Impinj (PI) Issues Strong Q4 Guidance Despite 6% Share Drop
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 14 2026
0mins
Source: seekingalpha
- Q4 Revenue Outlook: Impinj expects fourth-quarter revenue to approach the high end of its prior guidance range of $90M to $93M, exceeding the analyst estimate of $91.9M, indicating strong market performance.
- Adjusted EBITDA Forecast: The company anticipates adjusted EBITDA to surpass the midpoint of its previously issued guidance of $15.4M to $16.9M, reflecting improvements in profitability and operational efficiency.
- Executive Conference Appearance: Co-founder and CEO Chris Diorio, along with CFO Cary Baker, is presenting at the Needham investment conference, which heightens investor interest in the company's future developments.
- Earnings Report Schedule: Impinj is set to report its fourth-quarter and full-year financial results for the year ending December 31, 2025, on February 5, with investors keenly awaiting performance metrics to assess future growth potential.
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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: 147.800
Low
200.00
Averages
240.50
High
273.00
Current: 147.800
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