SLAB

SILICON LABORATORIES INC.

Nasdaq · Semiconductors & Related Devices · Inc. DE · CIK 0001038074
$219.51 +0.28% $7.2B
High Impact Filing (8/10)25 New Institutional Positions25 Institutional Exits
Vol
Market Cap$7.2B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$4.4B
Inst. Activity25 buys / 25 sells
Insider Activity0B / 1S
Insider Net $-$1.7M
Reddit Sentiment60° Warm
SEC Reports5
Exchange Nasdaq·Sector Semiconductors & Related Devices·Inc. DE·CIK 0001038074·Prev Close $218.90

Recent Activity

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
May 18, 2026 Insider
Johnson Robert Matthew sold 8,024 shares
President & CEO @ $216.83 ($1.7M)
May 15, 2026 Insider
Tolany Brandon surrendered for taxes 4,160 shares
Sr VP WW Sales & Marketing @ $216.59 ($901.0K)
May 15, 2026 Insider
MAULDIN MARK D surrendered for taxes 858 shares
Chief Accounting Officer @ $216.59 ($185.8K)
May 13, 2026 short_interest
FTD: SLAB — 8,511 shares ($1.8M) failed to deliver
Settlement: 20260513, Price: $216.58, FTD Value: $1,843,312.38, SILICON LABORATORIES INC
Mar 27, 2026 SEC
Silicon Laboratories (SLAB) is being acquired by Texas Instruments (TXN) in an all-cash deal valued at $231.00 per share
DEFM14A — Impact 8/10
Mar 25, 2026 SEC
Silicon Laboratories Inc. (SLAB) filed a proxy statement supplement to correct an omission in the 'Potential Payments Up
DEFA14A — Impact 3/10
Inst.
BALYASNY ASSET MANAGEMENT L.P. — NEW
1,233,893 shares ($256.8M)

Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$222.86 (Feb 2026)
Current $219.51 Low $200.00 Median $231.00 High $231.00 7 analysts
$200.00 $231.00

Analyst Ratings

Historical distribution0% buy · 17 analysts · last covering-analyst action Feb 2026
0Strong Buy
0Buy
14Hold
1Sell
2Strong Sell
Historical Analyst Actions
DateFirmActionRating
Feb 6, 2026 Citigroup MAINTAIN Neutral → Neutral
Feb 5, 2026 RBC Capital MAINTAIN Sector Perform → Sector Perform
Feb 4, 2026 Keybanc DOWNGRADE Overweight → Sector Weight
Feb 4, 2026 Needham DOWNGRADE Buy → Hold
Feb 4, 2026 Benchmark DOWNGRADE Buy → Hold

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.69 $0.63 — $0.75 524% YoY 8
Next Q $0.82 $0.68 — $1.00 157% YoY 8
Current FY $2.75 $2.30 — $3.17 198% YoY 10
Next FY $4.15 $3.25 — $5.04 51% YoY 8

Top Institutional Holders

FundValueMove
NOMURA ASSET MANAGEMENT CO
BlackRock, Inc.$1.0B
VANGUARD PORTFOLIO MANAGEMENT LLC$445.2M
VANGUARD CAPITAL MANAGEMENT LLC$306.7M
STATE STREET CORP$305.4M

Recent Insider Trades

DateInsiderTypeValue
May 18, 2026Johnson RobertSELL$1.7M
May 15, 2026Tolany BrandonF$901.0K
May 15, 2026MAULDIN MARKF$185.8K
May 15, 2026Johnson RobertF$2.2M
May 15, 2026CONRAD ROBERTF$791.2K

