Silicon Labs (SLAB) Schedules Virtual Investor Meeting
Silicon Labs (SLAB) is set to host a virtual investor meeting on February 25, facilitated by Benchmark, to discuss strategic initiatives and provide company updates. Despite facing revenue growth challenges and negative operating and net margins, the semiconductor firm maintains strong financial health with robust liquidity and low leverage. However, valuation metrics suggest the stock is overvalued, and technical indicators show it is in overbought territory, while insider selling raises some concerns.
Former Silicon Labs CEO bets big on AI to tackle manufacturing labor shortage
Former Silicon Labs CEO Tyson Tuttle and Andrew Peters have raised $30 million for their Austin-based AI startup, Circuit Inc., to address the growing labor shortage in manufacturing. The company's AI platform aims to help entry-level workers quickly gain the knowledge of veteran employees as the industry faces a significant number of unfilled jobs due to an aging workforce. Circuit has acquired Molecula for talent and is rapidly expanding its team and client base, including Culligan International and Four Hands, with significant backing from prominent Texas investors.
TI to Acquire Silicon Labs, Plus Other News in the Semiconductor World
Texas Instruments is set to acquire Silicon Labs for $7.5 billion in cash, aiming to integrate wireless offerings with TI's manufacturing and distribution. This move is part of several semiconductor deals in early February, including SiTime’s acquisition of Renesas’s timing business, Infineon's purchase of Ams Osram's non-optical sensor portfolio, and Siemens' acquisition of Canopus AI for AI-based metrology. These acquisitions highlight a trend of larger platforms consolidating specialized technologies for IoT, automotive, industrial, and semiconductor manufacturing applications.
Silicon Laboratories (SLAB) touches 4-year high on $7.5-billion merger
This article reports that Silicon Laboratories (SLAB) stock reached a four-year high following news of a $7.5 billion merger. The event appears to have significantly boosted investor confidence in the company.
Assessing Silicon Laboratories (SLAB) Valuation After A Strong Multi Month Share Price Run
Silicon Laboratories (SLAB) stock has seen significant gains recently, increasing 39% in the past month and 70% over three months. Despite this strong performance, the article questions if value remains, noting that analysts' average price target is only 7.5% above the current share price of $207.27. The most followed valuation narrative suggests the stock is 26.3% overvalued with a fair value of $164.13, primarily due to revised margin and P/E assumptions and potential risks in IoT adoption or competition.
Texas Instruments Buys Silicon Labs As AI And Valuation Questions Loom
Texas Instruments has announced its acquisition of Silicon Labs for approximately US$7.5 billion in an all-cash deal. This strategic move aims to bolster Texas Instruments' presence in analog and embedded semiconductors, particularly focusing on chips crucial for AI data center infrastructure. The acquisition comes as Texas Instruments' shares trade above analyst targets and Simply Wall St's estimated fair value, with investors now watching for integration details and capital allocation priorities.
All You Need to Know About Silicon Labs (SLAB) Rating Upgrade to Buy
Silicon Labs (SLAB) has received a Zacks Rank #2 (Buy) upgrade, indicating a positive outlook due to an upward trend in earnings estimates. This upgrade suggests that the company's improved underlying business and strong earnings picture could lead to increased buying pressure and a higher stock price. The Zacks ranking system emphasizes the predictive power of earnings estimate revisions for near-term stock movements, identifying SLAB as a strong candidate for market-beating returns.
Texas Instruments Buys Silicon Labs As AI And Valuation Questions Loom
Texas Instruments has announced an all-cash acquisition of Silicon Labs for approximately US$7.5 billion, expanding its presence in analog and embedded semiconductors, particularly for AI data center infrastructure. The deal is expected to be closely watched by investors for its integration path and impact on Texas Instruments' long-term growth and capital allocation strategies. However, Texas Instruments' shares are currently trading above analyst targets and Simply Wall St's fair value estimate, with flagged risks including debt concerns and dividend coverage.
