Silicon Laboratories（SLAB）株式概要
シリコンラボラトリーズ社はファブレス半導体企業で、米国、中国、台湾、そして国際的にミックスドシグナル・アナログ集約型製品を提供している。 詳細
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Analyst Price Targets
Silicon Laboratories Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$219.05 |
| 52週高値 | US$218.68 |
| 52週安値 | US$115.51 |
| ベータ | 1.4 |
| 1ヶ月の変化 | 1.65% |
| 3ヶ月変化 | 7.29% |
| 1年変化 | 74.71% |
| 3年間の変化 | 50.90% |
| 5年間の変化 | 61.15% |
| IPOからの変化 | 215.75% |
最新ニュース
ナラティブの更新 • 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.ナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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ナラティブの更新 • 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.
新しいナラティブ • 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?分析記事 • 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...新しいナラティブ • 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 Alpha株主還元
| SLAB | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 1.2% | 2.7% | 1.2% |
| 1Y | 74.7% | 110.1% | 28.7% |
業界別リターン: SLAB過去 1 年間で110.1 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: SLAB過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| SLAB volatility | |
|---|---|
| SLAB Average Weekly Movement | 0.8% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: SLAB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: SLABの 週次ボラティリティ は、過去 1 年間で8%から1%に減少しました。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1996 | 1,930 | Matt Johnson | www.silabs.com |
シリコンラボラトリーズ社はファブレス半導体企業で、米国、中国、台湾、そして国際的にミックスドシグナル・アナログ集約型製品を提供している。同社の製品は、コネクテッドホームとセキュリティ、産業オートメーションと制御、スマートメーターと農業、スマート街灯、再生可能エネルギー、電気自動車供給設備、産業用ウェアラブルと設備、商業ビルオートメーション、民生用電子機器、資産追跡、医療機器などの産業用モノのインターネット（IoT）、およびスマートビルと照明、アクセス制御、資産追跡、電子棚ラベル、盗難防止、電動工具、企業アクセスポイントなどの商業用IoTアプリケーションのさまざまな電子製品に使用されている。同社のスマートホームアプリケーションは、スマートホームカメラ、ロック、ゲートウェイ、住宅用照明、窓のシェード／ブラインド、暖房、換気、空調、スイッチ、煙／CO検知器、センサー、ホームセキュリティパネルで構成され、コネクテッドヘルスアプリケーションは、糖尿病管理、消費者の健康とフィットネス、高齢者ケア、患者モニタリング、アクティビティトラッキングを含み、ワイヤレスマイクロコントローラ製品も提供している。同社は、直販部隊、独立系販売代理店およびディストリビューターのネットワークを通じて製品を販売している。同社は1996年に設立され、テキサス州オースティンに本社を置いている。
Silicon Laboratories Inc. 基礎のまとめ
| SLAB 基礎統計学 | |
|---|---|
| 時価総額 | US$7.17b |
| 収益（TTM） | -US$50.33m |
| 売上高(TTM) | US$820.55m |
8.8x
P/Sレシオ-143.5x
PER（株価収益率SLAB は割高か？
公正価値と評価分析を参照収益と収入
| SLAB 損益計算書（TTM） | |
|---|---|
| 収益 | US$820.55m |
| 売上原価 | US$334.35m |
| 売上総利益 | US$486.20m |
| その他の費用 | US$536.54m |
| 収益 | -US$50.33m |
直近の収益報告
Apr 04, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -1.53 |
| グロス・マージン | 59.25% |
| 純利益率 | -6.13% |
| 有利子負債／自己資本比率 | 0% |
SLAB の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/26 21:24 |
| 終値 | 2026/05/26 00:00 |
| 収益 | 2026/04/04 |
| 年間収益 | 2026/01/03 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Silicon Laboratories Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |
| Gary Mobley | Benchmark Company |