Silicon Labs
Builds low-power wireless chips, modules, and software for industrial and consumer IoT devices.
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Profile
Sells low-power wireless SoCs, microcontrollers, modules, software, and development tools for industrial, commercial, home, and health-related IoT devices. Revenue comes mainly from chip sales through distributors, while the fabless model relies on outside wafer fabrication, assembly, and testing and a Texas Instruments acquisition remains pending.
Designs low-power wireless system-on-chips, microcontrollers, and modules for connected devices, pairing silicon with protocol stacks, security, Simplicity Studio tools, and technical support. The portfolio supports Bluetooth, Wi-Fi, Zigbee, Z-Wave, Thread, Wi-SUN, and proprietary sub-GHz networking.
Serves its Industrial & Commercial and Home & Life product groups, including factory controls, smart metering, buildings, retail, connected-home security, consumer devices, asset tracking, and medical instrumentation. Integrating radios, processors, peripherals, and software into SoCs and modules helps customers simplify designs. Most sales ship outside the United States and through distributors.
Operates a fabless model, relying mainly on TSMC and SMIC for wafers and Asian subcontractors for assembly and testing. A pending acquisition by Texas Instruments has stockholder approval but still requires regulatory clearance; closing would end the NASDAQ listing.
Company facts
Key statistics
Year to date +65.7% · Average volume (30d) 251.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Feb 6, 2026 | Morgan Stanley | Target | $161 | $231 | ||
| Feb 5, 2026 | UBS | Target | $205 | |||
| Feb 5, 2026 | Barclays | Target | $130 | $231 | ||
| Feb 4, 2026 | Stifel Nicolaus | Target | $165 | $231 | ||
| Feb 4, 2026 | Benchmark | Downgrade | Buy | Hold |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | $0.69 | $0.71 | +2.9% | $228.0M | $228.2M | +0.1% | −0.05% |
| May 5, 2026Q1 FY26 | $0.49 | $0.53 | +8.2% | $214.0M | $213.5M | −0.2% | −0.79% |
| Feb 4, 2026Q4 FY25 | $0.54 | $0.56 | +3.7% | $207.7M | $208.2M | +0.2% | +0.89% |
| Nov 4, 2025Q3 FY25 | $0.30 | $0.32 | +6.7% | $211.9M | $206.0M | −2.8% | +2.16% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $177.7M | $192.8M | $206.0M | $208.2M | $213.5M | $228.2M | |
| Gross profit | $97.8M | $108.1M | $119.0M | $132.1M | $121.0M | $140.7M | |
| Operating income | −$32.1M | −$22.9M | −$12.3M | −$3.3M | −$5.9M | −$10.7M | |
| Net income | −$30.5M | −$21.8M | −$9.9M | −$2.7M | −$15.9M | −$10.6M | |
| Diluted EPS | −$0.94 | −$0.67 | −$0.30 | −$0.08 | −$0.48 | −$0.32 | |
| Gross margin | 55.0% | 56.1% | 57.8% | 63.4% | 56.7% | 61.6% | |
| Operating margin | -18.1% | -11.9% | -6.0% | -1.6% | -2.8% | -4.7% |
Fiscal years (4-quarter sums)FY21 $818.5M · FY22 $1.02B · FY23 $782.3M · FY24 $584.4M · FY25 $784.8M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $397.2M · Total debt $0 · Total assets $1.25B · Shareholders' equity $1.09B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 32.98M · Float 32.36M · 98.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.20M | 15.75% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.09M | 6.33% | 13F | Aug 13, 2026 |
| State Street Corp | 1.62M | 4.92% | 13F | Aug 7, 2026 |
| Balyasny Asset Management L.P. | 1.56M | 4.73% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 1.49M | 4.50% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Robert J. Conrad | officer: Sr VP and General Manager | −6,581 | $218.21 |
| May 18, 2026 | Robert Matthew Johnson | director, officer: President & CEO | −8,024 | $216.83 |
| Jan 13, 2026 | Nina Richardson | director | −1,355 | $149.00 |
| Dec 5, 2025 | Brandon Tolany | officer: Sr VP WW Sales & Marketing | −1,954 | $141.49 |
| Dec 4, 2025 | Brandon Tolany | officer: Sr VP WW Sales & Marketing | −4,246 | $140.17 |
Peers
- NXP Semiconductors
Secure edge peer across wireless MCUs and Matter platforms
- Texas Instruments
Broad embedded rival with SimpleLink wireless reach
- Microchip Technology
Embedded-control rival spanning MCUs and wireless modules
- STMicroelectronics (ADR)
STM32 wireless MCU rival in smart-home and industrial IoT
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicon Labs | $218.54 | −0.05% | $7.21B | — | 60.0 | 8.4 | +18.3% |
| NXP Semiconductors | $223.80 | +0.18% | $56.38B | 19.1 | 13.3 | 4.3 | +19.5% |
| Texas Instruments | $258.44 | −0.09% | $236.20B | 39.3 | 27.2 | 12.1 | +22.8% |
| Microchip Technology | $73.03 | +0.14% | $39.60B | 101.2 | 18.7 | 7.7 | +38.1% |
| STMicroelectronics (ADR) | $49.33 | −0.10% | $44.07B | 96.8 | 24.8 | 3.3 | +24.4% |
| Median | 68.1 | 21.7 | 6.0 | +23.6% |