- Silicon Labs continues to benefit from robust present-day and prospective future growth in IoT, with double-digit growth potential in a range of industrial, commercial, and consumer end-markets.
- Despite a higher revenue base, management has not meaningfully upgraded its long-term margin targets, and near-term margins are likely to hit a significant near-term peak.
- Weaker margins can be a meaningful headwind for sentiment, but the longer-term potential of Silicon Labs shares is getting more interesting.
For further details see:
There's A Growing Separation Between Silicon Labs' Long-Term Potential And The Current Valuation