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Silicon Laboratories Inc.. (SLAB) Fundamental Analysis & AI Grade 2026

SLAB Nasdaq Semiconductors & Related Devices DE CIK: 0001038074
Updated This Month • Analysis: May 14, 2026 • SEC Data: 2026-04-04
Combined AI Grade
B
65% Confidence
N/A
B
65% Conf
Pending
Analysis scheduled

📊 SLAB Key Takeaways

Revenue: $213.5M
Net Margin: -7.4%
Free Cash Flow: $-4.9M
Current Ratio: 5.11x
Debt/Equity: 0.07x
EPS: $-0.48
AI Grade: B with 65% confidence
Silicon Laboratories Inc.. (SLAB) receives a B fundamental grade with 65% confidence from our AI analysis based on SEC 10-K filings. With revenue of $213.5M, net profit margin of -7.4%, and return on equity (ROE) of -1.4%, Silicon Laboratories Inc.. demonstrates mixed fundamentals in the Technology sector. Below is our complete SLAB stock analysis for 2026.

Is Silicon Laboratories Inc.. (SLAB) a Good Investment?

Claude

Silicon Laboratories demonstrates strong revenue growth (+34.3% YoY) with healthy gross margins (59.5%), supported by a fortress balance sheet and $383.1M cash position. However, negative operating profitability (-8.0% margin), negative operating cash flow ($4.9M), and negative free cash flow (-$4.9M) indicate the company remains unprofitable and operationally cash-negative, requiring successful execution of cost discipline to achieve sustainable profitability.

Silicon Laboratories Inc.. Key Strengths (SLAB)

Claude
  • + Exceptional revenue growth of 34.3% YoY with large addressable market
  • + Industry-leading gross margins of 59.5% demonstrating pricing power and product quality
  • + Fortress balance sheet with minimal leverage (0.07x Debt/Equity), minimal long-term debt, and exceptional liquidity (5.11x current ratio)
  • + Improving profitability trajectory with net loss improving 66.0% YoY
  • + $383.1M cash position provides significant operational runway for turnaround execution

SLAB Stock Risks: Silicon Laboratories Inc.. Investment Risks

Claude
  • ! Operating unprofitability with -8.0% operating margin despite massive gross profits, indicating OpEx control issues
  • ! Negative operating cash flow ($4.9M) despite $213.5M revenue reveals operational inefficiency and unsustainable cash burn
  • ! Negative free cash flow (-$4.9M) shows company consuming cash despite growth, relying on balance sheet reserves
  • ! Company has not yet demonstrated sustainable profitability or self-sustaining operating model
  • ! Execution risk remains high on narrowing losses and achieving positive operating cash flow inflection

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - must inflect positive immediately to validate business model sustainability
  • * Operating margin expansion - critical to demonstrate cost discipline as revenue scales
  • * Free cash flow conversion - must turn positive within 2-3 quarters to validate unit economics
  • * Gross margin stability - ensure premium positioning maintained while scaling
  • * Operating expense growth rate relative to revenue growth - key indicator of profit inflection timing

Silicon Laboratories Inc.. (SLAB) Financial Metrics & Key Ratios

Revenue
$213.5M
Net Income
$-15.9M
EPS (Diluted)
$-0.48
Free Cash Flow
$-4.9M
Total Assets
$1.3B
Cash Position
$383.1M

💡 AI Analyst Insight

Strong liquidity with a 5.11x current ratio provides a solid financial cushion.

SLAB Profit Margin, ROE & Profitability Analysis

Gross Margin 59.5%
Operating Margin -8.0%
Net Margin -7.4%
ROE -1.4%
ROA -1.3%
FCF Margin -2.3%

SLAB vs Technology Sector: How Silicon Laboratories Inc.. Compares

How Silicon Laboratories Inc.. compares to Technology sector averages

Net Margin
SLAB -7.4%
vs
Sector Avg 18.0%
SLAB Sector
ROE
SLAB -1.4%
vs
Sector Avg 22.0%
SLAB Sector
Current Ratio
SLAB 5.1x
vs
Sector Avg 2.5x
SLAB Sector
Debt/Equity
SLAB 0.1x
vs
Sector Avg 0.5x
SLAB Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Silicon Laboratories Inc.. Stock Overvalued? SLAB Valuation Analysis 2026

Based on fundamental analysis, Silicon Laboratories Inc.. has mixed fundamental signals relative to the Technology sector in 2026.