Reddit Sentiment

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish
50 institutional holders with $4.4B total value (21,248,559 shares) as of 2026-Q1. Top holders: NOMURA, BlackRock,, VANGUARD.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1NOMURA ASSET MANAGEMENT CO LTD$0.000.0%
2BlackRock, Inc.4,993,897$1.0B23.6%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,138,836$445.2M10.1%
4VANGUARD CAPITAL MANAGEMENT LLC1,473,330$306.7M7.0%
5STATE STREET CORP1,467,061$305.4M6.9%
6BALYASNY ASSET MANAGEMENT L.P.1,233,893$256.8M5.8%NEW
7Capital Research Global Investors811,937$169.0M3.8%
8NOMURA ASSET MANAGEMENT INTERNATIONAL INC.661,438$137.7M3.1%TRIM -27.8%
9MORGAN STANLEY590,908$123.0M2.8%ADD +45.0%
10ADAGE CAPITAL PARTNERS GP, L.L.C.566,337$117.9M2.7%
11GOLDMAN SACHS GROUP INC520,003$108.2M2.5%
12DIMENSIONAL FUND ADVISORS LP509,533$106.1M2.4%
13Pentwater Capital Management LP500,000$104.1M2.4%NEW
14Invesco Ltd.401,623$83.6M1.9%TRIM -52.9%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC395,999$82.4M1.9%
16FEDERATED HERMES, INC.383,083$79.7M1.8%
17CITADEL ADVISORS LLC341,500$71.1M1.6%
18MACKENZIE FINANCIAL CORP249,626$52.0M1.2%
19Magnetar Financial LLC245,824$51.2M1.2%NEW
20Clearbridge Investments, LLC245,099$51.0M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BALYASNY ASSET MANAGEMENT L.P.NEW1,233,893$256.8M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM915,724661,438-27.8%$137.7M2026-Q1
MORGAN STANLEYADD407,383590,908+45.0%$123.0M2026-Q1
Pentwater Capital Management LPNEW500,000$104.1M2026-Q1
Invesco Ltd.TRIM852,493401,623-52.9%$83.6M2026-Q1
Magnetar Financial LLCNEW245,824$51.2M2026-Q1
Assenagon Asset Management S.A.DOUBLED48,324239,318+395.2%$49.8M2026-Q1
LMR Partners LLPDOUBLED30,000238,166+693.9%$49.6M2026-Q1
LOOMIS SAYLES & CO L PTRIM464,065223,342-51.9%$46.5M2026-Q1
HSBC HOLDINGS PLCDOUBLED11,558214,071+1752.1%$44.4M2026-Q1
BANK OF AMERICA CORP /DE/TRIM391,711197,317-49.6%$41.1M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW172,200$35.8M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED69,998155,098+121.6%$32.3M2026-Q1
Allianz Asset Management GmbHADD121,371154,013+26.9%$32.1M2026-Q1
Verition Fund Management LLCDOUBLED5,314139,479+2524.7%$29.0M2026-Q1
Neuberger Berman Group LLCDOUBLED2,078119,399+5645.9%$24.9M2026-Q1
TUDOR INVESTMENT CORP ET ALADD59,928112,304+87.4%$23.4M2026-Q1
FRANKLIN RESOURCES INCTRIM167,40976,262-54.4%$15.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED22,00171,830+226.5%$15.0M2026-Q1
Woodline Partners LPNEW65,808$13.7M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCNEW58,691$12.2M2026-Q1
FMR LLCNEAR_EXIT4,927,92650,359-99.0%$10.5M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPNEAR_EXIT317,09649,717-84.3%$10.3M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.TRIM66,41745,262-31.9%$9.4M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED15,10044,548+195.0%$9.3M2026-Q1
12 unique insiders with 22 transactions. Net insider value: -$1.7M ($0.00 bought, $1.7M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
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
Apr 23, 2026Wyatt ChristyDirectorAWARD962
Apr 23, 2026Sadana SumitDirectorAWARD962
Apr 23, 2026LOWE GREGG ADirectorAWARD962
Apr 23, 2026Luther Sherri RDirectorAWARD962
Apr 23, 2026BOCK WILLIAM GDirectorAWARD962
Apr 23, 2026Richardson NinaDirectorAWARD962
Apr 23, 2026SOOCH NAVDEEP SDirectorAWARD1,226
Feb 15, 2026Butler Dean WarrenSr VP and CFOAWARD11,033
Feb 15, 2026MAULDIN MARK DChief Accounting OfficerAWARD3,153
Feb 15, 2026Johnson Robert MatthewPresident & CEOAWARD25,218
Feb 15, 2026Tolany BrandonSr VP WW Sales & MarketingAWARD8,669
Feb 15, 2026CONRAD ROBERT JSr VP and General ManagerAWARD8,669
Feb 13, 2026MAULDIN MARK DChief Accounting OfficerTAX W/H356$207.27$73.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Feb 2026): 0% buy across 17 analysts — 0 strong buy, 0 buy, 14 hold, 1 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$222.86 mean target (Feb 2026)
$200.00 Low $231.00 High
MetricValue
Current Price$219.51
Target Low$200.00
Target Mean$222.86
Target Median$231.00
Target High$231.00
# Analysts7
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.69 $0.63 $0.75 523.8% -0.3% 3↑ 1↓ $0.2B 18.1% 8
Next Q
2026-09-30
$0.82 $0.68 $1.00 156.5% +0.1% 2↑ 2↓ $0.2B 17.1% 8
Current FY
2026-12-31
$2.75 $2.30 $3.17 198.4% +0.3% 4↑ 1↓ $0.9B 17.7% 10
Next FY
2027-12-31
$4.15 $3.25 $5.04 51.1% +0.2% 3↑ 1↓ $1.1B 16.0% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.686
7d ago$0.677+0.009
30d ago$0.688-0.002
60d ago$0.660+0.026
90d ago$0.660+0.026
5 analyst firms have rated this stock: 0 upgrades, 3 downgrades, 1 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Feb 6, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 5, 2026 RBC Capital MAINTAIN Sector Perform Sector Perform
Feb 4, 2026 Keybanc DOWNGRADE Overweight Sector Weight
Feb 4, 2026 Needham DOWNGRADE Buy Hold
Feb 4, 2026 Benchmark DOWNGRADE Buy Hold
Jan 15, 2026 RBC Capital INITIATE Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20260014120%
May 1, 202624120033%
Apr 1, 202624120033%
Mar 1, 202624120033%
Feb 1, 20263771056%
Jan 1, 20263761059%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

60°
Warm
Bearish Neutral Bullish
1 mentions 1 bullish 0 bearish 1 time period

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 4, 2026160° Warm101
May 13, 2026
short_interest
FTD: SLAB — 8,511 shares ($1.8M) failed to deliver
Settlement: 20260513, Price: $216.58, FTD Value: $1,843,312.38, SILICON LABORATORIES INC
Apr 29, 2026
earnings_calendar
SLAB Q1 2026 Earnings Scheduled — 2026-04-29
Mar 13, 2026
short_interest
FTD: SLAB — 3,960 shares ($0.8M) failed to deliver
Settlement: 20260313, Price: $202.07, FTD Value: $800,197.2, SILICON LABORATORIES INC
Mar 9, 2026
short_interest
FTD: SLAB — 12,505 shares ($2.5M) failed to deliver
Settlement: 20260309, Price: $202.70, FTD Value: $2,534,763.5, SILICON LABORATORIES INC
Mar 5, 2026
short_interest
FTD: SLAB — 3,528 shares ($0.7M) failed to deliver
Settlement: 20260305, Price: $203.58, FTD Value: $718,230.24, SILICON LABORATORIES INC