7,046 Shares in Silicon Laboratories, Inc. $SLAB Acquired by Azzad Asset Management Inc. ADV
Azzad Asset Management Inc. ADV recently acquired 7,046 shares of Silicon Laboratories, Inc. (NASDAQ:SLAB) worth approximately $924,000 during the 3rd quarter. While Silicon Labs exceeded Q3 earnings expectations with $0.56 EPS and 25.3% year-over-year revenue growth, the company still reports negative net margin and return on equity. Analysts have a consensus "Hold" rating with a price target of $167.78, but insiders have sold approximately 7,555 shares totaling $1.07 million in the past 90 days.
Texas Instruments Bid Recasts Silicon Labs IoT Future With Cash Exit
Texas Instruments has agreed to acquire Silicon Laboratories (NasdaqGS:SLAB) in an all-cash deal valued at approximately US$7.5b to US$7.8b. This acquisition combines Texas Instruments' analog processing with Silicon Labs' wireless connectivity, aiming to create a global leader in embedded wireless connectivity for various applications. The deal offers Silicon Labs shareholders a fixed cash consideration of US$231 per share, shifting the focus from long-term IoT execution to the specifics of the deal terms and closing risks.
Allianz Asset Management GmbH Sells 21,300 Shares of Silicon Laboratories, Inc. $SLAB
Allianz Asset Management GmbH reduced its stake in Silicon Laboratories (NASDAQ:SLAB) by 12.7% in the third quarter, selling 21,300 shares. The move comes as Texas Instruments has agreed to acquire Silicon Labs in an all-cash deal valued at approximately $7.5 billion, or $231 per share. Despite the acquisition premium driving up the stock, Moody's has changed TI's outlook to negative, and several brokers have issued downgrades for SLAB due to financing and legal/activist concerns.
Texas Instruments buying Silicon Labs for $7.5 billion
Texas Instruments has agreed to acquire Silicon Laboratories, an Austin-based chipmaker specializing in the Internet of Things, for $7.5 billion in cash. This acquisition, priced at $231 per share with a 69% premium, marks TI's largest since 2011 and highlights the ongoing consolidation within the semiconductor market. The deal's significance is underscored by Texas Instruments' role as an economic barometer due to its influence on global supply chains.
TI Silicon Labs acquisition: TI to buy Silicon Labs for $7.5bn ...
Texas Instruments announced its acquisition of Silicon Labs for $7.5 billion in an all-cash deal, aiming to bolster its position in embedded wireless connectivity and expand into industrial and smart home markets. TI expects the acquisition to add about 1,200 Silicon Labs products and plans to "reshore" Silicon Labs' production to its own 300mm wafer fabs, predicting $450 million in annual synergies within three years. This move highlights TI's strategy to scale supply, reduce costs, and enhance its long-term embedded processing efforts.
Silicon Labs price target raised to $205 from $160 at RBC Capital
RBC Capital has increased its price target for Silicon Labs (SLAB) to $205 from $160, maintaining a Sector Perform rating. This adjustment follows the confirmation of Texas Instruments' (TXN) acquisition of Silicon Labs. RBC Capital notes that while other bidders are not entirely ruled out, the manufacturing and scale synergies, along with a significant take-out premium from TXN, make additional bids less probable.
Silicon Laboratories Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Silicon Laboratories Inc. - SLAB
Kahn Swick & Foti, LLC (KSF) is investigating the proposed sale of Silicon Laboratories Inc. (NasdaqGS: SLAB) to Texas Instruments Incorporated, specifically concerning the $231.00 per share cash offer. KSF aims to determine if this price and the process leading to the transaction are adequate, or if the Company is undervalued. Shareholders who believe the transaction undervalues Silicon Laboratories are encouraged to contact KSF to discuss their legal rights.
Silicon Labs Stock Soars. Why Texas Instruments Is Paying a Big Premium for the Acquisition.
Texas Instruments announced its acquisition of Silicon Laboratories, a mixed-signal chip manufacturer, in an all-cash transaction. This move signifies Texas Instruments' strong belief in the increasing demand for semiconductors that enable wireless connectivity. The acquisition is a strategic bet on the growth of smart homes, industrial automation, and commercial applications.
Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
Silicon Labs reported its financial results for the fourth quarter and full year 2025, with full-year revenue reaching $785 million, a 34% increase year-over-year. The company achieved strong growth in both Industrial & Commercial and Home & Life segments. Due to a pending acquisition by Texas Instruments, Silicon Labs canceled its scheduled earnings call and suspended forward-looking guidance.
Texas Instruments stock steadies after-hours as $7 billion Silicon Laboratories talks report surfaces
Texas Instruments (TXN) stock steadied in after-hours trading following reports of its potential $7 billion acquisition of Silicon Laboratories (SLAB). Silicon Labs shares surged by 28%, while TI saw a slight dip. This potential deal would mark one of TI's largest acquisitions, raising questions about its capital spending strategy amidst a cautious market environment for tech stocks.
Texas Instruments in advanced talks to buy Silicon Labs for about $7B, FT report
Texas Instruments (TXN) is reportedly in advanced discussions to acquire Silicon Labs (SLAB) for approximately $7 billion. A deal could be finalized in the coming days, valuing Silicon Labs at a significant premium over its current market capitalization of $4.4 billion. This information comes from a Financial Times report, citing sources familiar with the matter.
Silicon Labs Q4 2025 Earnings: A Crucial Test for IoT Recovery
Silicon Labs is set to release its Q4 2025 earnings on February 10, 2026, which will be a key indicator of its recovery from the IoT segment's cyclical downturn and customer inventory corrections. Investors will be focused on inventory levels, IoT demand, and the adoption of its Series 3 products. The report will also shed light on how strategic initiatives and technological advancements are contributing to future growth projections.
Silicon Labs Launches EFR32xG29 Series 2 Wireless SoCs
Mouser Electronics is now stocking the EFR32xG29 Series 2 Wireless System-on-Chips (SoCs) from Silicon Labs, including the EFR32MG29 and EFR32BG29. These advanced multi-protocol and Bluetooth Low Energy (LE)-optimized wireless solutions are designed for high-performance, low-power IoT devices, offering enhanced security with Secure Vault™ High and various MCU peripherals. They support multiple protocols like Zigbee, Thread, and Bluetooth LE, making them suitable for applications in smart homes, medical devices, and industrial automation.
9,087 Shares in Silicon Laboratories, Inc. $SLAB Acquired by Mitsubishi UFJ Trust & Banking Corp
Mitsubishi UFJ Trust & Banking Corp recently acquired 9,087 shares of Silicon Laboratories (NASDAQ:SLAB) valued at approximately $1.19 million. Other institutional investors have also adjusted their stakes in the semiconductor company. Despite beating Q3 EPS expectations, Silicon Labs remains unprofitable, and analyst sentiment is currently mixed with an average "Hold" rating.
Business Investments in the IoT and Where they Happen
With the IoT market projected to exceed $2 trillion by 2030, businesses are strategically investing in key areas such as connected healthcare, smart metering, and retail/supply chain optimization. The article highlights the importance of interoperable platforms and enhanced security, as exemplified by Silicon Labs' Series 3, to unlock the full potential of IoT-generated data for growth, efficiency, and competitive advantage. Significant advancements are also seen in ultra-low power Wi-Fi 6 for applications like battery-powered security cameras, expanding the possibilities for IoT adoption.
Silicon Laboratories Trying To Close In On Key Technical Benchmark
Silicon Laboratories (SLAB) saw its Relative Strength (RS) Rating improve from 64 to 73 on Thursday, indicating better market leadership. This upgrade highlights the stock's price behavior relative to other stocks. The article mentions related news about Silicon Labs benefiting from AI moving to the intelligent edge and previous RS rating increases.
Silicon Laboratories (NASDAQ:SLAB) Shares Gap Down - Time to Sell?
Silicon Laboratories (NASDAQ:SLAB) shares gapped down by about 4.8% on Monday, opening at $144.30. Analyst opinions on SLAB are mixed, with a consensus "Hold" rating and a target price of $154.25, though the company remains unprofitable despite beating recent EPS estimates. Insider selling activity has also been noted, with SVP Brandon Tolany and Director Nina Richardson selling shares totaling over $1 million.
