Micron, Qorvo, and Impinj Shares Are Soaring, What You Need To Know
Shares of Micron (MU), Qorvo (QRVO), and Impinj (PI) experienced significant jumps following a favorable inflation report that suggests a potential Federal Reserve interest rate cut. This news bolstered investor hopes for the semiconductor sector, as lower interest rates can reduce borrowing costs for expansion and R&D. The optimistic macroeconomic sentiment contributed to a broad market rally, with Impinj, in particular, seeing a 5.9% increase.
Impinj Inc (PI) Shares Up 3.61% on Feb 20
Shares of Impinj Inc (PI) increased by 3.61% in midday trading on February 20, reaching an intraday high of $128.76 before closing at $127.76. This places the stock significantly above its 52-week low but still below its 52-week high. Analysts have an average target price of $173.56, indicating a potential upside of 35.84%, and a consensus recommendation of "Outperform."
Public Sector Pension Investment Board Increases Stock Position in Impinj, Inc. $PI
The Public Sector Pension Investment Board increased its stake in Impinj, Inc. by 26.2%, holding 100,954 shares valued at $18.25 million. This comes as Impinj reported in-line quarterly earnings of $0.50 EPS and $92.85 million in revenue, though it projects a negative full-year EPS of -$0.47 and significant insider selling has occurred. Analysts maintain a "Hold" rating with an average target price of $166.56, despite several recent price target reductions.
Impinj’s Earnings Reveal Market Opportunities Despite Price Target Reductions
Impinj Inc. observed a near 10% stock increase despite Q4 2025 GAAP net losses and price target revisions from Barclays and Roth Capital. The company revealed robust annual revenue, strategic product launches like the M800 and Gen2X, and anticipates growth in the latter half of 2026, though Q1 2026's financial outlook remains cautious due to inventory adjustments. Analysts maintain positive long-term ratings, emphasizing potential in supply chain and logistics solutions after short-term volatility.
Impinj’s Q4 Marks Transition Year: Revenue Grows, Net Loss Reported
Impinj (PI) shares surged by 9.63% following strong quarterly earnings, despite reporting a GAAP net loss for Q4 2025 and the fiscal year. The company saw growth in endpoint IC volumes and set records in adjusted EBITDA and cash, launching new products like the M800 and Gen2X. While analysts have lowered price targets due to near-term inventory gaps, many remain optimistic about Impinj's long-term growth prospects in sectors like retail and supply chain.
Did Softer Earnings And A US$3.33 Billion Shelf Just Shift Impinj's (PI) Investment Narrative?
Impinj (PI) recently reported Q4 2025 results with a net loss and issued cautious Q1 2026 guidance, alongside filing a US$3.33 billion shelf registration for up to 28 million common shares. These developments raise concerns about the company's path to sustained profitability, potential shareholder dilution, and its ability to fund future needs, despite the long-term optimism surrounding RAIN RFID adoption. The article questions whether these softer earnings and the large potential equity issuance will alter the previously optimistic investment narrative.
IMPINJ Warns of Unsecured Counterparty Risk on Capped Calls Amid Potential Financial Institution Stress
IMPINJ Inc. (PI) has identified a new risk concerning its capped call transactions, revealing that the financial institutions involved provide no collateral, leaving IMPINJ as an unsecured creditor in case of financial distress or insolvency of these counterparties. This unsecured status could lead to losses, greater dilution, and adverse tax consequences for IMPINJ if counterparty stability deteriorates. The company emphasizes that the possibility of counterparty default is not theoretical, highlighting the potential for material credit and market-driven impacts.
The 5 Most Interesting Analyst Questions From Impinj's Q4 Earnings Call
Impinj's Q4 2025 results were met with a negative market reaction due to investor concerns over performance and underlying drivers, coupled with a significant revenue and EPS guidance miss for Q1 2026. The article highlights five key analyst questions from the earnings call, focusing on inventory correction, custom chip pricing, competitive risks, and future growth catalysts. Management addressed ongoing supply chain issues, inventory burn-down, and their strategy for new custom chips and partnerships.
