Silicon Laboratories
SLAB on Nasdaq. Silicon Laboratories sells wireless chips and software to device makers. Market value $7.4bn.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
We can't read total debt from the filing, so debt is left out.
Should I look at this?
Not a fit for our list right now
Why it could be worth it
See Technology stocks that passed both tests
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $-0.07 of spare cash in the past 12 months. A savings account pays about $4.
The filings do not give us enough to work this out.
The filings do not give us enough to work this out.
Quality score: 52 of 100. Price score: 0 of 100. Our list needs 70 on quality and 60 on price.
$222.62 a share, 93% above its 1-year low
Over the past year the price has ranged from $115.51 to $223.50.
Pays no dividend
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
Spare cash swings from quarter to quarter here: a shortfall of $5 million in the past 12 months, $66 million in the year to December 2025.
| Revenue | |||||
| Revenue | $721m | $1.0bn | $782m | $584m | $785m |
| Operating margin | |||||
| Operating margin | -4.6% | 11.6% | -3.1% | -28.3% | -9.0% |
| Debt to equity | |||||
| Debt to equity | n/a | n/a | n/a | n/a | n/a |
| Shares outstanding | |||||
| Shares outstanding | 0.03bn | 0.03bn | 0.03bn | 0.03bn | 0.03bn |
Health checks
- Free cash flow positive3 of 5 years
- Accounting looks honest (Beneish)Not enough data
- Financial strength (Piotroski)4 of 8 checks we could run
- Profit backed by cash (accruals)No
- DebtUnknown
- Revenue growth, five yearsSlow, 9.0% a year
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $228 million last quarter, up 18% on a year ago.
- A loss of $11 million, compared with a loss of $22 million a year ago.
- It loses 5 cents on each $1 of sales, compared with 16 cents a year earlier.
- Over the past 12 months it spent $5 million more cash than it brought in. A year earlier it had $75 million spare.
- 2% more shares than a year ago. Each share owns a bit less of the company.
- Sales grew on a year ago in each of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $166m |
| December 2024 | $166m |
| March 2025 | $178m |
| June 2025 | $193m |
| September 2025 | $206m |
| December 2025 | $208m |
| March 2026 | $214m |
| June 2026 | $228m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$29m |
| December 2024 | -$24m |
| March 2025 | -$30m |
| June 2025 | -$22m |
| September 2025 | -$10m |
| December 2025 | -$3m |
| March 2026 | -$16m |
| June 2026 | -$11m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 10 February 2026
- Next quarterly (estimated, 10-Q)
- 10 November 2026
Who owns it
2 long-term investors we follow own it, down from 4 last quarter. 352 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $327,840
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GMOJeremy Grantham | $29m | <0.1% | Added |
| GAMCO InvestorsMario Gabelli | $327,840 | <0.1% |
Sold out this quarter
Largest holders overall
- BlackRock$1.1bnAdded
- Vanguard Portfolio Management$456mCut
- State Street$355mAdded
- Balyasny Asset Management L.P.$341mAdded
- Vanguard Capital Management$325m
- Millennium Management$219mAdded
- HBK Investments L P$219mNew
- Geode Capital Management$198mAdded
- UBS Group AG$168mAdded
- Goldman Sachs Group$163mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- BlackRock, Inc.Passive investor12.5%Since 31 March 2025
- Vanguard Portfolio ManagementPassive investor6.6%Since 31 March 2026
- Vanguard Capital ManagementPassive investor5.2%Since 31 March 2026
- Capital Research Global InvestorsPassive investorSold down below 5%Since 30 June 2025
- FMR LLCPassive investorSold down below 5%Since 27 February 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
BlackRock, Inc. Passive investor | 12.5% | 31 March 2025 | |
Vanguard Portfolio Management Passive investor | 6.6% | 31 March 2026 | |
Vanguard Capital Management Passive investor | 5.2% | 31 March 2026 | |
Capital Research Global Investors Passive investor | Sold down below 5% | 30 June 2025 | |
FMR LLC Passive investor | Sold down below 5% | 27 February 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought shares on the open market in the last 12 months. 4 sold $4m, $3m of it under preset trading plans.
- CONRAD ROBERT JSr VP and General ManagerSoldunder a preset trading plan
- Date
- 14 August 2026
- Shares
- 6,581
- Price
- $218.21
- Value
- $1m
- Johnson Robert MatthewPresident & CEO, DirectorSold
- Date
- 18 May 2026
- Shares
- 8,024
- Price
- $216.83
- Value
- $2m
- Richardson NinaDirectorSoldunder a preset trading plan
- Date
- 13 January 2026
- Shares
- 1,355
- Price
- $149.00
- Value
- $201,895
- Tolany BrandonSr VP WW Sales & MarketingSoldunder a preset trading plan
- Date
- 5 December 2025
- Shares
- 1,954
- Price
- $141.49
- Value
- $276,471
- Tolany BrandonSr VP WW Sales & MarketingSoldunder a preset trading plan
- Date
- 4 December 2025
- Shares
- 4,246
- Price
- $140.17
- Value
- $595,162
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 14 August 2026 | CONRAD ROBERT J Sr VP and General Manager | Sold under a preset trading plan | 6,581 | $218.21 | $1m |
| 18 May 2026 | Johnson Robert Matthew President & CEO, Director | Sold | 8,024 | $216.83 | $2m |
| 13 January 2026 | Richardson Nina Director | Sold under a preset trading plan | 1,355 | $149.00 | $201,895 |
| 5 December 2025 | Tolany Brandon Sr VP WW Sales & Marketing | Sold under a preset trading plan | 1,954 | $141.49 | $276,471 |
| 4 December 2025 | Tolany Brandon Sr VP WW Sales & Marketing | Sold under a preset trading plan | 4,246 | $140.17 | $595,162 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.