
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc reported a revenue increase of 1% year-over-year to $92.8 million, aligning closely with company guidance and reflecting a steady demand across its operations, particularly in the Asia Pacific region. Notably, the company experienced a significant year-over-year increase in turn orders within the apparel market, coupled with a nearly fully booked endpoint IC business for the quarter, indicating strong demand and operational stability. Looking ahead, Impinj is expected to see robust growth across various sectors including retail, logistics, and manufacturing by 2026 and 2027, which may lead to enhanced profitability as its business model matures.
Bears say
Impinj Inc has issued a significantly lower Q1 outlook, attributing this revision primarily to a large logistics customer transitioning to a new custom ASIC, which has led to reduced supplier allocations and an expected decline in Endpoint IC revenue by a high-teens percentage quarter-over-quarter. The anticipated decline in revenue is compounded by a seasonal reduction in endpoint IC prices, combined with a decrease in Systems revenue due to timing issues with enterprise customer projects. Additionally, management foresees gross margin contraction for the March quarter resulting from annual price cuts and reduced revenue impacting fixed costs, indicating a challenging financial environment ahead.
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
Start investing in Impinj (PI)
Order type
Buy in
Order amount
Est. shares
0 shares