SLAB

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Silicon Laboratories (SLAB) is back on investors’ radar after second quarter results on 11 August 2026 and the recent launch of its BG2B Bluetooth Low Energy SoC for battery powered IoT devices. The latest earnings release showed sales of US$228.19 million for the quarter and a net loss of US$10.59 million, alongside six month sales of US$441.69 million and a six month net loss of US$26.49 million. See our latest analysis for Silicon Laboratories. Following the August earnings and BG2B launch, Silicon Laboratories’ share price is at US$218.41, with a strong year to date share price return of 65.55% and a 1 year total shareholder return of 67.15%. This points to sustained positive momentum despite only modest recent short term moves. If you are weighing Silicon Laboratories alongside other opportunities in semiconductors and IoT, it can help to see what else fits a similar profile in the market, including growth potential and balance sheet strength, by scanning 75 profitable AI stocks that aren't just burning cash Silicon Laboratories’ strong share price run and improving loss profile suggest some investors see a business turning a corner, while others may view it as sentiment chasing future IoT potential. How does the current valuation compare with the underlying fundamentals? Silicon Laboratories last closed at $218.41, while the most followed narrative sets fair value at $222.86 using an 11.09% discount rate. That small gap frames a story built on IoT growth, margin improvement and a long runway of forecast cash flows rather than quick fixes. Read the complete narrative. Read the complete narrative. Want the full picture on why this narrative still sees upside for Silicon Laboratories at today’s price? The entire case rests on compound revenue growth, a shift toward higher margin IoT products and a future earnings multiple that has been carefully reverse engineered from those cash flow assumptions. The interesting part is how these moving pieces fit together to arrive at that fair value. Result: Fair Value of $222.86 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this narrative could quickly be challenged if wireless IoT competition squeezes Silicon Laboratories’ pricing power or if major OEMs accelerate in-house chip design. Find out about the key risks to this Silicon Laboratories narrative. While the most followed narrative and the SWS DCF model both point to Silicon Laboratories as undervalued, the current P/S ratio of 8.5x tells a more cautious story. It sits above the US Semiconductor industry at 7.4x, the peer average at 4.2x, and the fair ratio at 7.4x. This suggests investors are already paying a premium that could narrow if sentiment cools. The gap between the current P/S and the fair ratio raises a simple question: Is the SWS DCF model more in tune with the long term IoT cash flow potential, or is the sales multiple hinting at valuation risk if growth or margins disappoint compared with expectations. See what the numbers say about this price — find out in our valuation breakdown. Does the mix of optimism and caution around Silicon Laboratories feel balanced enough for you to act? Take a closer look at the underlying data, weigh the potential risks against the possible rewards, and then check out the 2 key rewards and 2 important warning signs If Silicon Laboratories has sharpened your interest, do not stop here. The next moves in your portfolio often come from ideas you have not checked yet. Spot potential upside early by scanning screener containing 20 high quality undiscovered gems that combine solid fundamentals with room for broader market attention. Strengthen your portfolio core by reviewing solid balance sheet and fundamentals stocks screener (51 results) that focus on companies with financial resilience and cleaner balance sheets. Protect your downside by filtering for 80 resilient stocks with low risk scores that score well on stability so surprises are less likely to catch you off guard. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include SLAB. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Wireless IoT leader delivers $228 million in revenue and strong earnings growth AUSTIN, Texas, Aug. 11, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, reported financial results for the second quarter, which ended July 4, 2026. "We delivered revenue of $228 million, continuing our strong sequential and year-over-year growth - a testament to the execution and dedication of the Silicon Labs team," said Matt Johnson, President and Chief Executive Officer. "Overall profitability improved meaningfully in the quarter, demonstrating the operating leverage inherent in our model. Gross margin was nearly 62%, reflecting the value customers place on our industry-leading solutions." Second Quarter Financial Highlights Revenue was $228 million, up 18% year-over-year Industrial & Commercial revenue was $135 million, up 23% year-over-year Home & Life revenue was $93 million, up 12% year-over-year Bookings and new orders accelerated, while inventory at both our distributors and end customers declined Medical achieved record revenue in the quarter, up 78% year-over-year Total opportunity funnel and design wins both materially accelerated, reinforcing our durable growth trajectory GAAP diluted loss per share was $(0.32), improving by 52% over the comparable period last year Non-GAAP diluted earnings per share was $0.71, up 545% over the comparable period last year Results on a GAAP basis: GAAP gross margin was 61.6% GAAP operating expenses were $151 million GAAP operating loss was $11 million GAAP diluted loss per share was $(0.32) Results on