Citigroup Forecasts Strong Price Appreciation for Silicon Laboratories (NASDAQ:SLAB) Stock

Silicon Laboratories (NASDAQ:SLAB) had its target price hoisted by investment analysts at Citigroup from $135.00 to $231.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has a “neutral” rating on the semiconductor company’s stock. Citigroup’s price objective indicates a potential upside of 11.86% from the stock’s current price.

SLAB has been the topic of several other research reports. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. Needham & Company LLC cut Silicon Laboratories from a “buy” rating to a “hold” rating in a research report on Wednesday. Benchmark downgraded Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. Royal Bank Of Canada raised their price objective on Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a research note on Thursday. Finally, KeyCorp downgraded shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a report on Wednesday. One equities research analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $167.78.

Silicon Laboratories Stock Performance

Shares of Silicon Laboratories stock opened at $206.50 on Friday. The stock has a market capitalization of $6.78 billion, a PE 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 stock has a 50 day moving average price of $144.06 and a two-hundred day moving average price of $135.96.

Silicon Laboratories (NASDAQ:SLAB) last issued its earnings results on Wednesday, February 4th. The semiconductor company reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.54 by $0.02. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The company had revenue of $208.21 million for the quarter, compared to analysts’ expectations of $207.63 million. During the same period last year, the business earned ($0.11) EPS. Silicon Laboratories’s quarterly revenue was up 25.3% compared to the same quarter last year. Research analysts forecast that Silicon Laboratories will post -0.97 EPS for the current year.

Insider Buying and Selling at Silicon Laboratories

In other news, SVP Brandon Tolany sold 4,246 shares of Silicon Laboratories stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $140.17, for a total transaction of $595,161.82. Following the sale, the senior vice president directly owned 62,381 shares in the company, valued at $8,743,944.77. The trade was a 6.37% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Nina Richardson sold 1,355 shares of the business’s stock in a transaction dated Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total transaction of $201,895.00. Following the completion of the transaction, 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 SEC filing for this sale provides additional information. In the last three months, insiders sold 7,555 shares of company stock worth $1,073,528. Insiders own 1.60% of the company’s stock.

Institutional Trading of Silicon Laboratories

Several hedge funds have recently added to or reduced their stakes in the stock. AQR Capital Management LLC grew its position in shares of Silicon Laboratories by 43.7% during the 1st quarter. AQR Capital Management LLC now owns 17,892 shares of the semiconductor company’s stock valued at $2,001,000 after acquiring an additional 5,439 shares during the period. Millennium Management LLC lifted its stake in Silicon Laboratories by 2,804.1% in the first quarter. Millennium Management LLC now owns 99,842 shares of the semiconductor company’s stock valued at $11,239,000 after purchasing an additional 96,404 shares during the last quarter. Jones Financial Companies Lllp grew its holdings in Silicon Laboratories by 121.4% during the first quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company’s stock valued at $56,000 after purchasing an additional 272 shares during the period. United Services Automobile Association purchased a new stake in Silicon Laboratories in the first quarter worth $235,000. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Silicon Laboratories by 1.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 97,156 shares of the semiconductor company’s stock worth $10,937,000 after buying an additional 1,679 shares during the last quarter.

Key Headlines Impacting 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.