IMPINJ (PI) Price & Analysis
PI Stock Chart & Stats
- Day’s Range
- MXN 3,430.00 - MXN 3,430.00
- 52-Week Range
- MXN 1,550.00 - MXN 3,600.00
- Previous Close
- MXN 3,195.00
- Volume
- 520
- Average Volume (3M)
- 26
- Market Cap
- MXN 104.15B
- Enterprise Value
- MXN 5.74B
- Total Cash (Recent Filing)
- MXN 112.98M
- Total Debt (Recent Filing)
- MXN 211.01M
- Price to Earnings (P/E)
- ―
- Beta
- 0.33
- Next Earnings
- Feb 10, 2027
- EPS Estimate
- 10.73
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Broad RFID Demand
Record endpoint volumes, strong reader growth, and demand across retail, supply chain, and logistics indicate broadening adoption of Impinj’s RFID platform. This supports durable revenue expansion as more enterprise programs convert and existing lighthouse deployments extend into additional applications.
Cash Generation
Strong operating and free cash flow provide internal funding for capacity expansion, product development, and customer programs while improving resilience through industry cycles. Cash also comfortably covers interest expense, giving Impinj greater flexibility despite its currently negative GAAP earnings.
Improving Capital Structure
Lower leverage and the reduction of outstanding convertible debt strengthen financial flexibility and reduce future dilution pressure. Combined with a larger equity base, the improved capital structure gives Impinj more capacity to invest in throughput and pursue growth without relying as heavily on new financing.
Bears Say
GAAP Profitability Remains Weak
Impinj has not yet converted its revenue scale and healthy gross margins into consistent GAAP profitability. Continued losses can constrain retained capital, increase dependence on operating cash flow, and make earnings quality less durable until expense growth and operating leverage improve.
Back-end Capacity Constraints
Capacity constraints can prevent Impinj from fully converting customer demand into near-term shipments and revenue. The required multi-quarter ramp also creates execution risk, because throughput investments, owned process steps, and site diversification must scale successfully without undermining product availability or margins.
Software Monetization Is Immature
The platform’s software layer has not yet become a meaningful revenue stream, leaving current solutions economics primarily dependent on hardware sales. Delayed software monetization limits recurring-revenue diversification and means the long-term value of enterprise platform adoption still requires further execution.
IMPINJ News
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IMPINJ Stock Smart Score
Company Description
IMPINJ
Impinj, Inc., established in 2000 and headquartered in Seattle, Washington, provides a sophisticated cloud connectivity platform across the Americas, Asia Pacific, Europe, the Middle East, and Africa. This comprehensive platform facilitates the wireless linking of individual physical items, subsequently transmitting vital data about these connected objects to a diverse range of business and consumer software applications. The company's offerings are built around several interconnected product families. Firstly, it features "endpoint ICs," which are miniature radio-on-a-chip components designed to be affixed to an item, supplying it with a unique identifier. Secondly, "systems products" include reader ICs, standalone readers, and gateways. These components work in unison to wirelessly power and enable bidirectional communication with endpoint ICs on host items, as well as to execute tasks such as reading, writing, authenticating, and interacting with them. Finally, the platform incorporates advanced software and algorithms. These tools empower Impinj's partners to develop and deploy practical solutions for end-users, covering applications like retail self-checkout, loss prevention, and precise warehouse inventory management, including pallet and carton tracking. Impinj serves a broad spectrum of industries, including retail, supply chain and logistics, aviation, automotive, healthcare, industrial manufacturing, sports, food services, data centers, travel, banking, and even linen and uniform management. Its products and services are distributed through an extensive network of partners, including distributors, system integrators, value-added resellers, and software solution providers.
- Sector
- Technology
- Industry
- Semiconductors
- CEO
- Chris Diorio
- Employees
- 457
- Website
- www.impinj.com
- Address
- 400 Fairview Avenue North, Seattle, WA, 98109, US
IMPINJ (PI) Earnings & Revenues
PI Company Deck
PI Earnings Call
Earnings Call SentimentPositive
The call was strongly positive overall. Management reported record revenue, endpoint IC results, unit volumes, strong bookings, resilient demand across retail and supply chain, expanding food opportunities, improving product gross margin, and double-digit fourth-quarter revenue growth guidance. The main challenges were constrained back-end capacity, a near-term systems revenue decline from project timing and inventory burn-down, software that remains pre-revenue, higher operating expenses, and sequentially lower adjusted EBITDA and cash. The breadth of the reported growth and outlook significantly outweighed the stated challenges.
View all MX:PI earnings summariesPI Net sales Breakdown
- 76.23% Endpoint IC's
- 23.77% Systems
PI Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 16 | 2 | 3 |
| Technical Analysis | 4 | 2 | 3 |
| Moving Averages | 12 | 0 | 0 |