Nasdaq· Semiconductors & Related Devices· Inc. DE· CIK 0001038074

SLAB

SILICON LABORATORIES INC.
$222.39 ▼ -0.05%
Prev close $222.51
Market cap$7.4B
12-mo target$222.86 (+0.2%)
High Impact Filing (8/10)29 New Institutional Positions21 Institutional Exits Semiconductors
Snapshot
The big-picture read on SLAB right now — valuation, ownership and activity at a glance.
Market Cap
$7.4B
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$6.0B
Inst. Activity
29 buys / 21 sells
Insider Activity
$0.00 buy / $3.2M sell
Insider Net $
-$3.2M
Social Sentiment
60° Warm
SEC Reports
6
Press Releases
2
Price chart 30d +1.0%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 15, 2026 Press
Silicon Labs announced the executive keynote lineup for its Works With Summit 2026, an invitation-only IoT industry even
Impact 2/10
Sep 15, 2026 contract
Silicon Labs Announces Executive Keynote Lineup for Works With Summit 2026
At Austin's iconic ACL Live theater, Silicon Labs leaders will outline the technologies, AI tools an
Sep 4, 2026 Press
Silicon Labs opened a new R&D innovation center in Austin, supported by a $23 million grant from the Texas Semiconductor
Impact 3/10
Aug 14, 2026 Insider
CONRAD ROBERT J sold 6,581 shares
Sr VP and General Manager @ $218.21 ($1.4M)
Aug 11, 2026 SEC
Silicon Labs reported Q2 2026 revenue of $228M (+18% YoY), beating consensus of $227.7M, but GAAP EPS was a loss of $(0.
PRESS-RELEASE — Impact 5/10
Jun 30, 2026 Inst.
BALYASNY ASSET MANAGEMENT L.P. — ADD
1,559,676 shares ($340.9M)
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
1,003,736 shares ($219.4M)
May 26, 2026 SEC
Silicon Labs disclosed that the HSR Act waiting period for its pending acquisition by Texas Instruments expired on May 2
8-K — Impact 4/10
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
DateFirmActionRatingFirm rating
Feb 6, 2026CitigroupMAINTAINNeutral 55%
Feb 5, 2026RBC CapitalMAINTAINSector Perform 55%
Feb 4, 2026KeybancDOWNGRADESector Weight 52%
Feb 4, 2026NeedhamDOWNGRADEHold 50%
Feb 4, 2026BenchmarkDOWNGRADEHold 54%
Jan 15, 2026RBC CapitalINITIATESector Perform 55%
Aug 6, 2025Morgan StanleyMAINTAINEqual-Weight 55%
Aug 6, 2025SusquehannaMAINTAINNeutral 56%
Aug 5, 2025BarclaysMAINTAINEqual-Weight 54%
Jul 22, 2025SusquehannaMAINTAINNeutral 56%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20260013120%
Aug 1, 20260013120%
Jul 1, 20260014120%
Jun 1, 20260014120%
May 1, 202624120033%
Apr 1, 202624120033%
Mar 1, 202624120033%
Feb 1, 20263771056%
Price targets
Where 7 covering analysts think SLAB trades over the next 12 months.
