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SLABSilicon Laboratories Inc.
$221.50$7.3B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
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SLAB logo

Silicon Laboratories Inc.

SLAB
NASDAQ · Semiconductors
$221.50
At close - USD
Market Cap$7.31B
P/E-111.9x
52W High$223.50
Volume387.92K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Revenue Rebound Accelerates Amid Persistent Operating Losses

Silicon Laboratories is executing a robust cyclical recovery, with revenue surging 34.3% year-over-year to $784.7M TTM and gross margins expanding 980 basis points to 61.6%, reflecting strong pricing power in its IoT-focused portfolio.

GrowthAccelerating
ProfitabilityStrained
ValuationExpensive
TechnicalsHealthy
Explore valuation models
MARKET ACTION

SLAB price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

-320% Peers

P/E is 320% below peer median

03

Market leadership

RS 69 · Avg

Average momentum (RS Rating: 69)

04

Healthy Uptrend

Uptrend

Price > 50DMA > 200DMA

Next CatalystEstimated earnings · Nov 11
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth accelerated to 18.3% sequentially in 2026Q2, reaching $228.2M, while gross margin expanded to 61.6%, yet operating margin remained negative at -4.7% due to R&D intensity of over 40% of revenue.

Analyst Consensus-17.2% target
Buy(38 analysts)
24 Buy14 Hold0 Sell

The Bull Case

Upside Catalysts

Semiconductor industry leadership

Silicon Laboratories operates in the Technology sector, specifically Semiconductors, and is recognized for its analog-intensive and mixed-signal integrated circuits.

Strategic acquisition by Texas Instruments

The company is being acquired by Texas Instruments in an all-cash transaction valued at $231.00 per share, totaling approximately $7.5 billion, indicating strong valuation confidence.

Innovation in low-power wireless

Silicon Labs is a leading innovator in low-power wireless technology, as highlighted in its 2025 Annual Report and 2026 Proxy Statement.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
SLAB+67.89%
S&P 500 (^GSPC)+7.63%
1-Year Return
SLAB+70.06%
S&P 500 (^GSPC)+9.69%
3-Year Return
SLAB+140.26%
S&P 500 (^GSPC)+68.89%
5-Year Return
SLAB+9.32%
S&P 500 (^GSPC)+56.90%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
-188.1x
Forward P/E
76.2x
EV/EBITDA100th %ile
5680.2x
FCF YieldCash Flow
N/A

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
-188.1x
53.4x
0th· Low
EV/EBITDA
5680.2x
150.2x
100th· High
Price/FCF
N/A
108.0x
N/A
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$29.58-86.6%
Base (Fair)$131.37-40.7%
Bull$50.60-77.2%
$29.58 Bear$131.37 Base$50.60 Bull
Current Market Price: $221.50
Trades at a 68.6% premium to Base DCF ($131.37)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$785M+34.3% YoY
Net income FY25
-$65M+66.0% YoY
Free cash flow FY25
$66M+356.4% YoY
Operating margin FY25
-9%+19.3 pts YoY
ROIC (FY25)-6.8%
Avg ROIC 5Y-
ROE (FY25)-6%
Piotroski Score5 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate11/12 (92%)
Revenue Beat Rate6/12 (50%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 11, 2026
$0.71+2.9%
vs $0.69
$228M+0.1%
vs $228M
Q2 2026
May 5, 2026
$0.53+8.2%
vs $0.49
$214M-0.2%
vs $214M
Q1 2026
Feb 4, 2026
$0.56+3.7%
vs $0.54
$208M+0.2%
vs $208M
Q4 2025
Nov 4, 2025
$0.32+6.7%
vs $0.30
$206M-2.8%
vs $212M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
GlobeNewsWire·5d ago
POET Technologies Names Giovanni Pacelli CFO

TORONTO, Nov. 02, 2026 (GLOBE NEWSWIRE) -- POET Technologies Inc. (NASDAQ: POET) today appointed Giovanni M. Pacelli as Chief Financial Officer (CFO), effective November 2, 2026.

