State of New Jersey Common Pension Fund D Grows Stock Holdings in Silicon Laboratories, Inc. $SLAB

State of New Jersey Common Pension Fund D boosted its holdings in Silicon Laboratories, Inc. (NASDAQ:SLAB) by 17.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,484 shares of the semiconductor company’s stock after buying an additional 2,730 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Silicon Laboratories were worth $2,416,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also bought and sold shares of the company. First Horizon Corp purchased a new position in Silicon Laboratories in the 3rd quarter valued at approximately $35,000. EverSource Wealth Advisors LLC grew its stake in Silicon Laboratories by 45.7% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 274 shares of the semiconductor company’s stock valued at $36,000 after buying an additional 86 shares in the last quarter. UMB Bank n.a. grew its stake in Silicon Laboratories by 43.9% in the 3rd quarter. UMB Bank n.a. now owns 282 shares of the semiconductor company’s stock valued at $37,000 after buying an additional 86 shares in the last quarter. Mather Group LLC. purchased a new position in Silicon Laboratories in the 3rd quarter valued at approximately $39,000. Finally, Hantz Financial Services Inc. grew its stake in Silicon Laboratories by 189.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 362 shares of the semiconductor company’s stock valued at $47,000 after buying an additional 237 shares in the last quarter.

Key Stories Impacting Silicon Laboratories

Here are the key news stories impacting Silicon Laboratories this week:

• Positive Sentiment: Beat on EPS and strong revenue growth: Silicon Labs reported non?GAAP EPS of $0.53 vs. a $0.49 consensus and revenue up ~20% Y/Y to $213.5–214M, showing demand recovery in its wireless IoT business. Silicon Laboratories (SLAB) Surpasses Q1 Earnings and Revenue Estimates
• Positive Sentiment: Company statement highlights margin and profitability improvements on a non?GAAP basis, underscoring operational progress in its low?power wireless segments. Silicon Labs Reports First Quarter 2026 Results
• Neutral Sentiment: Analyst consensus remains cautious: third?party aggregation shows an average analyst recommendation of “Hold” and mixed price targets (median ~$218), suggesting analysts see limited near?term upside absent clearer operating improvements. Silicon Laboratories, Inc. (NASDAQ:SLAB) Given Average Recommendation of “Hold” by Analysts
• Negative Sentiment: GAAP losses and cash?flow weakness: reporting showed a wider operating and net loss year?over?year and operating cash flow collapsed (~?90% Y/Y), which raises near?term profitability and liquidity concerns. Silicon Laboratories Inc. (SLAB) Releases Q1 2026 Earnings: Revenue Up but Losses Widen
• Negative Sentiment: Insider sales and mixed institutional flows: recent insider stock sales and reported large portfolio shifts by some institutional holders add selling pressure and signal some investor rotation out of the name. Silicon Laboratories Inc. (SLAB) Releases Q1 2026 Earnings: Revenue Up but Losses Widen

Analysts Set New Price Targets

A number of research firms recently weighed in on SLAB. Royal Bank Of Canada lifted their price objective on shares of Silicon Laboratories from $160.00 to $205.00 and gave the company a “sector perform” rating in a research note on Thursday, February 5th. KeyCorp lowered shares of Silicon Laboratories from an “overweight” rating to a “hold” rating in a research report on Wednesday, February 4th. Weiss Ratings restated a “sell (d-)” rating on shares of Silicon Laboratories in a research report on Friday, March 27th. Needham & Company LLC lowered shares of Silicon Laboratories from a “buy” rating to a “hold” rating in a research report on Wednesday, February 4th. Finally, Citigroup boosted their price target on shares of Silicon Laboratories from $135.00 to $231.00 and gave the company a “neutral” rating in a research report on Friday, February 6th. One investment analyst has rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Silicon Laboratories has an average rating of “Hold” and an average price target of $167.78.

Silicon Laboratories Price Performance

SLAB opened at $216.54 on Thursday. The company has a fifty day moving average price of $208.71 and a 200-day moving average price of $168.06. The firm has a market capitalization of $7.14 billion, a P/E ratio of -141.53 and a beta of 1.40. Silicon Laboratories, Inc. has a one year low of $106.01 and a one year high of $218.68.

Silicon Laboratories (NASDAQ:SLAB) last released its quarterly earnings results on Tuesday, May 12th. The semiconductor company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.49 by $0.04. The firm had revenue of $213.50 million during the quarter, compared to analyst estimates of $214.02 million. Silicon Laboratories had a negative net margin of 6.13% and a negative return on equity of 2.20%. The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period in the previous year, the business earned ($0.08) EPS. On average, analysts expect that Silicon Laboratories, Inc. will post 0.71 earnings per share for the current year.

Silicon Laboratories Company Profile

Silicon Laboratories (NASDAQ:SLAB) is a global semiconductor company that develops high-performance analog and mixed-signal integrated circuits, wireless system-on-chips (SoCs), microcontrollers, and radio frequency (RF) solutions. Its product portfolio is tailored to support the Internet of Things (IoT), infrastructure, industrial automation, consumer electronics, automotive, and energy markets. By combining silicon, software, and tools, Silicon Labs aims to accelerate development cycles and deliver low-power, highly integrated solutions that address demanding application requirements.

Founded in 1996 and headquartered in Austin, Texas, Silicon Labs has grown into a multinational organization with engineering and sales operations across North America, Europe, and Asia.