Impinj Releases 2026 Supply Chain Report Highlighting Consumer Expectation Gaps
Written by Emily J. Thompson, Senior Investment Analyst
Source: Businesswire
Updated: 1 day ago0mins
- Consumer Expectation Gaps: A survey of 1,000 US consumers and 750 supply chain leaders reveals that 84% of leaders say changing trade policies affect their planning, leading to sourcing adjustments for 54% and price increases for 53%, highlighting limited consumer tolerance as 56% would stop buying products with tariff-related price hikes.
- Brand Integrity Challenges: Nearly two-thirds (65%) of retail supply chain leaders express concerns about meeting EU Digital Product Passport (DPP) requirements, with 29% not expecting to meet deadlines; 78% find combating counterfeit products challenging, and 71% report damage to brand reputation or revenue, with 58% of consumers willing to abandon brands selling counterfeits.
- Compliance Pressure in Food Sector: 59% of food supply chain leaders worry about meeting the FDA's upcoming Food Traceability Rule, with 70% still relying on manual logs, revealing significant gaps in food recall capabilities, while 75% cite food waste as a major challenge, estimating average losses of $79 million per organization annually.
- Rising AI Investment Priorities: 68% of supply chain leaders plan to invest in new AI and automation technologies in the next year, but 51% cite data accuracy as a major barrier, with only 42% reporting real-time visibility, underscoring the critical need for robust data infrastructure to support effective AI systems.
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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 237.89 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.
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 152.560
Low
200.00
Averages
237.89
High
273.00
Current: 152.560
Low
200.00
Averages
237.89
High
273.00
UBS
Neutral
initiated
$200
2025-11-07
Reason
UBS
Price Target
$200
2025-11-07
initiated
Neutral
Reason
UBS initiated coverage of Impinj (PI) with a Neutral rating and $200 price target. Impinj is a leading player in a vast RAIN RFID tag chip market, but UBS is concerned on near-term revenue visibility, the analyst tells investors in a research note. The set-up through 2026 looks challenged given moderating tailwinds from mature programs, retail uncertainty from tariffs/inflation, and unpredictable ramps at Walmart (WMT) and Kroger (KR), the firm says.
Barclays
Overweight
maintain
$200 -> $211
2025-11-05
Reason
Barclays
Price Target
$200 -> $211
2025-11-05
maintain
Overweight
Reason
Barclays raised the firm's price target on Impinj to $211 from $200 and keeps an Overweight rating on the shares following the Q3 report. The firm remains constructive on the shares following the selloff, saying Impinj has a "potentially huge opportunity" as grocery gathers momentum.
Needham
James Ricchiuti
NULL -> Buy
maintain
$195 -> $255
2025-10-30
Reason
Needham
James Ricchiuti
Price Target
$195 -> $255
2025-10-30
maintain
NULL -> Buy
Reason
Needham analyst James Ricchiuti raised the firm's price target on Impinj to $255 from $195 and keeps a Buy rating on the shares. The company posted stronger Q3 results and provided an in-line revenue outlook for Q4, with better earnings, even though the print may not be enough to satisfy investors following the sharp run-up in the shares, the analyst tells investors in a research note.
Roth Capital
Scott Searle
Buy
upgrade
$165 -> $235
2025-10-30
Reason
Roth Capital
Scott Searle
Price Target
$165 -> $235
2025-10-30
upgrade
Buy
Reason
Roth Capital analyst Scott Searle raised the firm's price target on Impinj to $235 from $165 and keeps a Buy rating on the shares. The company reported solid Q3 results with sales and EPS above the high end of guidance but a more muted outlook, the analyst tells investors in a research note. The long-term prospects remain extremely bright with accelerating Food vertical adoption, continued Walmart phase 3 potential likely in 2026, a robust pipeline and Gen2X traction, the firm added.
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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
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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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