Silicon Labs stock price target maintained at $150 by Stifel

Investing.com - Stifel has reiterated its Buy rating and $150.00 price target on Silicon Labs (NASDAQ:SLAB) following meetings with the company’s management team in Europe. The stock, currently trading at $135.52, has shown significant volatility with a 52-week range of $82.82 to $160.00. According to InvestingPro data, six analysts have recently revised their earnings estimates upward for the upcoming period.

The research firm met with Silicon Labs CEO Matt Johnson, CFO Dean Butler, and Senior Director of IR Giovanni Pacelli during a non-deal roadshow in Europe. Stifel noted it gained "a more grounded view" of the company’s three key differentiators—Breadth, Depth, and Focus—which support high growth rates across multiple protocols and technologies. The company’s strong financial position is evident in its robust current ratio of 5.12, with liquid assets well exceeding short-term obligations.

Silicon Labs has built an "impressive $10bn design win pipeline," according to Stifel’s research note. The firm highlighted that while AI at the Edge remains evolutionary and likely a few years away from mainstream adoption, more devices will require robust connectivity to fully leverage AI capabilities. With revenue growth of nearly 30% in the last twelve months and analysts forecasting continued growth, investors seeking deeper insights can access comprehensive analysis through InvestingPro’s detailed research reports, which cover over 1,400 US stocks.

Stifel believes Silicon Labs is "very well positioned" with its four key networking offerings: Sub-GHz, 15.4 (Zigbee/Thread), Bluetooth Low Energy (BLE), and ultra-low power Wi-Fi. These technologies position the company to benefit from increasing connectivity demands. Investors should note that the company’s next earnings report is scheduled for October 29, 2025, which could be a significant catalyst for the stock price.

The $150 price target represents a 5.2x EV/Sales multiple based on Stifel’s calendar year 2026 estimates, though the research note appears to contain a discrepancy as it also mentions a $160 price target elsewhere in the text.

In other recent news, Silicon Labs reported its second-quarter earnings for 2025, revealing a notable earnings per share (EPS) beat. The company achieved an EPS of $0.11, significantly exceeding the forecast of $0.03, marking a 266.67% surprise. Revenue for the quarter reached $193 million, which was slightly above the anticipated $192.57 million. Despite these positive earnings and revenue results, the stock experienced a decline, which may reflect investor concerns over broader market conditions or company-specific issues. Analysts had expected different results, but the actual figures suggest a stronger performance than anticipated. These recent developments highlight the company’s ability to surpass earnings forecasts, although the market reaction indicates other underlying concerns.

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