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SLSLAB

Silicon Laboratories Inc.

$SLAB·$7.2B·Semiconductors·Technology
$218.37+0.1%YTD+64.4%1Y+55.3%
Mentions · last 7 days
2026-07-09: 125 posts2026-07-10: 153 posts2026-07-11: 62 posts2026-07-12: 115 posts2026-07-13: 168 posts2026-07-14: 44 posts2026-07-15: 34 posts706+5%
Price updated 11h ago·X counts updated 1d ago
SLSLAB
$SLABSilicon Laboratories Inc.
$218.37+0.08%706 posts+5%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SLAB, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersEvent coming upAI verdict · as of 2026-07-16

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

IoT-Matter validation network with 200 nodes — the coil is loaded into August 4 despite crypto ticker noise.

Silicon Laboratories is the IoT wireless-chip specialist (Matter-over-Thread, Bluetooth Low Energy, Sub-GHz) whose 2026 tape has been +64% YTD on the smart-home + IoT-infrastructure narrative. The setup is coiled at 97% of the 52-week range into August 4 earnings.

  • The core business is genuinely accelerating: Q1 2026 revenue grew 20% YoY to $214M, gross margin held at 57%, though operating margin was -2.8% as the R&D and Matter-ecosystem build-out is still front-loaded — the growth is real, but profitability is not yet there.
  • The Matter-over-Thread validation network is the specific product-lever: SLAB is advancing a 200-node Matter-over-Thread validation network supporting smart-home interoperability and IoT infrastructure — real product win in the specific interoperability standard.
  • The '$SLAB' crypto chatter is a ticker collision: SlabDrop crypto chatter with @ashen_one slashed for 250 credibility on Ethos after allegedly dumping six-figure team wallets — this is not about the equity, and shouldn't drive the thesis.

The August 4 Q2 earnings are the near-term arbiter — Q2 revenue growth (need continued 15%+), Matter-ecosystem monetization commentary, and any specific FY26 EPS guide movement extend the setup toward $250. A revenue miss or Matter-attach-rate softening stalls the tape below $200.

Agrees with X sentimentX is mixed — bullish coverage of Silicon Labs equity advancing a 200-node Matter-over-Thread validation network for smart-home interoperability and IoT infrastructure, and bearish SlabDrop crypto chatter (partial ticker collision, @ashen_one slashed for 250 credibility on Ethos after allegedly dumping six-figure team wallets). Focusing on the equity, mechanics validate: Q1 revenue +20% YoY at 57% gross margin, and the Matter-ecosystem lead is a real product-differentiation lever.

What to watch: The August 4 Q2 earnings. Watch Q2 revenue growth (need continued 15%+), Matter-ecosystem monetization commentary, and FY26 EPS guide movement. Revenue miss or Matter-attach-rate softening stalls the tape sub-$200; steady growth + Matter traction extends toward $250.

On the calendar: 2026-08-04 — Q2 earnings

ticker collision

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Mixed sentiment⚠7 posts analyzed · as of 2026-06-21 · top-engagement diverged

SLAB-tagged posts split between bullish Silicon Labs equity coverage—advancing a 200-node Matter-over-Thread validation network supporting smart-home interoperability and IoT infrastructure—and bearish SlabDrop crypto chatter with @ashen_one slashed for 250 credibility on Ethos after allegedly dumping six-figure team wallets despite saying 'we will never sell.'

Read the AI verdict + X sentiment for $SLAB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes IoT connectivity chips supporting Wi-Fi, Zigbee, Z-Wave, and Bluetooth for smart home and industrial devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $SLAB.

Semiconductors · Technology

No material change from last week — structural AI capex engine unchanged: hyperscaler Blackwell allocation stays tight through 2H26 and HBM3e pricing holds as LLM context-window expansion drives 5-8x per-server memory demand uplift.

What this means for $SLAB

Neutral — Makes IoT connectivity chips supporting Wi-Fi, Zigbee, Z-Wave, and Bluetooth for smart home and industrial devices; limited exposure means the AI capex and HBM/compute demand cycle is not a near-term catalyst or headwind.

Top industry ETF

$SMHVanEck Semiconductor ETF
+54.2%YTD
+96.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-142.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-3.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-5.4%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
0.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
8.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-4.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
58.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$0.53$0.49+8.2%
Q4 2025Feb 4, 2026$0.56$0.54+3.7%
Q3 2025Nov 4, 2025$0.32$0.30+6.7%
Q2 2025Aug 5, 2025$0.11$0.09+22.2%
Next earningsTue, Aug 4·consensus EPS $0.67

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$213.5M+20.1%56.7%-2.8%$-0.48$-4.9M
Q4 FY25$208.2M+25.2%63.4%-1.6%$-0.08$-1.6M
Q3 FY25$206.0M+23.8%57.8%-6.0%$-0.30$27.9M
Q2 FY25$192.8M+32.7%56.1%-11.9%$-0.67$-3.8M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$921.7M$919.3M – $924.1M$2.77$2.62 – $2.976
FY28$1.1B$1.1B – $1.1B$4.22$3.96 – $4.465
FY29$1.2B$1.2B – $1.3B$4.42$4.35 – $4.481
FY30$1.4B$1.4B – $1.4B$0.00$0.00 – $0.001
FY31$1.6B$1.6B – $1.7B$0.00$0.00 – $0.001

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.98%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+0.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+22.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.365-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 18Johnson Robert MatthewCEO8.0K sh$1.7M
+ 21 other (15 awards · 6 inkinds) in window

See when $SLAB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteApr 308-K — Item 5.07: Shareholder vote
AI summary

SLAB held its special meeting of stockholders around 2026-04-30 (8-K Item 5.07). The meeting was adjourned, likely due to insufficient quorum. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KShareholder voteApr 248-K — Item 5.07: Shareholder vote
AI summary

SLAB held its Annual Meeting of stockholders around 2026-04-24 (8-K Item 5.07). Stockholders elected 3 directors to the board. A non-binding say-on-pay vote on executive compensation was conducted. Independent auditor ratification was approved. Routine governance event — monitor for unusually high withhold votes as an activist signal.

8-KMaterial agreementFeb 48-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
+ 38 other (15 proxys · 11 425s · 4 13Gs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Signify Enhances Philips Hue Matter Support Through Collaboration with Silicon Labsgurufocus.com·24d agoSignify Enhances Philips Hue Matter Support Through Collaboration with Silicon Labsprnewswire.com·24d agoSilicon Labs Advances Large-Scale Matter Deployments with 200-Node Matter-over-Thread Validation Networkprnewswire.com·31d agoPowered by Silicon Labs, Comminent Ships 500,000 Wi-SUN Modulesgurufocus.com·57d agoPowered by Silicon Labs, Comminent Ships 500,000 Wi-SUN Modulesprnewswire.com·57d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $SLAB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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