
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc. has demonstrated robust performance in its endpoint integrated circuit (IC) sales, primarily driven by increased demand in supply chain and logistics sectors, coupled with modest retail volume growth. The company's systems revenue rose significantly, reaching $17.3 million, representing a 21% year-over-year increase and a 30% quarter-over-quarter surge, indicating strong market traction and demand. Furthermore, Impinj is forecasting a sequential increase of approximately 100 basis points in endpoint product gross margins for Q4, reflecting favorable margin expansion driven by the strong market demand for its M800 IC family.
Bears say
Impinj Inc. experienced a decline in Endpoint IC revenue, which constitutes 82% of its third-quarter revenues, falling 7% year-over-year to $78.8 million, despite a sequential increase of 15% excluding a prior month’s license fee boost. The company's outlook for the fourth quarter indicates further sequential declines in both Endpoint IC and Systems revenue, attributed to project timing and the strong performance in the previous quarter. Additionally, revised operating expense assumptions have led to lowered earnings per share estimates for 2026 and 2027, reinforcing a negative financial outlook for the company.
This aggregate rating is based on analysts' research of Impinj and is not a guaranteed prediction by Public.com or investment advice.
Impinj (PI) Analyst Forecast & Price Prediction
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