$222.86 +0.2% upside Hold
Current$222.39 Low$200.00 Median$231.00 High$231.00 7 analysts
$200.00$231.00
Analyst rating None as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
60°
Warm
BearishNeutralBullish
1 mentions 1 bullish 0 bearish 0 neutral
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 4 neutral · avg impact 6.0/10.Plus 2 press releases.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 15, 2026
contract
Silicon Labs Announces Executive Keynote Lineup for Works With Summit 2026
At Austin's iconic ACL Live theater, Silicon Labs leaders will outline the technologies, AI tools and ecosystem collaboration needed to scale intellig
Sep 4, 2026
contract
Silicon Labs Opens New Austin Innovation Center with Support from Texas CHIPS Act
New R&D facility expands wireless innovation, engineering collaboration, and advanced testing capabilities AUSTIN, Texas, Sept. 4, 2026 /PRNewswire/ -
Aug 11, 2026
earnings
Silicon Labs Reports Second Quarter 2026 Results
Wireless IoT leader delivers $228 million in revenue and strong earnings growth AUSTIN, Texas, Aug. 11, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLA
Aug 4, 2026
other
Silicon Labs Unveils BG2B, Its Lowest-Power Bluetooth LE SoC with Industry-Leading Power Efficiency, Security, and Integration
Bluetooth® 6 SoC combines Channel Sounding, Secure Vault™ High security, and integrated CAN-FD and peripherals to enable smaller, longer-lasting IoT d
Jul 29, 2026
earnings_calendar
SLAB Q2 2026 Earnings Scheduled — 2026-07-29
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$0.85$0.80–$0.95165.1%-0.6%3↑ 2↓$0.2B7
Next Q$0.79$0.68–$0.9141.1%-0.4%3↑ 2↓$0.2B7
Current FY$2.88$2.61–$3.10212.7%-1.9%3↑ 2↓$0.9B7
Next FY$4.36$3.85–$4.9751.6%-0.1%2↑ 2↓$1.1B7
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$0.848—
7d ago$0.848—
30d ago$0.853-0.005
60d ago$0.821+0.027
90d ago$0.821+0.027
Institutional ownership
Which big funds own SLAB (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.0B total value (27,435,501 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 29 institutions added/increased vs 21 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
BlackRock, Inc.5,195,073$1.1B18.9%—
VANGUARD PORTFOLIO MANAGEMENT LLC2,087,410$456.2M7.6%—
STATE STREET CORP1,623,721$354.9M5.9%—
BALYASNY ASSET MANAGEMENT L.P.1,559,676$340.9M5.7%ADD +26.4%
VANGUARD CAPITAL MANAGEMENT LLC1,485,683$324.7M5.4%—
MILLENNIUM MANAGEMENT LLC1,003,736$219.4M3.7%DOUBLED +119.5%
GEODE CAPITAL MANAGEMENT, LLC905,357$197.9M3.3%—
Walleye Trading LLC885,400$193.5M3.2%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP850,300$185.8M3.1%—
UBS Group AG769,780$168.2M2.8%DOUBLED +102.0%
Recent position changes
FundActionPrevCurrentChangeValue
BALYASNY ASSET MANAGEMENT L.P.ADD1,233,8931,559,676+26.4%$340.9M
MILLENNIUM MANAGEMENT LLCDOUBLED457,1961,003,736+119.5%$219.4M
UBS Group AGDOUBLED381,156769,780+102.0%$168.2M
GOLDMAN SACHS GROUP INCADD520,003746,835+43.6%$163.2M
Pentwater Capital Management LPADD500,000741,725+48.3%$162.1M
Qube Research & Technologies LtdDOUBLED236,806540,698+128.3%$118.2M
Capital Research Global InvestorsTRIM811,937471,546-41.9%$103.1M
NORGES BANKNEW—432,970—$94.6M
LMR Partners LLPADD238,166379,093+59.2%$82.9M
ALLIANCEBERNSTEIN L.P.ADD245,743371,567+51.2%$77.3M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
12 insiders, 23 transactions. Net -$3.2M — $0.00 bought, $3.2M sold.
DateInsiderTitleTypeSharesPriceValue
Aug 14, 2026CONRAD ROBERT JSr VP and General ManagerSELL6,581$218.21$1.4M
May 18, 2026Johnson Robert MatthewPresident & CEOSELL8,024$216.83$1.7M
May 15, 2026Tolany BrandonSr VP WW Sales & MarketingTAX W/H4,160$216.59$901.0K
May 15, 2026MAULDIN MARK DChief Accounting OfficerTAX W/H858$216.59$185.8K
May 15, 2026Johnson Robert MatthewPresident & CEOTAX W/H10,363$216.59$2.2M
May 15, 2026CONRAD ROBERT JSr VP and General ManagerTAX W/H3,653$216.59$791.2K
May 15, 2026Butler Dean WarrenSr VP and CFOTAX W/H6,291$216.59$1.4M
Apr 30, 2026Butler Dean WarrenSr VP and CFOAWARD152$86.46$13.1K
Apr 30, 2026MAULDIN MARK DChief Accounting OfficerAWARD18$86.46$1.6K
Apr 30, 2026Tolany BrandonSr VP WW Sales & MarketingAWARD45$86.46$3.9K
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SLAB.
Shares short
2,600,883
Settlement Sep 15, 2026
Change vs prior
-5.6%
Semi-monthly cycle
Days to cover
8.3
At avg daily volume
Of shares outstanding
≈7.8%
Estimate — not % of float
All SLAB filing & press-release reports (8)