Impinj Inc stock: Weak guidance or undervalued opportunity?
Impinj Inc's latest earnings report showed revenue that met expectations, but its Q1 2026 guidance significantly missed analyst projections, causing an 18.4% stock plunge. Despite this short-term setback, analysts remain cautiously optimistic, forecasting robust revenue growth for the RFID technology leader. The article suggests that the current dip might present an undervalued opportunity for patient investors betting on the long-term growth of the RFID market.
Press Release: Impinj to Announce First-Quarter 2026 Financial Results
Impinj, Inc. (NASDAQ: PI) will announce its first-quarter 2026 financial results after market close on Tuesday, April 30, 2026. The company will also hold a conference call and webcast to discuss the results and provide its expectations for the second quarter of 2026. Interested parties can access the webcast and replay on the Impinj investor relations website.
Impinj to Announce First-Quarter 2026 Financial Results
Impinj, Inc. (Nasdaq: PI) announced it will release its first-quarter 2026 financial results after U.S. markets close on Wednesday, April 29, 2026. The company will host a conference call and webcast to discuss these results and provide a second-quarter 2026 outlook. Details for accessing the call, webcast, and replay are provided, along with information on how Impinj disseminates material information.
Wealth Enhancement Advisory Services LLC Buys 13,759 Shares of Impinj, Inc. $PI
Wealth Enhancement Advisory Services LLC significantly increased its stake in Impinj, Inc. (NASDAQ:PI) by 85.3% in the fourth quarter, purchasing 13,759 additional shares to hold a total of 29,889 shares valued at approximately $5.78 million. Other institutional investors also adjusted their positions in Impinj, which recently reported Q4 earnings per share of $0.50 and revenue of $92.85 million. The company currently holds a "Hold" rating among analysts with a consensus price target of $167.63.
Q1 2025 Impinj Inc Earnings Call Transcript
This article provides the edited transcript of Impinj Inc.'s Q1 2025 earnings call held on April 23, 2025. It highlights key points from the call, including strong endpoint IC volumes and market share gains, alongside decreases in first-quarter revenue and free cash flow. The company's M800 ramp is expected to boost gross margins, despite market volatility and geopolitical uncertainties.
PI Should I Buy
An analysis of Impinj Inc (PI) suggests it is not a strong buy for long-term beginner investors despite potential growth in retail, supply chain, and logistics. The company faces near-term challenges with inventory issues, weak demand, and reduced guidance, reflected in declining net income and EPS in Q4 2025. While hedge funds are increasing positions and analysts see long-term potential, technical indicators and options data indicate bearish sentiment and a "Sell" for general technical summary.
Impinj (PI) CFO reports RSU vesting, tax withholding and 7,627-unit grant
Impinj CFO Cary Baker reported routine equity compensation activities, including the vesting of 1,858 restricted stock units (RSUs) on March 23, 2026, and the remittance of 732 common shares for tax withholding. Following these transactions, Baker directly holds 89,003 shares of common stock. Additionally, Baker received a new grant of 7,627 RSUs with a specified vesting schedule tied to continued service.
Impinj (NASDAQ: PI) CEO Diorio reports RSU vesting and new stock award
Impinj CEO Chris Diorio reported routine equity compensation activities on March 23, 2026, involving the vesting of 5,635 restricted stock units and the remittance of 2,218 shares for tax withholding. Following these transactions, Diorio directly held 390,302 shares and indirectly held 199,362 shares. He also received a new grant of 24,806 restricted stock units.
If You Invested $1,000 in Impinj Inc (PI)
This article analyzes the potential returns of investing $1,000 in Impinj Inc (PI) over various periods, showing significant gains over 5 and 10 years, and outperformance against the S&P 500. It also provides a detailed overview of Impinj Inc, including its focus on RAIN RFID and IoT technologies, its business model, Gen2X innovations, product ecosystem, market context, and corporate developments. The company aims to provide item-level visibility and data quality across supply chains, supporting AI and automation initiatives.
