The sale of shares by Tolany does not appear to be alarming, as it seems that the V.P. was simply monetizing profits from exercising the shares. The executive still holds over 60,000 SLAB shares, as he did before both sales. In fact, on Oct. 31, 2025, Tolany, along with two other top Silicon Lab executives, purchased shares through their Employee Stock Purchase Plans (ESPP).It utilizes a fabless business model, where it generates revenue through the design and sale of semiconductor products without manufact ...

每年的CES，都是芯片厂商集中发新品和"秀肌肉"的好机会。今年CES，芯片厂商有什么新品展示和看点？EEWorld今天盘点一下。 TI：连发三款汽车新品 论颠覆，TI（德州仪器）绝对榜上有名。此次CES，TI针对汽车发了三款极为强大的产品：L3的跨域融合SoC TDA5系列、单芯片8发8收雷达发射器 AWR2188、全新10BASE-T1S以太网串行外设接口PHY DP83TD555J-Q1。 跨域融合是汽车SoC当前发展的重点。TDA5算力极为强大，实现了单芯片跨域融合ADAS、IVI及网关应用，最高1200TOPS，能效比超 24 TOPS/W。搭载 8个最新的Cortex-A720AE车规CPU内核、6个Arm Cortex-R52+、Imagination的DXS系列GPU，还搭载了TI最新一代C7 NPU，AI算力较前代产品最高可提 升 12倍。同时采用UCIe接口 （Chiplet），扩展性非常强大。开发方面，TI 正与新思科技 (Synopsys) 合作推出 TDA5 SoC 虚拟开发套件。 单芯片4D雷达TI一直是领跑者，AWR2188是业界首个单芯片8发8收的方案，支持卫星式架构与边缘式架构 ...

AUSTIN, Texas, Jan. 6, 2026 /PRNewswire/ -- Silicon Labs (NASDAQ: SLAB), the leading innovator in low-power wireless, today announced Ian N. Dawson has joined the company as Chief Information Security Officer (CISO). In this role, Dawson will lead Silicon Labs' global cybersecurity strategy and governance, strengthening cyber resiliency, protecting intellectual property, and advancing security-by-design practices across silicon, software, and cloud-connected products to support customers and long-term grow ...

Five technology partners deliver automotive UWB, facial recognition, and voice biometrics SUNNYVALE, Calif., Jan. 6, 2026 /PRNewswire/ -- Durin, Inc., a leader in identity verification for smart home access, today revealed the five technology partners powering MagicKey(â"¢), Door Manager's multi-factor authentication feature—the only solution that combines UWB proximity, facial recognition, and voice biometrics for home entry. Following the announcement of Door Manager's compatibility with the Philips 3000 ...

CES has always been a place for companies to demonstrate how their products are pushing the cutting-edge of innovation. As these devices have become more complex, they require new software that can operate and meet the demands of their advanced applications. To meet that need, Silicon Labs is bringing one of the most popular open-source real-time operating systems to enterprise users. Read more about Silicon Labs' presence at CES, including details on demos and speaking engagements, and see the Top Three Si ...

Core Insights - In 2026, investors are expected to prioritize companies with consistent earnings growth, as this indicates profitability, but earnings acceleration is even more critical for driving stock prices higher [1][8] - Research shows that top-performing stocks often experience earnings acceleration before their share prices rise [1] Earnings Acceleration - Earnings acceleration refers to the incremental growth in a company's earnings per share (EPS), specifically when the quarter-over-quarter earnings growth rate increases over time [2] - This metric helps identify stocks that have not yet attracted investor attention, which can lead to a price rally once they are recognized [3] Earnings Growth Trends - An increasing percentage of earnings growth suggests a company is fundamentally sound, while a stagnant or decelerating growth percentage may indicate consolidation or a slowdown, potentially dragging prices down [4] Screening Parameters - Stocks should be screened based on the last two quarter-over-quarter EPS growth rates exceeding previous periods' growth rates, with projected EPS growth rates for the upcoming quarter expected to surpass prior periods [5][6] - Additional criteria include a current price of at least $5 and an average 20-day trading volume of 50,000 or more to ensure adequate liquidity [7] Top Stocks Identified - Screening for accelerating EPS growth narrowed the universe of approximately 7,735 stocks to just 11, with Silicon Laboratories Inc. (SLAB), Patria Investments Limited (PAX), and Fabrinet (FN) leading the list [8] - Expected earnings growth rates for 2026 are 197.8% for SLAB, 22.8% for PAX, and 16.1% for FN [8][9][10][11]

