Silicon Laboratories (NASDAQ:SLAB) Cut to “Hold” at Needham & Company LLC

Needham & Company LLC downgraded shares of Silicon Laboratories (NASDAQ:SLAB) from a buy rating to a hold rating in a research note issued to investors on Wednesday, MarketBeat Ratings reports.

Other equities research analysts have also recently issued research reports about the stock. Weiss Ratings restated a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. Royal Bank Of Canada began coverage on shares of Silicon Laboratories in a research note on Thursday, January 15th. They set a “sector perform” rating and a $160.00 price target on the stock. Benchmark lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a report on Wednesday. Finally, KeyCorp downgraded Silicon Laboratories from an “overweight” rating to a “hold” rating in a report on Wednesday. One analyst has rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $167.78.

Silicon Laboratories Price Performance

SLAB stock opened at $206.50 on Wednesday. The business has a fifty day moving average price of $144.06 and a 200 day moving average price of $136.00. Silicon Laboratories has a fifty-two week low of $82.82 and a fifty-two week high of $208.84. The stock has a market capitalization of $6.78 billion, a price-to-earnings ratio of -103.77 and a beta of 1.56.

Silicon Laboratories (NASDAQ:SLAB) last announced its earnings results on Wednesday, February 4th. The semiconductor company reported $0.56 EPS for the quarter, topping the consensus estimate of $0.54 by $0.02. Silicon Laboratories had a negative return on equity of 4.09% and a negative net margin of 8.27%.The company had revenue of $208.21 million for the quarter, compared to analysts’ expectations of $207.63 million. During the same quarter in the prior year, the business earned ($0.11) earnings per share. The business’s revenue for the quarter was up 25.3% on a year-over-year basis. On average, equities analysts expect that Silicon Laboratories will post -0.97 earnings per share for the current fiscal year.

Insider Buying and Selling at Silicon Laboratories

In related news, Director Nina Richardson sold 1,355 shares of the company’s stock in a transaction on Tuesday, January 13th. The shares were sold at an average price of $149.00, for a total value of $201,895.00. Following the completion of the sale, the director owned 8,543 shares in the company, valued at $1,272,907. This represents a 13.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Brandon Tolany sold 1,954 shares of Silicon Laboratories stock in a transaction dated Friday, December 5th. The stock was sold at an average price of $141.49, for a total value of $276,471.46. Following the transaction, the senior vice president owned 62,381 shares in the company, valued at approximately $8,826,287.69. This represents a 3.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 7,555 shares of company stock worth $1,073,528. Company insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Silicon Laboratories

A number of hedge funds have recently modified their holdings of SLAB. UMB Bank n.a. grew its position in shares of Silicon Laboratories by 43.9% in the 3rd quarter. UMB Bank n.a. now owns 282 shares of the semiconductor company’s stock valued at $37,000 after purchasing an additional 86 shares during the period. EverSource Wealth Advisors LLC raised its holdings in Silicon Laboratories by 45.7% during the 3rd quarter. EverSource Wealth Advisors LLC now owns 274 shares of the semiconductor company’s stock worth $36,000 after buying an additional 86 shares during the period. Advisors Asset Management Inc. lifted its stake in Silicon Laboratories by 17.6% in the second quarter. Advisors Asset Management Inc. now owns 742 shares of the semiconductor company’s stock valued at $109,000 after buying an additional 111 shares in the last quarter. Global Retirement Partners LLC boosted its holdings in shares of Silicon Laboratories by 37.3% in the fourth quarter. Global Retirement Partners LLC now owns 497 shares of the semiconductor company’s stock valued at $65,000 after buying an additional 135 shares during the period. Finally, Van Berkom & Associates Inc. boosted its holdings in shares of Silicon Laboratories by 1.4% in the fourth quarter. Van Berkom & Associates Inc. now owns 10,013 shares of the semiconductor company’s stock valued at $1,309,000 after buying an additional 140 shares during the period.

Silicon Laboratories News Summary

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Deal premium from Texas Instruments: TI agreed to acquire Silicon Labs in an all‑cash transaction valuing SLAB at about $7.5 billion, at $231.00 per share — a material takeover premium that is the primary driver lifting SLAB shares. Silicon Labs Signs $7.5B TI Acquisition Deal
• Positive Sentiment: Price‑target convergence: Citigroup raised its SLAB target to $231 (neutral rating), effectively matching TI’s offer price and reinforcing the deal valuation in the market. Citigroup raises price target on Silicon Labs to $231
• Neutral Sentiment: Analyst model updates and guidance: KeyCorp issued updated quarterly and FY2026 EPS forecasts (mixed near‑term quarters but a positive FY2026 view), while RBC bumped its target to $205 with a “sector perform” rating — these keep analyst coverage active but are secondary to the takeover news. KeyCorp research on SLAB RBC raises price target
• Neutral Sentiment: Commentary and deal rationale: Several articles and analyst notes contextualize the transaction (strategic fit for TI’s fabs and AI/power markets). These shape longer‑term expectations but have less immediate price impact than the takeover premium. MarketBeat: Texas Instruments executes a $7.5B deal and strategy pivot
• Negative Sentiment: Financing/credit risk on acquirer: Moody’s changed TI’s outlook to negative citing the deal, which raises execution and timing risk for the transaction — a potential headwind if the acquirer’s credit profile is pressured. Moody’s changes TI outlook to negative over SLAB deal
• Negative Sentiment: Market skepticism / legal & options activity: Brokers (Needham, KeyBanc, Benchmark and others) issued downgrades or hold ratings and there was unusual volume in put options; additionally, Halper Sadeh LLC is soliciting SLAB shareholders — signals of investor caution and potential litigation/activism that could pressure shares or affect deal dynamics. Needham downgrade Put option activity Halper Sadeh solicitation

About Silicon Laboratories

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.