SLAB

Wireless IoT leader delivers $214 million in revenue and non-GAAP EPS of $0.53 AUSTIN, Texas, May 5, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, reported financial results for the first quarter, which ended April 4, 2026. "The Silicon Labs team delivered a strong start to 2026 with revenue of $214 million and meaningful year-over-year improvements in both gross margin and profitability," said Matt Johnson, President and Chief Executive Officer. "Over the course of the quarter we saw an acceleration in bookings with declining inventory positions at our distributors and end customers, led by our broad industrial business. Design win momentum continued during the first quarter, exceeding both our internal targets and our 2025 run rate, which was a prior record year for the company. This performance underscores the breadth and depth of our innovative product portfolio across end applications. Our leading indicators point to both near- and long-term strength, with book-to-bill ratio at a multi-year high and two quarters of record design wins, reinforcing our conviction in Silicon Labs' durable growth trajectory. At the same time, our proposed merger with Texas Instruments continues to advance, and we remain focused on disciplined execution and delivering for our customers." First Quarter Financial Highlights Revenue was $214 million, up 20% year-over-year Industrial & Commercial revenue was $128 million, up 33% year-over-year Strength in electronic shelf labels and smart metering end applications Home & Life revenue was $86 million, up 5% year-over-year Medical end applications revenue grew by 21% year-over-year Results on a GAAP basis: GAAP gross margin was 59.5% GAAP operating expenses were $144 million GAAP operating loss was $17 million GAAP effective tax rate was (16.1)% GAAP diluted loss per share was $(0.48) Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets, acquisition-related costs, and certain other items as set forth in the below GAAP to Non-GAAP reconciliation tables were as follows: Non-GAAP gross margin was 59.7% Non-GAAP operating expenses were $109 million Non-GAAP operating income was $18 million Non-GAAP effective tax rate was 18%, which is the expected long-term rate for the remainder of the year Non-GAAP diluted earnings per sha...

AUSTIN, Texas (AP) — AUSTIN, Texas (AP) — Silicon Laboratories Inc. (SLAB) on Tuesday reported a loss of $15.9 million in its first quarter. On a per-share basis, the Austin, Texas-based company said it had a loss of 48 cents. Earnings, adjusted for one-time gains and costs, came to 53 cents per share. The results exceeded Wall Street expectations. The average estimate of four analysts surveyed by Zacks Investment Research was for earnings of 49 cents per share. The chipmaker posted revenue of $213.5 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on SLAB at https://www.zacks.com/ap/SLAB

Silicon Laboratories (SLAB) came out with quarterly earnings of $0.53 per share, beating the Zacks Consensus Estimate of $0.49 per share. This compares to a loss of $0.08 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.16%. A quarter ago, it was expected that this chipmaker would post earnings of $0.54 per share when it actually produced earnings of $0.56, delivering a surprise of +3.7%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Silicon Labs, which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $213.5 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 0.08%. This compares to year-ago revenues of $177.71 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Silicon Labs shares have added about 66% since the beginning of the year versus the S&P 500's gain of 5.2%. While Silicon Labs has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Silicon Labs was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #...

ON Semiconductor Corp. (ON) came out with quarterly earnings of $0.64 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.55 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.64%. A quarter ago, it was expected that this semiconductor components maker would post earnings of $0.62 per share when it actually produced earnings of $0.64, delivering a surprise of +3.23%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. ON Semiconductor Corp., which belongs to the Zacks Semiconductor - Analog and Mixed industry, posted revenues of $1.51 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.76%. This compares to year-ago revenues of $1.45 billion. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. ON Semiconductor Corp. shares have added about 90.3% since the beginning of the year versus the S&P 500's gain of 5.6%. While ON Semiconductor Corp. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for ON Semiconductor Corp. was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the nea...