PI Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for PI (Impinj Inc), detailing past quarterly results and future forecasts. It highlights the company's revenue and EPS figures, analyst estimates for 2026/Q1, and the stock's historical reaction around earnings reports. Despite unchanged estimates and a recent stock price drop, the article suggests potential buying opportunities for long-term investors.
Polar Asset Management Partners Trims Stake in Impinj
Polar Asset Management Partners Inc. has reduced its stake in Impinj, Inc. by 26.1% in the third quarter of 2026, now owning 85,511 shares valued at $15.5 million. This reduction signals potential shifts in market sentiment for the RFID technology company, prompting investors to monitor future changes in institutional ownership and analyst sentiment.
Impinj Inc Stock (ISIN: US4532041096) Holds Steady Amid Q1 2026 Guidance and Institutional Moves
Impinj Inc. (ISIN: US4532041096) stock is trading around $91.73, showing resilience despite some institutional trimming, as investors react to the company's Q1 2026 EPS guidance of $0.08-$0.13. The company, a leader in RAIN RFID technology, is uniquely positioned in supply chain digitization and is leveraging its connected inventory solutions. Despite profitability challenges and a negative P/E ratio, Impinj's forward guidance and strong market position suggest potential for future growth, especially in demand-driven sectors like retail and healthcare.
Impinj Inc Stock (ISIN: US4532041096) Holds Steady Amid Q1 2026 Guidance and Institutional Moves
Impinj Inc (ISIN: US4532041096) stock is trading around $91.73, showing resilience despite some institutional trimming, as investors consider the company's Q1 2026 EPS guidance of $0.08-$0.13, which suggests a path to profitability countering full-year analyst expectations of a loss. The company, a leader in RAIN RFID technology, focuses on connected inventory solutions across retail, healthcare, and logistics, with its business model positioning it for growth amid supply chain digitization efforts. Key factors for investors include improved gross margins, scaling software subscriptions, and end-market adoption of its RFID solutions.
Fred Alger Management LLC Trims Stock Holdings in Impinj, Inc. $PI
Fred Alger Management LLC significantly reduced its stake in Impinj, Inc. (NASDAQ:PI) by 53.3% in the third quarter of 2025, selling over 155,000 shares. Despite this, other institutional investors increased their holdings. Analysts have largely lowered price targets for Impinj, resulting in a consensus "Hold" rating, following the company's Q4 earnings report which met EPS expectations but showed modest revenue growth.
Impinj announces partial repurchase of 1.125% convertible notes due 2027
Impinj (NASDAQ: PI) announced a partial repurchase of its 1.125% Convertible Senior Notes due 2027. The company repurchased approximately $110.1 million in aggregate principal amount of the notes. This strategic move aims to optimize Impinj's capital structure and reduce future interest obligations.
Impinj, Inc. Hits Day High with Strong 7.37% Intraday Surge
Impinj, Inc. (ticker IMPJ) saw a significant intraday stock surge of 7.37%, reaching a high of USD 98.75. Despite this daily gain, the company's weekly and monthly performances show declines, and its year-to-date return of 9.03% significantly underperforms the S&P 500's 18.81% over the past year. The small-cap company has a market capitalization of USD 3,867 million and high institutional holdings.
Impinj Inc (PI) Shares Up 4.3% on Mar 16
Impinj Inc (PI) shares rose 4.30% on March 16, closing at $95.68. Analysts have an average one-year price target of $172.00, suggesting a potential upside of 79.77% from the current price. GuruFocus estimates the fair value (GF Value) to be $143.78, indicating a 50.27% upside.
Impinj (NASDAQ: PI) to retire $40.2M of 1.125% 2027 convertible notes
Impinj, Inc. announced its plan to repurchase approximately $40.2 million in aggregate principal amount of its 1.125% Convertible Notes due 2027 for a total cost of about $47.2 million, including accrued interest. This partial repurchase, expected to close on March 16, 2026, will reduce future debt obligations, leaving approximately $57.3 million of the notes outstanding. The company aims to simplify its debt profile and manage its capital structure through this cash repurchase.
