Silicon Laboratories Inc.

NasdaqGS:SLAB Lagerbericht

Marktkapitalisierung: US$7.1b

Silicon Laboratories Management

Management Kriterienprüfungen 2/4

Silicon Laboratories CEO ist Matt Johnson , ernannt in Apr 2021, hat eine Amtszeit von 5.08 Jahren. Die jährliche Gesamtvergütung beträgt $11.30M , bestehend aus 6.3% Gehalt und 93.7% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.04% der Aktien des Unternehmens, im Wert von $2.84M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 5.1 Jahre bzw. 9.7 Jahre.

Wichtige Informationen

Matt Johnson

Geschäftsführender

US$11.3m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts6.34%
Amtszeit als Geschäftsführer5.1yrs
Eigentum des Geschäftsführers0.04%
Durchschnittliche Amtszeit des Managements5.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder9.7yrs

Jüngste Management Updates

Recent updates

Analyse-Update May 06

SLAB: Higher Margin Assumptions And P E Frameworks Will Shape Future Returns

Analysts have raised their average price targets on Silicon Laboratories by double digit dollar amounts, pointing to updated assumptions around discount rates, profit margins and future P/E multiples as key drivers of the new $222.86 estimate. Analyst Commentary Across the latest research updates, bullish analysts are resetting their models on Silicon Laboratories around higher price targets, with several revisions in the $45 to $101 range that feed into the new average target of $222.86.
Analyse-Update Apr 20

SLAB: Merger Terms And Hold Ratings Will Guide Deal Driven Returns

Silicon Laboratories' updated analyst price targets have shifted higher by a double digit dollar amount, with many analysts pointing to refreshed views on valuation assumptions, even as recent research includes a mix of upward target revisions and downgrades to Hold. Analyst Commentary Recent Street research on Silicon Laboratories has been active, with several firms adjusting price targets and others moving to Hold ratings.
Analyse-Update Apr 04

SLAB: Merger Terms And Mixed Ratings Will Shape Deal Driven Return Profile

Silicon Laboratories' analyst price targets have shifted higher by double-digit dollar amounts, reaching up to $101, as analysts recalibrate their views using updated assumptions for profit margins, discount rates, and future P/E multiples. Analyst Commentary Recent Street research on Silicon Laboratories shows a wide range of views, with some analysts lifting price targets by double digit dollar amounts and others moving to more neutral stances.
Analyse-Update Mar 20

SLAB: Deal Terms And Mixed Ratings Will Shape Merger Driven Return Profile

Silicon Laboratories' updated analyst price target has shifted in line with modest tweaks to the discount rate, profit margin and future P/E assumptions, as analysts weigh a mix of recent target hikes from $45 to $101 alongside several fresh downgrades to Hold. Analyst Commentary Street research on Silicon Laboratories has recently clustered around two camps, with some raising price targets by sizeable dollar amounts and others shifting to Hold.
Analyse-Update Mar 05

SLAB: Deal Terms And Mixed Ratings Will Guide Future Return Profile

Silicon Laboratories' analyst price targets have moved higher by a wide range, with several firms lifting their views by $45 to $101 as analysts reassessed the company using slightly adjusted discount rate, profit margin and P/E assumptions. Analyst Commentary Recent research on Silicon Laboratories presents a mixed picture, with some firms lifting price targets by wide margins and others moving to the sidelines.
Analyse-Update Feb 19

SLAB: Deal Terms And Mixed Ratings Will Shape Future Upside Potential

Analysts have lifted their Silicon Laboratories fair value estimate from $164.13 to about $222.86, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that better reflect recent Street research on the name. Analyst Commentary Recent Street research on Silicon Laboratories is mixed, with several firms lifting price targets while others move to more neutral stances.
Seeking Alpha Feb 05

Silicon Labs Acquisition Is A Quiet Win For Texas Instruments

Summary Silicon Labs (SLAB) is being acquired by Texas Instruments (TXN) for $231/share in an all-cash deal, a 50% premium. The $7.5B acquisition price represents 9.55x trailing revenue and 78x trailing operating free cash flow, a strong outcome for SLAB shareholders. TXN expects $450M in annual synergies within three years, transforming SLAB from loss-making to meaningfully profitable under its umbrella. Both SLAB and TXN are rated hold; the deal is positive but current arbitrage and entry points are not compelling. Read the full article on Seeking Alpha
Analyse-Update Feb 05

SLAB: Downgrades And Deal Uncertainty Will Cap Upside Potential

The updated analyst price target for Silicon Laboratories moves from US$150.44 to US$164.13, with analysts pointing to revised profit margin assumptions and a lower projected future P/E multiple, even as several firms have shifted to more neutral or Hold ratings following recent deal commentary. Analyst Commentary Recent research updates cluster around a more cautious stance, with several firms shifting to Hold or neutral views following deal related headlines.
Neue Analyse Feb 05

Smart Meter And Industrial IoT Tailwinds Will Fail To Support Current Expectations

