
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc has demonstrated robust performance with endpoint integrated circuits (ICs) sales benefiting from increased demand in supply chain and logistics, contributing to an overall positive outlook for the company's stock. The company's systems revenue experienced a notable year-over-year growth of 21% and a sequential increase of 30%, reaching $17.3 million, largely driven by strong reader demand. Furthermore, Impinj's guidance projects a sequential increase of approximately 100 basis points in endpoint product gross margin for the fourth quarter, reflecting favorable margin dynamics and sustained market demand for its M800 IC family.
Bears say
Impinj Inc's financial performance has shown concerning trends as Endpoint IC revenue, which constitutes 82% of Q3 revenue, experienced a 7% decline year-over-year to $78.8 million, with a slight 2% decrease sequentially. The company anticipates further declines in sales, projecting a decrease in sequential Endpoint IC and Systems revenue for Q4, largely attributed to project timing and a strong prior quarter. Additionally, revised operating expense assumptions have led to a downward adjustment in earnings per share estimates for 2026 and 2027, reflecting ongoing financial pressure.
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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