Silicon Laboratories (NASDAQ:SLAB) Updates Q3 2025 Earnings Guidance

Key Points

• Silicon Laboratories has provided Q3 2025 earnings guidance with EPS expected between 0.200 and 0.400, along with revenue guidance of $200-$210 million, slightly below analysts' consensus estimates.
• Equity analysts have issued mixed ratings for Silicon Laboratories, with Barclays lowering its target price to $80, while other firms, like KeyCorp and Needham, remain optimistic with target prices ranging from $150 to $180.
• Shares of Silicon Laboratories (NASDAQ:SLAB) saw a decline on Tuesday, trading at $123.19, reflecting a market cap of $4.01 billion and a P/E ratio of -23.80.

Silicon Laboratories (NASDAQ:SLAB - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.200-0.400 for the period, compared to the consensus EPS estimate of 0.245. The company issued revenue guidance of $200.0 million-$210.0 million, compared to the consensus revenue estimate of $203.4 million.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on SLAB shares. Stifel Nicolaus lifted their target price on shares of Silicon Laboratories from $144.00 to $160.00 and gave the company a "buy" rating in a report on Friday, July 18th. Needham & Company LLC restated a "buy" rating and issued a $150.00 price objective on shares of Silicon Laboratories in a report on Wednesday, May 14th. Susquehanna raised their price objective on shares of Silicon Laboratories from $110.00 to $150.00 and gave the stock a "neutral" rating in a report on Tuesday, July 22nd. Benchmark restated a "buy" rating and issued a $160.00 price target on shares of Silicon Laboratories in a research report on Tuesday, May 27th. Finally, Morgan Stanley dropped their target price on Silicon Laboratories from $157.00 to $144.00 and set an "equal weight" rating on the stock in a research report on Wednesday. Four investment analysts have rated the stock with a hold rating and five have given a buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $151.13.

Silicon Laboratories Stock Performance

NASDAQ:SLAB traded down $0.95 during trading hours on Thursday, reaching $122.81. The company's stock had a trading volume of 219,226 shares, compared to its average volume of 412,209. Silicon Laboratories has a 1 year low of $82.82 and a 1 year high of $160.00. The firm has a market capitalization of $4.00 billion, a price-to-earnings ratio of -38.16 and a beta of 1.48. The firm has a 50-day simple moving average of $138.57 and a 200-day simple moving average of $128.26.

Silicon Laboratories (NASDAQ:SLAB - Get Free Report) last posted its earnings results on Tuesday, August 5th. The semiconductor company reported $0.11 earnings per share for the quarter, topping analysts' consensus estimates of $0.09 by $0.02. Silicon Laboratories had a negative return on equity of 7.21% and a negative net margin of 14.88%. The firm had revenue of $192.85 million for the quarter, compared to the consensus estimate of $192.57 million. During the same quarter in the prior year, the business earned ($0.56) EPS. The business's revenue for the quarter was up 32.6% on a year-over-year basis. Equities analysts anticipate that Silicon Laboratories will post -0.97 earnings per share for the current fiscal year.

Insider Activity at Silicon Laboratories

In other Silicon Laboratories news, SVP Robert J. Conrad sold 4,029 shares of the firm's stock in a transaction dated Friday, May 16th. The stock was sold at an average price of $131.20, for a total transaction of $528,604.80. Following the sale, the senior vice president directly owned 25,380 shares of the company's stock, valued at $3,329,856. This trade represents a 13.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Robert Matthew Johnson sold 5,879 shares of the business's stock in a transaction dated Friday, May 16th. The stock was sold at an average price of $131.20, for a total value of $771,324.80. Following the completion of the sale, the chief executive officer owned 73,688 shares in the company, valued at $9,667,865.60. This represents a 7.39% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 11,080 shares of company stock worth $1,452,290 over the last quarter. Insiders own 1.60% of the company's stock.

Institutional Investors Weigh In On Silicon Laboratories

Several large investors have recently added to or reduced their stakes in the stock. Jones Financial Companies Lllp raised its position in shares of Silicon Laboratories by 121.4% in the 1st quarter. Jones Financial Companies Lllp now owns 496 shares of the semiconductor company's stock worth $56,000 after acquiring an additional 272 shares in the last quarter. United Services Automobile Association acquired a new stake in shares of Silicon Laboratories in the first quarter worth $235,000. AQR Capital Management LLC lifted its holdings in shares of Silicon Laboratories by 43.7% in the 1st quarter. AQR Capital Management LLC now owns 17,892 shares of the semiconductor company's stock valued at $2,001,000 after buying an additional 5,439 shares during the period. Jane Street Group LLC lifted its stake in shares of Silicon Laboratories by 329.2% in the 1st quarter. Jane Street Group LLC now owns 75,397 shares of the semiconductor company's stock valued at $8,487,000 after purchasing an additional 57,829 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its position in shares of Silicon Laboratories by 1.8% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 97,156 shares of the semiconductor company's stock valued at $10,937,000 after acquiring an additional 1,679 shares during the period.

About Silicon Laboratories

Silicon Laboratories Inc, a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation.