Silicon Laboratories

SLAB · NASDAQ

$221.10+$0.11 (+0.05%)TodayMarket closed · Oct 20, 5:29 PM ET

Prev close $220.99

SLAB analyst rating

HoldConsensus of 5 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold5
Underperform0
Sell0

12-month price target · 9 analysts

Average $225.93 (+2.2% upside)

Low: $202.00
Now: $221.10
High: $242.55

Upgrades and downgrades

The latest rating actions, newest first

SLAB analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Citigroup	Feb 6, 2026	Maintains	Neutral	$135.00 → $231.00	71%
RBC Capital	Feb 5, 2026	Maintains	Sector Perform	$160.00 → $205.00	69%
Keybanc	Feb 4, 2026	Downgrade	Overweight → Sector Weight	—	57%
Needham	Feb 4, 2026	Downgrade	Buy → Hold	—	44%
Benchmark	Feb 4, 2026	Downgrade	Buy → Hold	—	75%
RBC Capital	Jan 15, 2026	Initiates	Sector Perform	$160.00	69%

The case for and against

Updated Nov 14, 2025

Bull case

Silicon Laboratories Inc. demonstrates a positive growth outlook, underscored by its impressive customer retention rates, which stand at 95% for its top 100 customers over five years and 60% for top 500 customers over a decade. The company's WiFi revenue is projected to grow by 40% this year, with expectations that new Series 3 products will further accelerate this growth, possibly allowing WiFi revenue to match or exceed that of Bluetooth in the future. Additionally, the positive point-of-sale data reflecting increasing bookings and billings over three consecutive quarters supports a robust demand for the company's products, contributing to a strong financial position.

Bear case

Silicon Laboratories Inc. faces challenges in its inventory management, with current distribution inventories reduced to 48 days, significantly below the target range of 70-75 days, potentially indicating issues with supply chain stability. Being a fabless company, Silicon Laboratories relies heavily on third-party manufacturers, raising concerns about possible supply shortfalls and the risk of escalating input costs, which could adversely impact financial performance. These factors contribute to a cautious outlook on the company's ability to sustain growth and profitability amid tightening supply conditions.

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