Silicon Laboratories (NASDAQ:SLAB) Releases Earnings Results, Beats Expectations By $0.02 EPS

Key Points

• Silicon Laboratories reported a quarterly EPS of $0.11, exceeding expectations by $0.02, with revenues of $192.85 million—higher than the anticipated $192.57 million.
• Despite the positive earnings, Silicon Laboratories' stock fell 5.1%, closing at $126.76, after experiencing a significant trading volume of over 1 million shares.
• CEO Robert Matthew Johnson and SVP Robert J. Conrad each sold shares at an average price of $131.20, leading to a notable decrease in their ownership of the company stock.

Silicon Laboratories (NASDAQ:SLAB - Get Free Report) released its earnings results on Tuesday. The semiconductor company reported $0.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.09 by $0.02, Briefing.com reports. The business had revenue of $192.85 million for the quarter, compared to analyst estimates of $192.57 million. Silicon Laboratories had a negative return on equity of 7.21% and a negative net margin of 14.88%. The company's revenue for the quarter was up 32.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($0.56) earnings per share. Silicon Laboratories updated its Q3 2025 guidance to 0.200-0.400 EPS.

Silicon Laboratories Trading Up 0.9%

Shares of NASDAQ:SLAB traded up $1.09 on Friday, hitting $125.42. The company had a trading volume of 306,566 shares, compared to its average volume of 440,948. The business has a 50 day moving average of $138.69 and a 200 day moving average of $128.03. Silicon Laboratories has a 52-week low of $82.82 and a 52-week high of $160.00. The company has a market cap of $4.12 billion, a PE ratio of -38.95 and a beta of 1.48.

Insider Activity

In related news, SVP Robert J. Conrad sold 4,029 shares of the 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 transaction, the senior vice president directly owned 25,380 shares in the company, valued at approximately $3,329,856. This represents a 13.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Robert Matthew Johnson sold 5,879 shares of the company'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 sale, the chief executive officer owned 73,688 shares of the company's stock, 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 have sold 11,080 shares of company stock worth $1,452,290 over the last quarter. 1.60% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Silicon Laboratories

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

Analysts Set New Price Targets

SLAB has been the topic of a number of recent research reports. Susquehanna boosted their target price on Silicon Laboratories from $110.00 to $150.00 and gave the company a "neutral" rating in a report on Tuesday, July 22nd. Benchmark reaffirmed a "buy" rating and set a $160.00 price objective on shares of Silicon Laboratories in a report on Tuesday, May 27th. KeyCorp upped their price objective on Silicon Laboratories from $160.00 to $180.00 and gave the stock an "overweight" rating in a report on Tuesday, July 8th. Morgan Stanley dropped their price objective on Silicon Laboratories from $157.00 to $144.00 and set an "equal weight" rating on the stock in a report on Wednesday. Finally, Barclays upped their price objective on Silicon Laboratories from $100.00 to $130.00 and gave the stock an "equal weight" rating in a report on Tuesday. Four research analysts have rated the stock with a hold rating and five have issued a buy rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $151.13.

Silicon Laboratories Company Profile

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.