Impinj (PI) Margins Story Emerges As FY 2025 Ends With TTM EPS Loss
Impinj (PI) concluded FY 2025 with Q4 revenue of US$92.8 million and a basic EPS loss of US$0.04, resulting in a trailing twelve-month revenue of US$361.1 million and a US$0.37 EPS loss. While revenue has grown approximately 19% annually, the company faces scrutiny regarding its ability to convert top-line growth into sustainable margins, given its persistent losses. Analysts anticipate continued revenue growth and significant margin expansion, but the company's high P/S ratio and volatile share price raise concerns for some investors, who await consistent execution on profitability.
Impinj (NASDAQ:PI) Lowered to "Strong Sell" Rating by Zacks Research
Zacks Research downgraded Impinj (NASDAQ:PI) from a "hold" to a "strong sell" rating. This follows several analysts cutting price targets, resulting in an average MarketBeat rating of "Hold" and an average price target of $166.56. The company recently reported Q4 EPS of $0.50, met revenue estimates, and provided Q1 2026 EPS guidance, while significant insider selling has occurred.
IMPINJ Warns of Unsecured Counterparty Risk on Capped Calls Amid Potential Financial Institution Stress
IMPINJ Inc. (PI) has identified a new financial risk related to its capped call transactions, stemming from the lack of collateral provided by involved financial institutions. This exposes IMPINJ to potential losses and adverse tax consequences if these counterparties face financial distress or insolvency. The company highlights that historical market volatility underscores the non-theoretical nature of this counterparty default risk, alongside an average stock price target of $183.56, suggesting a significant upside.
IMPINJ INC SEC 10-K Report
Impinj Inc. has released its annual 10-K report, detailing financial performance for the fiscal year, including $361.1 million in revenue and a net loss of $(10.8) million. The report highlights Impinj's business model focused on RAIN RFID solutions, strategic initiatives for growth, and challenges within the competitive IoT market and supply chain risks. The company plans to expand its platform and is exploring additional financing sources while managing convertible notes.
Impinj (NASDAQ:PI) Stock Price Down 5.9% After Analyst Downgrade
Impinj (NASDAQ:PI) shares dropped 5.9% after Evercore ISI downgraded the stock from "outperform" to "in-line" with a $112 price target. Despite the downgrade, analyst coverage remains mixed with a "Hold" consensus and a wide range of price targets. Insiders have been net sellers, offloading 666,192 shares over 90 days, though they still retain a 51% ownership.
Impinj Earnings Call Balances Record Margins With Headwinds
Impinj's Q4 earnings call highlighted record profitability and strong cash generation for fiscal 2025, with an adjusted EBITDA of $69.6 million and a 19.3% margin. Despite facing near-term revenue and margin pressures due to channel inventory corrections and seasonality, the company remains confident in its product momentum and solutions-led strategy. Impinj is guiding for a sequential decline in Q1 2026 revenue and gross margin but expects improvements as channel inventory normalizes later in the year.
Barclays Reaffirms Their Buy Rating on IMPINJ (PI)
Barclays analyst Guy Hardwick has reiterated a Buy rating on IMPINJ (PI) with a price target of $175.00. This comes despite negative insider sentiment, with increased selling of shares over the past quarter. The company recently reported quarterly revenue of $96.06 million and a GAAP net loss of $12.81 million.
Barclays Reaffirms Their Buy Rating on IMPINJ (PI)
Barclays analyst Guy Hardwick has reaffirmed a Buy rating on IMPINJ (PI) with a price target of $175.00. This comes after IMPINJ reported a quarterly revenue of $96.06 million and a GAAP net loss of $12.81 million in its latest earnings release. Despite a negative sentiment from corporate insiders increasing their selling activity, another analyst also issued a Buy rating, while a Hold rating was reiterated by TipRanks - Google.
