Silicon Labs (SLAB)
Builds low-power wireless chips, modules, and software for industrial and consumer IoT devices.
Something off on this page? Send us feedback.
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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Feb 6, 2026 | Morgan Stanley | Target | Target: $161 | Target: $231 |
| Feb 5, 2026 | UBS | Target | Target: — | Target: $205 |
| Feb 5, 2026 | Barclays | Target | Target: $130 | Target: $231 |
| Feb 4, 2026 | Stifel Nicolaus | Target | Target: $165 | Target: $231 |
| Feb 4, 2026 | Benchmark | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $397.2M · Total debt $0 · Total assets $1.25B · Shareholders' equity $1.09B
- Revenue
- $228.2M
- Operating income
- −$10.7M
- Net income
- −$10.6M
No dividends on record.
| Institutions | 93.56% | 31.22M shares | |
|---|---|---|---|
| 371 holders · as of Jun 30, 2026 | |||
| Insiders | 2.16% | 722.1K shares | |
| 12 holders · as of Aug 17, 2026 | |||
| Other | 4.28% | 1.43M shares | |
| remainder | |||
33.37M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.57% | 5.20M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.26% | 2.09M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.87% | 1.62M | as of Jun 30, 2026 |
Balyasny Asset Management L.P.Institution | 4.67% | 1.56M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.45% | 1.49M | as of Jun 30, 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 |
- 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
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Silicon Labs | $221.68 | +0.37% | $7.28B | — | 60.8 | 8.5 | +18.3% |
| NXP Semiconductors | $235.31 | +1.25% | $58.61B | 19.8 | 14.1 | 4.4 | +19.5% |
| Texas Instruments | $270.58 | −0.11% | $247.37B | 41.2 | 28.4 | 12.7 | +22.8% |
| Microchip Technology | $75.84 | +1.42% | $40.61B | 103.7 | 19.3 | 7.9 | +38.1% |
| STMicroelectronics (ADR) | $53.48 | +3.58% | $46.08B | 101.2 | 26.9 | 3.5 | +24.4% |
| Median | 71.2 | 23.1 | 6.2 | +23.6% |