Impinj, Inc.

NasdaqGS:PI Stok Raporu

Piyasa değeri: US$4.6b

Impinj Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Impinj yıllık ortalama 42.9% oranında kazançlarını artırırken, Semiconductor sektöründe kazançlar growing at 5.3% annual. Gelirler yılda ortalama 16.9% oranında büyüyor .

Anahtar bilgiler

42.94%

Kazanç büyüme oranı

46.23%

EPS büyüme oranı

Semiconductor Sektör Büyümesi27.66%
Gelir büyüme oranı16.85%
Özkaynak getirisi-13.56%
Net Marj-7.66%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Güncellemesi 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 Alpha
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Güncellemesi 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).
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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 Alpha
Seeking 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 Alpha
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
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Yeni Analiz 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 Alpha
Analiz Makalesi 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 Alpha
Analiz Makalesi 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...

Gelir ve Gider Dağılımı

Impinj nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NasdaqGS:PI Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 26361-2888106
31 Dec 25361-1186103
30 Sep 25360-1284102
30 Jun 25359185101
31 Mar 25364-188102
31 Dec 24366419099
30 Sep 24345289294
30 Jun 24315129390
31 Mar 24298-69689
31 Dec 23308-4310089
30 Sep 23313-289786
30 Jun 23317-159484
31 Mar 23291-188979
31 Dec 22258-248374
30 Sep 22234-448173
30 Jun 22211-557971
31 Mar 22198-527568
31 Dec 21190-517064
30 Sep 21174-476761
30 Jun 21157-486357
31 Mar 21136-575951
31 Dec 20139-525849
30 Sep 20143-445745
30 Jun 20156-345643
31 Mar 20168-205641
31 Dec 19153-235739
30 Sep 19147-215537
30 Jun 19140-245635
31 Mar 19131-285535
31 Dec 18123-355534
30 Sep 18115-395534
30 Jun 18113-365434
31 Mar 18119-305233
31 Dec 17125-175032
30 Sep 17132-84731
30 Jun 17131-34328
31 Mar 17122-53927
31 Dec 16112-83525
30 Sep 16101-103123
30 Jun 1691-132721
31 Mar 1684-122419
31 Dec 1578-102218
30 Sep 1571-122016
30 Jun 1568-91916

Kaliteli Kazançlar: PI şu anda kârlı değil.

Büyüyen Kar Marjı: PI şu anda kârlı değil.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: PI kârlı değildir, ancak son 5 yılda zararlarını yılda 42.9% oranında azaltmıştır.

Büyüme Hızlandırma: PI 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: PI kârlı olmadığından, geçmiş yıl kazanç büyümesinin Semiconductor sektörüyle ( 10.3% ) karşılaştırılması zorlaşıyor.


Özkaynak Getirisi

Yüksek ROE: PI hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -13.56% ) sahiptir.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 10:25
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Impinj, Inc. 14 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Guy HardwickBarclays
Thomas WalkleyCanaccord Genuity
Troy JensenCantor Fitzgerald & Co.