Silicon Labs (SLAB)
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-29
Research Workspace
Put SLAB beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Semiconductors is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look high — the market is pricing in about 120% growth a year, above the roughly 22% analysts expect, leaving little room for error.
View ValuationThis stock is volatile — it swings about 0% on a typical day and fell roughly 12% in its worst 12-month stretch.
View RiskSLAB rests on Silicon Labs’ growth case, despite unprofitable recent results and elevated risk. Revenue grew 20% year over year, and Q1 FY2026 earnings beat consensus. Shares trade at 9× sales, matching the 9× peer median and its own historical multiple. The market prices in more growth than our forecast. A 38% next-quarter miss probability and the delayed Texas Instruments merger threaten the case. Peer multiples imply a price about 120% below where it trades. Our read remains intact; this read is provisional.
Trailing returns as of 2026-10-30. SLAB is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering SLAB (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare SLAB with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| SLAB Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 3 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Semiconductors — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put SLAB next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Complete merger with Texas Instruments
Merger delay impacts strategic growth plans.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers

Advances: Focus on revenue growth
New lab supports revenue growth through innovation.
Advances: Focus on revenue growth
New chip enhances revenue growth potential in IoT market.

Advances: Focus on revenue growth
Earnings beat supports revenue growth objective.

Advances: Focus on revenue growth
Revenue beat supports growth objectives.

Texas Instruments deal may impact market position.

New capability enhances product offerings and market position.
Partnership enhances growth potential in connectivity and AI.