
Impinj (PI) Stock Forecast & Price Target
Impinj (PI) Analyst Ratings
Bulls say
Impinj Inc reported a year-over-year revenue increase of 1% to $92.8 million, aligning with their guidance and demonstrating resilience despite slight quarter-over-quarter declines. The company highlighted a significant 50% year-over-year increase in turn orders in January, alongside a stable order book and nearly full bookings for endpoint integrated circuits. With expectations for robust growth in 2026 driven by broader market expansion in retail, logistics, manufacturing, and food sectors, Impinj appears poised for enhanced profitability as its business model matures.
Bears say
Impinj Inc has issued a sharply lower guidance for Q1, primarily due to significant transitions with a key North American logistics customer, which is reallocating supplier relationships in preparation for deploying a custom-built endpoint integrated circuit. The company anticipates a decline of high-teens percentages in Endpoint IC revenue quarter-over-quarter, alongside a more significant drop in Systems revenue due to timing issues in enterprise customer projects and inventory reductions in the logistics channel. Additionally, gross margins are expected to decrease for the March quarter, impacted by annual price reductions and lower revenue relative to fixed costs, 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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