Silicon Labs Reports Q1 Revenue of $213.5M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Should l Buy SLAB?
Reports Q1 revenue $213.5M, consensus $214.03M. "The Silicon Labs team delivered a strong start to 2026 with revenue of $214 million and meaningful year-over-year improvements in both gross margin and profitability," said Matt Johnson, President and Chief Executive Officer. "Over the course of the quarter we saw an acceleration in bookings with declining inventory positions at our distributors and end customers, led by our broad industrial business. Design win momentum continued during the first quarter, exceeding both our internal targets and our 2025 run rate, which was a prior record year for the company. This performance underscores the breadth and depth of our innovative product portfolio across end applications. Our leading indicators point to both near- and long-term strength, with book-to-bill ratio at a multi-year high and two quarters of record design wins, reinforcing our conviction in Silicon Labs' durable growth trajectory. At the same time, our proposed merger with Texas Instruments continues to advance, and we remain focused on disciplined execution and delivering for our customers."
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Analyst Views on SLAB
Wall Street analysts forecast SLAB stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 217.640
Low
130.00
Averages
143.75
High
160.00
Current: 217.640
Low
130.00
Averages
143.75
High
160.00
About SLAB
Silicon Laboratories Inc. is engaged in secure, intelligent wireless technology for a connected world. Its integrated hardware and software platform, intuitive development tools, ecosystem, and robust support help customers build advanced industrial, commercial, home, and life applications. It enables developers to solve complex wireless challenges throughout the product lifecycle. Its platform, purpose-built for the Internet of Things (IoT), helps customers create secure, intelligent, connected devices. Its semiconductor devices leverage standard complementary metal oxide semiconductor (CMOS), a widely available process technology. It provides analog-intensive, mixed-signal solutions for use in a variety of electronic products in a range of applications for the IoT. It has built a wireless development platform and product portfolio for the IoT based on Bluetooth, sub-GHz technologies, Wi - SUN, Thread, Wi-Fi, Zigbee and Z-Wave. It offers wireless microcontrollers and sensor products.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Silicon Laboratories Q1 Earnings Beat Expectations
- Earnings Beat: Silicon Laboratories reported a Q1 non-GAAP EPS of $0.53, exceeding expectations by $0.03, indicating stable profitability despite revenue falling short of forecasts.
- Revenue Growth: The company achieved revenue of $213.5 million, a 20.1% year-over-year increase, although slightly missing the expected $214 million, reflecting strong performance in the technology sector.
- Acquisition Impact: With the pending acquisition by Texas Instruments, Silicon Labs has suspended its forward-looking guidance, a move that may affect investor expectations regarding future growth.
- Market Reaction: Despite the revenue miss, the earnings beat could boost market confidence in the short term, especially in light of the acquisition, as investors remain focused on the company's strategic direction going forward.
See More
Silicon Labs Promotes Dr. Aslam Rafi to Senior Fellow
- Recognition of Technical Achievement: Silicon Labs has promoted Dr. Aslam Rafi to Senior Fellow, a title representing the highest level of technical achievement within the company, acknowledging his sustained innovation and leadership in wireless technology, thereby reinforcing the company's leadership position in the low-power wireless market.
- Industry Impact: With 26 years at Silicon Labs, Dr. Rafi has driven foundational advancements in RF and analog technologies, with his innovations embedded in nearly all Silicon Labs products, significantly enhancing their industry-leading performance and strengthening the company's competitive edge.
- Intellectual Property Contributions: Dr. Rafi holds over 112 patents and has published in top forums such as the IEEE Solid-State Circuits conference, showcasing his deep expertise in the field and influence on engineering culture, further elevating Silicon Labs' industry reputation.
- Rigorous Selection Process: The Senior Fellow designation is awarded through a rigorous selection process, requiring candidates to excel in technical mastery, impact on engineering culture, commercial success, and overall industry influence, reflecting Silicon Labs' commitment to recognizing its technical leaders.
See More
Silicon Labs Promotes Dr. Aslam Rafi to Senior Fellow
- Recognition of Technical Achievement: Silicon Labs has promoted Dr. Aslam Rafi to Senior Fellow, a title representing the highest level of technical achievement within the company, acknowledging his sustained innovation and leadership in wireless technology, thereby reinforcing the company's leadership position in the low-power wireless market.
- Industry Influence: With 26 years at Silicon Labs, Dr. Rafi has driven foundational advancements in RF and analog technologies, with his innovations embedded in nearly all Silicon Labs products, significantly enhancing product performance and strengthening market competitiveness.
- Intellectual Property Contributions: Dr. Rafi holds over 112 patents and has published in leading forums, showcasing his technical expertise and providing robust support for the company's reputation and influence within the industry.
