Silicon Laboratories (SLAB) 주식 개요
는 팹리스 반도체 회사로 미국, 중국, 대만 및 전 세계에 혼합 신호 아날로그 집약적 제품을 제공하고 있습니다. 자세히 보기
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Analyst Price Targets
Silicon Laboratories Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$219.51 |
| 52주 최고가 | US$219.68 |
| 52주 최저가 | US$115.51 |
| 베타 | 1.36 |
| 1개월 변동 | 1.18% |
| 3개월 변동 | 8.13% |
| 1년 변동 | 59.22% |
| 3년 변동 | 38.02% |
| 5년 변동 | 55.71% |
| IPO 이후 변동 | 216.41% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 08
SLAB: Tire Data Partnership And Margin Frameworks Will Shape Future Returns
Analysts have kept Silicon Laboratories' fair value estimate steady at $222.86 per share while updating assumptions to reflect a discount rate of 11.06%, revenue growth of 15.63%, a profit margin of 17.21%, and a future P/E of 46.15. This frames a slightly more conservative outlook within an unchanged overall price target.내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • Jun 08
SLAB: Tire Data Partnership And Margin Frameworks Will Shape Future Returns
Analysts have kept Silicon Laboratories' fair value estimate steady at $222.86 per share while updating assumptions to reflect a discount rate of 11.06%, revenue growth of 15.63%, a profit margin of 17.21%, and a future P/E of 46.15. This frames a slightly more conservative outlook within an unchanged overall price target.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
새로운 내러티브 • 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?분석 기사 • 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...새로운 내러티브 • 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 Alpha주주 수익률
| SLAB | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 0.6% | 5.8% | 0.8% |
| 1Y | 59.2% | 98.7% | 24.2% |
수익률 대 산업: SLAB은 지난 1년 동안 98.7%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: SLAB은 지난 1년 동안 24.2%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| SLAB volatility | |
|---|---|
| SLAB Average Weekly Movement | 0.8% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: SLAB는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: SLAB의 주간 변동성은 지난 1년간 8%에서 1%로 감소했습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1996 | 1,930 | Matt Johnson | www.silabs.com |
는 팹리스 반도체 회사로 미국, 중국, 대만 및 전 세계에 혼합 신호 아날로그 집약적 제품을 제공합니다. 이 회사의 제품은 커넥티드 홈 및 보안, 산업 자동화 및 제어, 스마트 미터링 및 농업, 스마트 가로등, 재생 에너지, 전기 자동차 공급 장비, 산업용 웨어러블 및 장비, 상업용 건물 자동화, 소비자 가전, 자산 추적, 의료 기기 등 산업용 사물 인터넷(IoT) 애플리케이션과 스마트 빌딩 및 조명, 액세스 제어, 자산 추적, 전자 선반 라벨, 도난 방지, 전동 공구 및 기업용 액세스 포인트 등 다양한 전자 제품에 사용되며 상업용 IoT 애플리케이션에 널리 쓰이고 있습니다. 이 회사의 스마트 홈 애플리케이션은 스마트 홈 카메라, 잠금 장치, 게이트웨이, 주거용 조명, 창문 블라인드, 난방, 환기, 에어컨, 스위치, 연기/CO 감지기, 센서, 홈 보안 패널과 당뇨병 관리, 소비자 건강 및 피트니스, 노인 케어, 환자 모니터링, 활동 추적 등 연결된 건강 애플리케이션으로 구성되며 무선 마이크로컨트롤러 제품도 공급하고 있습니다.
Silicon Laboratories Inc. 기초 지표 요약
| SLAB 기초 통계 | |
|---|---|
| 시가총액 | US$7.22b |
| 순이익 (TTM) | -US$50.33m |
| 매출 (TTM) | US$820.55m |
8.8x
주가매출비율(P/S)-143.8x
주가수익비율(P/E)SLAB는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| SLAB 손익계산서 (TTM) | |
|---|---|
| 매출 | US$820.55m |
| 매출원가 | US$334.35m |
| 총이익 | US$486.20m |
| 기타 비용 | US$536.54m |
| 순이익 | -US$50.33m |
최근 보고된 실적
Apr 04, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.53 |
| 총이익률 | 59.25% |
| 순이익률 | -6.13% |
| 부채/자본 비율 | 0% |
SLAB의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/12 14:13 |
| 종가 | 2026/06/12 00:00 |
| 수익 | 2026/04/04 |
| 연간 수익 | 2026/01/03 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Silicon Laboratories Inc.는 28명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Thomas O'Malley | Barclays |
| Christopher Muse | Barclays |
| Gary Mobley | Benchmark Company |