Silicon Laboratories Inc.

NasdaqGS:SLAB Aktierapport

Börsvärde: US$7.2b

Silicon Laboratories Förvaltning

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Silicon Laboratories VD är Matt Johnson, utsedd i Apr 2021, har en mandatperiod på 5.08 år. totala årliga ersättningen är $ 11.30M, bestående av 6.3% lön 93.7% bonusar, inklusive företagsaktier och optioner. äger direkt 0.04% av företagets aktier, värda $ 2.84M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.1 år respektive 9.7 år.

Viktig information

Matt Johnson

Verkställande direktör

US$11.3m

Total ersättning

VD-lön i procent6.34%
Anställning som VD5.1yrs
Ägande av VD0.04%
Ledningens genomsnittliga anställningstid5.1yrs
Styrelsens genomsnittliga mandatperiod9.7yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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
Uppdatering av berättelse 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.
Ny berättelse 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?
Analysartikel 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...
User avatar
Ny berättelse 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 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

Analys av ersättningar till VD

Hur har Matt Johnson:s ersättning förändrats jämfört med Silicon Laboratories:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Matt s total kompensation ($USD 11.30M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.47M ).

Ersättning vs inkomst: Ersättningen för Matt har ökat samtidigt som företaget är olönsamt.


VD OCH KONCERNCHEF

Matt Johnson (49 yo)

5.1yrs
Anställning
US$11,296,077
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
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$4.63m0.092%
$ 6.6m
Vu Do
Senior Vice President of Global Operationsless than a yearinga uppgifteringa uppgifter
Mark Mauldin
Chief Accounting Officer5.1yrsUS$1.50m0.034%
$ 2.5m
Daniel Cooley
Senior VP of Technology & Product Development and CTO5.1yrsinga uppgifteringa uppgifter
Thomas Haws
Investor Relations Managerno datainga uppgifteringa uppgifter
Nestor Gutierrez
Chief Legal Officer and VP of Government Affairs & Public Policy6.3yrsinga uppgifteringa uppgifter
Serena Townsend
Chief People Officer5.7yrsinga uppgifteringa uppgifter
Benny Chang
Chief of Staff and Senior VP of Platform & Products4.3yrsinga uppgifteringa uppgifter
Manish Kothari
Senior Vice President of Software Development4.3yrsinga uppgifteringa uppgifter
5.1yrs
Genomsnittlig anställningstid
51yo
Genomsnittlig ålder

Erfaren ledning: SLAB s ledningsgrupp är erfaren och erfaren ( 5.1 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
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%
$ 86.8m
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
Genomsnittlig anställningstid
60.5yo
Genomsnittlig ålder

Erfaren styrelse: SLAB s styrelse anses vara erfaren ( 9.7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/21 03:18
Aktiekurs vid dagens slut2026/05/21 00:00
Intäkter2026/04/04
Årlig intjäning2026/01/03

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Silicon Laboratories Inc. bevakas av 28 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Thomas O'MalleyBarclays
Christopher MuseBarclays
Gary MobleyBenchmark Company