
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc has demonstrated notable sales growth in its endpoint integrated circuits (ICs), largely driven by increased demand in supply chain and logistics sectors, with a modest rise in retail volumes. The company's systems revenue, which constitutes 18% of total revenue, rose 21% year-over-year and 30% quarter-over-quarter to $17.3 million, surpassing expectations, highlighting the strong market performance. Furthermore, Impinj's forecast indicates a sequential increase of approximately 100 basis points in endpoint product gross margin for Q4, driven by favorable market dynamics, reinforcing a positive outlook for the company's financial health.
Bears say
Impinj Inc's Endpoint integrated circuits (ICs) revenue, which constitutes 82% of its Q3 revenue, experienced a year-over-year decline of 7% to $78.8 million, despite a sequential increase of 15% when excluding the previous quarter's license revenue. The company anticipates further sequential declines in Endpoint IC sales for Q4, reflecting potential challenges in maintaining growth momentum amid fluctuating project timelines. Additionally, revised operating expense assumptions have led to lowered earnings per share (EPS) estimates for 2026 and 2027, reinforcing a negative outlook on the company's financial performance.
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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