Industry Overview - The semiconductor market experienced significant growth in 2025, with global sales reaching $208.4 billion in Q3, a 15.8% increase from Q2 [3]. - The market is expected to continue its upward trajectory, with forecasts predicting sales of semiconductor manufacturing equipment to hit $145 billion in 2026 and $156 billion in 2027 [6]. Demand Drivers - The surge in semiconductor sales is largely driven by robust demand from various industries, particularly fueled by the enthusiasm surrounding artificial intelligence (AI) [1][5]. - Major tech companies, including Amazon, Microsoft, and NVIDIA, are investing heavily in AI, which is anticipated to further increase semiconductor demand [5]. Company Highlights Analog Devices (ADI) - Analog Devices specializes in analog, mixed-signal, and digital signal processing integrated circuits, with an expected earnings growth rate of 12% for the next year [9]. - The Zacks Consensus Estimate for current-year earnings has improved by 5.3% over the past 60 days, and ADI holds a Zacks Rank 2 (Buy) [9]. MACOM Technology Solutions Holdings, Inc. (MTSI) - MACOM provides power analog semiconductor solutions and has an expected earnings growth rate of 16.5% for the next year [11]. - The Zacks Consensus Estimate for current-year earnings has improved by 3.7% over the past 60 days, with MTSI also holding a Zacks Rank 2 [11]. Silicon Laboratories (SLAB) - Silicon Laboratories focuses on silicon, software, and solutions for various markets, with an expected earnings growth rate exceeding 100% for the next year [13]. - The Zacks Consensus Estimate for current-year earnings has improved by 28.6% over the past 60 days, and SLAB has a Zacks Rank 2 [13]. NVIDIA Corporation (NVDA) - NVIDIA is a leader in visual computing technologies, with a focus on AI-based solutions, and has an expected earnings growth rate of 55.2% for the current year [15]. - The Zacks Consensus Estimate for current-year earnings has improved by 4.5% over the last 60 days, and NVDA holds a Zacks Rank 2 [15].

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Summary of Silicon Laboratories FY Conference Call Company Overview - **Company**: Silicon Laboratories (NasdaqGS: SLAB) - **Date**: December 11, 2025 Industry Insights - **AI Investment Cycle**: The company views itself as being in the early stages of the AI investment cycle, particularly in edge computing, which is expected to grow significantly alongside data center investments [2][4] - **Edge AI Development**: There is a belief that edge AI will evolve from data centers to enterprises and eventually to physical devices, with billions of devices expected to be deployed globally [3][4] Key Product Developments - **Connected MCU**: The company emphasizes the importance of its connected microcontroller units (MCUs) integrated with radios, which are essential for networking devices [10] - **Series 3 MCU**: The upcoming Series 3 MCU is designed to support up to 100 times the processing capability of Series 2, with enhanced security features and processing power [11][12] - **Market Readiness**: The first Series 3 devices are already shipping in high volume, with expectations for continued revenue growth from both Series 2 and Series 3 products [18][19] Business Segmentation - **Home and Life vs. Industrial Commercial**: The company segments its business into two main areas, with industrial commercial being the larger segment (approximately 55-60% of revenue) [21] - **Continuous Glucose Monitoring (CGM)**: The CGM market is highlighted as a fast-growing area, with expectations to contribute about 10% of revenue soon, up from nearly zero in 2024 [22][23][24] Market Trends - **Electronic Shelf Labels (ESL)**: The ESL market is transitioning from trial phases to broader adoption, with significant potential for growth as retailers deploy connected price labels [31][32] - **Smart Metering**: The smart metering market is expanding globally, with India being a key growth area, and the company is positioned as a market leader in communication links for these meters [37][38] Financial Performance - **Gross Margins**: The company maintains a long-term gross margin target of 56-58%, with recent performance trending towards the high 50s to low 60s [41][42] - **Revenue Growth**: Silicon Laboratories has a history of consistent growth, with a compounded annual growth rate of 15-18% over the past 10-15 years, and aims to sustain a 20% growth rate moving forward [46][47] Strategic Focus - **Capital Allocation**: The company is focused on maintaining its core competencies in wireless and MCU technologies, with a preference for stock buybacks over M&A activities [48] Conclusion - **Future Outlook**: Silicon Laboratories is optimistic about its growth trajectory, driven by increasing connectivity demands and advancements in AI and edge computing technologies [47]

Core Viewpoint - Investors are encouraged to consider Silicon Laboratories (SLAB) due to improving earnings estimates and positive stock momentum [1][10] Earnings Estimates - Analysts are increasingly optimistic about the earnings prospects of Silicon Laboratories, leading to higher earnings estimates which are expected to positively impact stock prices [2] - The current quarter's earnings estimate is projected at $0.54 per share, reflecting a year-over-year increase of +590.9%, with a 123.68% rise in the Zacks Consensus Estimate over the last 30 days [6] - For the full year, the earnings estimate is expected to be $0.90 per share, indicating a year-over-year change of +152.3%, with a 15.08% increase in the consensus estimate during the same period [7][8] Zacks Rank - Silicon Laboratories holds a favorable Zacks Rank 2 (Buy), attributed to strong agreement among analysts in revising earnings estimates upward [9] - The Zacks Rank system has a proven track record, with Zacks 1 (Strong Buy) stocks averaging a +25% annual return since 2008, indicating that stocks with higher ranks tend to outperform the S&P 500 [3][9] Stock Performance - Over the past four weeks, Silicon Labs shares have increased by 6.3%, suggesting investor confidence in the company's earnings growth prospects [10]