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SLAB

SILICON LABORATORIES INC.

At today's price, SILICON LABORATORIES INC. (SLAB) is priced for an above-average set of expectations. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Implied Growth
Priced In
elevated

Key Takeaways

• Silicon Labs is under a signed $231.00-per-share all-cash acquisition by Texas Instruments (about $7.5 billion enterprise value), and at $218.70 the stock trades about 5% below the contract price with US clearance and shareholder approval already in hand. • The binding risk is Beijing: as of mid-June 2026 China's SAMR had not formally accepted the merger filing, and a block or stall would strand the stock on standalone economics of a GAAP net loss and a price near 8.7 times revenue. • The bu

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Institutional ownership

360 institutional managers reported holding SLAB in 13F filings for the quarter ended 2026-03-31. Together they hold about 91% of the company; the top 10 hold 48%. 102 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 2.2M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (5.8 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

SLAB has cut its share count 26.4% over the past five years, spending $2.23B on repurchases. It pays no dividend. Cash returned over the past three years: $16.06M in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at SLAB over the trailing three years. Absence is a fact about the company, not a signal. 12 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

SLAB's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2022-04-28+8.5%+1.5%
2022-07-28+6.6%-15.8%
2022-10-27-6.3%+20.5%
2023-02-02+20.8%-11.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

SLAB's latest 8-K filings: 2026-05-26 (items 8.01); 2026-05-05 (items 2.02, 9.01); 2026-04-30 (items 5.07); 2026-04-24 (items 5.07); 2026-02-04 (items 2.02, 9.01).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

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Last analyzed: July 11, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.