Impinj (PI) 주식 개요
는 미주, 아시아 태평양, 유럽, 중동 및 아프리카에서 클라우드 연결 플랫폼을 운영하고 있습니다. 자세히 보기
강점
위험 분석
우리의 위험 점검에서 PI에 대한 위험이 감지되지 않았습니다.
PI Community Fair Values
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Analyst Price Targets
Impinj, Inc. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$144.40 |
| 52주 최고가 | US$247.06 |
| 52주 최저가 | US$87.36 |
| 베타 | 1.93 |
| 1개월 변동 | 15.48% |
| 3개월 변동 | 42.21% |
| 1년 변동 | 19.34% |
| 3년 변동 | 60.09% |
| 5년 변동 | 231.19% |
| IPO 이후 변동 | 703.56% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Jun 26
PI: Higher Q2 2026 Guidance And Profitability Outlook Will Support Future Demand
Analysts have raised their price target on Impinj stock from $167 to $175, citing updated assumptions around revenue growth, profit margins and future P/E multiples as key drivers of the revised target. What’s in the News for Impinj Impinj issued earnings guidance for the second quarter ending June 30, 2026, outlining expected revenue in a range of US$103.0 million to US$106.0 million.분석 기사 • Jun 17
Impinj (PI) Stock Could Be 26.1% Undervalued Despite Insider Selling Concerns
Insider Selling and Valuation Concerns Put Impinj Stock in Focus Impinj (PI) shares fell 5.0% on June 16, 2026, after renewed attention on valuation, with the stock trading 5.5% above its estimated intrinsic value and recent insider selling totaling US$49.4 million. See our latest analysis for Impinj. The latest drop in Impinj's share price fits into a mixed picture, with a 23.29% 90 day share price return contrasting with a year to date share price decline of 31.35%. At the same time, the 5...
내러티브 업데이트 • Jun 11
PI: Higher Margins And Earnings Outlook Will Support Longer Term Upside Potential
Analysts have raised their price target on Impinj to $146.61 from $125.18, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E. What's in the News Impinj stock fell 5.3% in the afternoon session after a reported Apache helicopter incident over the Strait of Hormuz renewed geopolitical uncertainty for the semiconductor sector, according to recent coverage in "Penguin Solutions, AMD, and Impinj Stocks Trade Down, What You Need To Know" (source: recent news report, 9 June 2026).Seeking Alpha • Jun 01
Impinj: A 30+% Rally This Year, But 0% Revenue Growth YOY; Something Doesn't Add Up
Summary Impinj reported flat Q1 2026 revenues of $74.25M, down 0.04% YoY, and missed EPS expectations by $0.01. I view PI's stagnant performance as disappointing, especially given the high-growth semiconductor sector backdrop. Systems revenue declined 15% YoY, raising concerns about the company's ability to expand its core business. Gross margins compressed to 52.4% from 54.5% last quarter, suggesting potential pricing pressures. Read the full article on Seeking Alpha
내러티브 업데이트 • May 28
PI: Margin Outlook And Earnings Guidance Will Support Future Upside
Analysts have maintained their $200.00 price target on Impinj, citing modest adjustments to assumptions, including a slightly higher discount rate, small changes to revenue growth and profit margin expectations, and a stable future P/E outlook that together support keeping the prior valuation view. What's in the News Impinj issued earnings guidance for the quarter ending June 30, 2026, with revenue projected between $103.0 million and $106.0 million (Key Developments).Recent updates
내러티브 업데이트 • Jun 26
PI: Higher Q2 2026 Guidance And Profitability Outlook Will Support Future Demand
Analysts have raised their price target on Impinj stock from $167 to $175, citing updated assumptions around revenue growth, profit margins and future P/E multiples as key drivers of the revised target. What’s in the News for Impinj Impinj issued earnings guidance for the second quarter ending June 30, 2026, outlining expected revenue in a range of US$103.0 million to US$106.0 million.분석 기사 • Jun 17
Impinj (PI) Stock Could Be 26.1% Undervalued Despite Insider Selling Concerns
