SLAB

SILICON LABORATORIES INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001038074
$217.50 +0.09% $7.2B
High Impact Filing (8/10)
Vol
Market Cap$7.2B
Cap SizeMid Cap
Inst. Holders8 funds
Inst. Value$1.4B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$1.7M
Reddit Sentiment60° Warm
SEC Reports4
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001038074·Prev Close $217.31

Recent Activity

May 18, 2026 Insider
Johnson Robert Matthew sold 8,024 shares
President & CEO @ $216.83 ($1.7M)
May 15, 2026 Insider
Tolany Brandon sold 4,160 shares
Sr VP WW Sales & Marketing @ $216.59 ($901.0K)
May 15, 2026 Insider
MAULDIN MARK D sold 858 shares
Chief Accounting Officer @ $216.59 ($185.8K)
Apr 29, 2026 earnings_calendar
SLAB Q1 2026 Earnings Scheduled — 2026-04-29
Mar 27, 2026 SEC
Silicon Laboratories (SLAB) is being acquired by Texas Instruments (TXN) in an all-cash deal valued at $231.00 per share
DEFM14A — Impact 8/10
Mar 25, 2026 SEC
Silicon Laboratories Inc. (SLAB) filed a proxy statement supplement to correct an omission in the 'Potential Payments Up
DEFA14A — Impact 3/10
Mar 13, 2026 SEC
Silicon Laboratories Inc. (SLAB) has agreed to be acquired by Texas Instruments (TXN) in an all-cash transaction valued
PREM14A — Impact 9/10
Inst.
NORGES BANK — NEW
428,524 shares ($56.0M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$222.86 (Feb 2026)
Current $217.50 Low $200.00 Median $231.00 High $231.00 7 analysts
$200.00 $231.00

Analyst Ratings

Historical distribution33% buy · 18 analysts · last covering-analyst action Feb 2026
2Strong Buy
4Buy
12Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 6, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 5, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Feb 4, 2026 Keybanc DOWNGRADE Overweight → Sector Weight
Feb 4, 2026 Needham DOWNGRADE Buy → Hold
Feb 4, 2026 Benchmark DOWNGRADE Buy → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.68 ▲ +2.6% $0.63 — $0.72 516% YoY 7
Next Q $0.81 ▲ +0.7% $0.68 — $1.00 153% YoY 7
Current FY $2.75 ▲ +1.4% $2.30 — $3.17 198% YoY 10
Next FY $4.15 $3.25 — $5.04 51% YoY 8

Top Institutional Holders

FundValueMove
FMR LLC$644.1M
VANGUARD GROUP INC$521.8M
NORGES BANK$56.0MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$53.6MNEW
MORGAN STANLEY$53.2MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Johnson RobertSELL$1.7M
May 15, 2026Tolany BrandonF$901.0K
May 15, 2026MAULDIN MARKF$185.8K
May 15, 2026Johnson RobertF$2.2M
May 15, 2026CONRAD ROBERTF$791.2K