Impinj stock rating downgraded by Evercore ISI amid growth concerns
Evercore ISI downgraded Impinj Inc (NASDAQ:PI) from Outperform to In Line, significantly cutting its price target due to concerns over business model volatility and slower near-term growth prospects. The downgrade occurred after Impinj's March 2026 quarter outlook projected revenues well below Street expectations, despite the company having a strong market position in RAIN RFID. Analysts, however, forecast profitability for Impinj in FY2026 with an EPS of $2.15, although the stock is expected to "mark time" until growth visibility improves.
Impinj Stock Falls 22% on Weak Q1 2026 Forecast and Analyst Downgrade - News and Statistics
Shares of RFID manufacturer Impinj (NASDAQ:PI) dropped 22.1% after the company provided a weak financial outlook for Q1 2026, projecting revenue between $71 million and $74 million, below analyst expectations. This forecast, along with an analyst downgrade from Evercore ISI, citing higher volatility and slower near-term growth, overshadowed positive Q4 2025 results. The stock's volatility is highlighted by a recent 10.1% gain just 16 days prior due to a bullish outlook from a tech investor.
Why Impinj (PI) Stock Is Trading Lower Today
Shares of RFID manufacturer Impinj (NASDAQ:PI) dropped 22.1% after the company issued a weak financial outlook for Q1 2026, projecting lower revenue than the previous quarter and a year-over-year decrease. This guidance, attributed to inventory reductions and project delays, overshadowed strong Q4 results. In response, Evercore ISI downgraded the stock and significantly cut its price target, citing higher volatility and slower near-term growth.
Cantor Fitzgerald lowers Impinj stock price target to $170 from $246
Cantor Fitzgerald has reduced its price target for Impinj Inc (NASDAQ:PI) to $170 from $246, while maintaining an "Overweight" rating. This adjustment follows Impinj's first-quarter guidance falling below analyst expectations, despite Q4 results largely meeting estimates. The firm attributes the weaker outlook to a customer shift, channel partner inventory reductions, and continued weak demand from apparel retailers, but views any stock weakness as a buying opportunity given intact long-term growth prospects.
Cantor Fitzgerald Lowers PT for Impinj (PI) to $170, Maintains O
Cantor Fitzgerald analyst Troy Jensen has lowered the price target for Impinj (PI) from $246 to $170 but maintained an Overweight rating. This decision comes despite a significant decrease in the price target, signaling continued confidence in the stock's future performance. The article also provides a historical overview of various analyst ratings for Impinj and details the company's operations and Wall Street analyst forecasts.
Piper Sandler lowers Impinj stock price target to $180 on logistics issues
Piper Sandler has reduced its price target for Impinj Inc (NASDAQ:PI) from $230.00 to $180.00, while maintaining an Overweight rating, due to logistics issues including excess inventory at a key customer. Impinj's shares have significantly dropped, and the company missed March 2026 quarter guidance, though it reported a healthy gross profit margin of 52.53%. Other firms like Evercore ISI and Cantor Fitzgerald have also lowered their price targets, reflecting mixed analyst reactions to Impinj's future performance.
Cantor Fitzgerald lowers Impinj stock price target to $170 from $246
Cantor Fitzgerald reduced its price target for Impinj Inc. (NASDAQ:PI) to $170 from $246, while maintaining an Overweight rating. This decision follows Impinj's first-quarter guidance falling below expectations and challenges like a key customer shifting ICs, channel partners reducing inventory, and weak demand from apparel retailers. Despite the near-term pressures, Cantor Fitzgerald views any stock weakness as a buying opportunity, reiterating confidence in Impinj's long-term growth opportunities.
Piper Sandler lowers Impinj stock price target to $180 on logistics issues
Piper Sandler has reduced its price target for Impinj Inc (NASDAQ:PI) to $180 from $230, while maintaining an Overweight rating, due to significant logistics challenges and missed guidance for the March 2026 quarter. The company is facing issues with excess inventory at a key logistics customer, although it retains a healthy gross profit margin. Analysts have shown mixed reactions, with Evercore ISI downgrading the stock and Cantor Fitzgerald also lowering its price target.
