Silicon Laboratories Gestion
Gestion contrôle des critères 2/4
Le PDG Silicon Laboratories est Matt Johnson, nommé en Apr2021, a un mandat de 5.08 ans. La rémunération annuelle totale est $ 11.30M, composée du salaire de 6.3% et des bonus 93.7%, y compris les actions et options de la société. détient directement 0.04% des actions de la société, d'une valeur de $ 2.84M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 9.7 ans.
Informations clés
Matt Johnson
Directeur général
US$11.3m
Rémunération totale
| Pourcentage du salaire du PDG | 6.34% |
| Durée du mandat du directeur général | 5.1yrs |
| Propriété du PDG | 0.04% |
| Durée moyenne d'occupation des postes de direction | 5.1yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 9.7yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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 AlphaMise à jour du récit • 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.
Nouveau récit • 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?Article d’analyse • 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...Nouveau récit • 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.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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | -US$50m |
| Jan 03 2026 | US$11m | US$716k | -US$65m |
| Oct 04 2025 | n/a | n/a | -US$86m |
| Jul 05 2025 | n/a | n/a | -US$105m |
| Apr 05 2025 | n/a | n/a | -US$165m |
| Dec 28 2024 | US$7m | US$689k | -US$191m |
| Sep 28 2024 | n/a | n/a | -US$237m |
| Jun 29 2024 | n/a | n/a | -US$198m |
| Mar 30 2024 | n/a | n/a | -US$105m |
| Dec 30 2023 | US$7m | US$564k | -US$35m |
| Sep 30 2023 | n/a | n/a | US$61m |
| Jul 01 2023 | n/a | n/a | US$71m |
| Apr 01 2023 | n/a | n/a | US$82m |
| Dec 31 2022 | US$7m | US$650k | US$91m |
| Oct 01 2022 | n/a | n/a | US$72m |
| Jul 02 2022 | n/a | n/a | US$31m |
| Apr 02 2022 | n/a | n/a | -US$10m |
| Jan 01 2022 | US$9m | US$416k | -US$58m |
| Oct 02 2021 | n/a | n/a | -US$85m |
| Jul 03 2021 | n/a | n/a | -US$92m |
| Apr 03 2021 | n/a | n/a | -US$109m |
| Jan 02 2021 | US$2m | US$390k | -US$115m |
| Oct 03 2020 | n/a | n/a | -US$84m |
| Jul 04 2020 | n/a | n/a | -US$38m |
| Apr 04 2020 | n/a | n/a | -US$18m |
| Dec 28 2019 | US$2m | US$375k | -US$103m |
Rémunération vs marché: La rémunération totale de Matt ($USD 11.30M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.38M ).
Rémunération et revenus: La rémunération de Matt a augmenté alors que l'entreprise n'est pas rentable.
PDG
Matt Johnson (49 yo)
5.1yrs
Titularisation
US$11,296,077
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 5.1yrs | US$11.30m | 0.040% $ 2.8m | |
| CFO & Senior VP | 2yrs | US$5.08m | 0.025% $ 1.8m | |
| Senior Vice President of Worldwide Sales | 10.3yrs | US$6.03m | 0.10% $ 7.3m | |
| Senior VP & GM | 1.3yrs | US$4.63m | pas de données | |
| Senior Vice President of Global Operations | less than a year | pas de données | pas de données | |
| Chief Accounting Officer | 5.1yrs | US$1.50m | 0.034% $ 2.4m | |
| Senior VP of Technology & Product Development and CTO | 5.1yrs | pas de données | pas de données | |
| Investor Relations Manager | no data | pas de données | pas de données | |
| Chief Legal Officer and VP of Government Affairs & Public Policy | 6.3yrs | pas de données | pas de données | |
| Chief People Officer | 5.7yrs | pas de données | pas de données | |
| Chief of Staff and Senior VP of Platform & Products | 4.3yrs | pas de données | pas de données | |
| Senior Vice President of Software Development | 4.3yrs | pas de données | pas de données |
5.1yrs
Durée moyenne de l'emploi
51yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de SLAB est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO, President & Director | 4.3yrs | US$11.30m | 0.040% $ 2.8m | |
| Independent Director | 14.8yrs | US$280.45k | 0.10% $ 7.1m | |
| Independent Chairman | 29.8yrs | US$329.01k | 1.21% $ 86.6m | |
| Independent Director | 9.1yrs | US$265.45k | 0.042% $ 3.0m | |
| Lead Independent Director | 11.1yrs | US$271.45k | 0.027% $ 2.0m | |
| Independent Director | 7.3yrs | US$276.45k | 0.026% $ 1.8m | |
| Independent Director | 10.3yrs | US$260.45k | 0.026% $ 1.8m | |
| Independent Director | 4.3yrs | US$260.45k | 0.017% $ 1.2m |
9.7yrs
Durée moyenne de l'emploi
60.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de SLAB sont considérés comme expérimentés (ancienneté moyenne 9.7 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 03:32 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/04/04 |
| Revenus annuels | 2026/01/03 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Silicon Laboratories Inc. est couverte par 28 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |
| Gary Mobley | Benchmark Company |