Silicon Laboratories Inc. (SLAB)

In Q3 2025, Silicon Labs announced earnings of $0.32 EPS, surpassing estimates, with revenue of $206.00 million. The company projected a full-year revenue growth of 34% compared to 2024 and provided Q4 2025 guidance with an expected EPS between $0.40 and $0.70 and revenue in the range of $200 million to $215 million. A Senior VP of Silicon Laboratories sold shares towards the end of 2025. The stock broke above its 200-day moving average in early December 2025, and on January 13, 2026, the stock traded above its 200-day moving average of $134.54, reaching as high as $146.55. Silicon Labs appointed Ian N. Dawson as Chief Information Security Officer (CISO) on January 6, 2026.

While specific monthly seasonality data is not readily available, Silicon Labs reported strong and growing demand in industrial and commercial businesses, particularly in building safety, lighting, and access points in Q3 2025. Smart meter demand is also building globally, and the smart home applications segment has shown sequential growth. Medical customers experienced nearly 60% year-over-year growth, attributed to new programs and expanding market share in wireless solutions for continuous glucose monitoring and remote outpatient care. Analysts anticipate significant sales growth for Silicon Labs in the current year, fueled by design wins in the smart home, healthcare, and industrial IoT markets.

Silicon Laboratories, Inc. (SLAB) is a fabless global technology company specializing in the design and manufacture of semiconductors, other silicon devices, and software, primarily serving the Internet of Things (IoT) infrastructure worldwide. The company operates within the Electronic Technology sector and the Semiconductors industry, focusing on Analog and Mixed Semiconductors. Its major products include microcontrollers (MCUs), wireless System-on-Chips (SoCs) and Modules, sensors, timing and clocking ICs, interface ICs and software.

Silicon Labs is headquartered in Austin, Texas, United States, and maintains a significant global presence with operations in over 16 countries. This includes regional offices in Boston, Massachusetts, and San Jose, California, and corporate offices in Montreal, Canada; Copenhagen, Denmark; Espoo, Finland; Budapest, Hungary; Oslo, Norway; and Singapore. Silicon Labs also has 15 sales offices worldwide, located in places such as Beijing, Shanghai, Shenzhen, and Wuhan in China; Montigny-le-Bretonneux, France; Munich, Germany; Milan, Italy; Tokyo, Japan; Seoul, South Korea; Taipei, Taiwan; and Camberley, the UK. Additionally, it has a wireless development center in Hyderabad, India.

Silicon Labs emphasizes its commitment to becoming a sustainable leader in the semiconductor industry by integrating Environmental, Social, and Governance (ESG) principles throughout its business. The company's sustainability strategy focuses on employee well-being, product and services innovation, eco-efficient operations, climate change mitigation, and a responsible supply chain. The recent appointment of a Chief Information Security Officer in January 2026 underscores the company's dedication to strengthening cybersecurity, protecting intellectual property, and advancing security-by-design practices, which positively contributes to its brand reputation for reliability and trustworthiness in a connected world. No specific negative events significantly impacting Silicon Labs' brand reputation have been identified in the past year.

The ownership of Silicon Laboratories is primarily distributed among institutional investors, including Vanguard Group, Inc. (11.5%), BlackRock, Inc. (7.8%), and State Street Corporation (4.5%). Other significant institutional holders include Fmr LLC, Fidelity Management & Research Company LLC, and Geode Capital Management, Llc. Jeffrey W. Scott, a co-founder, is a notable individual shareholder, owning 2.02 million shares representing 6.16% of the company.