Silicon Labs (SLAB)

NASDAQInformation TechnologySemiconductorsSnapshot 2026-10-23

$221.27+0.07%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Silicon Labs’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2027-01-04
Revenue	—	242.07M
EPS	—	0.815
Annual ending 2027-01-03
Revenue	—	925.92M
EPS	—	2.907
Annual ending 2028-01-03
Revenue	—	1.08B
EPS	—	4.507

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Gross margin near 63% next quarter	A primary condition in Silicon Labs's published investment case. The stated target is 63%.	Improving	Gross margin falls below 57% next quarter	Gross margin: 61.65% FY2026-Q2; GAAP. Published target: 63%. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 11, 202661.64802 percent · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jul 4, 2026 Source: company_financial_results. Reference: 5ccb1c8e-b0bf-49fd-889f-ad8fcac03592. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating income improves toward breakeven	A primary condition in Silicon Labs's published investment case. The stated target is Operating loss less than $17 million.	Intact	Operating loss worsens beyond $17 million next quarter	Operating income: $-10.666M FY2026-Q2; GAAP. Published target: Operating loss less than $17 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 11, 2026-10,666,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jul 4, 2026 Source: company_financial_results. Reference: 5ccb1c8e-b0bf-49fd-889f-ad8fcac03592. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Partnerships with Texas Instruments and Comminent boost growth	Partnerships with Texas Instruments and Comminent boost growth.	Under Pressure	Partnerships fail to contribute to revenue growth	Qualitative: TI merger delayed (Oct 2026) vs sustained growth target TI merger snag threatens growth; Q2 revenue beat and new Austin lab support recovery. Context reviewed through Oct 23, 2026Last status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Revenue grows to about $207.5 million next quarter	A primary condition in Silicon Labs's published investment case. The stated target is ~$207.5 million.	Intact	Revenue falls below $192 million next quarter	Revenue: $228.189M FY2026-Q2; GAAP. Published target: ~$207.5 million. The stored target says 2026-Q1; this source reports FY2026-Q2. Fiscal/calendar alignment needs review. Source published Aug 11, 2026228,189,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jul 4, 2026 Source: company_financial_results. Reference: 5ccb1c8e-b0bf-49fd-889f-ad8fcac03592. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue grew from $178 million in 2025-Q1 to $214 million in 2026-Q1, a 20% increase, with industrial & commercial revenue up 33% in 2026-Q1. Management has consistently emphasized growth and design win momentum, and the financials show delivering progress. Delivery assessment Aug 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2028 · fiscal year ending 2028-01-03 · fmp

FY2028 EPS: comparable history unavailable.

