Silicon Laboratories Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy SLAB?
Source: seekingalpha
- Earnings Beat: Silicon Laboratories reported a Q4 Non-GAAP EPS of $0.56, beating expectations by $0.01, indicating stable profitability amidst market fluctuations.
- Significant Revenue Growth: The company achieved $208 million in revenue for Q4, a 25.3% year-over-year increase, surpassing market expectations by $632.13K, reflecting strong market demand.
- Segment Performance: Industrial & Commercial revenue reached $122 million, up 37% year-over-year, while Home & Life revenue was $87 million, up 12%, showcasing the success of its diversified product lines.
- Acquisition Impact: Due to the pending acquisition by Texas Instruments, Silicon Labs has canceled its previously scheduled earnings call for February 10, 2026, and suspended forward-looking guidance, indicating a strategic shift in focus.
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Analyst Views on SLAB
Wall Street analysts forecast SLAB stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for SLAB is 143.75 USD with a low forecast of 130.00 USD and a high forecast of 160.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 206.500
Low
130.00
Averages
143.75
High
160.00
Current: 206.500
Low
130.00
Averages
143.75
High
160.00
About SLAB
Silicon Laboratories Inc. is engaged in secure, intelligent wireless technology for a connected world. Its integrated hardware and software platform, intuitive development tools, ecosystem, and robust support help customers build advanced industrial, commercial, home, and life applications. It enables developers to solve complex wireless challenges throughout the product lifecycle. Its platform, purpose-built for the Internet of Things (IoT), helps customers create secure, intelligent, connected devices. Its semiconductor devices leverage standard complementary metal oxide semiconductor (CMOS), a widely available process technology. It provides analog-intensive, mixed-signal solutions for use in a variety of electronic products in a range of applications for the IoT. It has built a wireless development platform and product portfolio for the IoT based on Bluetooth, sub-GHz technologies, Wi - SUN, Thread, Wi-Fi, Zigbee and Z-Wave. It offers wireless microcontrollers and sensor products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Silicon Laboratories Set to Announce Q4 Earnings on February 10
- Strong Earnings Expectations: Silicon Laboratories is set to announce its Q4 earnings on February 10, with a consensus EPS estimate of $0.50, reflecting a substantial year-over-year increase of 554.5%, which is likely to boost investor confidence and potentially drive stock price appreciation.
- Revenue Growth Forecast: The expected revenue for Q4 stands at $214.07 million, representing a 29.0% year-over-year growth, indicating the company's sustained competitiveness and rising product demand in the market.
- Historical Performance: Over the past two years, Silicon Laboratories has beaten EPS and revenue estimates 88% of the time, enhancing market confidence in its future financial performance due to this consistent track record.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and three downward adjustments, while revenue estimates have experienced four upward revisions with no downward changes, reflecting analysts' optimistic outlook on the company's prospects.
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Silicon Laboratories Q4 Earnings Exceed Expectations
- Earnings Beat: Silicon Laboratories reported a Q4 Non-GAAP EPS of $0.56, beating expectations by $0.01, indicating stable profitability amidst market fluctuations.
- Significant Revenue Growth: The company achieved $208 million in revenue for Q4, a 25.3% year-over-year increase, surpassing market expectations by $632.13K, reflecting strong market demand.
- Segment Performance: Industrial & Commercial revenue reached $122 million, up 37% year-over-year, while Home & Life revenue was $87 million, up 12%, showcasing the success of its diversified product lines.
- Acquisition Impact: Due to the pending acquisition by Texas Instruments, Silicon Labs has canceled its previously scheduled earnings call for February 10, 2026, and suspended forward-looking guidance, indicating a strategic shift in focus.
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- Investment Expansion: Texas Instruments has been actively investing in new chip production capacity and recently acquired competitor Silicon Labs, indicating the company's preparedness for future growth and enhanced market competitiveness.
- Sales Reporting Adjustment: In Q4 2025, the company will report its data center business separately, which, despite accounting for only 9% of total revenue, grew 64% year-over-year, showcasing strong market demand and growth potential.
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- Sales Reporting Adjustment: In Q4 2025, the company broke out its data center business, which, despite accounting for only 9% of total revenue, grew 64% year-over-year, highlighting its potential in the AI sector and possibly fueling a recovery in the analog chip industry.