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
8 institutional holders with $1.4B total value (10,684,019 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1FMR LLC4,927,926$644.1M46.1%
2VANGUARD GROUP INC3,992,407$521.8M37.4%
3NORGES BANK428,524$56.0M4.0%NEW
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC409,964$53.6M3.8%NEW
5MORGAN STANLEY407,383$53.2M3.8%TRIM -25.6%
6BANK OF AMERICA CORP /DE/391,711$51.2M3.7%
7RENAISSANCE TECHNOLOGIES LLC69,998$9.1M0.7%ADD +32.3%
8WELLS FARGO & COMPANY/MN56,106$7.3M0.5%ADD +36.3%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW428,524$56.0M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD52,89869,998+32.3%$9.1M2025-Q4
TWO SIGMA INVESTMENTS, LPEXIT14,3630-100.0%$0.002025-Q4
UBS Group AGADD259,904330,818+27.3%$43.4M2025-Q3
RENAISSANCE TECHNOLOGIES LLCNEW52,898$6.9M2025-Q3
TWO SIGMA INVESTMENTS, LPNEW14,363$1.9M2025-Q3
NORGES BANKEXIT311,1880-100.0%$0.002025-Q3
MORGAN STANLEYTRIM593,726441,565-25.6%$65.1M2025-Q2
NORGES BANKNEW311,188$45.9M2025-Q2
UBS Group AGTRIM348,637259,904-25.5%$38.3M2025-Q2
WELLS FARGO & COMPANY/MNADD34,77047,404+36.3%$7.0M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT2,3630-100.0%$0.002025-Q2
UBS Group AGADD241,548348,637+44.3%$39.2M2025-Q1
CITADEL ADVISORS LLCTRIM59,20023,000-61.1%$2.6M2025-Q1
TWO SIGMA INVESTMENTS, LPNEW2,363$266.0K2025-Q1
NORGES BANKEXIT278,7130-100.0%$0.002025-Q1
NORGES BANKADD197,349278,713+41.2%$34.6M2024-Q4
UBS Group AGDOUBLED16,895241,548+1329.7%$30.0M2024-Q4
CITADEL ADVISORS LLCTRIM92,10059,200-35.7%$7.4M2024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT21,9980-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW417,805$48.3M2024-Q3
12 unique insiders with 1 transactions. Net insider value: -$1.7M ($0.00 bought, $1.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 18, 2026Johnson Robert MatthewPresident & CEOSELL8,024$216.83$1.7M
May 15, 2026Tolany BrandonSr VP WW Sales & MarketingF4,160$216.59$901.0K
May 15, 2026MAULDIN MARK DChief Accounting OfficerF858$216.59$185.8K
May 15, 2026Johnson Robert MatthewPresident & CEOF10,363$216.59$2.2M
May 15, 2026CONRAD ROBERT JSr VP and General ManagerF3,653$216.59$791.2K
May 15, 2026Butler Dean WarrenSr VP and CFOF6,291$216.59$1.4M
Apr 30, 2026Butler Dean WarrenSr VP and CFOA152$86.46$13.1K
Apr 30, 2026MAULDIN MARK DChief Accounting OfficerA18$86.46$1.6K
Apr 30, 2026Tolany BrandonSr VP WW Sales & MarketingA45$86.46$3.9K
Apr 23, 2026Wyatt ChristyDirectorA962$0.00$0.00
Apr 23, 2026Sadana SumitDirectorA962$0.00$0.00
Apr 23, 2026LOWE GREGG ADirectorA962$0.00$0.00
Apr 23, 2026Luther Sherri RDirectorA962$0.00$0.00
Apr 23, 2026BOCK WILLIAM GDirectorA962$0.00$0.00
Apr 23, 2026Richardson NinaDirectorA962$0.00$0.00
Apr 23, 2026SOOCH NAVDEEP SDirectorA1,226$0.00$0.00
Feb 15, 2026Butler Dean WarrenSr VP and CFOA11,033$0.00$0.00
Feb 15, 2026MAULDIN MARK DChief Accounting OfficerA3,153$0.00$0.00
Feb 15, 2026Johnson Robert MatthewPresident & CEOA25,218$0.00$0.00
Feb 15, 2026Tolany BrandonSr VP WW Sales & MarketingA8,669$0.00$0.00
Feb 15, 2026CONRAD ROBERT JSr VP and General ManagerA8,669$0.00$0.00
Feb 13, 2026MAULDIN MARK DChief Accounting OfficerF356$207.27$73.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 33% buy across 18 analysts — 2 strong buy, 4 buy, 12 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$222.86 mean target (Feb 2026)
$200.00 Low $231.00 High
MetricValue
Current Price$217.50
Target Low$200.00
Target Mean$222.86
Target Median$231.00
Target High$231.00
# Analysts7
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.68 $0.63 $0.72 515.5% +2.6% 3↑ 1↓ $0.2B 18.1% 7
Next Q
2026-09-30
$0.81 $0.68 $1.00 153.0% +0.7% 2↑ 2↓ $0.2B 17.1% 7
Current FY
2026-12-31
$2.75 $2.30 $3.17 198.4% +1.4% 4↑ 1↓ $0.9B 17.6% 10
Next FY
2027-12-31
$4.15 $3.25 $5.04 51.1% +0.1% 3↑ 1↓ $1.1B 16.1% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.677
7d ago$0.692-0.015
30d ago$0.660+0.017
60d ago$0.660+0.017
90d ago$0.660+0.017
5 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 6, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 4, 2026 Keybanc DOWNGRADE Overweight Sector Weight
Feb 4, 2026 Needham DOWNGRADE Buy Hold
Feb 4, 2026 Benchmark DOWNGRADE Buy Hold
Jan 15, 2026 RBC Capital INITIATE Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202624120033%
Apr 1, 202624120033%
Mar 1, 202624120033%
Feb 1, 20263771056%
Jan 1, 20263761059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 4, 2026160° Warm101

Recent Reddit Threads

Apr 29, 2026
earnings_calendar
SLAB Q1 2026 Earnings Scheduled — 2026-04-29
Mar 13, 2026
short_interest
FTD: SLAB — 3,960 shares ($0.8M) failed to deliver
Settlement: 20260313, Price: $202.07, FTD Value: $800,197.2, SILICON LABORATORIES INC
Mar 9, 2026
short_interest
FTD: SLAB — 12,505 shares ($2.5M) failed to deliver
Settlement: 20260309, Price: $202.70, FTD Value: $2,534,763.5, SILICON LABORATORIES INC
Mar 5, 2026
short_interest
FTD: SLAB — 3,528 shares ($0.7M) failed to deliver
Settlement: 20260305, Price: $203.58, FTD Value: $718,230.24, SILICON LABORATORIES INC