New Cold Chain IoT Beacon Partnership and Analyst Coverage Might Change The Case For Investing In Silicon Laboratories (SLAB)
Silicon Laboratories (SLAB) recently garnered market attention due to RBC Capital initiating coverage and a new partnership with MOKOSMART for high-precision Bluetooth beacons aimed at cold chain visibility. While this collaboration aligns with Silicon Labs' IoT strategy, the article suggests it might not be an immediate catalyst, with focus remaining on newer Wi-Fi and Series 3 platforms, operating leverage, and upcoming Q4 2025 earnings. The company faces challenges like unprofitability and a lagging stock price, with fair value estimates showing significant variance among private investors.
FutureSource Says Silicon Labs’ Z-Wave Deal May Herald New Dawn for Smart Homes
The acquisition of Sigma Designs' Z-Wave operations by Silicon Labs for $240 million could be a significant step for the $6 billion Smart Home industry, addressing interoperability issues caused by multiple standard protocols. By potentially combining Z-Wave and ZigBee technologies, Silicon Labs could increase seamless integration between devices for various smart home applications like security, lighting, and climate control. This move could consolidate resources and expertise, improving both market-leading protocols to benefit the entire industry, while acknowledging future challenges from Bluetooth and Wi-Fi advancements.
New Cold Chain IoT Beacon Partnership and Analyst Coverage Might Change The Case For Investing In Silicon Laboratories (SLAB)
Silicon Laboratories (SLAB) has recently gained market attention due to RBC Capital initiating coverage and a new partnership with MOKOSMART for high-precision Bluetooth beacons in cold chain applications. While this expands the company's IoT footprint, the core investment narrative still hinges on the performance of its newer Wi-Fi and Series 3 platforms, operating leverage, and upcoming Q4 2025 earnings. Investors are advised to consider various perspectives before making investment decisions, especially given the company's current unprofitability and high sales multiples compared to peers.
Evaluating Silicon Labs (SLAB) Valuation After New Analyst Coverage And Bluetooth Partnership
Silicon Laboratories (SLAB) is gaining attention due to new analyst coverage and a Bluetooth beacon partnership, highlighting its wireless and IoT focus. Despite mixed past returns, the stock is currently trading around US$145, considered moderately undervalued with a narrative fair value near $150 based on growth and margin improvements from new wireless platforms. However, its P/S ratio is slightly above industry averages, suggesting potential risk if growth falters.
Silicon Laboratories Extends Wireless Reach With MOKOSMART Cold Chain Beacons
Silicon Laboratories and MOKOSMART have partnered to develop high-precision Bluetooth beacons for the global cold chain market, focusing on temperature-sensitive logistics such as food and pharmaceuticals. This collaboration enhances Silicon Labs' wireless and IoT solutions by applying them to critical industrial and logistics applications. The partnership aims to improve monitoring, traceability, and compliance in the cold chain, though its ultimate success depends on market adoption and integration challenges.
The Truth About Silicon Laboratories: Why Everyone Is Suddenly Watching SLAB
Silicon Laboratories (SLAB) is gaining attention as a sleeper tech stock, focusing on ultra-low-power chips and wireless technology for the Internet of Things (IoT). Despite not being a mainstream viral darling, its specialization in IoT connectivity, rather than general CPUs or AI GPUs, positions it uniquely for growth in a hyper-connected world. The stock is considered a research-required play due to its mid-cap volatility and dependence on semiconductor and IoT demand cycles, appealing to advanced retail traders and long-term tech believers.
Silicon Laboratories Extends Wireless Reach With MOKOSMART Cold Chain Beacons
Silicon Laboratories has partnered with MOKOSMART to introduce high-precision Bluetooth beacons aimed at the global cold chain market. This collaboration focuses on temperature-sensitive logistics, allowing for more accurate monitoring of perishable goods. The move strengthens Silicon Labs' position in the industrial and logistics sectors by applying its wireless and IoT expertise to critical, problem-driven applications like food and pharmaceutical safety.
RBC Capital Initiates Silicon Laboratories (SLAB), Waits for New Wi-Fi Tech to Gain Traction
RBC Capital has initiated coverage of Silicon Laboratories (SLAB) with a Sector Perform rating and a $160 price target, despite acknowledging improved market conditions. The firm is cautious and awaiting market adoption of SLAB's new Wi-Fi technology before recommending the stock. Silicon Labs also recently partnered with MOKOSMART to launch high-precision Bluetooth beacons aimed at the growing global cold chain market.
