Impinj (PI) Panoramica del titolo
Impinj, Inc. gestisce una piattaforma di connettività cloud nelle Americhe, nell'Asia Pacifica, in Europa, nel Medio Oriente e in Africa. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 1/6 |
| Crescita futura | 5/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
Non sono stati rilevati rischi per PI dai nostri controlli di rischio.
PI Community Fair Values
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Analyst Price Targets
Concorrenti di Impinj, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$149.76 |
| Massimo di 52 settimane | US$247.06 |
| Minimo di 52 settimane | US$87.36 |
| Beta | 1.93 |
| Variazione di 1 mese | 20.86% |
| Variazione a 3 mesi | 21.95% |
| Variazione di 1 anno | 33.71% |
| Variazione a 3 anni | 48.75% |
| Variazione a 5 anni | 187.72% |
| Variazione dall'IPO | 733.39% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • May 01
PI: Wider Q1 2026 Loss Outlook Will Restrain Longer Term Upside Potential
Analysts now set Impinj's price target at $125.18, up from $117.58, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors a clearer view of near term expectations.
Aggiornamento della narrazione • Apr 17
PI: Stable Outlook And Q1 2026 Guidance Will Support Future Demand
Analysts left their $167.00 price target for Impinj unchanged, while making only very small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, signaling a steady overall view of the stock’s valuation framework. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors an updated view of expected financial results.Recent updates
Aggiornamento della narrazione • May 01
PI: Wider Q1 2026 Loss Outlook Will Restrain Longer Term Upside Potential
Analysts now set Impinj's price target at $125.18, up from $117.58, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors a clearer view of near term expectations.Aggiornamento della narrazione • Apr 17
PI: Stable Outlook And Q1 2026 Guidance Will Support Future Demand
Analysts left their $167.00 price target for Impinj unchanged, while making only very small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions, signaling a steady overall view of the stock’s valuation framework. What's in the News Impinj issued new earnings guidance for the first quarter ending March 31, 2026, giving investors an updated view of expected financial results.Aggiornamento della narrazione • Apr 02
PI: Licensing Deal And Long Term Outlook Will Support Future Demand
Analysts have revised their price target for Impinj to $167, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E that are now set at 167.0, 10.95%, 18.14%, 11.50% and 113.20 respectively. What's in the News Impinj issued earnings guidance for the quarter ending March 31, 2026, with expected revenue between US$71.0 million and US$74.0 million, a GAAP net loss between US$16.6 million and US$15.1 million, and a GAAP diluted net loss per share between US$0.55 and US$0.49 (Key Developments).
Aggiornamento della narrazione • Mar 19
PI: Licensing Deal And Margin Outlook Will Support Future Upside
Analysts have adjusted their price target on Impinj to $200 from $220, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E that slightly reshape their valuation outlook. What's in the News Impinj issued earnings guidance for the first quarter ending March 31, 2026, with expected revenue in the range of US$71.0 million to US$74.0 million (Key Developments).Aggiornamento della narrazione • Mar 05
PI: Licensing Deal And Long-Term Margin Outlook Will Drive Future Upside
Analysts have raised their Impinj price target from $145.00 to $220.00. This change reflects updated assumptions around higher modeled revenue growth, a revised discount rate, a slightly different long-run profit margin, and a higher future P/E multiple.Aggiornamento della narrazione • Feb 18
PI: Licensing Progress And Softer Margins Will Shape A Balanced Longer Term Outlook
Analysts have reset their price target framework for Impinj from a fair value estimate of $190.00 to about $117.58, reflecting updated views on revenue growth, profit margins, discount rate, and future P/E assumptions. What's in the News Impinj issued earnings guidance for Q1 2026, calling for revenue between US$71.0 million and US$74.0 million.Seeking Alpha • Feb 15
Impinj: Why Lower Growth Could Continue To Linger For A While
Summary Impinj fell to new lows after the latest report failed to provide the needed boost, but the charts suggest the decline is probably over in the short term. The latest results are not good enough if current valuations are to be justified, which means PI needs growth to accelerate. There are reasons to think growth could remain lower than it needs to be in the next three years, mostly as a result of the overall retail environment. The risk exists for further lows, even if the selloff is likely over in the short term, which is why I am neutral on PI with a hold rating. Read the full article on Seeking AlphaAggiornamento della narrazione • Feb 04
PI: Gen2X Rollout And Licensing Expansion Will Support A Higher Future Multiple
Analysts have revised their fair value estimate for Impinj to $190.00 from $200.00, reflecting updated assumptions on revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News Impinj announced a licensing agreement with EM Microelectronic to integrate Impinj Gen2X technology into future EM dual frequency endpoint ICs, with commercial availability for these Gen2X enabled ICs expected in 2027 (Key Developments).Aggiornamento della narrazione • Jan 21
PI: Licensing Wins And Gen2X Adoption Will Support A Higher Future Multiple
Analysts have lifted their fair value estimate for Impinj from US$100.00 to US$200.00. They cite updated assumptions that include higher modeled revenue growth, a different discount rate, a lower projected profit margin, and a higher future P/E multiple.Articolo di analisi • Jan 09
What Impinj, Inc.'s (NASDAQ:PI) 33% Share Price Gain Is Not Telling You
Impinj, Inc. ( NASDAQ:PI ) shareholders would be excited to see that the share price has had a great month, posting a...Aggiornamento della narrazione • Jan 07
