
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc has demonstrated a strong performance in endpoint integrated circuit (IC) sales, bolstered by increased demand in supply chain and logistics, as well as a modest uptick in retail volumes. The company’s systems revenue, accounting for 18% of Q3 revenue, grew 21% year-over-year and 30% quarter-over-quarter, driven by robust market demand, achieving $17.3 million, exceeding expectations. Furthermore, Impinj's guidance indicates an anticipated sequential increase of approximately 100 basis points in product gross margin for Q4, reflecting favorable margin dynamics and strong demand for its M800 IC family.
Bears say
Impinj Inc's Endpoint IC revenue, which accounts for 82% of its Q3 revenues, decreased by 7% year-over-year to $78.8 million, despite a sequential increase of 15% excluding a prior quarter's license revenue contribution. The company anticipates further declines in endpoint IC sales in Q4, which is expected to be influenced by project timing and a strong prior quarter. Additionally, Impinj has revised its earnings per share estimates for 2026 and 2027 downward due to adjustments in operating expense assumptions, indicating potential challenges in maintaining profitability.
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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