Update shared on 08 Dec 2025
Analysts have modestly raised their price target on Impinj to approximately 241.11 dollars, citing slightly lower discount rate assumptions that marginally increase the stock's implied fair value.
What's in the News
- Impinj unveiled new Gen2X innovations at its 2025 Gen2X Solutions Developers Conference, introducing capabilities that inhibit counterfeit tags and items, reduce stray tag reads, and help readers focus on tags of interest in retail and industrial environments (Key Developments).
- The company expanded Gen2X support to its M770 and M780 endpoint ICs, broadening Gen2X adoption in logistics, manufacturing, automotive and healthcare applications across the RAIN RFID ecosystem (Key Developments).
- New E Family reader IC firmware and software tools now support Impinj Endpoint IC Verification and Gen2X Tag Selection, adding deep scan inventory capabilities that intelligently sequence inventory rounds (Key Developments).
- Impinj entered into a Fifth Amendment to its Seattle office lease. The amendment extends the term to January 31, 2038, adds roughly 6,563 rentable square feet of expansion space, and brings total leased space to about 70,995 rentable square feet (Key Developments).
- The amended lease provides approximately 44 million dollars in base rent obligations plus operating expenses, together with rent abatements for both existing and expansion space and a 5 million dollar tenant improvement allowance (Key Developments).
- For the fourth quarter of 2025, Impinj issued guidance for revenue between 90 million and 93 million dollars, with an expected GAAP net loss of 2.6 million to 1.1 million dollars and a diluted GAAP net loss per share in the range of 0.09 to 0.04 dollars (Key Developments).
Valuation Changes
- Fair Value: Unchanged at approximately 241.11 dollars per share, indicating no revision to the model-derived price estimate.
- Discount Rate: Fallen slightly from about 10.75 percent to roughly 10.68 percent, which modestly increases the present value of future cash flows.
- Revenue Growth: Essentially unchanged at around 26.65 percent, signaling no material shift in long-term top-line expectations.
- Net Profit Margin: Effectively flat at about 12.98 percent, reflecting stable assumptions for long-run profitability.
- Future P/E: Edged down slightly from roughly 120.80 times to about 120.59 times, indicating a marginally lower valuation multiple applied to projected earnings.
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