Impinj Announces Partial Repurchase of 1.125% Convertible Notes due 2027
Impinj, Inc. announced that it has entered into agreements to repurchase approximately $40.2 million aggregate principal amount of its 1.125% Convertible Notes due 2027 for about $47.2 million in cash. The repurchases are expected to close on March 16, 2026, leaving approximately $57.3 million aggregate principal amount of the Notes outstanding. The company clarified that this press release contains forward-looking statements regarding the transaction's closing and its impact on the remaining notes.
Impinj Announces Partial Repurchase of 1.125% Convertible Notes due 2027
Impinj, Inc. announced that it has agreed to repurchase approximately $40.2 million aggregate principal amount of its 1.125% Convertible Notes due 2027 for about $47.2 million, including accrued interest. The repurchases are expected to close on March 16, 2026, leaving approximately $57.3 million of the notes outstanding. The company cautioned that these forward-looking statements are subject to risks and uncertainties.
Impinj Announces Partial Repurchase of 1.125% Convertible Notes due 2027
Impinj, Inc. announced it has entered into agreements to partially repurchase approximately $40.2 million aggregate principal amount of its 1.125% Convertible Notes due 2027 for about $47.2 million in cash. The repurchases are expected to close on March 16, 2026, leaving approximately $57.3 million aggregate principal amount of the Notes outstanding. The company also highlighted its business model, which uses RAIN RFID to connect everyday items to the Internet, and mentioned its latest financial results and other corporate news.
Impinj Announces Partial Repurchase of 1.125% Convertible Senior Notes Due 2027
Impinj, Inc. has partially repurchased its 1.125% Convertible Senior Notes due in 2027 as part of its financial management strategy. The announcement was made on March 16, 2026, though specific details regarding the repurchase amount or terms were not disclosed. This action reflects a common corporate approach to managing debt obligations and optimizing balance sheets ahead of maturity.
Chevy Chase Trust Trims Stake in Impinj
Chevy Chase Trust Holdings LLC has reduced its stake in Impinj, Inc. by 6.6% in the third quarter of 2026, selling 48,787 shares. The hedge fund now owns approximately 691,294 shares of the RFID technology company, representing 2.30% of its outstanding stock. This move could signal a shift in investor sentiment, though the exact reasons are unclear.
Chevy Chase Trust Holdings LLC Trims Stock Holdings in Impinj, Inc. $PI
Chevy Chase Trust Holdings LLC reduced its stake in Impinj, Inc. (NASDAQ:PI) by 6.6% in the third quarter of 2025, selling 48,787 shares and ending the period with 691,294 shares valued at approximately $124.95 million. Despite this trimming, other hedge funds like DLD Asset Management and Invesco Ltd. increased their positions in Impinj. Impinj reported earnings of $0.50 EPS, meeting estimates, with revenue of $92.85 million, and analysts currently have a "Hold" rating on the stock with an average price target of $173.38.
Impinj Inc stock (ISIN: US4532041096) surges on enterprise RFID demand acceleration
Impinj Inc's stock has surged due to accelerating enterprise adoption of its RFID and IoT connectivity solutions, particularly in supply-chain digitalization, retail, and industrial automation. The company is transitioning towards software and services, which now account for 35-40% of revenue with high gross margins, reducing cyclicity and improving its valuation. European investors are taking increased interest in Impinj as a key player in digitalization and supply-chain resilience.
Impinj Stock Receives 'Hold' Rating from Analysts
Impinj, Inc. (NASDAQ:PI) has received a 'Hold' recommendation from analysts, with ratings split between 'Sell', 'Hold', and 'Buy', and an average 12-month price target of $173.38. This mixed outlook reflects market uncertainty regarding the RFID technology company's near-term growth prospects despite its recent performance. Investors are advised to watch future financial results and strategic initiatives to assess long-term potential.
