brokers (Needham, KeyBanc, Benchmark and others) issued downgrades or hold ratings and there was unusual volume in put options; additionally, Halper Sadeh LLC is soliciting SLAB shareholders — signals of investor caution and potential litigation/activism that could pressure shares or affect deal dynamics. Needham downgrade Put option activity Halper Sadeh solicitation

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.