Update shared on 22 Dec 2025
Analysts have modestly adjusted their price target on Impinj, keeping fair value effectively unchanged at approximately 241.11 dollars. A slightly higher discount rate and largely intact long term growth and margin assumptions support a stable long term valuation outlook.
What's in the News
- Unveiled new Gen2X innovations at the 2025 Gen2X Solutions Developers Conference, aimed at inhibiting counterfeit tags and items, reducing stray tag reads and helping readers focus on tags of interest in complex retail and industrial environments (Key Developments).
- Added Gen2X support to the M770 and M780 endpoint IC series, broadening use cases across logistics, manufacturing, automotive and healthcare by improving inventory speed, reader sensitivity, read range and read zone confinement (Key Developments).
- Released updated E Family reader IC firmware and software tools that enable Endpoint IC Verification, Gen2X Tag Selection and new deep scan inventory capabilities to improve RAIN system performance and accuracy (Key Developments).
- Entered into a Fifth Amendment to its Seattle office lease, extending the term to January 31, 2038, expanding total space to about 70,995 rentable square feet and securing roughly 44 million dollars in total base rent commitments along with rent abatements and a 5 million dollar tenant improvement allowance (Key Developments).
- Issued fourth quarter 2025 guidance, forecasting revenue between 90.0 million and 93.0 million dollars and a GAAP net loss of 2.6 million to 1.1 million dollars, or 0.09 to 0.04 dollars per diluted share (Key Developments).
Valuation Changes
- Fair Value: Unchanged at an estimated 241.11 dollars per share, indicating no material revision to the long term intrinsic value assessment.
- Discount Rate: Risen slightly from about 10.68 percent to 10.71 percent, reflecting a modestly higher required return on equity risk.
- Revenue Growth: Effectively unchanged at approximately 26.65 percent, signaling stable long term top line growth expectations.
- Net Profit Margin: Essentially unchanged at roughly 12.98 percent, suggesting consistent long term profitability assumptions.
- Future P/E: Edged up marginally from about 120.59 times to 120.68 times, implying a nearly stable valuation multiple on expected future earnings.
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