What is KeyCorp’s Forecast for SLAB Q1 Earnings?

Silicon Laboratories, Inc. (NASDAQ:SLAB) – Analysts at KeyCorp issued their Q1 2026 EPS estimates for Silicon Laboratories in a research note issued to investors on Wednesday, February 4th. KeyCorp analyst J. Vinh anticipates that the semiconductor company will earn ($0.07) per share for the quarter. KeyCorp currently has a “Hold” rating on the stock. The consensus estimate for Silicon Laboratories’ current full-year earnings is ($0.97) per share. KeyCorp also issued estimates for Silicon Laboratories’ Q2 2026 earnings at $0.12 EPS, Q3 2026 earnings at $0.35 EPS, Q4 2026 earnings at $0.28 EPS and FY2026 earnings at $0.68 EPS.

Silicon Laboratories (NASDAQ:SLAB) last posted its earnings results on Wednesday, February 4th. The semiconductor company reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.54 by $0.02. Silicon Laboratories had a negative net margin of 8.27% and a negative return on equity of 4.09%. The business had revenue of $208.21 million for the quarter, compared to analyst estimates of $207.63 million. During the same quarter in the previous year, the business posted ($0.11) EPS. The business’s quarterly revenue was up 25.3% on a year-over-year basis.

A number of other equities research analysts have also issued reports on the company. Benchmark lowered Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Royal Bank Of Canada upped their price target on Silicon Laboratories from $160.00 to $205.00 and gave the stock a “sector perform” rating in a report on Thursday. Needham & Company LLC lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research note on Wednesday. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Silicon Laboratories presently has an average rating of “Hold” and an average price target of $159.88.

Silicon Laboratories Price Performance

NASDAQ:SLAB opened at $205.22 on Friday. The business’s 50-day moving average is $142.48 and its two-hundred day moving average is $135.59. The firm has a market capitalization of $6.74 billion, a PE ratio of -103.13 and a beta of 1.56. Silicon Laboratories has a 12 month low of $82.82 and a 12 month high of $207.50.

Insider Activity at Silicon Laboratories

In other news, Director Nina Richardson sold 1,355 shares of the stock in a transaction that occurred on Tuesday, January 13th. The stock was sold at an average price of $149.00, for a total transaction of $201,895.00. Following the completion of the transaction, the director directly owned 8,543 shares in the company, valued at approximately $1,272,907. This represents a 13.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, SVP Brandon Tolany sold 4,246 shares of Silicon Laboratories stock in a transaction on Thursday, December 4th. The stock was sold at an average price of $140.17, for a total transaction of $595,161.82. Following the completion of the sale, the senior vice president owned 62,381 shares of the company’s stock, valued at approximately $8,743,944.77. This trade represents a 6.37% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 7,555 shares of company stock valued at $1,073,528. Company insiders own 1.60% of the company’s stock.

Institutional Investors Weigh In On Silicon Laboratories

Institutional investors have recently modified their holdings of the stock. Vanguard Group Inc. grew its stake in Silicon Laboratories by 3.1% in the fourth quarter. Vanguard Group Inc. now owns 3,992,407 shares of the semiconductor company’s stock worth $521,808,000 after purchasing an additional 121,432 shares in the last quarter. State Street Corp lifted its holdings in Silicon Laboratories by 0.5% during the 2nd quarter. State Street Corp now owns 1,517,813 shares of the semiconductor company’s stock worth $223,665,000 after buying an additional 7,139 shares during the last quarter. Geode Capital Management LLC grew its position in shares of Silicon Laboratories by 0.9% in the 2nd quarter. Geode Capital Management LLC now owns 810,736 shares of the semiconductor company’s stock worth $119,484,000 after acquiring an additional 7,519 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Silicon Laboratories by 3.5% in the 3rd quarter. Invesco Ltd. now owns 755,142 shares of the semiconductor company’s stock valued at $99,022,000 after acquiring an additional 25,273 shares during the last quarter. Finally, AQR Capital Management LLC increased its holdings in shares of Silicon Laboratories by 89.5% in the 3rd quarter. AQR Capital Management LLC now owns 701,919 shares of the semiconductor company’s stock valued at $91,109,000 after acquiring an additional 331,427 shares during the last quarter.

Trending Headlines about Silicon Laboratories

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Texas Instruments agreed to acquire Silicon Labs for $231 per share in cash, valuing the deal at about $7.5 billion — the takeover premium is the primary driver of today’s rally. Texas Instruments to acquire Silicon Labs
• Positive Sentiment: Silicon Labs reported Q4 results that beat estimates (EPS $0.56 vs. $0.54 consensus) and posted strong year-over-year revenue growth, which supports a higher takeout valuation and reduces standalone downside concerns. SLAB Q4 results
• Positive Sentiment: Shares spiked to multi-year highs on takeover news and heavy volume as investors priced in the $231 cash consideration. SLAB touches 4-year high
• Positive Sentiment: Royal Bank of Canada raised its price target from $160 to $205 (now a sector perform), which signals institutional recognition of the changed valuation backdrop post-deal. RBC price target raise
• Neutral Sentiment: Trading was briefly halted for SLAB pending the takeover announcement — a standard market response to material M&A news and informational flow.
• Neutral Sentiment: Several media and analysis pieces are asking whether it’s too late to buy SLAB now that the deal price is public; this reflects debate about upside beyond the $231 cash offer. Is It Too Late to Buy SLAB?
• Negative Sentiment: Multiple law firms have announced investigations and shareholder notices alleging potential breaches of fiduciary duty and asking shareholders to contact counsel — these actions can delay closing, increase deal risk or spark litigation seeking a higher price. Halper Sadeh investigation KSF investigator
• Negative Sentiment: Several brokerages (KeyBanc, Needham, Benchmark and others) moved to “hold” from “buy,” reflecting that the public cash offer caps upside for buyers and that analyst coverage will reset around the transaction price. KeyBanc downgrade Needham downgrade
• Negative Sentiment: Unusual put-option activity surged ahead of the announcement (large put buys), indicating some investors were hedging or betting on downside/transaction risk. This suggests a subset of market participants view the deal as contested or uncertain.

About Silicon Laboratories

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.