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Impinj, Inc. Stock Price

NasdaqGS:PI Community·US$5.1b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 32 Fair Values set on narratives written by author

PI Share Price Performance

US$0
-175.78 (-100.00%)
US$175.00
Fair Value
US$0
-175.78 (-100.00%)
Price US$0

PI Community Narratives

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Fair Value US$175 8.0% undervalued intrinsic discount

Analysts Raise Impinj Price Target as Guidance and Valuation Metrics Show Stability

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Fair Value US$146.61 9.8% overvalued intrinsic discount

Intensifying Regulatory Scrutiny Will Erode Margins Despite Resilient Sectors

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Fair Value US$220 26.8% undervalued intrinsic discount

IoT Proliferation And RAIN RFID Will Unlock New Markets

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Trending Discussion

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Updated Narratives

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PI: Earnings Guidance And Margin Outlook Will Support Further Upside

Fair Value: US$220 26.8% undervalued intrinsic discount
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PI: Higher Q2 2026 Guidance And Profitability Outlook Will Support Future Demand

Fair Value: US$175 8.0% undervalued intrinsic discount
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PI: Higher Margins And Earnings Outlook Will Support Longer Term Upside Potential

Fair Value: US$146.61 9.8% overvalued intrinsic discount
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Snowflake Analysis

High growth potential with adequate balance sheet.

0 Risks
1 Reward

Impinj, Inc. Key Details

US$371.5m

Revenue

US$175.2m

Cost of Revenue

US$196.4m

Gross Profit

US$223.4m

Other Expenses

-US$27.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-0.88
52.86%
-7.26%
104.5%
View Full Analysis

About PI

Founded
2000
Employees
457
CEO
Chris Diorio
WebsiteView website
www.impinj.com

Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company’s platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software that enable its partners to solve enterprise business problems, such as package sortation, dock door ingress/egress and retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.

Recent PI News & Updates

Seeking Alpha Aug 22

Impinj: Priced For Perfection, But The Core Business Is Far From It

Summary Impinj receives a Sell rating due to overvaluation and reliance on licensing revenue from NXP, which masks core profitability weakness. PI's core adjusted EBITDA margin is only 15% after excluding the $17M NXP settlement, highlighting modest underlying profitability. A major customer is shifting to custom ASICs, increasing inventory and revenue risks, while NXP could cancel its annual $17M payment. PI trades at an EV/EBITDA of 64x and P/E over 43x, making it highly sensitive to any slowdown or loss of licensing income. Read the full article on Seeking Alpha
Narrative Update Aug 21

PI: Earnings Guidance And Margin Outlook Will Support Further Upside

Analysts have raised their price target on Impinj from $200 to $220, citing updated assumptions for slightly higher revenue growth, a modestly stronger profit margin, and a lower future P/E multiple. What’s in the News for Impinj Impinj issued earnings guidance for the third quarter ending September 30, 2026, giving investors a fresh data point on expected financial performance.

Recent updates

No updates