a non-GAAP basis, excluding the impact of stock compensation, amortization of acquired intangible assets, merger-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 61.9% Non-GAAP operating expenses were $114 million Non-GAAP operating income was $27 million Non-GAAP diluted earnings per share was $0.71 Due to the announced pending acquisition of Silicon Labs by Texas Instruments, Silicon Labs has suspended providing forward-looking guidance. For more information: Silicon Labs Investor Relations, [email protected] About Silicon Labs Silicon Labs (NASDAQ: SLAB) is the leading innovator in low-power wireless 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. Forward-Looking Statements This press release contains forward-looking statements regarding Silicon Labs' current expectations, which are based on its current views and assumptions. The words "believe", "estimate", "expect", "intend", "anticipate", "plan", "project", "will", and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements, although the absence of such words does not necessarily mean a statement is not forward looking. These forward-looking statements include, but are not limited to, Silicon Labs' expectations regarding its near- and long-term strength and durable growth trajectory and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations that are expressed or implied herein. Among the factors that could cause actual results to differ materially from those in the forward-looking statements are the following: our ability to complete the merger with Texas Instruments within the time frame expected, or at all, as well as potential disruptions in our business and restrictions on our activities during the pendency of the merger; fluctuating changes in global trade policies, including the imposition of tariffs, duties, trade sanctions, or other barriers to international commerce; the impact of the current global memory chip shortage; the competitive and cyclical nature of the semiconductor industry; the challenging macroeconomic environment, including disruptions in the financial services industry; geographic concentration of manufacturers, assemblers, test service providers and customers in Asia that subjects Silicon Labs' business and results of operations to risks of natural disasters, epidemics or pandemics, war and political unrest; risks that demand and the supply chain may be adversely affected by military conflict (including in the Middle East, and between Russia and Ukraine), terrorism, sanctions or other geopolitical events globally (including in the Middle East, and conflict between Taiwan and China); risks that Silicon Labs may not be able to maintain its historical growth; quarterly fluctuations in revenues and operating results; difficulties developing new products that achieve market acceptance; risks associated with international activities (including trade barriers, particularly with respect to China); intellectual property litigation risks; risks associated with acquisitions and divestitures; product liability risks; difficulties managing and/or obtaining sufficient supply from Silicon Labs' distributors, manufacturers and subcontractors; dependence on a limited number of products; absence of long-term commitments from customers; inventory-related risks; difficulties managing international activities; risks that Silicon Labs may not be able to manage strains associated with its growth; credit risks associated with its accounts receivable; dependence on key personnel; stock price volatility; the impact of public health crises on the U.S. and global economy; debt-related risks; capital-raising risks; the timing and scope of share repurchases and/or dividends; average selling prices of products may decrease significantly and rapidly; information technology risks; cyber-attacks against Silicon Labs' products and its networks; risks associated with any material weakness in our internal controls over financial reporting; risks relating to compliance with laws and regulations; and other factors that are detailed in the SEC filings of Silicon Laboratories Inc. Silicon Labs disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. References in this press release to Silicon Labs shall mean Silicon Laboratories Inc. Note to editors: Silicon Laboratories, Silicon Labs, the "S" symbol, and the Silicon Labs logo are trademarks of Silicon Laboratories Inc. All other product names noted herein may be trademarks of their respective holders. Non-GAAP Financial Measurements In addition to the GAAP results provided throughout this document, Silicon Labs has provided non-GAAP financial measurements on a basis excluding non-cash and other charges and benefits. Details of these excluded items are presented in the tables below, which reconcile the GAAP results to non-GAAP financial measurements. The non-GAAP financial measurements do not replace the presentation of Silicon Labs' GAAP financial results. These measurements provide supplemental information to assist management and investors in analyzing Silicon Labs' financial position and results of operations. Silicon Labs has chosen to provide this information to investors to enable them to perform meaningful comparisons of past, present and future operating results and as a means to emphasize the results of core on-going operations. View original content to download multimedia:https://www.prnewswire.com/news-releases/silicon-labs-reports-second-quarter-2026-results-302848831.html