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- Strong Earnings Expectations: Silicon Laboratories is set to announce its Q4 earnings on February 10, with a consensus EPS estimate of $0.50, reflecting a substantial year-over-year increase of 554.5%, which is likely to boost investor confidence and potentially drive stock price appreciation.
- Revenue Growth Forecast: The expected revenue for Q4 stands at $214.07 million, representing a 29.0% year-over-year growth, indicating the company's sustained competitiveness and rising product demand in the market.
- Historical Performance: Over the past two years, Silicon Laboratories has beaten EPS and revenue estimates 88% of the time, enhancing market confidence in its future financial performance due to this consistent track record.
- Estimate Revision Trends: In the last three months, EPS estimates have seen four upward revisions and three downward adjustments, while revenue estimates have experienced four upward revisions with no downward changes, reflecting analysts' optimistic outlook on the company's prospects.
See More
Silicon Laboratories Q4 Earnings Exceed Expectations
- Earnings Beat: Silicon Laboratories reported a Q4 Non-GAAP EPS of $0.56, beating expectations by $0.01, indicating stable profitability amidst market fluctuations.
- Significant Revenue Growth: The company achieved $208 million in revenue for Q4, a 25.3% year-over-year increase, surpassing market expectations by $632.13K, reflecting strong market demand.
- Segment Performance: Industrial & Commercial revenue reached $122 million, up 37% year-over-year, while Home & Life revenue was $87 million, up 12%, showcasing the success of its diversified product lines.
- Acquisition Impact: Due to the pending acquisition by Texas Instruments, Silicon Labs has canceled its previously scheduled earnings call for February 10, 2026, and suspended forward-looking guidance, indicating a strategic shift in focus.
See More
Investigation Alerts for Multiple Company Acquisitions
- Valaris Acquisition Investigation: Valaris Limited is set to be acquired by Transocean in an all-stock transaction valued at approximately $5.8 billion, with shareholders receiving 15.235 shares of Transocean stock per Valaris share, raising concerns about whether the board breached fiduciary duties by failing to ensure a fair process.
- Silicon Labs Acquisition Scrutiny: Silicon Labs will be acquired by Texas Instruments for $231.00 per share in an all-cash deal, representing a total enterprise value of about $7.5 billion, with investigations focusing on whether the board failed to conduct a fair process to ensure shareholders receive fair value.
- SkyWater Technology Acquisition Review: SkyWater Technology is being acquired by IonQ for $35.00 per share in a cash-and-stock transaction, implying a total equity value of approximately $1.8 billion, with investigations questioning whether the board breached fiduciary duties as the deal consideration is below the company's 52-week high of $36.27.
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- Market Potential: Texas Instruments' analog chips play a crucial role in power management within data centers, and with the initial buildout of AI infrastructure, significant growth is expected in the coming years, positioning the company as a key player in the AI market.
- Investment Expansion: Texas Instruments has been actively investing in new chip production capacity and recently acquired competitor Silicon Labs, indicating the company's preparedness for future growth and enhanced market competitiveness.
- Sales Reporting Adjustment: In Q4 2025, the company will report its data center business separately, which, despite accounting for only 9% of total revenue, grew 64% year-over-year, showcasing strong market demand and growth potential.
- Industry Leadership: While other analog chipmakers exist, Texas Instruments, with its industry-leading position and ongoing growth efforts, is expected to become a top chip manufacturer by 2027, particularly driven by the AI buildout.
See More
Texas Instruments' Potential in the AI Wave
- Growing Market Demand: As the AI infrastructure builds out, Texas Instruments' analog chips play a crucial role in power management within data centers, with significant growth expected in the coming years, particularly as the AI market is still in its infancy.
- Investment Expansion: Texas Instruments' recent acquisition of Silicon Labs indicates its intent to invest in new chip production capacity, preparing the company for future market demands and driving long-term growth.
- Sales Reporting Adjustment: In Q4 2025, the company broke out its data center business, which, despite accounting for only 9% of total revenue, grew 64% year-over-year, highlighting its potential in the AI sector and possibly fueling a recovery in the analog chip industry.
- Long-Term Success Outlook: While there are other more exciting chipmakers in the market, Texas Instruments, with its industry-leading position and growth initiatives, is expected to become a top chip manufacturer by 2027, especially driven by the AI buildout.
See More
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International vs. U.S. Perspectives: The report highlights that 74% of non-U.S. families and 57% of U.S. families consider geopolitics to be among their top five concerns.
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