- Rigorous Selection Process: The Senior Fellow designation is awarded through a highly selective process, with candidates evaluated on technical mastery, impact on engineering culture, commercial success, and overall industry influence, reflecting Dr. Rafi's exceptional performance in these areas.
See More
Tesla Earnings Highlights and Future Outlook
- Tesla Earnings Beat: Tesla reported an adjusted earnings per share of $0.41, surpassing analyst expectations while showing strong performance in vehicle deliveries, revenue, and earnings, although slightly missing on energy storage deliveries, indicating its sustained competitiveness in the EV market.
- Terafab Semiconductor Initiative: Tesla plans to invest $3 billion in the Terafab project, aiming to produce thousands of wafers monthly, with a long-term goal of achieving one terawatt of computing power annually, showcasing its ambitious vision in the semiconductor sector that could reshape the industry landscape.
- Robotics Production Expansion: Tesla will begin preparations for its first large-scale Optimus factory at the Fremont plant, designed for an annual output of 1 million robots, while also planning a second-generation facility in Texas with a capacity of 10 million units per year, further solidifying its leadership in automation.
- Strong Performance from GE Vernova: GE Vernova reported over $12 billion in unearned revenue in Q1, reflecting robust demand in the power and renewable energy sectors, which is expected to drive cash flow growth in the coming years and enhance its market competitiveness.
See More
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- Significant Revenue Growth: Texas Instruments reported first-quarter revenue of $4.83 billion, a 19% increase year-over-year, surpassing analyst expectations of $4.53 billion, highlighting the company's strong performance amid high demand for analog chips, which solidifies its market position.
- Stock Surge: The company's shares soared 18% on Thursday, marking its best single-day performance since 2000, with a year-to-date increase of approximately 60%, reflecting strong investor confidence in the company's future growth potential.
- Optimistic Outlook: Texas Instruments expects second-quarter revenue to range between $5 billion and $5.4 billion, representing a 17% growth at the midpoint, with earnings per share projected between $1.77 and $2.05, indicating a positive outlook on future market demand.
- Diverse Customer Base: With major clients like Apple, Nvidia, and Ford, along with a $60 billion investment to build three new plants in the U.S., Texas Instruments demonstrates its significance and ongoing growth potential in the global semiconductor market.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Investigation Focus: Halper Sadeh LLC is investigating Silicon Laboratories Inc. (NASDAQ:SLAB) regarding its sale to Texas Instruments for $231.00 per share in cash, potentially infringing on shareholder rights and prompting shareholders to consider their legal options.
- Shareholder Rights Protection: The transaction between Coterra Energy Inc. (NYSE:CTRA) and Devon Energy Corporation, which involves exchanging each share of Coterra for 0.70 shares of Devon, may lead Halper Sadeh LLC to seek increased consideration and additional disclosures to safeguard shareholder interests.
- SkyWater Technology Deal: SkyWater Technology, Inc. (NASDAQ:SKYT) is involved in a sale to IonQ for $15.00 in cash and $20.00 in IonQ stock, with Halper Sadeh LLC potentially advocating for higher compensation and transparency to protect investor rights.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, ensuring no upfront costs for clients, aiming to assist global investors in addressing securities fraud and corporate misconduct while safeguarding their legal rights.
See More
Silicon Laboratories Q1 Earnings Beat Expectations
- Earnings Beat: Silicon Laboratories reported a Q1 non-GAAP EPS of $0.53, exceeding expectations by $0.03, indicating stable profitability despite revenue falling short of forecasts.
- Revenue Growth: The company achieved revenue of $213.5 million, a 20.1% year-over-year increase, although slightly missing the expected $214 million, reflecting strong performance in the technology sector.
- Acquisition Impact: With the pending acquisition by Texas Instruments, Silicon Labs has suspended its forward-looking guidance, a move that may affect investor expectations regarding future growth.
- Market Reaction: Despite the revenue miss, the earnings beat could boost market confidence in the short term, especially in light of the acquisition, as investors remain focused on the company's strategic direction going forward.
See More
Silicon Labs Promotes Dr. Aslam Rafi to Senior Fellow
- Recognition of Technical Achievement: Silicon Labs has promoted Dr. Aslam Rafi to Senior Fellow, a title representing the highest level of technical achievement within the company, acknowledging his sustained innovation and leadership in wireless technology, thereby reinforcing the company's leadership position in the low-power wireless market.
- Industry Impact: With 26 years at Silicon Labs, Dr. Rafi has driven foundational advancements in RF and analog technologies, with his innovations embedded in nearly all Silicon Labs products, significantly enhancing their industry-leading performance and strengthening the company's competitive edge.
