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Insider Trading

Silicon Laboratories Insider Sold Shares Worth $1,436,040, According to a Recent SEC Filing

Robert J Conrad, Senior Vice President and General Manager, on August 14, 2026, sold 6,581 shares in Silicon Laboratories (SLAB) for $1,436,040. Following the Form 4 filing with the SEC, Conrad has control over a total of 23,815 common shares of the company, with 23,815 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1038074/000162828026057312/xslF345X05/wk-form4_1786993241.xmlPrice: $219.18, Change: $+0.77, Percent Change: +0.35%

$SLAB
Sectors

Sector Update: Tech Stocks Rise Pre-Bell Thursday

Technology stocks were rising pre-bell Thursday, with the State Street Technology Select Sector SPDR Fund (XLK) up 1.7% and the State Street SPDR S&P Semiconductor ETF (XSD) 3.9% higher.Applied Materials (AMAT) is seeing stronger long-term visibility into semiconductor equipment demand as major chipmakers share production plans extending well beyond 2027, Nikkei Asia reported, citing CEO Gary Dickerson. Shares of Applied Materials were up more than 8% premarket.Texas Instruments' (TXN) proposed acquisition of Silicon Laboratories (SLAB) is subject to public feedback as requested by the Competition and Consumer Commission of Singapore, the regulator said. Texas Instruments stock was up more than 3% pre-bell.IBM (IBM) updated its artificial intelligence development system Bob to introduce multi-agent features and automated legacy system modernization workflows, the company said. IBM shares were down 5% premarket.

$AMAT$IBM$SLAB$TXN$XLK$XSD
Research

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.

$SLAB
Research

Research Alert: Slab Q1 Shows Marked Improvement; Pending Acquisition Still Progressing

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Silicon Labs delivered strong Q1 2026 results with revenue of $213M (+20% Y/Y), marking growth acceleration, while non-GAAP EPS of $0.53 represented improvement from the $(0.48) GAAP loss per share. Industrial & Commercial revenue surged 33% to $128M and Home & Life grew 5% to $86M, driven by strength in electronic shelf labels, smart metering, and medical applications (+21%). The diversified IoT exposure and 59.7% non-GAAP gross margin expansion highlight operational leverage. Management suspended forward guidance due to the TI acquisition but noted accelerating bookings throughout the quarter, particularly in broad industrial business. Design wins exceeded internal targets and 2025's record run rate, while the book-to-bill ratio reached multi-year highs and declining distributor inventories support near-term visibility. With $383M in cash and strengthening demand across diversified IoT verticals, the company appears well-positioned for continued growth.

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