Catalysts About Silicon Laboratories Silicon Laboratories develops mixed signal wireless chips and software for Internet of Things applications across industrial, commercial, smart home and medical end markets. What are the underlying business or industry changes driving this perspective?
Analyseartikel Jul 03

Revenues Not Telling The Story For Silicon Laboratories Inc. (NASDAQ:SLAB) After Shares Rise 25%

Silicon Laboratories Inc. ( NASDAQ:SLAB ) shares have continued their recent momentum with a 25% gain in the last month...
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Neue Analyse May 26

Smart Home Demand And IoT Trends Will Unlock Value

Accelerated adoption of diverse IoT applications and next-generation products is driving higher customer demand and expanded growth opportunities across new and existing segments.
Analyseartikel May 19

Optimistic Investors Push Silicon Laboratories Inc. (NASDAQ:SLAB) Shares Up 45% But Growth Is Lacking

Silicon Laboratories Inc. ( NASDAQ:SLAB ) shareholders are no doubt pleased to see that the share price has bounced 45...
Seeking Alpha Feb 09

Silicon Laboratories: Rating Upgrade As Q4 2024 Results Are More Bullish On Outlook

Summary Upgraded Silicon Laboratories stock to strong buy due to robust 4Q24 results, confirming a bullish growth outlook, with 91% y/y revenue growth and strong segment performance. Management's 1Q25 guidance indicates accelerating growth, with 7% sequential and 67% y/y revenue growth, surpassing seasonal trends and suggesting a strong year ahead. SLAB's CGM and ESL businesses are ramping up faster than expected, validating product effectiveness and presenting significant multi-year growth opportunities. Valuation remains attractive at ~6x forward sales, with potential for re-rating towards previous highs, offering substantial upside for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha Jan 21

Silicon Laboratories: The Timing To Growth Inflection Is Within Sight

Summary I recommend a buy rating for Silicon Laboratories stock due to expected strong y/y revenue growth starting in FY25, driven by AI advancements and data center investments. SLAB's efficient wireless SoCs and AI integration position it to benefit from the growing AI market. Despite recent sequential revenue growth, the market hasn't fully priced in SLAB's potential. Risks include uncertain demand recovery in industrial markets and potential impacts from rising interest rates and geopolitical tensions. Read the full article on Seeking Alpha
Seeking Alpha Nov 05

A Slower, More Stretched-Out Recovery Has Weighed On Silicon Labs

Summary Silicon Labs has underperformed the S&P 500 but fared better than many semiconductor peers, despite weak demand in major end-markets. Q3’24 results were in line with expectations, showing a double-digit year-over-year revenue decline but sequential improvement. Long-term growth opportunities in IoT markets like smart home, retail, smart metering, and glucose monitoring remain meaningful, despite current demand challenges and though guidance for Q4’24 remains soft. I've reduced my near-term fair value estimate to $115 on a slower recovery trajectory, but the potential for $130+ remains when revenue and margins recover. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

Silicon Laboratories: A Questionable Outlook Offsets Improving Results

Summary Silicon Laboratories has recouped some of the losses for the year, with the stock moving higher, but there are a few reasons why further stock gains may have to wait. The excess inventory problem is getting better with the quarterly numbers rebounding, but the outlook beyond is nonetheless hazy. A continued rally in the stock requires strong growth, but it is unclear what demand and thus growth will be like without excess inventory. SLAB can move past present hurdles, but it will need to provide some answers to pressing questions, which it has not done yet. Read the full article on Seeking Alpha
Seeking Alpha Jul 31

Silicon Laboratories: Equity Story Remains Very Attractive

Summary SLAB recommended as a buy with visible recovery growth and margin expansion potential. Positive earnings report with strong sequential revenue growth and margin expansion. Growth catalyst that could potentially drive higher growth is the AI/ML opportunities. Read the full article on Seeking Alpha
Seeking Alpha Jul 14

Silicon Labs Ready For The Next IoT-Fueled Run

Summary After a 70% peak-to-trough revenue decline, Silicon Labs is stabilizing, with promising prospects in Bluetooth and WiFi markets and AI edge deployments ready to drive the next up-cycle. Following sequential growth in Q1'24, SLAB should deliver 30%-plus sequential growth in Q2'24, driven by consumer/home market restocking and new wins, including glucose monitoring. Silicon Labs’ new Series 3 chips, with significantly greater compute capacity over Series 2, position the company well for industrial AI edge installations, enhancing its competitiveness in the IoT sector. With expanding addressable market opportunities, share gains, and new product launches, SLAB could achieve mid-teens revenue growth and mid-to-high teens operating margins in three years, driving a fair value of $130-$150. Read the full article on Seeking Alpha
Seeking Alpha May 05

Silicon Laboratories: An Uncertain Recovery Outlook Continues To Linger

Summary Silicon Laboratories released a mixed report on the 24th by surpassing quarterly estimates and falling short on guidance, resulting in a drop in the stock. SLAB is making progress regarding the inventory problem, but SLAB acknowledges the problem has yet to be resolved. The latest Investor Presentation laid out ambitious targets, which paint a rosy picture for the future, but which may be overly aggressive. SLAB is recovering, but it is too early to say SLAB is out of the woods, especially given the recent weakness in the stock. Read the full article on Seeking Alpha