Impinj, Inc. (NASDAQ:PI) Given Average Recommendation of "Hold" by Analysts
Impinj, Inc. (NASDAQ:PI) has received an average recommendation of "Hold" from nine brokerages, with analysts setting an average 12-month price target of $173.3750. Analyst ratings include two sell, two hold, and five buy recommendations. Despite recent downgrades in price targets from several firms, Impinj reported strong Q4 2025 earnings, beating revenue expectations, while facing a negative net margin and projecting modest Q1 2026 EPS.
how fair value analysis flagged Impinj’s 50% decline in advance
InvestingPro's Fair Value analysis accurately predicted Impinj, Inc.'s significant decline, identifying it as overvalued in November 2024 when trading at $194.71 with an intrinsic worth of $109.86. Sixteen months later, the stock plunged over 52% to $92.75, validating the bearish assessment. This highlights how comprehensive valuation methodologies can aid investors in identifying mispriced securities and making more informed investment decisions.
Impinj and IPG Photonics Shares Are Falling, What You Need To Know
Shares of Impinj (NASDAQ:PI) and IPG Photonics (NASDAQ:IPGP) saw declines after Taiwan Semiconductor (TSM) reported lower-than-expected sales growth, raising concerns about broader industry demand in the semiconductor sector. IPG Photonics also faced added pressure from an unfavorable patent infringement ruling in Germany and regulatory risks concerning its CROSSBOW counter-UAS activities. Despite these recent drops, IPG Photonics is still up significantly year-to-date.
Why Impinj (PI) Is Down 18.1% After Reports Of Tighter U.S. AI Chip Export Controls
Impinj's stock dropped 18.1% following reports of potential tighter U.S. AI chip export controls, despite its core RFID business not focusing on high-end AI chips. The market reaction indicates a broad reassessment of risk for companies in the semiconductor supply chain. Impinj remains unprofitable but shows revenue growth, with its investment narrative tied to RAIN RFID and item-level connectivity, though its shares might still be overvalued.
PI Earnings History & Surprises | EPS & Revenue Results | IMPINJ INC (NASDAQ:PI)
This article provides a detailed historical overview of IMPINJ INC's (NASDAQ:PI) quarterly earnings, including EPS and revenue actuals versus analyst estimates, and surprise percentages. It highlights the company's past performance, upcoming earnings date, and beat rates for both EPS and revenue over the last eight quarters. The analysis section summarizes IMPINJ INC's performance in the last four quarters, noting that it has generally beaten EPS and revenue estimates.
DLD Asset Management Reduces Impinj Stake by 51%
DLD Asset Management LP has significantly reduced its stake in Impinj, Inc. (NASDAQ:PI) by 51% in the third quarter of 2026, selling 12.25 million shares. This move decreases its ownership from 39.02% to 19.25% of the RFID technology company. The change in holding by such a major institutional investor could signal a shift in market sentiment towards Impinj and potentially impact its stock performance.
DLD Asset Management LP Sells 12,250,000 Shares of Impinj, Inc. $PI
DLD Asset Management LP significantly reduced its stake in Impinj, Inc. by selling 12,250,000 shares, bringing its total ownership to 11,750,000 shares. Despite this large sale, Impinj remains the 18th-largest holding for DLD Asset Management, representing 0.1% of their portfolio. Impinj (NASDAQ:PI) has a market capitalization of $2.85 billion and analysts currently hold a "Hold" rating with an average price target of $173.38.
Citigroup Inc. Sells 17,656 Shares of Impinj, Inc. $PI
Citigroup Inc. reduced its stake in Impinj, Inc. by 60.2% in the third quarter, selling 17,656 shares and retaining 11,681 shares valued at $2.11 million. This comes amidst significant insider selling, with Sylebra Capital selling 134,629 shares and other insiders selling a total of 367,685 shares in the last 90 days. Despite a mixed operating and market picture, Impinj reaffirmed its Q1 2026 EPS guidance and holds a consensus "Hold" rating from analysts with an average target price of $173.38.