Insider Selling and Valuation Concerns Put Impinj Stock in Focus Impinj (PI) shares fell 5.0% on June 16, 2026, after renewed attention on valuation, with the stock trading 5.5% above its estimated intrinsic value and recent insider selling totaling US$49.4 million. See our latest analysis for Impinj. The latest drop in Impinj's share price fits into a mixed picture, with a 23.29% 90 day share price return contrasting with a year to date share price decline of 31.35%. At the same time, the 5...내러티브 업데이트 • Jun 11
PI: Higher Margins And Earnings Outlook Will Support Longer Term Upside Potential
Analysts have raised their price target on Impinj to $146.61 from $125.18, citing updated assumptions for revenue growth, profit margins, the discount rate, and the future P/E. What's in the News Impinj stock fell 5.3% in the afternoon session after a reported Apache helicopter incident over the Strait of Hormuz renewed geopolitical uncertainty for the semiconductor sector, according to recent coverage in "Penguin Solutions, AMD, and Impinj Stocks Trade Down, What You Need To Know" (source: recent news report, 9 June 2026).Seeking Alpha • Jun 01
Impinj: A 30+% Rally This Year, But 0% Revenue Growth YOY; Something Doesn't Add Up
Summary Impinj reported flat Q1 2026 revenues of $74.25M, down 0.04% YoY, and missed EPS expectations by $0.01. I view PI's stagnant performance as disappointing, especially given the high-growth semiconductor sector backdrop. Systems revenue declined 15% YoY, raising concerns about the company's ability to expand its core business. Gross margins compressed to 52.4% from 54.5% last quarter, suggesting potential pricing pressures. Read the full article on Seeking Alpha내러티브 업데이트 • May 28
PI: Margin Outlook And Earnings Guidance Will Support Future Upside
Analysts have maintained their $200.00 price target on Impinj, citing modest adjustments to assumptions, including a slightly higher discount rate, small changes to revenue growth and profit margin expectations, and a stable future P/E outlook that together support keeping the prior valuation view. What's in the News Impinj issued earnings guidance for the quarter ending June 30, 2026, with revenue projected between $103.0 million and $106.0 million (Key Developments).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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 Alpha분석 기사 • 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...주주 수익률
| PI | US Semiconductor | US 시장 | |
|---|---|---|---|
| 7D | 2.0% | -2.6% | -0.4% |
| 1Y | 19.3% | 71.2% | 18.4% |
수익률 대 산업: PI은 지난 1년 동안 71.2%의 수익을 기록한 US Semiconductor 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: PI은 지난 1년 동안 18.4%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| PI volatility | |
|---|---|
| PI Average Weekly Movement | 10.3% |
| Semiconductor Industry Average Movement | 13.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: PI는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PI의 주간 변동성(10%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2000 | 457 | Chris Diorio | www.impinj.com |
는 미주, 아시아 태평양, 유럽, 중동 및 아프리카에서 클라우드 연결 플랫폼을 운영하고 있습니다. 이 플랫폼은 무선으로 물품을 연결하고 연결된 물품에 대한 데이터를 비즈니스 및 소비자 애플리케이션에 전달합니다. 이 회사의 플랫폼은 호스트 품목에 부착되어 품목을 식별하는 번호를 포함하는 소형 라디오 온 칩인 엔드포인트 IC로 구성됩니다.
Impinj, Inc. 기초 지표 요약
| PI 기초 통계 | |
|---|---|
| 시가총액 | US$4.36b |
| 순이익 (TTM) | -US$27.66m |
| 매출 (TTM) | US$361.05m |
12.2x
주가매출비율(P/S)-159.0x
주가수익비율(P/E)PI는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PI 손익계산서 (TTM) | |
|---|---|
| 매출 | US$361.05m |
| 매출원가 | US$171.59m |
| 총이익 | US$189.46m |
| 기타 비용 | US$217.11m |
| 순이익 | -US$27.66m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
Jul 29, 2026
| 주당순이익(EPS) | -0.91 |
| 총이익률 | 52.47% |
| 순이익률 | -7.66% |
| 부채/자본 비율 | 118.4% |
PI의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/09 21:29 |
| 종가 | 2026/07/09 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Impinj, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Guy Hardwick | Barclays |
| Thomas Walkley | Canaccord Genuity |
| Troy Jensen | Cantor Fitzgerald & Co. |