Impinj (NASDAQ: PI) Updates Q4 Sales Guidance, Expects $93 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: NASDAQ.COM
- Sales Guidance Update: Impinj has updated its Q4 sales guidance, expecting revenue between $90 million and $93 million, hinting at a potential outperformance against analyst expectations of less than $92 million.
- Stock Price Volatility: Despite the positive sales outlook, Impinj's stock tumbled 7% by 11:55 a.m. ET on Wednesday, reflecting market concerns over the company's future profitability, particularly with a projected GAAP loss of $0.35 per share in 2025.
- Financial Conference Participation: CEO Chris Diorio and CFO Cary Baker will participate in the 28th Annual Needham Growth Conference, where the company indicated that its adjusted EBITDA will exceed the midpoint of its prior guidance of $15.4 million to $16.9 million, although no specific earnings figures were provided.
- Market Reaction Analysis: While Impinj's sales guidance appears optimistic, investors should remain cautious given the company's high valuation and analysts' pessimistic outlook on profitability, which could undermine investor confidence.
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Analyst Views on PI
Wall Street analysts forecast PI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PI is 240.50 USD with a low forecast of 200.00 USD and a high forecast of 273.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 161.560
Low
200.00
Averages
240.50
High
273.00
Current: 161.560
Low
200.00
Averages
240.50
High
273.00
About PI
Impinj, Inc. (Impinj) is a RAIN radio frequency identification (RFID) and Internet of things provider. The Company helps businesses and people analyze, optimize, and innovate by wirelessly connecting billions of everyday things, such as apparel, automobile parts, luggage, and shipments to the Internet. The Impinj platform uses RAIN RFID to deliver timely data about these everyday things to business and consumer applications, enabling a boundless Internet of Things. It designs, sells or licenses, including silicon RAIN radios; manufacturing, test, encoding and reading systems, and software and cloud services that encapsulate its solutions know-how. The Company sells two types of silicon integrated circuit (IC), radios. The first are endpoint ICs that store a serialized number to wirelessly identify an item. The second are reader ICs that its partners use in finished readers to wirelessly discover, inventory and engage the endpoint ICs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Quantum Secure Encryption Corp. Joins Global Defense Show to Drive $49.1 Billion Investment
- Investment Trends: Defense technology investments reached $49.1 billion in 2025, indicating a shift of institutional capital towards quantum and AI-driven security infrastructure to address asymmetric risks, thereby driving market demand and growth potential for related companies.
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- Technology Certification and Market Readiness: QSE has achieved Level 2 Certification under the CyberSecure Canada program and, through a strategic partnership with NUSA Networks, has rapidly accessed the Indonesian market, ensuring its technology's application in critical national infrastructure and enhancing its competitive edge.
- Funding and Expansion Plans: QSE recently secured C$2.8 million in financing, ensuring the smooth execution of its global expansion roadmap throughout 2026, with the post-quantum cryptography market projected to reach $17.69 billion by 2034, further solidifying its market position.
Continue Reading