What is KeyCorp’s Forecast for SLAB Q1 Earnings?

Silicon Laboratories, Inc. (NASDAQ:SLAB) – Investment analysts at KeyCorp issued their Q1 2027 earnings estimates for Silicon Laboratories in a research note issued on Wednesday, February 4th. KeyCorp analyst J. Vinh anticipates that the semiconductor company will post earnings per share of $0.37 for the quarter. KeyCorp 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 2027 earnings at $0.59 EPS, Q3 2027 earnings at $0.86 EPS, Q4 2027 earnings at $0.78 EPS and FY2027 earnings at $2.60 EPS.

Other equities research analysts have also recently issued research reports about the company. Weiss Ratings reiterated a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Monday, December 29th. Citigroup upped their price target on shares of Silicon Laboratories from $135.00 to $231.00 and gave the stock a “neutral” rating in a research report on Friday. Royal Bank Of Canada increased their price target on shares of Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a research note on Thursday. Benchmark lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday, February 4th. Finally, Needham & Company LLC downgraded shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Silicon Laboratories currently has a consensus rating of “Hold” and a consensus target price of $167.78.

Silicon Laboratories Stock Performance

SLAB opened at $206.50 on Monday. The business’s 50-day simple moving average is $144.06 and its 200 day simple moving average is $135.93. Silicon Laboratories has a 52-week low of $82.82 and a 52-week high of $208.84. The firm has a market capitalization of $6.78 billion, a PE ratio of -103.77 and a beta of 1.56.

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

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Silicon Laboratories by 3.1% in the fourth quarter. Vanguard Group Inc. now owns 3,992,407 shares of the semiconductor company’s stock valued at $521,808,000 after acquiring an additional 121,432 shares during the period. State Street Corp raised its stake in Silicon Laboratories by 0.5% in the 2nd quarter. State Street Corp now owns 1,517,813 shares of the semiconductor company’s stock worth $223,665,000 after purchasing an additional 7,139 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Silicon Laboratories by 0.9% in the 2nd quarter. Geode Capital Management LLC now owns 810,736 shares of the semiconductor company’s stock valued at $119,484,000 after purchasing an additional 7,519 shares during the period. Invesco Ltd. grew its position in shares of Silicon Laboratories by 3.5% during the 3rd quarter. Invesco Ltd. now owns 755,142 shares of the semiconductor company’s stock worth $99,022,000 after purchasing an additional 25,273 shares in the last quarter. Finally, AQR Capital Management LLC grew its position in shares of Silicon Laboratories by 89.5% during the 3rd quarter. AQR Capital Management LLC now owns 701,919 shares of the semiconductor company’s stock worth $91,109,000 after purchasing an additional 331,427 shares in the last quarter.

Insider Activity

In other news, SVP Brandon Tolany sold 4,246 shares of the stock in a transaction that occurred 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 transaction, the senior vice president owned 62,381 shares in the company, valued at approximately $8,743,944.77. This trade represents a 6.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Nina Richardson sold 1,355 shares of Silicon Laboratories 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 sale, 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. Over 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.

More Silicon Laboratories News

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.