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SLSLAB

Silicon Laboratories Inc.

$SLAB·$7.2B·Semiconductors·Technology
$218.54-0.2%YTD+64.4%1Y+59.0%
Mentions · last 7 days
2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts20%
Price updated 2d ago·X counts updated 8d ago
SLSLAB
$SLABSilicon Laboratories Inc.
$218.54-0.19%2 posts0%
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 numbersAcceleratingAI verdict · as of 2026-08-21

The move is getting stronger, with heavier trading behind it.

Silicon Labs beats Q2, unveils lowest-power Bluetooth SoC, and prints at the 97th percentile of the 52-week range — the IoT recovery is fully underway.

Silicon Laboratories is a fabless mixed-signal semiconductor company focused on the industrial IoT — connectivity chips (Bluetooth, Zigbee, Thread, Matter, sub-GHz), microcontrollers, and radio subsystems for smart-home, industrial-automation, and metering applications. The setup is a semi-cyclical recovery gaining pace after multiple quarters of inventory correction.

  • Q2 revenue came in at $228M with EPS of $0.71 versus $0.69 consensus (3% beat) and the last four quarterly surprises (+3%, +8%, +4%, +7%) all positive — the recovery is consistent, not lumpy.
  • Revenue growth reaccelerated to plus-20% year-on-year in the latest quarter after multiple negative-growth quarters in 2024 — the specific tell that the IoT inventory destocking is behind and end-market shipments are picking up.
  • Launched BG2B, the lowest-power Bluetooth LE SoC in the portfolio, on Aug 4 — the product-cycle catalyst that drives design-win share in the connected-home and industrial-sensor segments.
  • Sits at the 97th percentile of the 52-week range, up 64% year-to-date, with a beta of 1.36 — the equity has re-rated hard on the recovery, but the negative TTM PE reflects the operating losses still working through as the top-line ramps.

What extends the move is Nov 3 Q3 confirming revenue growth remains above 20% year-on-year and gross margin trending toward 60%. What breaks it is a specific end-market softening (housing-related smart-home demand, industrial-automation capex delays); the recovery is real, but at 8.8x sales the market is pricing in continued acceleration.

Differs from X sentimentThe X thread was mixed and divergent because the $SLAB cashtag pulled unrelated crypto content (SlabDrop, alleged team-wallet dumps) alongside the legitimate Silicon Labs Matter-over-Thread validation coverage. The equity story is bullish on its own merits; the crypto noise is not this company.

What to watch: Nov 3 Q3 earnings — consensus $0.82 EPS. Watch revenue growth by end market, gross margin trend toward 60%, and BG2B design-win pipeline commentary.

On the calendar: 2026-11-03 — Q3 earnings

float missing

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 read-through from semiconductors macro dynamics to this specific revenue mix.

Top industry ETF

$SMHVanEck Semiconductor ETF
+56.0%YTD
+85.1%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
Q2 2026Aug 11, 2026$0.71$0.69+2.9%
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%
Next earningsTue, Nov 3·consensus EPS $0.82

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$923.8M$921.4M – $926.2M$2.85$2.70 – $3.066
FY28$1.1B$1.1B – $1.1B$4.43$4.17 – $4.695
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.0.5×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.+14.0%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 today0.4% 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

SellAug 14Robert J ConradSr VP and General Manager6.6K sh$1.4MSellMay 18Johnson Robert MatthewCEO8.0K sh$1.7M
+ 15 other (10 awards · 5 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
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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.

+ 17 other (5 proxys · 4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Algert Global LLC Has $3.67 Million Holdings in Silicon Laboratories, Inc. $SLABdefenseworld.net·2d agoBank of New York Mellon Corp Makes New Investment in Silicon Laboratories, Inc. $SLABdefenseworld.net·3d ago43,264 Shares in Silicon Laboratories, Inc. $SLAB Purchased by Deutsche Bank AGdefenseworld.net·7d agoSilicon Laboratories (SLAB) Beats Q2 Earnings Estimateszacks.com·19d agoSilicon Labs Reports Second Quarter 2026 Resultsprnewswire.com·19d ago

In themes

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

AI Infrastructure

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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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