Research Alert: CFRA Maintains A Hold Rating On Silicon Laboratories, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We maintain our price target of $231, matching the all-cash acquisition price Texas Instruments agreed to pay on February 3, 2026. We maintain our 2026 EPS estimate of $2.60 and our 2027 estimate of $4.02. We expect the deal to close in H1 2027, with shares likely to trade toward the $231 offer price. Q1 results demonstrated operational momentum, with revenue of $214M (+20% Y/Y) and Industrial & Commercial growth of 33% Y/Y driven by electronic shelf labels and smart metering. Design win activity exceeded both internal targets and 2025's record run rate, while book-to-bill reached multi-year highs, supporting the company's positioning in low-power wireless connectivity. However, standalone fundamentals are largely academic given the pending acquisition. We note tariff uncertainty remains elevated despite recent policy developments and China exposure creates geopolitical risk. We see limited risk to deal closure and expect shares to steadily approach the $231 offer price, maintaining our Hold rating.