Q1 results: Revenue was $4.8 billion (up 9% sequential and 19% year‑over‑year), gross margin 58% (+210 bps), net income $1.5 billion, and trailing 12‑month free cash flow $4.4 billion, coming in above the top end of the company’s revenue range. End‑market drivers: Growth was led by industrial (↑>30% YoY, >20% sequential) and data center (↑≈90% YoY, >25% sequential), while automotive was roughly flat sequential and other segments were mixed. Strategic move and outlook: TI agreed to acquire Silicon Labs to bolster embedded wireless connectivity (expected close H1 2027), and guided Q2 revenue of $5.0–$5.4 billion while highlighting flexible capacity management and the potential for price increases in H2 if demand remains strong. Interested in Texas Instruments Incorporated? Here are five stocks we like better. Texas Instruments Surges 18% as Data Center Demand Spikes 90% Texas Instruments (NASDAQ:TXN) reported first-quarter 2026 revenue of $4.8 billion, up 9% sequentially and 19% year-over-year, as the company pointed to continued recovery in the broader semiconductor market and accelerating demand in several end markets, particularly industrial and data center. CEO Haviv Ilan said results came in above the top end of the company’s revenue range, driven by “continued acceleration in industrial and data center.” He added that the company believes it is “well-positioned with inventory and capacity” to support customers with competitive lead times through the cycle. → Credo Stock Flashes Strong Bullish Signal—Upswing Just Starting 3 Industrial Chip Stocks Riding a New Semiconductor Supercycle in 2026 Ilan opened the call by highlighting an agreement for TI to acquire Silicon Labs. He said the transaction is intended to “enhance our global leadership in embedded wireless connectivity,” expand TI’s portfolio, and leverage TI’s internally owned technology, manufacturing, and market channels. TI expects the deal to close in the first half of 2027, subject to required approvals. In the quarter, TI reported sequential and year-over-year growth in both Analog and Embedded. Ilan said analog revenue rose 22% year-over-year and embedded processing increased 12%, while the company’s Other segment declined 16% from the year-ago quarter. → Allbirds Exits Shoes, Pivots to AI With NewBird Rebrand Texas Instruments Executes a $7.5B Deal and an AI Strategy Pivot By end market, Ila...

Silicon Laboratories Inc. (NASDAQ:SLAB) is among the 12 Best Performing Stocks in February. On February 4, 2026, Silicon Laboratories Inc. (NASDAQ:SLAB) announced its fourth-quarter and full-year 2025 financial results for the period ending January 3, 2026. The firm's fourth-quarter revenue was $208 million, a 25% increase year on year, with $122 million from Industrial & Commercial revenue, up 37%, and $87 million from Home & Life revenue, up 12%. The corporation posted a GAAP gross margin of 63.4% and GAAP operating expenses of $135 million, resulting in a GAAP operating loss of $3 million and a diluted loss per share of $0.08. Non-GAAP results showed a gross margin of 63.6%, operating expenditures of $112 million, operating income of $21 million, and diluted earnings per share of $0.56. Silicon Laboratories Inc. (NASDAQ:SLAB) reported $785 million in revenue for the fiscal year 2025, a 34% growth over the previous year. The company achieved a GAAP gross margin of 58.2%, GAAP operating expenses of $528 million, and a GAAP operating loss of $71 million. It generated non-GAAP operating income of $25 million and diluted EPS of $0.92. Silicon Laboratories Inc. (NASDAQ:SLAB) provides and develops analog-intensive and mixed-signal integrated circuits. It specializes in wireless development platforms and product portfolios for the Internet of Things, including Bluetooth, sub-GHz proprietary technologies, Wi-SUN, Thread, Wi-Fi, Zigbee, and Z-Wave. While we acknowledge the potential of SLAB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Best Electric Utility Stocks to Invest In Now and 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. Disclosure: None. Follow Insider Monkey on Google News.

Texas Instruments Incorporated (NASDAQ:TXN) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Image by Steve Buissinne from Pixabay On February 23, Cantor Fitzgerald analyst Matthew Prisco raised the price recommendation on Texas Instruments Incorporated (NASDAQ:TXN) to $250 from $225. The analyst reiterated a Neutral rating on the shares. In a research note, he said the company’s earnings report is expected to be fairly balanced. He added that investors will likely pay close attention to capex guidance and any updates to revenue and free cash flow expectations. Earlier, on February 4, Texas Instruments announced it had agreed to acquire Silicon Laboratories in a $7.5 billion deal. This is the company’s largest acquisition since its purchase of National Semiconductor in 2011. The move reflects its push to expand deeper into wireless connectivity chips, which are used across industrial systems and everyday consumer devices. The acquisition brings together two complementary businesses. Silicon Labs offers strength in mixed-signal and wireless connectivity solutions. Texas Instruments brings its established analog and embedded processing portfolio, along with its internal manufacturing capabilities. Management expects the combined company to be in a stronger position to serve customers. The broader portfolio and technical capabilities should help support innovation and open access to more markets over time. Texas Instruments Incorporated (NASDAQ:TXN) designs, manufactures, tests, and sells analog and embedded processing chips. Its products are widely used in industrial equipment, vehicles, consumer electronics, communications infrastructure, and enterprise systems. While we acknowledge the potential of TXN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 13 Best Strong Buy Dividend Stocks to Invest In and 14 Best Low Volatility Dividend Stocks to Invest In Disclosure: None. Follow Insider Monkey on Google News.

