Q1 Earnings Forecast for SLAB Issued By KeyCorp

Silicon Laboratories, Inc. (NASDAQ:SLAB) – Research analysts at KeyCorp issued their Q1 2026 EPS estimates for shares of Silicon Laboratories in a research note issued on Wednesday, February 4th. KeyCorp analyst J. Vinh expects that the semiconductor company will post earnings per share of ($0.07) for the quarter. KeyCorp currently has a “Hold” rating on the stock. The consensus estimate for Silicon Laboratories’ current full-year earnings is ($0.97) per share. KeyCorp also issued estimates for Silicon Laboratories’ Q2 2026 earnings at $0.12 EPS, Q3 2026 earnings at $0.35 EPS, Q4 2026 earnings at $0.28 EPS and FY2026 earnings at $0.68 EPS.

Silicon Laboratories (NASDAQ:SLAB) last released its earnings results on Wednesday, February 4th. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.54 by $0.02. The company had revenue of $208.21 million for the quarter, compared to the consensus estimate of $207.63 million. Silicon Laboratories had a negative net margin of 8.27% and a negative return on equity of 4.09%. Silicon Laboratories’s quarterly revenue was up 25.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned ($0.11) EPS.

SLAB has been the topic of a number of other reports. Citigroup upped their price target on Silicon Laboratories from $135.00 to $231.00 and gave the stock a “neutral” rating in a research note on Friday. Royal Bank Of Canada upped their target price on Silicon Laboratories from $160.00 to $205.00 and gave the stock a “sector perform” rating in a research report on Thursday. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a report on Monday, December 29th. Needham & Company LLC lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Benchmark lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. One investment analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $167.78.

Silicon Laboratories Trading Up 0.6%

Shares of NASDAQ SLAB opened at $206.50 on Friday. The firm has a market capitalization of $6.78 billion, a P/E ratio of -103.77 and a beta of 1.56. The firm’s 50-day moving average price is $144.06 and its 200-day moving average price is $136.00. Silicon Laboratories has a 1-year low of $82.82 and a 1-year high of $208.84.

Hedge Funds Weigh In On Silicon Laboratories

A number of hedge funds and other institutional investors have recently made changes to their positions in the stock. UMB Bank n.a. grew its position in Silicon Laboratories by 43.9% during the third quarter. UMB Bank n.a. now owns 282 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 86 shares during the period. EverSource Wealth Advisors LLC grew its position in shares of Silicon Laboratories by 45.7% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 274 shares of the semiconductor company’s stock valued at $36,000 after acquiring an additional 86 shares during the period. Advisors Asset Management Inc. increased its stake in shares of Silicon Laboratories by 17.6% during the 2nd quarter. Advisors Asset Management Inc. now owns 742 shares of the semiconductor company’s stock worth $109,000 after purchasing an additional 111 shares during the last quarter. Global Retirement Partners LLC raised its holdings in shares of Silicon Laboratories by 37.3% in the 4th quarter. Global Retirement Partners LLC now owns 497 shares of the semiconductor company’s stock worth $65,000 after purchasing an additional 135 shares during the period. Finally, Van Berkom & Associates Inc. raised its holdings in shares of Silicon Laboratories by 1.4% in the 4th quarter. Van Berkom & Associates Inc. now owns 10,013 shares of the semiconductor company’s stock worth $1,309,000 after purchasing an additional 140 shares during the period.

Insider Buying and Selling

In other Silicon Laboratories news, Director Nina Richardson sold 1,355 shares of the business’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 transaction, the director owned 8,543 shares of the company’s stock, valued at approximately $1,272,907. The trade was a 13.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Brandon Tolany sold 4,246 shares of the company’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $140.17, for a total value of $595,161.82. Following the completion of the transaction, the senior vice president owned 62,381 shares of the company’s stock, valued at $8,743,944.77. This trade represents a 6.37% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 7,555 shares of company stock worth $1,073,528 in the last 90 days. Company insiders own 1.60% of the company’s stock.

Trending Headlines about Silicon Laboratories

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

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.