RBC Capital Initiates Silicon Laboratories (SLAB), Waits for New Wi-Fi Tech to Gain Traction
RBC Capital has initiated coverage on Silicon Laboratories (SLAB) with a Sector Perform rating and a $160 price target, acknowledging the company's emergence from supply chain issues. Despite a positive market trend, the firm is waiting to see the performance of the company's new Wi-Fi technology before recommending a buy. This comes after Silicon Labs partnered with MOKOSMART to launch Bluetooth beacons aimed at the growing global cold chain market.
Silicon Labs Announces Fourth Quarter 2025 Earnings Webcast
Silicon Labs announced that it will release its fourth quarter 2025 financial results on Tuesday, February 10, 2026. An earnings conference call will follow the release at 7:30 a.m. Central Time and will be available as a webcast and replay on the company's Investor Relations website.
Silicon Labs Announces Fourth Quarter 2025 Earnings Webcast
Silicon Labs (NASDAQ: SLAB) announced it will release its fourth quarter 2025 financial results on Tuesday, February 10, 2026. This will be followed by an earnings conference call at 7:30 a.m. Central Time, streamed from the Investor Relations section of the company's website. A replay will be available on the site through March 12, 2026.
SG Americas Securities LLC Sells 10,931 Shares of Silicon Laboratories, Inc. $SLAB
SG Americas Securities LLC significantly reduced its stake in Silicon Laboratories (NASDAQ:SLAB) by selling 10,931 shares, leaving them with 5,333 shares valued at $699,000. Despite the sell-off, Silicon Labs surpassed Q3 earnings and revenue estimates and provided Q4 2025 guidance. Analysts currently maintain a "Hold" rating on the stock with a consensus target price of $154.25.
Revolutionizing cold chain monitoring with next-gen temperature sensors
MOKOSMART and Silicon Labs have partnered to introduce two new Bluetooth temperature loggers, the M4 Pro and S05T, designed to enhance cold chain monitoring. These sensors feature ultra-low power consumption, a compact and rugged IP67-rated design, and real-time accurate temperature tracking to address challenges in transporting perishable goods. The collaboration aims to provide businesses with improved data insights and proactive alerting capabilities for various cold chain applications.
Stephens Investment Management Group LLC Has $38.65 Million Holdings in Silicon Laboratories, Inc. $SLAB
Stephens Investment Management Group LLC decreased its stake in Silicon Laboratories (NASDAQ:SLAB) by 5.7% in the third quarter, now holding 294,710 shares valued at approximately $38.65 million. Several other institutional investors also adjusted their positions in the company. Insiders, including SVP Brandon Tolany and Director Nina Richardson, have been net sellers, with 7,555 shares sold totaling over $1 million in the last 90 days.
Analysts Have Conflicting Sentiments on These Technology Companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB) and SPS Commerce (SPSC)
This article examines analyst ratings for three technology companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB), and SPS Commerce (SPSC). SailPoint received a "Strong Buy" consensus with a significant upside, while Silicon Laboratories had a "Moderate Buy" consensus with minimal upside, and SPS Commerce also garnered a "Moderate Buy" with a modest upside. The report details specific analyst ratings and price targets for each company.
Analysts Have Conflicting Sentiments on These Technology Companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB) and SPS Commerce (SPSC)
This article summarizes analyst sentiments on three technology companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB), and SPS Commerce (SPSC). RBC Capital maintained a Buy rating on SailPoint with a $26.00 price target, while Barclays issued a Hold rating on Silicon Laboratories with a $130.00 price target. Citi maintained a Buy rating on SPS Commerce with a $110.00 price target.
Silicon Laboratories (NASDAQ:SLAB) Raised to Hold at Royal Bank Of Canada
Royal Bank of Canada upgraded Silicon Laboratories (NASDAQ:SLAB) to a "Hold" rating, aligning with the consensus "Hold" rating and a target price of $154.25 among analysts. The company reported slightly better-than-expected Q3 earnings with EPS of $0.32 and revenue of $206 million but continues to face negative net margin and return on equity. Insider selling has occurred recently, even as institutional investors like SG Americas and Tudor Investment Corp increased their positions.