- Intellectual Property Contributions: Dr. Rafi holds over 112 patents and has published in top forums such as the IEEE Solid-State Circuits conference, showcasing his deep expertise in the field and influence on engineering culture, further elevating Silicon Labs' industry reputation.
- Rigorous Selection Process: The Senior Fellow designation is awarded through a rigorous selection process, requiring candidates to excel in technical mastery, impact on engineering culture, commercial success, and overall industry influence, reflecting Silicon Labs' commitment to recognizing its technical leaders.
See More
Silicon Labs Promotes Dr. Aslam Rafi to Senior Fellow
- Recognition of Technical Achievement: Silicon Labs has promoted Dr. Aslam Rafi to Senior Fellow, a title representing the highest level of technical achievement within the company, acknowledging his sustained innovation and leadership in wireless technology, thereby reinforcing the company's leadership position in the low-power wireless market.
- Industry Influence: With 26 years at Silicon Labs, Dr. Rafi has driven foundational advancements in RF and analog technologies, with his innovations embedded in nearly all Silicon Labs products, significantly enhancing product performance and strengthening market competitiveness.
- Intellectual Property Contributions: Dr. Rafi holds over 112 patents and has published in leading forums, showcasing his technical expertise and providing robust support for the company's reputation and influence within the industry.
- Rigorous Selection Process: The Senior Fellow designation is awarded through a highly selective process, with candidates evaluated on technical mastery, impact on engineering culture, commercial success, and overall industry influence, reflecting Dr. Rafi's exceptional performance in these areas.
See More
Tesla Earnings Highlights and Future Outlook
- Tesla Earnings Beat: Tesla reported an adjusted earnings per share of $0.41, surpassing analyst expectations while showing strong performance in vehicle deliveries, revenue, and earnings, although slightly missing on energy storage deliveries, indicating its sustained competitiveness in the EV market.
- Terafab Semiconductor Initiative: Tesla plans to invest $3 billion in the Terafab project, aiming to produce thousands of wafers monthly, with a long-term goal of achieving one terawatt of computing power annually, showcasing its ambitious vision in the semiconductor sector that could reshape the industry landscape.
- Robotics Production Expansion: Tesla will begin preparations for its first large-scale Optimus factory at the Fremont plant, designed for an annual output of 1 million robots, while also planning a second-generation facility in Texas with a capacity of 10 million units per year, further solidifying its leadership in automation.
- Strong Performance from GE Vernova: GE Vernova reported over $12 billion in unearned revenue in Q1, reflecting robust demand in the power and renewable energy sectors, which is expected to drive cash flow growth in the coming years and enhance its market competitiveness.
See More
Texas Instruments Reports Strong Quarterly Results and Upbeat Guidance
- Significant Revenue Growth: Texas Instruments reported first-quarter revenue of $4.83 billion, a 19% increase year-over-year, surpassing analyst expectations of $4.53 billion, highlighting the company's strong performance amid high demand for analog chips, which solidifies its market position.
- Stock Surge: The company's shares soared 18% on Thursday, marking its best single-day performance since 2000, with a year-to-date increase of approximately 60%, reflecting strong investor confidence in the company's future growth potential.
- Optimistic Outlook: Texas Instruments expects second-quarter revenue to range between $5 billion and $5.4 billion, representing a 17% growth at the midpoint, with earnings per share projected between $1.77 and $2.05, indicating a positive outlook on future market demand.
- Diverse Customer Base: With major clients like Apple, Nvidia, and Ford, along with a $60 billion investment to build three new plants in the U.S., Texas Instruments demonstrates its significance and ongoing growth potential in the global semiconductor market.
See More
Investor Rights Law Firm Investigates Multiple Companies
- Investigation Focus: Halper Sadeh LLC is investigating Silicon Laboratories Inc. (NASDAQ:SLAB) regarding its sale to Texas Instruments for $231.00 per share in cash, potentially infringing on shareholder rights and prompting shareholders to consider their legal options.
- Shareholder Rights Protection: The transaction between Coterra Energy Inc. (NYSE:CTRA) and Devon Energy Corporation, which involves exchanging each share of Coterra for 0.70 shares of Devon, may lead Halper Sadeh LLC to seek increased consideration and additional disclosures to safeguard shareholder interests.
- SkyWater Technology Deal: SkyWater Technology, Inc. (NASDAQ:SKYT) is involved in a sale to IonQ for $15.00 in cash and $20.00 in IonQ stock, with Halper Sadeh LLC potentially advocating for higher compensation and transparency to protect investor rights.
- Legal Service Commitment: Halper Sadeh LLC offers legal services on a contingency fee basis, ensuring no upfront costs for clients, aiming to assist global investors in addressing securities fraud and corporate misconduct while safeguarding their legal rights.
See More
