Silicon Laboratories (NASDAQ:SLAB) Given “Hold” Rating at Needham & Company LLC

Needham & Company LLC restated their hold rating on shares of Silicon Laboratories (NASDAQ:SLAB) in a report issued on Wednesday morning,Benzinga reports.

Other equities research analysts have also recently issued research reports about the company. KeyCorp reissued a “sector weight” rating on shares of Silicon Laboratories in a research note on Wednesday. Royal Bank Of Canada assumed coverage on Silicon Laboratories in a research report on Thursday, January 15th. They set a “sector perform” rating and a $160.00 price objective for the company. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. Finally, Benchmark reiterated a “hold” rating on shares of Silicon Laboratories in a research report on Wednesday. One equities research analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Silicon Laboratories presently has a consensus rating of “Hold” and a consensus target price of $154.25.

Silicon Laboratories Trading Up 48.9%

Silicon Laboratories stock opened at $203.41 on Wednesday. Silicon Laboratories has a 12-month low of $82.82 and a 12-month high of $207.50. The stock has a market cap of $6.68 billion, a P/E ratio of -77.05 and a beta of 1.56. The company has a 50-day moving average price of $140.90 and a 200 day moving average price of $135.10.

Silicon Laboratories (NASDAQ:SLAB) last posted its quarterly earnings results on Tuesday, February 10th. The semiconductor company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.54 by $0.02. The business had revenue of $208.21 million during the quarter, compared to analysts’ expectations of $207.63 million. Silicon Laboratories had a negative net margin of 11.58% and a negative return on equity of 6.04%. The business’s revenue for the quarter was up 25.3% on a year-over-year basis. During the same quarter in the prior year, the company posted ($0.11) EPS. As a group, analysts forecast that Silicon Laboratories will post -0.97 EPS for the current year.

Insider Transactions at Silicon Laboratories

In related news, Director Nina Richardson sold 1,355 shares of the company’s stock in a transaction that occurred on Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total transaction of $201,895.00. Following the sale, the director directly owned 8,543 shares of the company’s stock, valued at $1,272,907. This represents a 13.69% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Brandon Tolany sold 1,954 shares of the firm’s 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 completion of the transaction, the senior vice president directly owned 62,381 shares of the company’s stock, valued at $8,826,287.69. This represents a 3.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,555 shares of company stock worth $1,073,528 over the last quarter. Insiders own 1.60% of the company’s stock.

Institutional Trading of Silicon Laboratories

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

More Silicon Laboratories News

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 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.