Silicon Laboratories Sees Unusually Large Options Volume (NASDAQ:SLAB)

Silicon Laboratories, Inc. (NASDAQ:SLAB) was the recipient of unusually large options trading on Wednesday. Stock traders purchased 1,820 put options on the stock. This represents an increase of approximately 5,588% compared to the typical volume of 32 put options.

Wall Street Analyst Weigh In

Several research analysts have commented on SLAB shares. Benchmark reissued a “hold” rating on shares of Silicon Laboratories in a report on Wednesday. Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Monday, December 29th. KeyCorp restated a “sector weight” rating on shares of Silicon Laboratories in a report on Wednesday. Needham & Company LLC reaffirmed a “hold” rating on shares of Silicon Laboratories in a report on Wednesday. Finally, Royal Bank Of Canada began coverage on shares of Silicon Laboratories in a report on Thursday, January 15th. They issued a “sector perform” rating and a $160.00 target price for the company. One investment analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $154.25.

Insider Activity at Silicon Laboratories

In related news, Director Nina Richardson sold 1,355 shares of the business’s stock in a transaction that occurred 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 transaction, the director directly owned 8,543 shares of the company’s stock, valued at approximately $1,272,907. The trade was a 13.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Brandon Tolany sold 1,954 shares of the stock in a transaction that occurred on Friday, December 5th. The shares were sold at an average price of $141.49, for a total transaction of $276,471.46. Following the sale, the senior vice president directly owned 62,381 shares of the company’s stock, valued at approximately $8,826,287.69. This trade represents a 3.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 7,555 shares of company stock worth $1,073,528 in the last three months. 1.60% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Silicon Laboratories

Hedge funds have recently bought and sold shares of the business. AQR Capital Management LLC lifted its holdings 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 valued at $54,516,000 after buying an additional 352,600 shares in the last quarter. Westfield Capital Management Co. LP purchased a new position in shares of Silicon Laboratories during the third quarter worth approximately $44,887,000. Norges Bank bought a new stake in shares of Silicon Laboratories during the second quarter valued at approximately $45,857,000. Squarepoint Ops LLC boosted its holdings in shares of Silicon Laboratories by 113.6% in the third 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 during the period. Finally, American Century Companies Inc. grew its stake in Silicon Laboratories by 26.1% in the second quarter. American Century Companies Inc. now owns 643,142 shares of the semiconductor company’s stock worth $94,774,000 after purchasing an additional 132,964 shares in the last quarter.

Silicon Laboratories News Summary

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

• Positive Sentiment: Texas Instruments agreed to acquire Silicon Labs for $231.00 in cash per share, creating a combined embedded wireless connectivity leader and citing ~ $450M of expected annual manufacturing and operational synergies within three years. This provides immediate cash value to shareholders if the deal closes. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Silicon Labs reported Q4 results that beat consensus: $0.56 EPS vs. $0.54 estimate and year-over-year revenue growth, reinforcing the company’s operating momentum ahead of the deal. Silicon Labs Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Trading was halted pre-market for “news pending” ahead of the announcement, and the equity is seeing heavy volume as the market digests the transaction details. M&A News: Silicon Laboratories Stock Soars
• Neutral Sentiment: Several sell-side firms have simply reaffirmed “hold/sector weight” ratings; analysts’ coverage hasn’t shifted to buy calls yet, so professional sentiment appears cautious despite the bid. Analyst Reaffirmations
• Neutral Sentiment: Investors and analysts are discussing deal details on an M&A call and in transcripts; these may provide clarity on timing, approvals and integration plans. M&A Call Transcript
• Negative Sentiment: Multiple shareholder law firms (e.g., Kahn Swick & Foti, Halper Sadeh, Monteverde & Associates, Brodsky & Smith) have launched investigations into whether the sale process and price are fair; litigation risk could delay closing, alter terms or increase deal costs. KSF Investigates Proposed Sale
• Negative Sentiment: Unusual options activity showed a large spike in put buying ahead of/around the announcement, suggesting some market participants are hedging or expressing caution about deal completion or downside risk.

Silicon Laboratories Trading Up 48.9%

Shares of SLAB opened at $203.41 on Thursday. The company’s fifty day simple moving average is $140.90 and its 200-day simple moving average is $135.10. The company has a market cap of $6.68 billion, a P/E ratio of -77.05 and a beta of 1.56. Silicon Laboratories has a twelve month low of $82.82 and a twelve month high of $207.50.

Silicon Laboratories (NASDAQ:SLAB) last released its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.54 by $0.02. 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 analysts’ expectations of $207.63 million. During the same period in the previous year, the company earned ($0.11) EPS. The firm’s revenue for the quarter was up 25.3% compared to the same quarter last year. Analysts predict that Silicon Laboratories will post -0.97 earnings per share for the current fiscal year.

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.