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Matt Johnson im Vergleich zu den Einnahmen von Silicon Laboratories verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Apr 04 2026n/an/a

-US$50m

Jan 03 2026US$11mUS$716k

-US$65m

Oct 04 2025n/an/a

-US$86m

Jul 05 2025n/an/a

-US$105m

Apr 05 2025n/an/a

-US$165m

Dec 28 2024US$7mUS$689k

-US$191m

Sep 28 2024n/an/a

-US$237m

Jun 29 2024n/an/a

-US$198m

Mar 30 2024n/an/a

-US$105m

Dec 30 2023US$7mUS$564k

-US$35m

Sep 30 2023n/an/a

US$61m

Jul 01 2023n/an/a

US$71m

Apr 01 2023n/an/a

US$82m

Dec 31 2022US$7mUS$650k

US$91m

Oct 01 2022n/an/a

US$72m

Jul 02 2022n/an/a

US$31m

Apr 02 2022n/an/a

-US$10m

Jan 01 2022US$9mUS$416k

-US$58m

Oct 02 2021n/an/a

-US$85m

Jul 03 2021n/an/a

-US$92m

Apr 03 2021n/an/a

-US$109m

Jan 02 2021US$2mUS$390k

-US$115m

Oct 03 2020n/an/a

-US$84m

Jul 04 2020n/an/a

-US$38m

Apr 04 2020n/an/a

-US$18m

Dec 28 2019US$2mUS$375k

-US$103m

Vergütung im Vergleich zum Markt: MattDie Gesamtvergütung ($USD11.30M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.44M).

Entschädigung vs. Einkommen: MattDie Bezüge der Mitarbeiter sind gestiegen, während das Unternehmen unrentabel ist.


Geschäftsführer

Matt Johnson (49 yo)

5.1yrs
Amtszeit
US$11,296,077
Vergütung

Mr. Robert Matthew Johnson, also known as Matt, serves as Independent Director of Novanta Inc since May 9, 2024. He serves as Chief Executive Officer and President at Silicon Laboratories Inc. since Januar...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Robert Johnson
CEO, President & Director5.1yrsUS$11.30m0.040%
$ 2.8m
Dean Butler
CFO & Senior VP2yrsUS$5.08m0.025%
$ 1.8m
Brandon Tolany
Senior Vice President of Worldwide Sales10.3yrsUS$6.03m0.10%
$ 7.3m
Robert Conrad
Senior VP & GM1.3yrsUS$4.63mkeine Daten
Vu Do
Senior Vice President of Global Operationsless than a yearkeine Datenkeine Daten
Mark Mauldin
Chief Accounting Officer5.1yrsUS$1.50m0.034%
$ 2.4m
Daniel Cooley
Senior VP of Technology & Product Development and CTO5.1yrskeine Datenkeine Daten
Thomas Haws
Investor Relations Managerno datakeine Datenkeine Daten
Nestor Gutierrez
Chief Legal Officer and VP of Government Affairs & Public Policy6.3yrskeine Datenkeine Daten
Serena Townsend
Chief People Officer5.7yrskeine Datenkeine Daten
Benny Chang
Chief of Staff and Senior VP of Platform & Products4.3yrskeine Datenkeine Daten
Manish Kothari
Senior Vice President of Software Development4.3yrskeine Datenkeine Daten
5.1yrs
Durchschnittliche Betriebszugehörigkeit
51yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von SLAB ist erfahren und erfahren (durchschnittliche Amtszeit von 5.1 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Robert Johnson
CEO, President & Director4.3yrsUS$11.30m0.040%
$ 2.8m
William Bock
Independent Director14.8yrsUS$280.45k0.10%
$ 7.1m
Navdeep Sooch
Independent Chairman29.8yrsUS$329.01k1.21%
$ 86.7m
Gregg Lowe
Independent Director9.1yrsUS$265.45k0.042%
$ 3.0m
Sumit Sadana
Lead Independent Director11.1yrsUS$271.45k0.027%
$ 2.0m
Christy Wyatt
Independent Director7.3yrsUS$276.45k0.026%
$ 1.8m
Nina Richardson
Independent Director10.3yrsUS$260.45k0.026%
$ 1.9m
Sherri Luther
Independent Director4.3yrsUS$260.45k0.017%
$ 1.2m
9.7yrs
Durchschnittliche Betriebszugehörigkeit
60.5yo
Durchschnittliches Alter

Erfahrener Vorstand: SLABDie Vorstandsmitglieder gelten als erfahren (9.7 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/07 15:34
Aktienkurs zum Tagesende2026/05/07 00:00
Gewinne2026/04/04
Jährliche Einnahmen2026/01/03

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Silicon Laboratories Inc. wird von 28 Analysten beobachtet. 7 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Thomas O'MalleyBarclays
Christopher MuseBarclays
Gary MobleyBenchmark Company