FY2028 revenueUnavailable

$1.08B → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2028 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	$1,075,009,075	4 / 5
2026-07-25	Unavailable	$1,075,009,075	4 / 5
2026-07-26	Unavailable	$1,075,009,075	4 / 5
2026-07-27	Unavailable	$1,075,009,075	4 / 5
2026-07-28	Unavailable	$1,075,009,075	4 / 5
2026-07-29	Unavailable	$1,075,009,075	4 / 5
2026-07-30	Unavailable	$1,075,009,075	4 / 5
2026-07-31	Unavailable	$1,075,009,075	4 / 5
2026-08-01	Unavailable	$1,075,009,075	4 / 5
2026-08-02	Unavailable	$1,075,009,075	4 / 5
2026-08-03	Unavailable	$1,075,009,075	4 / 5
2026-08-04	Unavailable	$1,075,009,075	4 / 5
2026-08-05	Unavailable	$1,075,009,075	4 / 5
2026-08-06	Unavailable	$1,075,009,075	4 / 5
2026-08-08	Unavailable	Unavailable	3 / 4
2026-08-09	Unavailable	Unavailable	3 / 4
2026-08-10	Unavailable	Unavailable	3 / 4
2026-08-12	Unavailable	Unavailable	3 / 4
2026-08-13	Unavailable	Unavailable	3 / 4
2026-08-14	Unavailable	Unavailable	3 / 4
2026-08-15	Unavailable	Unavailable	3 / 4
2026-08-16	Unavailable	Unavailable	3 / 4
2026-08-17	Unavailable	Unavailable	3 / 4
2026-08-18	Unavailable	Unavailable	3 / 4
2026-08-19	Unavailable	Unavailable	3 / 4
2026-08-20	Unavailable	Unavailable	3 / 4
2026-08-21	Unavailable	Unavailable	3 / 4
2026-08-22	Unavailable	Unavailable	3 / 4
2026-08-23	Unavailable	Unavailable	3 / 4
2026-08-24	Unavailable	Unavailable	3 / 4
2026-08-25	Unavailable	Unavailable	3 / 4
2026-08-26	Unavailable	Unavailable	3 / 4
2026-08-27	Unavailable	Unavailable	3 / 4
2026-08-28	Unavailable	Unavailable	3 / 4
2026-08-29	Unavailable	Unavailable	3 / 4
2026-08-30	Unavailable	Unavailable	3 / 4
2026-08-31	Unavailable	Unavailable	3 / 4
2026-09-01	Unavailable	Unavailable	3 / 4
2026-09-02	Unavailable	Unavailable	3 / 4
2026-09-03	Unavailable	Unavailable	3 / 4
2026-09-04	Unavailable	Unavailable	3 / 4
2026-09-05	Unavailable	Unavailable	3 / 4
2026-09-06	Unavailable	Unavailable	3 / 4
2026-09-07	Unavailable	Unavailable	3 / 4
2026-09-08	Unavailable	Unavailable	3 / 4
2026-09-09	Unavailable	Unavailable	3 / 4
2026-09-10	Unavailable	Unavailable	3 / 4
2026-09-11	Unavailable	Unavailable	3 / 4
2026-09-12	Unavailable	Unavailable	3 / 4
2026-09-13	Unavailable	Unavailable	3 / 4
2026-09-14	Unavailable	Unavailable	3 / 4
2026-09-15	Unavailable	Unavailable	3 / 4
2026-09-16	Unavailable	Unavailable	3 / 4
2026-09-17	Unavailable	Unavailable	3 / 4
2026-09-18	Unavailable	Unavailable	3 / 4
2026-09-19	Unavailable	Unavailable	3 / 4
2026-09-20	Unavailable	Unavailable	3 / 4
2026-09-21	Unavailable	Unavailable	3 / 4
2026-09-22	Unavailable	Unavailable	3 / 4
2026-09-23	Unavailable	Unavailable	3 / 4
2026-09-24	Unavailable	Unavailable	3 / 4
2026-09-25	Unavailable	Unavailable	3 / 4
2026-09-26	Unavailable	Unavailable	3 / 4
2026-09-27	Unavailable	Unavailable	3 / 4
2026-09-28	Unavailable	Unavailable	3 / 4
2026-09-29	Unavailable	Unavailable	3 / 4
2026-09-30	Unavailable	Unavailable	3 / 4
2026-10-01	Unavailable	Unavailable	3 / 4
2026-10-02	Unavailable	Unavailable	3 / 4
2026-10-03	Unavailable	Unavailable	3 / 4
2026-10-04	Unavailable	Unavailable	3 / 4
2026-10-05	Unavailable	Unavailable	3 / 4
2026-10-06	Unavailable	Unavailable	3 / 4
2026-10-07	Unavailable	Unavailable	3 / 4
2026-10-08	Unavailable	Unavailable	3 / 4
2026-10-09	Unavailable	Unavailable	3 / 4
2026-10-10	Unavailable	Unavailable	3 / 4
2026-10-11	Unavailable	Unavailable	3 / 4
2026-10-12	Unavailable	Unavailable	3 / 4
2026-10-13	Unavailable	Unavailable	3 / 4
2026-10-14	Unavailable	Unavailable	3 / 4
2026-10-15	Unavailable	Unavailable	3 / 4
2026-10-16	Unavailable	Unavailable	3 / 4
2026-10-17	Unavailable	Unavailable	3 / 4
2026-10-18	Unavailable	Unavailable	3 / 4
2026-10-19	Unavailable	Unavailable	3 / 4
2026-10-20	Unavailable	Unavailable	3 / 4
2026-10-21	Unavailable	Unavailable	3 / 4
2026-10-22	Unavailable	Unavailable	3 / 4
2026-10-23	Unavailable	Unavailable	3 / 4
2026-10-24	Unavailable	Unavailable	3 / 4

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold	Sell*
2026-05-01	0	11	0
2026-06-01	0	10	0
2026-07-01	0	10	0
2026-08-01	0	10	0
2026-09-01	0	8	0
2026-10-01	0	8	0

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 8 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Gross margin near 63% next quarterGross margin: 61.65%
Operating income improves toward breakevenOperating income: $-10.666M
Partnerships with Texas Instruments and Comminent boost growthPublished status: Under Pressure
Revenue grows to about $207.5 million next quarterRevenue: $228.189M

Next proof point

Nov 3, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

0.2%Typical daily move · historical

Downside history

-15.1%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Silicon Labs outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

This is a growth-oriented semiconductor business still working toward profitability, rather than an established earnings compounder. The multi-year view is on watch: management progress is visible, but recent performance has lagged its industry cohort and confidence is medium.

What's priced into Silicon Labs

SLAB is expensive versus peers, and the valuation evidence says expectations are somewhat ahead of what the model supports. The overall fragility signal is low, but that does not remove the gap between an expensive valuation and a business that remains loss-making.

What the fundamentals likely do

Over the past year, revenue rose from $178 million in 2025-Q1 to $214 million in 2026-Q1, gross margin improved, and the operating loss narrowed. These moves match management’s repeated priorities, though the company remains loss-making and the snapshot notes recent quarterly misses. Near-term execution risk remains meaningful, especially if guidance is cut on the next call.

What Silicon Labs hinges on

The multi-year thesis depends on revenue growth and margin gains continuing to narrow operating losses. A guidance cut would weigh on the execution case, while rate cuts or stronger results and guidance from major technology peers could support the sector backdrop. Litigation is also a recent negative event, but the snapshot gives no detail on its possible business impact.