Calamos Advisors Boosts Stake in Silicon Laboratories by 77.3%

Calamos Advisors LLC has significantly increased its investment in Silicon Laboratories, Inc. (NASDAQ: SLAB), raising its stake by an impressive 77.3% during the second quarter of the year. According to a recent filing with the Securities and Exchange Commission (SEC), the investment firm now holds 6,917 shares of the semiconductor company, following the acquisition of an additional 3,015 shares. As of the latest report, Calamos Advisors’ holdings in Silicon Laboratories are valued at approximately $1.02 million.

Several other institutional investors have also adjusted their positions in Silicon Laboratories. Envestnet Asset Management Inc. increased its stake by 5.0% in the first quarter, now owning 111,129 shares valued at $12.51 million after acquiring an additional 5,293 shares. Similarly, Cerity Partners LLC raised its holdings by 5.9%, bringing their total to 13,552 shares worth $1.53 million. The Louisiana State Employees Retirement System and Securian Asset Management Inc. also increased their stakes by 1.1% and 4.2%, respectively, reflecting a broader trend of institutional interest in the semiconductor sector.

Analysts Adjust Price Targets for Silicon Laboratories

In addition to changes in institutional holdings, analysts have recently revised their price targets for Silicon Laboratories. Weiss Ratings maintained a “sell (e+)” rating, while Stifel Nicolaus raised its target from $144.00 to $160.00, assigning a “buy” rating. Conversely, Morgan Stanley decreased its price target from $157.00 to $144.00 and set an “equal weight” rating. Barclays also adjusted its target from $100.00 to $130.00 and maintained an “equal weight” rating.

Currently, four equity research analysts have rated Silicon Laboratories with a “buy” designation, three have assigned a “hold” rating, and one has given a “sell” rating. As reported by MarketBeat.com, the stock holds an average rating of “hold” with a consensus price target of $153.43.

Shares of Silicon Laboratories experienced a slight decline of 1.5%, opening at $121.89 on Friday. The company has seen a 12-month low of $82.82 and a high of $160.00. With a market capitalization of $4.00 billion, Silicon Laboratories has a price-to-earnings ratio of -37.85 and a beta of 1.55.

Recent Earnings and Insider Trading Activity

Silicon Laboratories recently announced its quarterly earnings results on November 4, reporting earnings per share of $0.32, surpassing analysts’ expectations of $0.30 by $0.02. The company generated $206 million in revenue for the quarter, slightly above the consensus estimate of $205.04 million. Despite these positive results, Silicon Laboratories reported a negative net margin of 14.88% and a negative return on equity of 7.21%.

Looking ahead, the company has provided guidance for the fourth quarter of 2025, expecting earnings per share to range between $0.400 and $0.700. Analysts anticipate that Silicon Laboratories will post an average loss of $0.97 earnings per share for the current year.

In related news, senior vice president Brandon Tolany sold 1,800 shares of Silicon Laboratories stock on August 29 at an average price of $133.57, totaling $240,426 in value. Following this transaction, he retains ownership of 62,328 shares, currently valued at approximately $8.33 million. Over the past 90 days, insiders have sold a total of 12,070 shares, valued at $1.70 million. Company insiders hold approximately 1.60% of Silicon Laboratories’ stock.

Silicon Laboratories, Inc. is a fabless semiconductor company that specializes in analog-intensive mixed-signal solutions. Its products serve a variety of applications in the industrial Internet of Things (IoT) sector, including industrial automation, smart buildings, and connected health technologies, among others.

For further insights into institutional holdings and stock performance, investors can visit HoldingsChannel.com for the latest updates on Silicon Laboratories, Inc.