Hel Ved Capital Management Ltd Makes New Investment in Impinj, Inc. $PI
Hel Ved Capital Management Ltd has acquired a new stake in Impinj, Inc. (NASDAQ:PI), purchasing 30,050 shares valued at approximately $5.43 million, representing 1.1% of its portfolio. This investment makes Hel Ved Capital Management a 0.10% stakeholder in Impinj. Despite this new investment, several analysts have lowered their price targets for Impinj, and the consensus rating remains a "Hold" with an average target price of $173.38.
Impinj, Inc. Experiences Revision in Its Stock Evaluation Amid Market Challenges
Impinj, Inc. has seen a significant decline in its stock evaluation, with its stock price dropping to $99.61 from a previous close of $112.74 amidst notable volatility over the past year. Technical indicators signal a bearish sentiment for the company, and its performance has consistently trailed the S&P 500 across various timeframes. This revision underscores the challenges Impinj faces in the current competitive market environment.
Why Impinj (PI) Stock Is Nosediving
Shares of RFID manufacturer Impinj (NASDAQ:PI) fell 9% following reports that the U.S. is considering new restrictions on AI chip sales, which impacted chipmakers broadly. This recent drop adds to the stock's high volatility, as it previously plummeted 22.1% due to a weak Q1 2026 financial outlook and an analyst downgrade. Impinj's stock is down 43.8% year-to-date and is trading significantly below its 52-week high, raising questions about potential buying opportunities.
American Century Companies Inc. Lowers Stake in Impinj, Inc. $PI
American Century Companies Inc. reduced its stake in Impinj, Inc. by 9.0% in the third quarter, now holding 380,593 shares valued at approximately $68.8 million. This comes amidst significant insider selling and a "Hold" consensus rating from analysts, with share prices trading below the average target. Impinj recently met EPS and slightly exceeded revenue expectations, providing Q1 2026 EPS guidance.
American Century Companies Reduces Stake in Impinj
American Century Companies Inc. has decreased its stake in Impinj, Inc. (NASDAQ:PI) by 9.0% in the third quarter of 2026, selling 37,863 shares. The firm now holds 380,593 shares, valued at an estimated $68.8 million, representing about 1.26% of the RFID technology company. This reduction by a major institutional investor could indicate some market uncertainty regarding Impinj's near-term prospects.
Impinj Inc (PI) Trading Down 2.81% on Mar 4
Shares of Impinj Inc (PI) decreased by 2.81% on March 4th, trading at $113.52 after reaching an intraday low of $112.81. This places the stock significantly below its 52-week high but well above its 52-week low. Analyst forecasts suggest an average target price of $172.75, indicating a potential upside of 52.18%, with a consensus "Outperform" rating from eight brokerage firms.
Mitsubishi UFJ Asset Management Co. Ltd. Takes Position in Impinj, Inc. $PI
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new position in Impinj, Inc., purchasing 15,400 shares valued at approximately $2.78 million, making up 0.05% of the company. Despite this new institutional investment, analyst sentiment is a "Hold" with an average price target of $173.38, and several analysts have recently reduced their price targets. Impinj's stock performance has been mixed, with its Q3 earnings meeting estimates but trading significantly below its 12-month high, while insiders have been net sellers.
PI Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Impinj Inc (PI), including its income statement, balance sheet, cash flow statement, and key financial ratios for both annual and quarterly periods up to fiscal year 2025. It highlights the company's financial health, scoring it 46/100, and discusses metrics like revenue growth, profitability, leverage, liquidity, and cash flow, alongside answers to frequently asked questions about its financial performance. Despite some positive trends like improved gross margin, the report notes concerns such as negative net income, low operating income, and an interest coverage ratio indicating difficulty in servicing debt.