Stock futures are mixed and have shown modest signs of stabilization after a sharp downturn in software and AI-related technology stocks yesterday, prompting some investors to treat the technology selloff that pressured equities broadly as a buying opportunity. Against that backdrop, defensive sectors and commodity-linked assets have drawn interest, particularly as gold reclaimed levels above $5,000 an ounce, reflecting continued demand for safe havens amid uncertainty. Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential In pre-market trading, S&P 500 futures rose 0.11%, Nasdaq futures fell 0.34% and Dow futures rose 0.22%. Check out this morning’s top movers from around Wall Street, compiled by The Fly. HIGHER – Silicon Labs (SLAB) up 49% after signing a definitive agreement under which Texas Instruments (TXN) will acquire the company for $231 per share in an all-cash transaction UP AFTER EARNINGS – Eli Lilly (LLY) up 9% Johnson Controls (JCI) up 5% GE HealthCare (GEHC) up 5% Fox Corp. (FOXA) up 2% Equifax (EFX) down 1% Fortive (FTV) up 1% DOWN AFTER EARNINGS – AMD (AMD) down 10% Boston Scientific (BSX) down 9% Chipotle (CMG) down 4% AbbVie (ABBV) down 2% Uber (UBER) down 2% Cognizant (CTSH) down 2% Yum! Brands (YUM) down 1% LOWER – Texas Instruments (TXN) down 3% after entering a definitive agreement to acquire Silicon Labs (SLAB) Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See the top stocks recommended by analysts >> Read More on SLAB: Disclaimer & DisclosureReport an Issue Silicon Labs Signs $7.5B TI Acquisition Deal Texas Instruments to acquire Silicon Labs for $231.00 per share in cash Silicon Labs reports Q4 adjusted EPS 56c, consensus 55c M&A News: Silicon Laboratories Stock (SLAB) Soars on News of Potential Takeover by Texas Instruments Texas Instruments in advanced talks to buy Silicon Labs for about $7B, FT report

AUSTIN, Texas, Jan. 22, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, today announced that it plans to release fourth quarter 2025 financial results on Tuesday, February 10, 2026. An earnings conference call will follow the release at 7:30 a.m. Central Time. The call will be streamed from the Investor Relations section of the company's website at silabs.com. A replay will be available after the call on the investor page of the company's website at silabs.com. The replay will be available through March 12, 2026. Silicon Labs Silicon Labs (NASDAQ: SLAB) is the leading innovator in low-power connectivity, building embedded technology that connects devices and improves lives. Merging cutting-edge technology into the world's most highly integrated SoCs, Silicon Labs provides device makers the solutions, support, and ecosystems needed to create advanced edge connectivity applications. Headquartered in Austin, Texas, Silicon Labs has operations in over 16 countries and is the trusted partner for innovative solutions in the smart home, industrial IoT, and smart cities markets. Learn more at silabs.com. Note to editors: Silicon Labs, Silicon Laboratories, the "S" symbol, the Silicon Laboratories logo and the Silicon Labs logo are trademarks of Silicon Laboratories Inc. All other product names noted herein may be trademarks of their respective holders. View original content to download multimedia:https://www.prnewswire.com/news-releases/silicon-labs-announces-fourth-quarter-2025-earnings-webcast-302667970.html

In 2026, savvy investors will likely focus on companies that deliver consistent earnings growth, signaling profitability. However, earnings acceleration has an even greater effect on driving stock prices higher. Research indicates that top-performing stocks typically experience earnings acceleration before their share prices increase. To that end, Silicon Laboratories Inc. SLAB, Patria Investments Limited PAX and Fabrinet FN are showing strong earnings acceleration for the new year. Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be called earnings acceleration. In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps spot stocks that haven’t yet caught the attention of investors and, once secured, will invariably lead to a rally in the share price. This is because earnings acceleration considers both the direction and magnitude of growth rates. An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down. Look at stocks for which the last two quarter-over-quarter percentage earnings per share (EPS) growth rates exceed the previous periods’ growth rates. The projected EPS growth rates for the upcoming quarter are expected to exceed those of prior periods. EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1). EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2). EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over three quarters ago (Q-3)....

