Evaluating Silicon Labs (SLAB) Valuation After New Analyst Coverage And Bluetooth Partnership

Simply Wall St.02:32

Silicon Laboratories (SLAB) is back in focus after fresh Wall Street coverage and a new Bluetooth beacon partnership with MOKOSMART. These developments are drawing attention to its wireless and IoT ...

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These developments are drawing attention to its wireless and IoT ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-slab/silicon-laboratories/news/evaluating-silicon-labs-slab-valuation-after-new-analyst-cov\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Evaluating Silicon Labs (SLAB) Valuation After New Analyst Coverage And Bluetooth Partnership</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEvaluating Silicon Labs (SLAB) Valuation After New Analyst Coverage And Bluetooth Partnership\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 02:32 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/semiconductors/nasdaq-slab/silicon-laboratories/news/evaluating-silicon-labs-slab-valuation-after-new-analyst-cov><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Silicon Laboratories (SLAB) is back in focus after fresh Wall Street coverage and a new Bluetooth beacon partnership with MOKOSMART. These developments are drawing attention to its wireless and IoT ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/semiconductors/nasdaq-slab/silicon-laboratories/news/evaluating-silicon-labs-slab-valuation-after-new-analyst-cov\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SLAB","symbol_name":"芯科实验室","start_time":0,"source_url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-slab/silicon-laboratories/news/evaluating-silicon-labs-slab-valuation-after-new-analyst-cov","article_id":"2606237897","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/8212000-choice1-main-header/1585186704996"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/semiconductors/nasdaq-slab/silicon-laboratories/news/evaluating-silicon-labs-slab-valuation-after-new-analyst-cov","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2606237897","pubTimestamp":1769279551,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Silicon Laboratories (SLAB) is back in focus after fresh Wall Street coverage and a new Bluetooth beacon partnership with MOKOSMART. These developments are drawing attention to its wireless and IoT positioning.\nSee our latest analysis for Silicon Laboratories.\nDespite the recent news flow and upcoming earnings release, Silicon Laboratories’ share price has had a 7.9% 30 day and 7.6% 90 day share price return, while its 1 year total shareholder return is 7.3%, hinting at gradually improving...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"SLAB":"芯科实验室","BK4141":"半导体产品"},"translate_title":"在新的分析师报道和蓝牙合作伙伴关系后评估Silicon Labs(SLAB)的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SLAB":1.5},"content_text":"Silicon Laboratories (SLAB) is back in focus after fresh Wall Street coverage and a new Bluetooth beacon partnership with MOKOSMART. These developments are drawing attention to its wireless and IoT positioning. See our latest analysis for Silicon Laboratories. Despite the recent news flow and upcoming earnings release, Silicon Laboratories’ share price has had a 7.9% 30 day and 7.6% 90 day share price return, while its 1 year total shareholder return is 7.3%, hinting at gradually improving momentum after a weaker 3 year total shareholder return of 8.3%. If you are tracking how wireless and IoT themes are playing out beyond Silicon Labs, it could be a good time to look at high growth tech and AI stocks as potential next ideas. With the shares around US$145, a modest discount to the latest analyst target and mixed multi year returns, the real question now is whether Silicon Labs is still underappreciated or if the market is already pricing in future growth. AdvertisementMost Popular Narrative: 3.4% Undervalued With Silicon Laboratories trading around $145.35 versus a narrative fair value near $150, the current setup leans on a specific growth and margin story.  Ongoing rollout of new, highly integrated, energy efficient wireless platforms (Series 2 and Series 3) positions Silicon Labs to capture increased market share and supports higher ASPs, which is likely to drive top line growth and gross margin improvement.  Read the complete narrative. Curious what revenue path, margin shift and earnings rebound have to line up to support that price tag? The narrative leans on ambitious compounding. The full story spells out how those pieces fit together. Result: Fair Value of $150.44 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there is still the risk that tougher wireless IoT competition or slower IoT adoption could pressure margins and make those growth assumptions appear optimistic. Find out about the key risks to this Silicon Laboratories narrative. Another View: Multiples Paint a Richer Picture While the popular narrative points to a fair value near $150, the current P/S of 6.4x sits slightly above both the US Semiconductor industry at 6.2x and the peer average at 6.1x, and well above a fair ratio of 5.3x. This suggests there may be limited margin for error if growth stumbles. See what the numbers say about this price — find out in our valuation breakdown. NasdaqGS:SLAB P/S Ratio as at Jan 2026 Build Your Own Silicon Laboratories Narrative If you see the numbers differently or simply prefer to test your own assumptions, you can build a custom Silicon Labs story in minutes with Do it your way A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding Silicon Laboratories. Looking for more investment ideas? If you are serious about building a stronger portfolio, do not stop at a single stock. Widen your search and compare different themes side by side.  Spot potential bargains early by scanning these 864 undervalued stocks based on cash flows that may be pricing in more caution than their cash flows imply. Ride powerful tech trends by checking out these 24 AI penny stocks that are aligned with artificial intelligence growth stories. Strengthen your income stream by focusing on these 13 dividend stocks with yields > 3% that already offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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