Defense World·Oct 21, 2026
Kapitalo Investimentos Ltda Purchases New Shares in Silicon Laboratories, Inc. $SLAB

Kapitalo Investimentos Ltda purchased a new stake in Silicon Laboratories, Inc. (NASDAQ: SLAB) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 10,867 shares of the semiconductor company's stock, valued at approximately $2,408,000. Other institutional investors have also

24/7 Wall Street·Oct 19, 2026
These 3 Chip Giants Turn Massive Cash Flow Into Growing Dividends

Most income investors write off chipmakers the moment they see the yield, but a handful of semiconductor companies have been quietly compounding their payouts through recessions, factory buildouts, and market downturns in ways that reframe what a dividend stock can

GuruFocus·Oct 7, 2026
Silicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge Intelligence

Silicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge IntelligencePR NewswireAUSTIN, Texas, Oct. 7, 2026Simplicity AI SDK with n

Filtered for Silicon Laboratories Inc.More Headlines
04

Compare before deciding

Benchmark SLAB against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Silicon Laboratories Inc. (SLAB)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
SLAB logoSLABSilicon Laboratories Inc.Current
$221.50$7.31B-111.8734.29%-8.27%-5.97%—
SWKS logoSWKSSkyworks Solutions, Inc.
$82.19$12.37B26.69-2.18%7.23%5.04%3.39%
QRVO logoQRVOQorvo, Inc.
$114.17$10.07B31.54-1.09%10.95%11.39%—
MTSI logoMTSIMACOM Technology Solutions Holdings, Inc.
$210.98$16.1B-289.0132.58%20.7%17.09%—
SMTC logoSMTCSemtech Corporation
$103.21$9.61B-224.37—10.75%20.98%—
FORM logoFORMFormFactor, Inc.
$81.12$6.32B117.572.8%17.72%15.83%—

Compare SLAB vs Peers

Silicon Laboratories Inc. (SLAB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs SWKS

Most directly comparable listed peer for SLAB.

Scale Benchmark

vs MSFT

Larger-name benchmark to compare SLAB against a more recognizable public peer.

Peer Set

Compare Top 5

vs SWKS, QRVO, MTSI, SMTC

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

SLAB SEC Filings & Documents

Silicon Laboratories Inc. (SLAB) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 11, 2026·SEC

Material company update

May 26, 2026·SEC

Material company update

May 5, 2026·SEC

10-K Annual Reports

4
FY 2026

Feb 10, 2026·SEC

FY 2025

Feb 4, 2025·SEC

FY 2024

Feb 20, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 11, 2026·SEC

FY 2026

May 5, 2026·SEC

FY 2025

Nov 4, 2025·SEC

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SLAB Frequently Asked Questions

Silicon Laboratories Inc. (SLAB) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Silicon Laboratories Inc.'s revenue?

Silicon Laboratories Inc. (SLAB) reported $855.9M in revenue over the trailing twelve months. Revenue was $784.8M in fiscal year 2025. That is 1573% more than the $46.9M of fiscal year 1999.

How fast is Silicon Laboratories Inc. growing?

Silicon Laboratories Inc. (SLAB) grew revenue by 34.3% in fiscal year 2025, compared with the prior fiscal year.

Is SLAB profitable?

No. Silicon Laboratories Inc. (SLAB) reported a net loss of $39.1M over the trailing twelve months.

Dividend & Returns
What is SLAB's return on equity?

Silicon Laboratories Inc. (SLAB) had a return on equity (ROE) of -6.0% in fiscal year 2025. A negative ROE means the company lost money over the period.

What is Silicon Laboratories Inc.'s free cash flow?

Silicon Laboratories Inc. (SLAB) had negative free cash flow of $5.4M over the trailing twelve months.

What if you invested $1,000 in SLAB back in 1999?

Total return calculator · dividends reinvested · 27+ years of data

See returns →