Analysts Have Conflicting Sentiments on These Technology Companies: SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB) and SPS Commerce (SPSC)
This article examines analyst sentiments for SailPoint, Inc. (SAIL), Silicon Laboratories (SLAB), and SPS Commerce (SPSC). SailPoint received a Strong Buy consensus with a significant upside, while Silicon Laboratories had a Moderate Buy with a smaller upside. SPS Commerce also garnered a Moderate Buy rating with a notable upside from current levels.
Assessing Silicon Labs (SLAB) Valuation After CES 2026 IoT And Security Showcases
Silicon Laboratories (SLAB) showcased its IoT portfolio and new Simplicity SDK for Zephyr at CES 2026, while also appointing a new Chief Information Security Officer. The stock has seen recent momentum with a 10.78% 30-day return, and analysts generally assess its fair value to be near its current trading price of US$149.05. However, the company's P/S ratio of 6.6x suggests it might be overvalued compared to its peers.
Richardson, director at Silicon Labs, sells $201,895 in stock
Nina Richardson, a director at Silicon Laboratories INC (NASDAQ:SLAB), sold 1,355 shares of company stock for $201,895 on January 13, 2026, according to an SEC filing. Following the transaction, Richardson directly holds 8,543 shares. Despite a favorable financial health score from InvestingPro analysis, the semiconductor company, with a market cap of approximately $5 billion, appears overvalued.
Insider Sell: Nina Richardson Sells Shares of Silicon Laboratories Inc (SLAB)
Nina Richardson, a Director at Silicon Laboratories Inc (SLAB), sold 1,355 shares of the company on January 13, 2026, bringing her total ownership to 8,543 shares. This transaction aligns with a trend of 13 insider sells and no insider buys at the company over the past year. On the sale date, SLAB shares traded at $149, indicating the stock is fairly valued compared to its GF Value of $142.24.
Silicon Laboratories (NASDAQ:SLAB) Director Sells $201,895.00 in Stock
Silicon Laboratories (NASDAQ:SLAB) Director Nina Richardson sold 1,355 shares of the company's stock, totaling $201,895, on January 13th. This transaction reduced her stake by 13.69% to 8,543 shares. The company recently reported quarterly earnings topping estimates but still faces negative net margins, with analysts maintaining a "Hold" rating for the stock.
Assessing Silicon Labs (SLAB) Valuation After CES 2026 IoT And Security Showcases
Silicon Laboratories (SLAB) showcased its IoT portfolio and new Simplicity SDK for Zephyr at CES 2026, alongside appointing a new CISO, signaling a focus on secure and energy-efficient connected devices. While recent stock momentum is positive, with a 30-day return of 10.78%, the company's valuation is currently assessed as 1% undervalued based on a popular narrative, placing its fair value close to its current trading price. However, another view suggests the stock appears expensive with a P/S ratio of 6.6x compared to peers at 4.3x.
Richardson, director at Silicon Labs, sells $201,895 in stock
Nina Richardson, a director at Silicon Laboratories INC (NASDAQ:SLAB), sold 1,355 shares of company stock for $201,895, executed under a pre-arranged 10b5-1 trading plan. The semiconductor company is expected to report earnings soon and analysts predict profitability for the current year, despite being deemed overvalued by InvestingPro's Fair Value model. Recent developments also include solid Q3 2025 financial results, new coverage from RBC Capital, and the appointment of a new Chief Information Security Officer.
Silicon Laboratories (NASDAQ:SLAB) Earns Sector Perform Rating from Analysts at Royal Bank Of Canada
Royal Bank of Canada initiated coverage on Silicon Laboratories (NASDAQ:SLAB) with a "sector perform" rating and a $160 price target, representing a potential upside of 7.35%. This aligns with a broader "Hold" consensus among analysts, despite the company reporting negative net margins and ROE. Insider selling activity was noted from SVP Brandon Tolany, while institutional investors like AQR and Millennium Management increased their holdings.
