Impinj (NASDAQ:PI) Issues Q3 2025 Earnings Guidance

Key Points

• Impinj has updated its Q3 2025 earnings guidance, projecting earnings per share between $0.470 and $0.510, significantly above the consensus estimate of $0.384.
• The company also anticipates revenues of $91.0 million to $94.0 million, surpassing the consensus revenue estimate of $86.2 million.
• Impinj's stock recently traded down 0.5% to $122.21, with analysts giving the stock an average rating of "Moderate Buy" and a price target of $146.86.

Impinj (NASDAQ:PI - Get Free Report) issued an update on its third quarter 2025 earnings guidance on Wednesday morning. The company provided earnings per share (EPS) guidance of 0.470-0.510 for the period, compared to the consensus estimate of 0.384. The company issued revenue guidance of $91.0 million-$94.0 million, compared to the consensus revenue estimate of $86.2 million.

Impinj Stock Performance

Impinj stock traded down $1.66 during mid-day trading on Friday, reaching $152.92. 1,027,589 shares of the company's stock were exchanged, compared to its average volume of 564,778. The business's fifty day simple moving average is $115.52 and its 200 day simple moving average is $104.91. The firm has a market capitalization of $4.45 billion, a PE ratio of 15,307.31 and a beta of 1.74. Impinj has a one year low of $60.85 and a one year high of $239.88. The company has a quick ratio of 7.46, a current ratio of 11.64 and a debt-to-equity ratio of 1.51.

Impinj (NASDAQ:PI - Get Free Report) last issued its earnings results on Wednesday, July 30th. The company reported $0.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.72 by $0.08. Impinj had a return on equity of 8.14% and a net margin of 0.18%. The firm had revenue of $97.89 million for the quarter, compared to analyst estimates of $93.78 million. During the same period in the previous year, the company posted $0.83 earnings per share. The business's revenue was down 4.5% on a year-over-year basis. On average, sell-side analysts expect that Impinj will post -0.47 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the company. Susquehanna boosted their target price on Impinj from $130.00 to $140.00 and gave the stock a "positive" rating in a research report on Tuesday, July 22nd. Evercore ISI upped their price objective on Impinj from $99.00 to $117.00 and gave the stock an "outperform" rating in a report on Thursday, April 24th. Needham & Company LLC upped their price objective on Impinj from $115.00 to $165.00 and gave the stock a "buy" rating in a report on Thursday. Cantor Fitzgerald upped their price objective on Impinj from $133.00 to $158.00 and gave the stock an "overweight" rating in a report on Thursday. Finally, Piper Sandler upped their price objective on Impinj from $140.00 to $180.00 and gave the stock an "overweight" rating in a report on Thursday. One investment analyst has rated the stock with a sell rating, one has issued a hold rating and six have given a buy rating to the stock. According to data from MarketBeat, Impinj presently has an average rating of "Moderate Buy" and an average target price of $163.29.

Institutional Trading of Impinj

Large investors have recently modified their holdings of the company. Goldman Sachs Group Inc. lifted its position in Impinj by 10.4% during the first quarter. Goldman Sachs Group Inc. now owns 279,209 shares of the company's stock valued at $25,324,000 after purchasing an additional 26,388 shares in the last quarter. Intech Investment Management LLC lifted its position in Impinj by 29.6% during the first quarter. Intech Investment Management LLC now owns 16,708 shares of the company's stock valued at $1,515,000 after purchasing an additional 3,812 shares in the last quarter. Focus Partners Wealth purchased a new position in Impinj during the first quarter valued at $223,000. Finally, Advisors Asset Management Inc. lifted its position in Impinj by 39.9% during the first quarter. Advisors Asset Management Inc. now owns 491 shares of the company's stock valued at $45,000 after purchasing an additional 140 shares in the last quarter.

About Impinj

Impinj, Inc operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item.