Impinj, Inc. Forms Death Cross, Signaling Potential Bearish Trend Ahead
Impinj, Inc. has formed a "Death Cross," indicating a potential bearish market trend. This technical event, where a short-term moving average crosses below a long-term moving average, is accompanied by a bearish outlook from MACD and Bollinger Bands. The stock has experienced significant declines over the past month and year-to-date, contrasting with slight gains in the S&P 500, prompting investors to monitor these trends closely.
Royce & Associates Reduces Stake in Impinj
Royce & Associates LP has reduced its stake in Impinj, Inc. by 25.9% during the third quarter of 2026, selling 59,403 shares to now hold approximately 169,799 shares valued at $30.7 million. This move by the institutional investor, which now owns 0.56% of Impinj, may indicate a shift in market sentiment towards the RFID technology company. Investors will be observing further changes in major shareholders' positions for insights into Impinj's future.
PI PE Ratio & Valuation, Is PI Overvalued
Impinj Inc (PI) is currently considered overvalued, with its stock trading significantly above its fair price range according to a relative valuation method. The company's current forward P/S ratio of 12.97 is substantially higher than both its five-year average and the industry average, despite recent revenue growth. Key metrics like Price-to-Book and Free Cash Flow yield also indicate a premium valuation compared to historical averages.
Impinj, Inc. 2025 Q4 - Results - Earnings Call Presentation (NASDAQ:PI) 2026-02-06
Impinj, Inc. (PI) announced its 2025 Q4 earnings, with an EPS of $0.50, missing estimates by $0.01, and revenue of $92.85M, a 1.40% year-over-year increase, exceeding estimates by $56.47K. The company published a slide deck accompanying its earnings call.
PI Stock Price, Forecast & Analysis | IMPINJ INC (NASDAQ:PI)
IMPINJ INC (NASDAQ:PI) stock currently trades at $116.64, having decreased by 21.21% in the past month but increased by 16.12% over the last year. Analysts provided an average price target of $177.03, anticipating a 51.77% increase, along with projected EPS growth of 41.12% and revenue growth of 1.95% for the next year. ChartMill assesses PI with a fundamental rating of 4/10 due to average financial health and profitability concerns.
Should Softer Q1 2026 Revenue Guidance and Inventory Digestion Require Action From Impinj (PI) Investors?
Impinj (PI) reported its Q4 and full-year 2025 results, showing record adjusted EBITDA margins and M800 platform-driven unit growth, but guided for a 2% year-over-year revenue decrease for Q1 2026 due to inventory normalization, retail softness, and product obsolescence. Despite these near-term challenges, the article suggests that investors should consider the company's long-term RFID adoption narrative and potential benefits from the Gen2X licensing agreement, which could reinforce future margin and growth stories. Analysts have varied outlooks for Impinj, with an estimated fair value of $241.11, indicating a significant upside to its current price.
Envestnet Asset Management Inc. Cuts Position in Impinj, Inc. $PI
Envestnet Asset Management Inc. significantly reduced its stake in Impinj, Inc. by 58.0% in Q3, selling 26,799 shares and retaining 19,409 shares valued at $3.51 million. This comes amidst substantial insider selling where Sylebra Capital sold 134,629 shares for approximately $20.24 million, and other insiders offloaded 508,675 shares worth about $79.53 million in the past three months, though corporate insiders still own 51% of the company. Analysts have a "Hold" consensus rating with an average price target of $173.38, following recent price target reductions from firms like Cantor Fitzgerald and Barclays.
Analog Semiconductors Stocks Q4 Teardown: Impinj (NASDAQ:PI) Vs The Rest
This article analyzes the Q4 performance of several analog semiconductor stocks, highlighting Impinj (NASDAQ:PI) as having the weakest Q4 and Skyworks Solutions (NASDAQ:SWKS) as having the best Q4. Impinj's revenue guidance missed expectations, leading to a stock drop, while Skyworks Solutions exceeded analyst expectations. Other companies like Universal Display, Texas Instruments, and Microchip Technology also saw varied results, with most experiencing stock fluctuations post-earnings.