As we approach 2026, analysts might concentrate on companies with steady earnings growth as an indicator of ongoing profitability. However, it’s wise to pay attention to stocks showing earnings acceleration, since this trend more strongly influences stock prices. This is because numerous studies show that stocks often experience an earnings boost before their stock value increases. In this context, QuantumScape Corporation QS, Adobe Inc. ADBE and Silicon Laboratories Inc. SLAB are showcasing impressive earnings acceleration. Earnings acceleration is the incremental growth in a company’s earnings per share (EPS). In other words, if a company’s quarter-over-quarter earnings growth rate increases within a stipulated time frame, it can be called earnings acceleration. In the case of earnings growth, you pay for something that is already reflected in the stock price. However, earnings acceleration helps spot stocks that haven’t yet caught the attention of investors and, once secured, will invariably lead to a rally in the share price. This is because earnings acceleration considers both the direction and magnitude of growth rates. An increasing percentage of earnings growth means that the company is fundamentally sound and has been on the right track for a considerable period. Meanwhile, a sideways percentage of earnings growth indicates a period of consolidation or slowdown, while a decelerating percentage of earnings growth may drag prices down. Look at stocks for which the last two quarter-over-quarter percentage EPS growth rates exceed the previous periods’ growth rates. The projected EPS growth rates for the upcoming quarter are expected to exceed those of prior periods. EPS % Projected Growth (Q1)/(Q0) greater than EPS % Growth (Q0)/(Q-1): The projected growth rate for the current quarter (Q1) over the completed quarter (Q0) has to be greater than the growth rate from the completed quarter (Q0) over one quarter ago (Q-1). EPS % Growth (Q0)/(Q-1) greater than EPS % Growth (Q-1)/(Q-2): The growth rate for the completed quarter (Q0) over one quarter ago (Q-1) has to be greater than the growth rate from one quarter ago (Q-1) over two quarters ago (Q-2). EPS % Growth (Q-1)/(Q-2) greater than EPS % Growth (Q-2)/(Q-3): The growth rate from one quarter ago (Q-1) over two quarters ago (Q-2) has to be greater than the growth rate from two quarters ago (Q-2) over thre...

Silicon Laboratories (SLAB) is back on investors radar after fresh earnings estimate upgrades signaled growing conviction in its low power wireless IoT strategy, helping support the stock’s steady uptrend in recent weeks. See our latest analysis for Silicon Laboratories. Those upgraded earnings expectations help explain why Silicon Laboratories has delivered a solid year to date, with a 14.33% year to date share price return and an 11.15% one year total shareholder return. This suggests that momentum in its wireless IoT story is still building. If this kind of IoT driven strength has your attention, it could be a good moment to scan other high potential tech names via our high growth tech and AI stocks and see what else is setting up for growth. Yet with the shares trading just below analyst targets and recent results swinging from revenue growth to bottom line losses, investors face a key question: Is Silicon Laboratories still mispriced or already fully reflecting its wireless IoT ambitions? With the narrative fair value sitting modestly above the recent 142.97 dollars close, the spotlight shifts to whether Silicon Laboratories earnings catch up fast enough. Read the complete narrative. Curious how ambitious revenue ramps, margin rebuild and a steep profit turnaround can still point to upside from here? The narrative math may surprise you. Result: Fair Value of $150.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this upside depends on IoT momentum holding up, as rising competition and potential commoditization could quickly pressure pricing power and margins. Find out about the key risks to this Silicon Laboratories narrative. While the narrative suggests modest upside, the market is telling a tougher story. On a price to sales basis, Silicon Laboratories trades at 6.3 times, richer than both the US semiconductor industry at 5.6 times and its peer average at 3.8 times, and even above its fair ratio of 5.2 times. That premium implies investors are already paying up for a lot of the IoT recovery, leaving less room for error if growth or margins disappoint. This raises the question of whether the stock is mispriced or simply a fully priced quality name. See what the numbers say about this price — find out in our valuation breakdown. If you see the story differently or want to dig into the numbers you...