Silicon Laboratories (SLAB) came out with quarterly earnings of $0.71 per share, beating the Zacks Consensus Estimate of $0.67 per share. This compares to earnings of $0.11 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +5.97%. A quarter ago, it was expected that this chipmaker would post earnings of $0.49 per share when it actually produced earnings of $0.53, delivering a surprise of +8.16%. 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 $228.19 million for the quarter ended June 2026, missing the Zacks Consensus Estimate by 1.26%. This compares to year-ago revenues of $192.85 million. 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. Silicon Labs shares have added about 67.1% since the beginning of the year versus the S&P 500's gain of 13.3%. 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 #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.83 on $242.19 million in revenues for the coming quarter and $2.75 on $931.39 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 10% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Analog Devices (ADI), is yet to report results for the quarter ended July 2026. The results are expected to be released on August 19. This semiconductor maker is expected to post quarterly earnings of $3.33 per share in its upcoming report, which represents a year-over-year change of +62.4%. The consensus EPS estimate for the quarter has been revised 1.8% higher over the last 30 days to the current level. Analog Devices' revenues are expected to be $3.92 billion, up 36.3% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Silicon Laboratories, Inc. (SLAB) : Free Stock Analysis Report Analog Devices, Inc. (ADI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Plexus (PLXS) came out with quarterly earnings of $2.32 per share, beating the Zacks Consensus Estimate of $2.1 per share. This compares to earnings of $1.9 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +10.48%. A quarter ago, it was expected that this electronic manufacturing services company would post earnings of $1.87 per share when it actually produced earnings of $2.05, delivering a surprise of +9.63%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Plexus, which belongs to the Zacks Electronics - Manufacturing Services industry, posted revenues of $1.3 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 6.27%. This compares to year-ago revenues of $1.02 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. Plexus shares have added about 70.1% since the beginning of the year versus the S&P 500's gain of 8.5%. While Plexus 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 Plexus 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 #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.25 on $1.26 billion in revenues for the coming quarter and $8.18 on $4.72 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Manufacturing Services is currently in the top 3% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the broader Zacks Computer and Technology sector, Silicon Laboratories (SLAB), is yet to report results for the quarter ended June 2026. This chipmaker is expected to post quarterly earnings of $0.67 per share in its upcoming report, which represents a year-over-year change of +509.1%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Silicon Laboratories' revenues are expected to be $229.55 million, up 19% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Plexus Corp. (PLXS) : Free Stock Analysis Report Silicon Laboratories, Inc. (SLAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

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 share was $0.53 Due to the announced pending acquisition of Silicon Labs by Texas Instruments, Silicon Labs has suspended providing forward-looking guidance. About Silicon Labs Silicon Labs (NASDAQ: SLAB) is the leading innovator in low-power wireless 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. Forward-Looking Statements This press release contains forward-looking statements regarding Silicon Labs' current expectations, which are based on its current views and assumptions. The words "believe", "estimate", "expect", "intend", "anticipate", "plan", "project", "will", and similar phrases as they relate to Silicon Labs are intended to identify such forward-looking statements, although the absence of such words does not necessarily mean a statement is not forward-looking. These forward-looking statements include, but are not limited to, Silicon Labs' expectations regarding its near- and long-term strength and durable growth trajectory and are subject to various risks and uncertainties that could cause actual results to differ materially from expectations that are expressed or implied herein. Among the factors that could cause actual results to differ materially from those in the forward-looking statements are the following: our ability to complete the merger with Texas Instruments within the time frame expected, or at all, as well as potential disruptions in our business and restrictions on our activities during the pendency of the merger; fluctuating changes in global trade policies, including the imposition of tariffs, duties, trade sanctions, or other barriers to international commerce; the impact of the current global memory chip shortage; the competitive and cyclical nature of the semiconductor industry; the challenging macroeconomic environment, including disruptions in the financial services industry; geographic concentration of manufacturers, assemblers, test service providers and customers in Asia that subjects Silicon Labs' business and results of operations to risks of natural disasters, epidemics or pandemics, war and political unrest; risks that demand and the supply chain may be adversely affected by military conflict (including in the Middle East, and between Russia and Ukraine), terrorism, sanctions or other geopolitical events globally (including in the Middle East, and conflict between Taiwan and China); risks that Silicon Labs may not be able to maintain its historical growth; quarterly fluctuations in revenues and operating results; difficulties developing new products that achieve market acceptance; risks associated with international activities (including trade barriers, particularly with respect to China); intellectual property litigation risks; risks associated with acquisitions and divestitures; product liability risks; difficulties managing and/or obtaining sufficient supply from Silicon Labs' distributors, manufacturers and subcontractors; dependence on a limited number of products; absence of long-term commitments from customers; inventory-related risks; difficulties managing international activities; risks that Silicon Labs may not be able to manage strains associated with its growth; credit risks associated with its accounts receivable; dependence on key personnel; stock price volatility; the impact of public health crises on the U.S. and global economy; debt-related risks; capital-raising risks; the timing and scope of share repurchases and/or dividends; average selling prices of products may decrease significantly and rapidly; information technology risks; cyber-attacks against Silicon Labs' products and its networks; risks associated with any material weakness in our internal controls over financial reporting; risks relating to compliance with laws and regulations; and other factors that are detailed in the SEC filings of Silicon Laboratories Inc. Silicon Labs disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law. References in this press release to Silicon Labs shall mean Silicon Laboratories Inc. Note to editors: Silicon Laboratories, Silicon Labs, the "S" symbol, and the Silicon Labs logo are trademarks of Silicon Laboratories Inc. All other product names noted herein may be trademarks of their respective holders. Non-GAAP Financial Measurements In addition to the GAAP results provided throughout this document, Silicon Labs has provided non-GAAP financial measurements on a basis excluding non-cash and other charges and benefits. Details of these excluded items are presented in the tables below, which reconcile the GAAP results to non-GAAP financial measurements. The non-GAAP financial measurements do not replace the presentation of Silicon Labs' GAAP financial results. These measurements provide supplemental information to assist management and investors in analyzing Silicon Labs' financial position and results of operations. Silicon Labs has chosen to provide this information to investors to enable them to perform meaningful comparisons of past, present and future operating results and as a means to emphasize the results of core on-going operations. View original content to download multimedia:https://www.prnewswire.com/news-releases/silicon-labs-reports-first-quarter-2026-results-302763148.html

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 #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.65 on $228.92 million in revenues for the coming quarter and $2.69 on $931.31 million in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 9% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Semtech (SMTC), another stock in the same industry, has yet to report results for the quarter ended April 2026. This chipmaker is expected to post quarterly earnings of $0.45 per share in its upcoming report, which represents a year-over-year change of +18.4%. The consensus EPS estimate for the quarter has been revised 0.9% higher over the last 30 days to the current level. Semtech's revenues are expected to be $283.27 million, up 12.8% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Silicon Laboratories, Inc. (SLAB) : Free Stock Analysis Report Semtech Corporation (SMTC) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

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 near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.66 on $1.52 billion in revenues for the coming quarter and $2.90 on $6.28 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Semiconductor - Analog and Mixed is currently in the top 8% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. One other stock from the same industry, Silicon Laboratories (SLAB), is yet to report results for the quarter ended March 2026. This chipmaker is expected to post quarterly earnings of $0.49 per share in its upcoming report, which represents a year-over-year change of +712.5%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Silicon Laboratories' revenues are expected to be $213.47 million, up 20.1% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report ON Semiconductor Corporation (ON) : Free Stock Analysis Report Silicon Laboratories, Inc. (SLAB) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

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, Ilan provided the following trends: Industrial: Up more than 30% year-over-year and up more than 20% sequentially, with growth “broadly across all sectors and regions.” Automotive: Up mid-single digits year-over-year and “about flat” sequentially. Data center: Up about 90% year-over-year and up more than 25% sequentially. Personal electronics: Flat year-over-year and up low single digits sequentially. Communications equipment: Up about 25% year-over-year and up more than 30% sequentially. During Q&A, Ilan said first-quarter customer behavior looked like a continuation of the prior quarter, marking the “eighth quarter of sequential growth.” He described industrial demand as broader than before, with all sectors and geographies growing sequentially and demand “continued to accelerate through the quarter,” including