This Impinj Analyst Is No Longer Bullish; Here Are Top 3 Downgrades For Friday
This article details the top three analyst downgrades on Friday, including Impinj (PI), CollPlant Biotechnologies (CLGN), and Sirius XM Holdings (SIRI). An Evercore ISI Group analyst downgraded Impinj from Outperform to In-Line, cutting its price target. Two other companies, CollPlant Biotechnologies and Sirius XM, also received downgrades from their respective analysts.
Assessing Impinj: Insights From 4 Financial Analysts
Impinj (NASDAQ: PI) was recently reviewed by 4 financial analysts, leading to an average price target of $183.0—a 25.53% decrease from the prior average. The analysis reveals mixed sentiments, with two bullish ratings and two indifferent ratings. Financial performance shows impressive revenue growth and net margin, but challenges in return on equity, return on assets, and a high debt-to-equity ratio indicate areas for concern.
Impinj, Inc. (NASDAQ:PI) Q4 2025 Earnings Call Transcript
Impinj (NASDAQ:PI) reported Q4 2025 results, missing EPS expectations and providing a lower Q1 2026 outlook. The company attributed the Q1 revenue decline to order timing, ongoing retailer inventory burn-down, product transitions, and seasonal systems decline, but expressed confidence in a rebound later in 2026 driven by new initiatives, including a custom endpoint IC and Gen2X technology. Management highlighted strategic focus on solutions and growing opportunities in food and general merchandise.
Impinj outlines Q1 2026 revenue target of $71M–$74M amid custom chip rollout and inventory transition
Impinj, a provider of RAIN RFID solutions, has set its first-quarter 2026 revenue target between $71 million and $74 million. This projection comes as the company continues to roll out its custom chips and manages an ongoing inventory transition. Investors and analysts will be watching closely to see how the company navigates these strategic initiatives.
Impinj outlines Q1 2026 revenue target of $71M–$74M amid custom chip rollout and inventory transition
Impinj (PI) is projecting Q1 2026 revenue to be between $71 million and $74 million, marking a transition in its inventory and a custom chip rollout. This target is slightly below analysts' estimates of $75.8 million, indicating a strategic adjustment period for the company.
Impinj Inc (PI) Q4 2025 Earnings Call Highlights: Navigating Cha
Impinj Inc (PI) concluded 2025 with record cash reserves and strong Adjusted EBITDA, despite facing challenges like tariffs and supply chain issues. The company's Q4 revenue and full-year 2025 revenue saw slight declines, but strategic initiatives like the Gen2X product launch and expansion into new solutions are expected to drive growth in 2026. While Q1 2026 is projected to be challenging due to inventory reductions, the company anticipates market improvement in Q2, particularly in retail apparel and supply chain logistics.
Impinj: Fourth Quarter Financial Overview
Impinj Inc. reported a net loss of $1.1 million, or $0.04 per share, for its fourth quarter, though adjusted earnings were $0.50 per share with $92.8 million in revenue. For the full year, the company had a total loss of $10.8 million on $361.1 million in revenue. Impinj projects first-quarter earnings per share between $0.08 and $0.13, with revenue expected to be between $71 million and $74 million.
Impinj Inc (NASDAQ:PI) Plummets 24% After Issuing Weak Q1 2026 Guidance
Impinj Inc (NASDAQ:PI) shares dropped 24% after reporting mixed Q4 2025 results and issuing significantly weaker-than-expected guidance for Q1 2026. While Q4 revenue and EPS were largely in line with estimates, the Q1 2026 revenue guidance midpoint of $72.5 million was nearly 20% below analyst consensus, and EPS guidance was also significantly lower. The discrepancy between stable annual performance and the bleak near-term forecast has created uncertainty, prompting investor sell-off.
Impinj (NASDAQ:PI) Reports Q4 In Line With Expectations But Stock Drops 18.4%
Impinj (NASDAQ:PI) reported Q4 CY2025 revenue in line with Wall Street expectations, with sales up 1.4% year-on-year to $92.85 million. Despite meeting revenue and GAAP EPS estimates, the company's next quarter revenue guidance of $72.5 million came in 19.9% below analysts' estimates, leading to an 18.4% drop in stock price. The report highlighted an improvement in inventory levels, but a miss on EBITDA and weak revenue guidance for the upcoming quarter contributed to a "weaker quarter" assessment.