PI: Gen2X Rollout And Expanded Office Lease Will Support Future Demand
Analysts have modestly increased their price target on Impinj to US$241.11, citing small adjustments to the discount rate and forward P/E assumptions, while keeping revenue growth and profit margin expectations effectively unchanged. What's in the News Impinj unveiled new Gen2X features at its 2025 Gen2X Solutions Developers Conference, aimed at inhibiting fraudulent items and tags, reducing stray tag reads, and helping readers locate tags of interest in retail and industrial settings (Key Developments).Aggiornamento della narrazione • Dec 22
PI: Extended Office Lease Will Support Future RAIN RFID Ecosystem Demand
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.Aggiornamento della narrazione • Dec 08
PI: Expanded Office Lease Will Support Long-Term RAIN RFID Ecosystem Demand
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).Aggiornamento della narrazione • Nov 24
PI: Expanded Lease And Office Space Expected To Fuel Revenue Momentum
Narrative Update on Impinj Price Target Analysts have revised their price target for Impinj downward from $246.25 to $241.11. This change reflects slightly lower expectations for profit margins and higher projected discount rates.Aggiornamento della narrazione • Nov 06
PI: Lease Expansion and Rent Abatement Will Drive Revenue Outlook Higher
Analysts have raised their price target for Impinj from $186 to $246.25 per share, citing a more optimistic outlook for revenue growth. This comes despite a slightly higher discount rate and modest changes in other valuation metrics.Articolo di analisi • Oct 30
There's Reason For Concern Over Impinj, Inc.'s (NASDAQ:PI) Massive 34% Price Jump
Despite an already strong run, Impinj, Inc. ( NASDAQ:PI ) shares have been powering on, with a gain of 34% in the last...Aggiornamento della narrazione • Oct 22
Analysts Raise Impinj Price Target as Guidance and Valuation Metrics Show Stability
Analysts have slightly raised their price target for Impinj from $184.00 to $186.00. They cite minor adjustments to models that reflect stable revenue growth and profit margins.Aggiornamento della narrazione • Oct 08
RFID Traceability And Supply Chain Solutions Will Build Lasting Momentum
Analysts have raised their price target for Impinj from $175.57 to $184.00. This change reflects updated expectations for the company's future performance.Aggiornamento della narrazione • Aug 27
RFID Traceability And Supply Chain Solutions Will Build Lasting Momentum
Impinj’s consensus price target increased to $175.57 as a modest rise in its future P/E suggests slightly higher growth expectations, driving the fair value revision. What's in the News Impinj expects Q3 2025 revenue between $91.0 million and $94.0 million.Articolo di analisi • Jul 24
Impinj, Inc. (NASDAQ:PI) Shares Could Be 30% Above Their Intrinsic Value Estimate
Key Insights The projected fair value for Impinj is US$91.11 based on 2 Stage Free Cash Flow to Equity Current share...Articolo di analisi • Jun 18
Is Now The Time To Look At Buying Impinj, Inc. (NASDAQ:PI)?
While Impinj, Inc. ( NASDAQ:PI ) might not have the largest market cap around , it saw a significant share price rise...Articolo di analisi • May 04
Revenues Not Telling The Story For Impinj, Inc. (NASDAQ:PI) After Shares Rise 35%
Those holding Impinj, Inc. ( NASDAQ:PI ) shares would be relieved that the share price has rebounded 35% in the last...Articolo di analisi • Apr 25
Here's Why Impinj (NASDAQ:PI) Can Afford Some Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Apr 24
Impinj: Supply Chain Drama May Just Be Starting
Summary Impinj, Inc.'s strong results and guidance caused a 15% share price surge, but I remain cautious due to its 25x forward EBITDA and negative growth rates. Despite being debt-free, Impinj's valuation at 54x next year's EBITDA is unappealing, and I predict a challenging path back to $160 per share. Impinj's revenue growth is volatile and cyclical, with Q2 2025 guidance indicating further negative growth, making its 25x forward EBITDA valuation for PI stock hard to justify. Given macro uncertainty, shifting customer inventory patterns, and choppy top-line trends, I remain neutral on Impinj until I see more stability in its growth and pricing. Read the full article on Seeking AlphaSeeking Alpha • Mar 31
Impinj: Catalyzing Growth While Navigating Legal Challenges
Summary Impinj won its legal battle against NXP but expects future lawsuits to continue draining resources. Revenue is growing, but Impinj remains unprofitable and burdened by heavy convertible debt. Free cash flow improved significantly, but its long-term sustainability remains uncertain. New technologies like item-level food tagging and Gen2X drive margin improvements in 2024. The stock appears overvalued, and investors should wait for a better entry point. Read the full article on Seeking AlphaArticolo di analisi • Mar 07
Some Impinj, Inc. (NASDAQ:PI) Shareholders Look For Exit As Shares Take 27% Pounding
Unfortunately for some shareholders, the Impinj, Inc. ( NASDAQ:PI ) share price has dived 27% in the last thirty days...Articolo di analisi • Feb 10
Need To Know: Analysts Just Made A Substantial Cut To Their Impinj, Inc. (NASDAQ:PI) Estimates
The latest analyst coverage could presage a bad day for Impinj, Inc. ( NASDAQ:PI ), with the analysts making...Articolo di analisi • Jan 21
Impinj, Inc.'s (NASDAQ:PI) Shareholders Might Be Looking For Exit
You may think that with a price-to-sales (or "P/S") ratio of 10.8x Impinj, Inc. ( NASDAQ:PI ) is a stock to avoid...Articolo di analisi • Nov 15
Here's Why Impinj (NASDAQ:PI) Can Afford Some Debt
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Articolo di analisi • Oct 25
Calculating The Fair Value Of Impinj, Inc. (NASDAQ:PI)
Key Insights Impinj's estimated fair value is US$230 based on 2 Stage Free Cash Flow to Equity Current share price of...Articolo di analisi • Sep 20
What Impinj, Inc.'s (NASDAQ:PI) 28% Share Price Gain Is Not Telling You
Impinj, Inc. ( NASDAQ:PI ) shares have continued their recent momentum with a 28% gain in the last month alone. The...