after the Lunar New Year period. → Amazon Stock Up 30%: Is AMZN Still a Buy Before Earnings? On automotive, Ilan said the company was not seeing a meaningful change from the prior quarter. He noted that in the first quarter, China was down while the rest of the world was up, resulting in a flat sequential quarter overall. He said it was “too soon to call” how automotive develops in the second quarter, while emphasizing continued secular growth in automotive content across powertrains. CFO Rafael Lizardi said gross profit was $2.8 billion, or 58% of revenue, with gross margin up 210 basis points sequentially. Operating expenses were $974 million. Operating profit was $1.8 billion, or 37% of revenue, and was up 37% from the year-ago quarter. Net income was $1.5 billion, or $1.68 per share, including a $0.05 per-share benefit “primarily due to discrete tax benefits.” TI generated $1.5 billion in cash flow from operations in the quarter and $7.8 billion over the trailing 12 months. Capital expenditures were $676 million in the quarter and $4.1 billion over the last 12 months. Lizardi said trailing 12-month free cash flow was $4.4 billion, up from $1.7 billion in the first quarter of 2025, “trending up as growth returns and CapEx begins to moderate.” Lizardi said trailing 12-month free cash flow included $965 million of CHIPS Act incentives, including a $555 million payment received in the first quarter tied to the start of production at TI’s newest 300 mm wafer fab in Sherman, Texas. In the quarter, TI paid $1.3 billion in dividends and repurchased $158 million of stock, returning $6 billion to shareholders over the past 12 months. The company ended the quarter with $5.1 billion of cash and short-term investments and $14 billion of total debt with a weighted average coupon of 4%. Inventory ended the quarter at $4.7 billion, down $109 million sequentially. Days of inventory were 209, down 13 days sequentially. Lizardi added that in an upturn, inventory days “should be draining” toward the lower end of the company’s 150–250 day range. For the second quarter of 2026, TI expects revenue of $5.0 billion to $5.4 billion and earnings per share of $1.77 to $2.05. The company expects an effective tax rate of about 13% for the quarter. Executives repeatedly emphasized flexibility in capacity and inventory management. Lizardi said TI has the capacity and inventory to handle “a wide range of scenarios,” while Ilan said the company is “modulating starts real time” in analog manufacturing. Ilan also noted TI may make incremental investments in assembly and test, describing a “tighter environment” externally and pointing to the advantage of having brought more supply internally. On gross margin dynamics and the outlook, Ilan told analysts to expect incremental fall-through in the company’s historical “75%–85%” range (excluding long-term depreciation). In response to a question on implied gross margin, Ilan also pointed to acquisition-related charges, saying TI expects those charges to continue “every quarter until we close” the Silicon Labs transaction and suggesting analysts model the second-quarter acquisition line “somewhere in the range of what we just reported” in the first quarter. On pricing, Ilan said pricing was stable in the first quarter, coming in “better than our model,” and flat both sequentially and year-over-year on a like-for-like basis. He said he expects the second quarter to be similar. Looking further out, Ilan said that if demand remains strong and the company continues to observe an “average price increase” across the analog market in recent months, “it’s likely that prices may go up in the second half of the year,” though he described it as case-by-case and tied to the sustainability of demand. Discussing spending, Ilan reaffirmed TI’s expectation of $2 billion to $3 billion of 2026 capital expenditures. He also referenced the company’s longer-term capex intensity framework of roughly 1.2x revenue growth. On depreciation, Lizardi said there was no change to expectations: $2.2 billion to $2.4 billion in 2026, with continued upward pressure in 2027 but “likely at a slower rate.” On CHIPS Act direct funding, he said TI has received $630 million to date (including the recent payment) out of up to $1.6 billion, with the remainder expected “over the coming years” as the company meets contract milestones. He also emphasized the investment tax credit (ITC) as the more meaningful long-term benefit, noting it is 35% of qualifying manufacturing investments. Closing the call, Ilan reiterated TI’s long-term focus on free cash flow per share, calling it “the best metric to measure progress and generate value to owners,” while management said it would continue investing in manufacturing and technology, a broad portfolio, and channel reach alongside disciplined capital allocation. Texas Instruments Inc (NASDAQ: TXN) is a global semiconductor company headquartered in Dallas, Texas, that designs and manufactures analog and embedded processing chips. The company's products are used across a wide range of end markets, including industrial, automotive, personal electronics, communications and enterprise equipment. TI's business emphasizes components that condition, convert, manage and move electrical signals—capabilities that are foundational to modern electronic systems. TI's product portfolio includes a broad array of analog integrated circuits—such as power management, amplifiers, data converters and interface devices—as well as embedded processors and microcontrollers used to control systems and run real-time applications. The article "Texas Instruments Q1 Earnings Call Highlights" was originally published by MarketBeat.