DEFM14A ·Filed Mar 27, 2026

SLAB

SILICON LABORATORIES INC.
BULLISH
Impact 8/10
Horizonmonths Processed6mo ago SEC0001193125-26-128959
Notable filing: DEFM14A
Actionable Insight ▲ Bullish

Traders should note the significant premium offered and high likelihood of deal completion given the unanimous board support and lack of competing bids at closing price. The stock is likely to trade near the $231 offer price pending shareholder and regulatory approvals. Monitor for any developments on regulatory clearance, particularly from antitrust authorities in the U.S. and China.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
SLAB ▲ +5.88% at T+60d
LONG call ✓ call won +5.88% · α vs SPY -10.61% · entry $205.85 → $217.95
Entry anchored
Mar 27, 03:59 PM ET
via exchange tick
T+1d
+1.12%
call +1.12% · α -1.77%
$208.15
settled 6mo ago
T+5d
+2.02%
call +2.02% · α -2.28%
$210.00
settled 6mo ago
T+20d
+4.79%
call +4.79% · α -7.81%
$215.71
settled 5mo ago
T+60d
+5.88%
call +5.88% · α -10.61%
$217.95
settled 3mo ago

Price Chart

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Executive Summary

Silicon Laboratories (SLAB) is being acquired by Texas Instruments (TXN) in an all-cash deal valued at $231.00 per share, representing a 61% premium to the unaffected stock price. The transaction, expected to close in the first half of 2027, has been unanimously recommended by Silicon Labs' board and includes customary regulatory and shareholder approval conditions. Shareholders will vote on the merger at a special meeting on April 30, 2026.

Key Financial Metrics

Deal Value
$7.6B
Premium
61%
Deal Type
acquisition

Key Facts

  • Texas Instruments is acquiring Silicon Laboratories for $231.00 per share in cash
  • The deal represents a 61% premium to the 30-day volume-weighted average price and to the closing price on February 2, 2026
  • The board of directors of Silicon Labs unanimously approved the transaction and recommended shareholder approval
  • The merger consideration will be paid in cash, making SLAB a wholly-owned subsidiary of Texas Instruments
  • Shareholders will vote on the merger at a special meeting on April 30, 2026, with approval requiring a majority of outstanding shares
  • The transaction is subject to regulatory approvals including HSR Act clearance, with initial waiting period expiring April 20, 2026
  • The deal is expected to close in the first half of 2027, assuming timely receipt of approvals and satisfaction of closing conditions
  • Qatalyst Partners provided a fairness opinion that the merger consideration is fair from a financial point of view to Silicon Labs shareholders

Financial Impact

Total deal value of approximately $7.6 billion based on 32.97 million shares outstanding at $231 per share

share pricemarket capitalizationliquidity

Risk Factors

  • Regulatory approval risk, particularly from antitrust authorities in the U.S. (DOJ/FTC) and China
  • Risk of competing bids emerging before closing, though unlikely given Texas Instruments' superior offer
  • Potential delays in closing beyond the first half of 2027 if regulatory approvals take longer than expected
  • Deal could be terminated if conditions are not satisfied, including shareholder approval

Market Snapshot

Exchange
Nasdaq
Sector
Semiconductors & Related Devices

Investment Themes

Semiconductors

Documents Analyzed

This report is based on 2 SEC documents filed with EDGAR.

DocumentAccession Number
DEFM14A Filing (Primary)0001193125-26-128959
Document: d34834ddefm14a.htm0001193125-26-128959
8 reports for SLAB
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for SLAB — sortable, filterable
TypeNow
Sep 15, 2026
17d ago
Press Release
NEUTRAL ★ 2/10
$219.71 $221.25▲ +0.70%▼ −1.12%$222.76 (+1.39%)
Sep 4, 2026
28d ago
Press Release
NEUTRAL ★ 3/10
$220.58 $219.28▼ −0.59%▲ +0.62%$222.76 (+0.99%)
Aug 11, 2026
7w ago
Press Release
NEUTRAL ★ 5/10
$218.83 $218.92▲ +0.04%▲ +0.49%$222.76 (+1.80%)
May 26, 2026
18w ago
8-K
NEUTRAL ★ 4/10
$219.05 $218.75▼ −0.14%▼ −1.35%$222.76 (+1.69%)
Mar 27, 2026
27w ago
DEFM14A
BULLISH ★ 8/10
$205.85 $210.00▲ +2.02%▼ −2.28%$222.76 (+8.21%)
Mar 25, 2026
27w ago
DEFA14A
NEUTRAL ★ 3/10
$206.79 $209.13▲ +1.13%▼ −0.50%$222.76 (+7.72%)
Mar 13, 2026
28w ago
PREM14A
BULLISH ★ 9/10
$204.68 $206.96▲ +1.11%▲ +3.16%$222.76 (+8.83%)
Mar 3, 2026
30w ago
DEFA14A
NEUTRAL ★ 7/10
$203.58 $201.70▼ −0.92%▲ +0.41%$222.76 (+9.42%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (65h)

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