Bayforest Capital Ltd Boosts Stake in Silicon Laboratories, Inc. $SLAB

Bayforest Capital Ltd increased its position in shares of Silicon Laboratories, Inc. (NASDAQ:SLAB) by 276.5% during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 7,542 shares of the semiconductor company’s stock after buying an additional 5,539 shares during the quarter. Silicon Laboratories comprises 0.5% of Bayforest Capital Ltd’s investment portfolio, making the stock its 23rd biggest holding. Bayforest Capital Ltd’s holdings in Silicon Laboratories were worth $1,111,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of SLAB. Cooper Financial Group raised its stake in Silicon Laboratories by 1.9% during the 1st quarter. Cooper Financial Group now owns 5,354 shares of the semiconductor company’s stock valued at $603,000 after acquiring an additional 98 shares during the last quarter. Oregon Public Employees Retirement Fund raised its stake in shares of Silicon Laboratories by 1.5% during the 1st quarter. Oregon Public Employees Retirement Fund now owns 6,668 shares of the semiconductor company’s stock worth $751,000 after buying an additional 100 shares in the last quarter. State of Michigan Retirement System raised its stake in shares of Silicon Laboratories by 1.3% during the 1st quarter. State of Michigan Retirement System now owns 7,797 shares of the semiconductor company’s stock worth $878,000 after buying an additional 100 shares in the last quarter. Louisiana State Employees Retirement System raised its position in Silicon Laboratories by 1.1% in the first quarter. Louisiana State Employees Retirement System now owns 9,100 shares of the semiconductor company’s stock worth $1,024,000 after acquiring an additional 100 shares in the last quarter. Finally, Securian Asset Management Inc. boosted its position in shares of Silicon Laboratories by 4.2% during the 1st quarter. Securian Asset Management Inc. now owns 2,498 shares of the semiconductor company’s stock worth $281,000 after purchasing an additional 100 shares in the last quarter.

Silicon Laboratories Stock Up 5.6%

Shares of NASDAQ:SLAB opened at $129.05 on Tuesday. The business has a fifty day simple moving average of $133.18 and a 200-day simple moving average of $127.09. Silicon Laboratories, Inc. has a 52 week low of $82.82 and a 52 week high of $160.00. The company has a market cap of $4.23 billion, a P/E ratio of -40.08 and a beta of 1.51.

Silicon Laboratories (NASDAQ:SLAB) last posted its quarterly earnings results on Tuesday, August 5th. The semiconductor company reported $0.11 EPS for the quarter, beating the consensus estimate of $0.09 by $0.02. Silicon Laboratories had a negative return on equity of 7.21% and a negative net margin of 14.88%.The company had revenue of $192.85 million during the quarter, compared to analysts’ expectations of $192.57 million. During the same quarter in the previous year, the business earned ($0.56) EPS. The firm’s revenue was up 32.6% on a year-over-year basis. Silicon Laboratories has set its Q3 2025 guidance at 0.200-0.400 EPS. Sell-side analysts expect that Silicon Laboratories, Inc. will post -0.97 earnings per share for the current fiscal year.

Insider Buying and Selling at Silicon Laboratories

In other news, SVP Brandon Tolany sold 8,000 shares of the business’s stock in a transaction on Friday, August 22nd. The shares were sold at an average price of $145.23, for a total transaction of $1,161,840.00. Following the completion of the sale, the senior vice president directly owned 62,328 shares of the company’s stock, valued at $9,051,895.44. The trade was a 11.38% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. In the last quarter, insiders have sold 12,070 shares of company stock valued at $1,703,472. 1.60% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

SLAB has been the topic of several research reports. Barclays upped their target price on Silicon Laboratories from $100.00 to $130.00 and gave the company an “equal weight” rating in a report on Tuesday, August 5th. Susquehanna lifted their target price on shares of Silicon Laboratories from $110.00 to $150.00 and gave the stock a “neutral” rating in a research report on Tuesday, July 22nd. Morgan Stanley reduced their price target on shares of Silicon Laboratories from $157.00 to $144.00 and set an “equal weight” rating on the stock in a report on Wednesday, August 6th. Stifel Nicolaus raised their price objective on shares of Silicon Laboratories from $144.00 to $160.00 and gave the stock a “buy” rating in a research note on Friday, July 18th. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Silicon Laboratories in a research note on Wednesday, October 8th. Five analysts have rated the stock with a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $151.13.

About Silicon Laboratories

Silicon Laboratories Inc, a fabless semiconductor company, provides various analog-intensive mixed-signal solutions in the United States, China, Taiwan, and internationally. The company's products include wireless microcontrollers and sensor products. Its products are used in various electronic products in a range of applications for the industrial Internet of Things (IoT), including industrial automation and control, smart buildings, access control, HVAC control, and industrial wearables and power tools; smart cities applications, such as smart metering, smart street lighting, renewable energy, electric vehicle supply equipment, and smart agriculture; commercial IoT applications, including smart lighting, asset tracking, electronic shelf labels, theft protection, and enterprise access points; smart home applications, comprising home automation/security systems, smart speakers, smart lighting, HVAC control, smart cameras, smart appliances, smart home sensing, smart locks, and window/blind controls; and connected health applications, including diabetes management, consumer health and fitness, elderly care, patient monitoring, and activity tracking; as well as in commercial building automation, consumer electronics, and medical instrumentation.