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SLSLAB

Silicon Laboratories Inc.

$SLAB·$7.3B·Semiconductors·Technology
$221.00-0.0%YTD+66.5%1Y+60.4%
Price updated 5h ago·X counts updated 5d ago
SLSLAB
$SLABSilicon Laboratories Inc.
$221.00-0.02%29 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SLAB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

29X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SLAB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 68% of tracked names.

Mixed sentiment⚠AI analysisGenerated by AI from underlying data7 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 what X is saying about $SLAB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SLAB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Fabless IoT semiconductor company with Q1 revenue +20% YoY, 59% gross margin, 67% YTD gain and still TTM operating-loss.

Silicon Labs designs mixed-signal analog semiconductors for IoT applications (Matter, Thread, Bluetooth, Wi-Fi), so revenue scales with smart-home and industrial IoT device unit growth.

  • Q1 FY26 revenue $213.5M, +20.1% YoY with -2.8% operating margin; prior four quarters: +33%, +24%, +25%, +20% — persistent high-double-digit growth with operating margin recovering from -12%
  • TTM: -143x earnings (negative), 8.8x sales, -4.7% ROE, 59% gross margin, -5.4% operating margin, FCF yield 0.2%, debt-to-equity 0 — unlevered balance sheet
  • 2027 estimate: $926M revenue, $2.91 EPS; 2028 $1.08B, $4.51 EPS — modeling operating-margin inflection with EPS up 55%
  • YTD +67%, trailing-12m +70% at $222.51 against a $7.3B market cap
  • Works With Summit 2026 announced — IoT ecosystem event cadence

The revenue line is accelerating off a 2024 trough but operating margin is still negative — the thesis is whether the FY27 EPS estimate inflection arrives as volume scales. The multiple is already pricing the inflection, so the swing factor is whether Q2 margin crosses zero on the volume base.

Agrees with X sentimentX frames SLAB positively around the Matter-over-Thread validation network supporting smart-home interoperability and IoT infrastructure, offset by SlabDrop crypto memecoin chatter unrelated to the equity. The equity-focused attention aligns with the IoT ecosystem thesis and the Q1 revenue acceleration.

What to watch: Nov 3 Q2 earnings and operating-margin print — whether margin crosses zero in Q2 as volume scales or operating losses extend despite 20%+ revenue growth.

On the calendar: 2026-11-03 Q2 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — hyperscaler AI capex remains the structural driver with Blackwell supply still packaging-constrained. Jensen Huang publicly named memory bandwidth as AI's next bottleneck, reinforcing HBM3e pricing power. AVGO custom ASIC demand broadens AI beneficiaries beyond NVDA's GPU allocation.

What this means for $SLAB

Partial — Makes IoT connectivity chips supporting Wi-Fi, Zigbee, Z-Wave, and Bluetooth for smart home and industrial devices.; auto/industrial analog mix has limited direct AI capex exposure but benefits from overall fab utilization tightening.

Top industry ETF

$SMHVanEck Semiconductor ETF
+64.5%YTD
+57.2%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 $0.84

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 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$925.9M$921.1M – $935.0M$2.91$2.76 – $3.064
FY28$1.1B$1.1B – $1.1B$4.51$4.48 – $4.564
FY29$1.2B$1.2B – $1.3B$4.42$4.39 – $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.1.1×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.+0.4%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.+7.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 32.6M 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.β1.335-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.

+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 1 SD) in window

Recent news

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

Silicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge Intelligencegurufocus.com·10d agoSilicon Labs Expands AI Developer Platform to Simplify IoT Development and Scale Edge Intelligenceprnewswire.com·10d agoSequoia Financial Advisors LLC Acquires 2,324 Shares of Silicon Laboratories, Inc. $SLABdefenseworld.net·29d agoSilicon Labs Announces Executive Keynote Lineup for Works With Summit 2026prnewswire.com·31d agoSilicon Laboratories (NASDAQ:SLAB) & Amtech Systems (NASDAQ:ASYS) Critical Comparisondefenseworld.net·38d 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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