Impinj set to report earnings as retail mandates fuel RFID push
Impinj Inc. is preparing to report its fourth-quarter earnings, with investors focused on whether the company can maintain its growth despite expected sequential revenue softness. The company is benefiting from expanded retail RFID mandates, such as Walmart's, and the integration of its technology by Avery Dennison. Key metrics to watch include gross margins and guidance related to the new Gen2X protocol enhancements, which are expected to boost inventory efficiency and combat counterfeiting.
An Overview of Impinj's Earnings
Impinj (NASDAQ: PI) is set to release its quarterly earnings report on Thursday, February 5, 2026, with analysts estimating an EPS of $0.33. The company has a mixed track record with past earnings and faces financial challenges including lower revenue growth, negative return on equity and assets, and a high debt-to-equity ratio compared to its peers in the Information Technology sector. Despite this, its shares have seen a 45.38% increase over the last 52 weeks, and analysts have a "Neutral" consensus rating with a potential 36.17% upside.
Earnings To Watch: Impinj (PI) Reports Q4 Results Tomorrow
Impinj (PI) is set to announce its Q4 results, with analysts expecting flat revenue at $92.44 million and adjusted earnings of $0.51 per share. The company has a strong track record of beating revenue estimates, and while the analog semiconductors segment shows positive investor sentiment, Impinj's stock is down 10.9% over the last month, trading below its average analyst price target.
Impinj stock jumps about 8% as chip rally returns ahead of PI earnings
Impinj (PI) shares jumped approximately 8% amid a broader tech and chip stock rally, with investors anticipating the company's Q4 and full-year 2025 earnings call on February 5th. The surge follows positive U.S. factory activity data and an improved outlook for DRAM contract prices due to AI demand. The upcoming earnings report for the RFID chipmaker will be crucial for understanding item-level tagging recovery and future guidance.
UBS Lowers Price Target for Impinj (PI) While Maintaining Neutral Rating
UBS has maintained a Neutral rating for Impinj (PI) but lowered its price target from $200.00 to $190.00, representing a 5% decrease. This adjustment reflects analysts' evolving views on the company's performance and market conditions, with varied changes in price targets by different analysts over recent months. Despite the lowered target from UBS, the average target price from 9 analysts remains higher at $241.11, implying a 47.97% upside from the current price.
UBS Adjusts Price Target on Impinj to $190 From $200, Maintains Neutral Rating
UBS has adjusted its price target for Impinj (NASDAQ: PI) from $200 to $190, while maintaining a "Neutral" rating on the stock. This update comes as Impinj announced preliminary fourth-quarter 2025 results and has been active with licensing agreements and enterprise RFID use cases. The company's financials show recent increases in Q3 non-GAAP net income and revenue, with guidance issued for Q4.
Is Impinj (PI) Using Gen2X Licensing To Quietly Redefine Its RFID Ecosystem Role?
Impinj recently announced a licensing agreement with EM Microelectronic to integrate its Gen2X technology into future dual-frequency RFID endpoint ICs, expected by 2027. This deal suggests Impinj aims to broaden its role and influence in the RFID ecosystem, transitioning from solely manufacturing chips to also licensing its core technology. While the agreement is a long-term play rather than a near-term catalyst, it could redefine Impinj's investment narrative by easing concentration risk and expanding its market reach.
Is Impinj (PI) Using Gen2X Licensing To Quietly Redefine Its RFID Ecosystem Role?
Impinj (PI) has entered a licensing agreement with EM Microelectronic for its Gen2X technology, aiming to expand its role in the RFID ecosystem, with commercialization expected by 2027. This long-term deal is seen as a strategic move to standardize its platform, though it doesn't address near-term financial performance concerns like profitability and high sales multiples. Investors are advised to consider various viewpoints due to the stock's volatility and differing fair value estimates.
Is Impinj (PI) Using Gen2X Licensing To Quietly Redefine Its RFID Ecosystem Role?
