Impinj (PI) Forecasts Q4 Sales Above $90M, Stock Drops 7%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: Fool
- Sales Outlook: Impinj anticipates Q4 sales between $90 million and $93 million, hinting at a potential beat against analyst expectations of under $92 million, which could bolster investor confidence despite current stock declines.
- EBITDA Guidance: The company expects adjusted EBITDA to exceed the midpoint of its prior guidance of $15.4 million to $16.9 million, although it did not disclose GAAP earnings, suggesting potential improvements in profitability.
- Market Reaction: Despite the positive sales forecast, Impinj's stock fell 7%, indicating market concerns about future profitability, particularly with analysts predicting a GAAP loss of $0.35 per share in 2025.
- Valuation Pressure: Analysts project a rebound in earnings to $0.62 per share this year, yet even this would imply a forward P/E ratio exceeding 300, suggesting the current stock price may be overvalued, prompting investor sell-offs.
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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.
Quantum Secure Encryption Corp. Joins 2026 World Defense Show, Driving $49.1 Billion Defense Investment
- Investment Trends: Defense technology investment reached $49.1 billion in 2025, indicating a significant shift of institutional capital towards quantum security and AI-driven infrastructure, reflecting strong demand for emerging security solutions.
- Global Expansion Plans: QSE will represent Canada at the 2026 World Defense Show, leveraging this opportunity to connect with government and military leaders to promote quantum security solutions for critical infrastructure.
- 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 national infrastructure.
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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.
- Global Defense Show Participation: QSE will participate in the World Defense Show in Saudi Arabia in February 2026, leveraging this opportunity to connect with government and military leaders and showcase its technological solutions in post-quantum security, further enhancing its international influence.
- 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