Return on Equity
-1.4%
Sector avg: 22%
Net Profit Margin
-7.4%
Sector avg: 18%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.07x
Sector avg: 0.5x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Silicon Laboratories Inc.. Balance Sheet: SLAB Debt, Cash & Liquidity

Current Ratio
5.11x
Quick Ratio
4.33x
Debt/Equity
0.07x
Debt/Assets
13.3%
Interest Coverage
-33.56x
Long-term Debt
$72.5M

SLAB Revenue & Earnings Growth: 5-Year Financial Trend

SLAB 5-year financial data: Year 2021: Revenue $720.9M, Net Income N/A, EPS $0.43. Year 2022: Revenue $1.0B, Net Income N/A, EPS $0.28. Year 2023: Revenue $1.0B, Net Income N/A, EPS $47.78. Year 2024: Revenue $1.0B, Net Income N/A, EPS $2.54. Year 2025: Revenue $784.8M, Net Income -$34.5M, EPS $-1.09.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Silicon Laboratories Inc..'s revenue has shown modest growth of 9% over the 5-year period. The most recent EPS of $-1.09 indicates the company is currently unprofitable.

SLAB Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-2.3%
Free cash flow / Revenue

SLAB Quarterly Earnings & Performance

Quarterly financial performance data for Silicon Laboratories Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $177.7M -$15.9M $-0.48
Q3 2025 $166.4M -$9.9M $-0.30
Q2 2025 $145.4M -$21.8M $-0.67
Q1 2025 $106.4M N/A $-0.94
Q3 2024 $166.4M N/A $0.32
Q2 2024 $145.4M N/A $0.33
Q1 2024 $106.4M N/A $0.41
Q3 2023 $203.8M N/A $0.32

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Silicon Laboratories Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$4.9M
Cash generated from operations
Capital Expenditures
$9.8M
Investment in assets
Dividends
None
No dividend program

SLAB SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Silicon Laboratories Inc.. (CIK: 0001038074)

📋 Recent SEC Filings

Date Form Document Action
May 26, 2026 8-K d467226d8k.htm View →
May 19, 2026 4 xslF345X06/wk-form4_1779214680.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779214635.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779214587.xml View →
May 19, 2026 4 xslF345X06/wk-form4_1779214554.xml View →

Frequently Asked Questions about SLAB

What is the AI rating for SLAB?

Silicon Laboratories Inc.. (SLAB) has an AI grade of B with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SLAB's key strengths?

Claude: Exceptional revenue growth of 34.3% YoY with large addressable market. Industry-leading gross margins of 59.5% demonstrating pricing power and product quality.

What are the risks of investing in SLAB?

Claude: Operating unprofitability with -8.0% operating margin despite massive gross profits, indicating OpEx control issues. Negative operating cash flow ($4.9M) despite $213.5M revenue reveals operational inefficiency and unsustainable cash burn.

What is SLAB's revenue and growth?

Silicon Laboratories Inc.. reported revenue of $213.5M.

Does SLAB pay dividends?

Silicon Laboratories Inc.. does not currently pay dividends.

Where can I find SLAB SEC filings?

Official SEC filings for Silicon Laboratories Inc.. (CIK: 0001038074) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SLAB's EPS?

Silicon Laboratories Inc.. has a diluted EPS of $-0.48.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined grade reflects both perspectives for balanced insights.

What is SLAB's fundamental grade?

Based on our AI fundamental analysis in May 2026, Silicon Laboratories Inc.. has a B grade with 65% confidence. Review the strengths and risks sections above for full context. This is not investment advice.

Is SLAB stock overvalued or undervalued?

Valuation metrics for SLAB: ROE of -1.4% (sector avg: 22%), net margin of -7.4% (sector avg: 18%). Compare these metrics with sector averages to assess valuation.

What is SLAB's AI grade for 2026?

Our dual AI analysis gives Silicon Laboratories Inc.. a combined B grade for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SLAB's free cash flow?

Silicon Laboratories Inc..'s operating cash flow is $4.9M, with capital expenditures of $9.8M. FCF margin is -2.3%.

How does SLAB compare to other Technology stocks?

Vs Technology sector averages: Net margin -7.4% (avg: 18%), ROE -1.4% (avg: 22%), current ratio 5.11 (avg: 2.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 14, 2026 | Data as of: 2026-04-04 | Powered by Claude AI