Nuova narrazione • Aug 31
Apparel And Footwear Drive Growth As M800 Chip Sets Stage For Market Domination
Expansion into new applications like food tagging indicates potential for growth by opening new markets and increasing revenue streams.Seeking Alpha • Aug 08
Impinj: A New Growth Cycle
Summary Impinj is expected to experience robust growth over the next few years, with potential gross margin expansion. The company helps clients with asset management using RAIN RFID technology, with APAC being the largest revenue region. Focus on expanding into new markets like food and DPP drives potential long-term growth. Read the full article on Seeking AlphaArticolo di analisi • Aug 01
We Think Impinj's (NASDAQ:PI) Healthy Earnings Might Be Conservative
The recent earnings posted by Impinj, Inc. ( NASDAQ:PI ) were solid, but the stock didn't move as much as we expected...Seeking Alpha • Jul 25
Impinj Q2 Earnings: Riding A Pricey Wave
Summary Impinj's Q2 2024 results led to a 6% premarket increase in shares, but valuation at 54x next year's EBITDA is concerning. Near-term challenges include winding down prior-generation Indy ICs and slower recovery in the systems business, affecting growth trajectory. Revenue growth rates are volatile, with Q3 guidance lower than expected and stock priced at 54x EBITDA, making it difficult to justify the premium. Read the full article on Seeking AlphaArticolo di analisi • Jul 15
There's Reason For Concern Over Impinj, Inc.'s (NASDAQ:PI) Price
Impinj, Inc.'s ( NASDAQ:PI ) price-to-sales (or "P/S") ratio of 15.7x might make it look like a strong sell right now...Rendimenti per gli azionisti
| PI | US Semiconductor | US Mercato | |
|---|---|---|---|
| 7D | 7.5% | 2.7% | 1.2% |
| 1Y | 33.7% | 110.1% | 28.7% |
Ritorno vs Industria: PI ha avuto una performance inferiore rispetto al US Semiconductor che ha registrato un rendimento 110.1 % nell'ultimo anno.
Rendimento vs Mercato: PI ha superato il mercato US che ha restituito 28.7 % nell'ultimo anno.
Volatilità dei prezzi
| PI volatility | |
|---|---|
| PI Average Weekly Movement | 10.0% |
| Semiconductor Industry Average Movement | 11.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: PI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 10% ) di PI è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2000 | 457 | Chris Diorio | www.impinj.com |
Impinj, Inc. gestisce una piattaforma di connettività cloud nelle Americhe, nell'Asia Pacifica, in Europa, nel Medio Oriente e in Africa. La sua piattaforma connette in modalità wireless gli oggetti e fornisce i dati relativi agli oggetti connessi alle applicazioni aziendali e di consumo. La piattaforma dell'azienda comprende circuiti integrati endpoint, radio-on-a-chip in miniatura che si collegano a un oggetto ospite e includono un numero per identificarlo.
Impinj, Inc. Riepilogo dei fondamenti
| PI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$4.56b |
| Utili (TTM) | -US$27.66m |
| Ricavi(TTM) | US$361.05m |
12.6x
Rapporto P/S-164.9x
Rapporto P/EPI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| PI Conto economico (TTM) | |
|---|---|
| Ricavi | US$361.05m |
| Costo del fatturato | US$171.59m |
| Profitto lordo | US$189.46m |
| Altre spese | US$217.11m |
| Utili | -US$27.66m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.91 |
| Margine lordo | 52.47% |
| Margine di profitto netto | -7.66% |
| Rapporto debito/patrimonio netto | 118.4% |
Come si è comportato PI nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 05:49 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Impinj, Inc. è coperta da 14 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Guy Hardwick | Barclays |
| Thomas Walkley | Canaccord Genuity |
| Troy Jensen | Cantor Fitzgerald & Co. |