Impinj (PI) has announced a licensing agreement with EM Microelectronic to integrate its Gen2X technology into future dual-frequency RFID endpoint ICs, expected in 2027. This deal signifies Impinj's strategy to broaden its role in the RFID ecosystem, despite the company currently being unprofitable and facing near-term growth volatility. While the licensing deal is a long-term option rather than an immediate catalyst, it could alleviate concentration risk in Impinj's chip roadmap over time.
Impinj (PI) Shares Skyrocket, What You Need To Know
Impinj (PI) shares surged over 10% after tech investor Dan Niles named it a top stock for 2026, citing its RFID chip price drop to a penny and expansion into larger markets like food and groceries. The company, a leader in RFID technology, is also seeing potential new applications, such as for the South Korean military. Despite recent volatility and a 5% year-to-date decline, an investment in Impinj five years ago would have nearly tripled.
Himax, Broadcom, KLA Corporation, Impinj, and Qualcomm Stocks Trade Down, What You Need To Know
Several semiconductor stocks, including Himax, Broadcom, KLA Corporation, Impinj, and Qualcomm, experienced significant declines due to rising geopolitical tensions between the US and Europe over Greenland, which sparked a broad risk-off sentiment in asset markets. The sell-off was fueled by fears of trade confrontations and new tariffs, causing major tech stock drops and affecting the broader Nasdaq index. Impinj, in particular, saw a 6.3% drop, reflecting market sensitivity to political rhetoric despite its historical volatility.
Needham & Company LLC Reaffirms Buy Rating for Impinj (NASDAQ:PI)
Needham & Company LLC has reaffirmed a "Buy" rating for Impinj (NASDAQ:PI), setting a $255.00 price target, suggesting a 48.51% upside potential. This contrasts with recent significant insider selling, yet the consensus rating from other analysts is a "Moderate Buy" with an average target of $226.33. The stock recently traded around $171.71, and the company reported strong Q3 earnings exceeding analyst estimates.
Why Impinj Stock Dropped Today
Impinj stock dropped 7% despite hinting at strong Q4 sales results, with the company expecting to hit the high end of its $90 million to $93 million guidance. While sales guidance was robust, the company did not provide specific GAAP earnings and analysts expect a GAAP loss for 2025, leading investors to sell off the stock due to a high forward earnings valuation.
Impinj stock falls despite preliminary Q4 revenue near high end of guidance
Impinj Inc. (NASDAQ:PI) stock fell 12% despite announcing preliminary fourth-quarter 2025 results that showed revenue near the high end of guidance and adjusted EBITDA above the midpoint. The RAIN RFID provider expects revenue to be near $90.0 million to $93.0 million and adjusted EBITDA to exceed $15.4 million to $16.9 million. The company is scheduled to release its complete Q4 and full-year 2025 financial results on February 5, 2026.
Impinj stock falls despite preliminary Q4 revenue near high end of guidance
Impinj Inc. (NASDAQ:PI) stock dropped 12% despite announcing preliminary Q4 2025 results that showed revenue near the high end of its guidance and adjusted EBITDA above the midpoint. The RAIN RFID provider did not offer an explanation for the stock's decline following the otherwise positive financial update. The company is set to release its full Q4 and full-year 2025 financial results on February 5, 2026.
Impinj Announces Preliminary Fourth-Quarter 2025 Revenue and Adjusted EBITDA Ahead of Participation at 28th Annual Needham Growth Conference
Impinj has announced preliminary fourth-quarter 2025 revenue and adjusted EBITDA. This announcement comes as the company prepares to participate in the 28th Annual Needham Growth Conference. The article does not provide specific figures for the preliminary revenue or EBITDA.
Impinj Announces Preliminary Fourth-Quarter 2025 Revenue and Adjusted EBITDA Ahead of Participation at 28
Impinj announced preliminary fourth-quarter 2025 revenue near the high end of its guidance and adjusted EBITDA above the midpoint. The company's co-founder and CEO, and CFO will participate in the 28th Annual Needham Growth Conference. Impinj will also release its full Q4 and full-year 2025 financial results and Q1 2026 outlook on February 5, 2026.
