Impinj 경영진
경영진 기준 점검 4/4
Impinj CEO는 Chris Diorio, Jan2000 에 임명되었습니다 의 임기는 26.67 년입니다. 총 연간 보상은 $7.11M, 6.3% 급여 및 93.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $99.69M 가치에 해당하는 회사 주식의 1.85% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.6 년과 5.5 년입니다.
핵심 정보
Chris Diorio
최고경영자
US$7.1m
총 보수
| CEO 급여 비율 | 6.33% |
| CEO 재임 기간 | 26.7yrs |
| CEO 지분 보유율 | 1.8% |
| 경영진 평균 재임 기간 | 5.6yrs |
| 이사회 평균 재임 기간 | 5.5yrs |
최근 경영진 업데이트
Recent updates
내러티브 업데이트 • Sep 04
PI: Higher 2026 Guidance And Margins Will Support Balanced Future Demand
Analysts have increased their price target on Impinj from $175.00 to about $180.89, citing updated assumptions around revenue growth, profit margins, and a lower future P/E in their broader valuation work. What’s in the News for Impinj Impinj issued earnings guidance for the third quarter of 2026, setting expected revenue between US$105.5 million and US$108.5 million.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
내러티브 업데이트 • 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.분석 기사 • Aug 01
Earnings Beat: Impinj, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Impinj, Inc. ( NASDAQ:PI ) defied analyst predictions to release its quarterly results, which were ahead of market...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).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).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.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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$27m |
| Mar 31 2026 | n/a | n/a | -US$28m |
| Dec 31 2025 | US$7m | US$450k | -US$11m |
| Sep 30 2025 | n/a | n/a | -US$12m |
| Jun 30 2025 | n/a | n/a | US$633k |
| Mar 31 2025 | n/a | n/a | -US$957k |
| Dec 31 2024 | US$11m | US$433k | US$41m |
| Sep 30 2024 | n/a | n/a | US$28m |
| Jun 30 2024 | n/a | n/a | US$12m |
| Mar 31 2024 | n/a | n/a | -US$6m |
| Dec 31 2023 | US$7m | US$415k | -US$43m |
| Sep 30 2023 | n/a | n/a | -US$28m |
| Jun 30 2023 | n/a | n/a | -US$15m |
| Mar 31 2023 | n/a | n/a | -US$18m |
| Dec 31 2022 | US$5m | US$395k | -US$24m |
| Sep 30 2022 | n/a | n/a | -US$44m |
| Jun 30 2022 | n/a | n/a | -US$55m |
| Mar 31 2022 | n/a | n/a | -US$52m |
| Dec 31 2021 | US$6m | US$381k | -US$51m |
| Sep 30 2021 | n/a | n/a | -US$47m |
| Jun 30 2021 | n/a | n/a | -US$48m |
| Mar 31 2021 | n/a | n/a | -US$57m |
| Dec 31 2020 | US$3m | US$380k | -US$52m |
| Sep 30 2020 | n/a | n/a | -US$44m |
| Jun 30 2020 | n/a | n/a | -US$34m |
| Mar 31 2020 | n/a | n/a | -US$20m |
| Dec 31 2019 | US$4m | US$373k | -US$23m |
보상 대 시장: Chris의 총 보수(USD7.11M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.43M) 수준입니다.
보상과 수익: Chris의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Chris Diorio (64 yo)
26.7yrs
재임 기간
US$7,108,558
보수
Dr. Chris Diorio, Ph.D. has been the Chief Executive Officer of Impinj, Inc. since November 2014. Dr. Diorio Co-founded Impinj Inc., in 2000 and served as its Chief Technology Officer since November 2006 u...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 26.7yrs | US$7.11m | 1.85% $ 99.7m | |
| Chief Financial Officer | 6.6yrs | US$3.50m | 0.29% $ 15.8m | |
| Vice President of Accounting & Corporate Controller | 8.5yrs | 데이터 없음 | 데이터 없음 | |
| Chief Technology Officer | no data | 데이터 없음 | 데이터 없음 | |
| General Counsel & Chief Compliance Officer | 11.3yrs | 데이터 없음 | 데이터 없음 | |
| Vice President of Strategic Communications | no data | 데이터 없음 | 데이터 없음 | |
| Senior Vice President Of Human Resources | 4.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive VP & GM of Impinj Business Unit | 2.2yrs | 데이터 없음 | 데이터 없음 | |
| Senior VP & GM of Voyantic Business Unit | 2.7yrs | 데이터 없음 | 데이터 없음 | |
| Executive Vice President of Solutions | less than a year | 데이터 없음 | 데이터 없음 |
5.6yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: PI의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.6 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder | 26.4yrs | US$7.11m | 1.85% $ 99.7m | |
| Independent Chair of the Board | 5.5yrs | US$498.57k | 0.18% $ 9.5m | |
| Independent Director | 5.8yrs | US$437.60k | 0.022% $ 1.2m | |
| Independent Director | 8.3yrs | US$426.92k | 0.075% $ 4.1m | |
| Independent Director | 4.6yrs | US$445.10k | 0.037% $ 2.0m | |
| Independent Director | less than a year | US$260.05k | 0.0040% $ 215.6k | |
| Independent Director | 3.5yrs | US$420.10k | 0.017% $ 911.4k |
5.5yrs
평균 재임 기간
64yo
평균 나이
경험이 풍부한 이사회: PI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.5 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 05:21 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
Impinj, Inc.는 13명의 분석가가 다루고 있습니다. 이 중 8명의 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. |