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IMPINJ Inc (DE:27J)
FRANKFURT:27J

IMPINJ (27J) Price & Analysis

8 Followers

27J Stock Chart & Stats

€141.80
-€7.60(-6.58%)
At close: 4:00 PM EDT
€141.80
-€7.60(-6.58%)

Bulls Say, Bears Say

Bulls Say
Strong RFID Demand And Product GrowthRecord endpoint IC revenue, unit volumes, and bookings indicate sustained adoption of Impinj’s core RFID technology. Continued demand across tagged-item applications can expand the installed ecosystem, strengthen scale economics, and support durable revenue growth over the next several quarters.
Improving Margins And Cash GenerationRecord adjusted EBITDA, strong free cash flow, and high gross margins show that recent growth is converting into financial capacity rather than only adding revenue. This supports investment in products and solutions while improving resilience and internal funding flexibility.
Expansion Toward Higher-value SolutionsMoving beyond component sales toward readers, gateways, software, and machine learning may deepen customer integration and broaden revenue opportunities. Gen2X adoption and the ahead-of-schedule custom ASIC ramp also demonstrate product innovation and ecosystem traction.
Bears Say
Profitability Remains InconsistentDespite strong recent quarterly results, TTM losses and negative operating profit show that earnings durability has not yet been established. Historical swings between profit and loss reduce confidence in sustainable margins and leave results more sensitive to product mix and execution.
Meaningful Leverage Limits FlexibilityDebt remains meaningfully above equity, which can constrain financial flexibility while the company is still rebuilding consistent profitability. Leverage increases the importance of continued cash generation and may limit the ability to absorb weaker demand or fund expansion solely from internal resources.
Systems Weakness And Channel Visibility RisksWeak systems revenue highlights uneven performance beyond the core endpoint business, while channel-inventory timing can distort demand and make growth less predictable. These issues may complicate forecasting and execution as Impinj expands solutions and depends on partners to rebuild inventories.

IMPINJ News

27J FAQ

What was IMPINJ Inc’s price range in the past 12 months?
IMPINJ Inc lowest stock price was €75.68 and its highest was €207.80 in the past 12 months.
    What is IMPINJ Inc’s market cap?
    IMPINJ Inc’s market cap is €4.54B.
      When is IMPINJ Inc’s upcoming earnings report date?
      IMPINJ Inc’s upcoming earnings report date is Oct 28, 2026 which is in 51 days.
        How were IMPINJ Inc’s earnings last quarter?
        IMPINJ Inc released its earnings results on Jul 29, 2026. The company reported €0.742 earnings per share for the quarter, beating the consensus estimate of €0.686 by €0.056.
          Is IMPINJ Inc overvalued?
          According to Wall Street analysts IMPINJ Inc’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does IMPINJ Inc pay dividends?
            IMPINJ Inc does not currently pay dividends.
            What is IMPINJ Inc’s EPS estimate?
            IMPINJ Inc’s EPS estimate is 0.53.
              How many shares outstanding does IMPINJ Inc have?
              IMPINJ Inc has 30,554,413 shares outstanding.
                What happened to IMPINJ Inc’s price movement after its last earnings report?
                IMPINJ Inc reported an EPS of €0.742 in its last earnings report, beating expectations of €0.686. Following the earnings report the stock price went up 5.585%.
                  Which hedge fund is a major shareholder of IMPINJ Inc?
                  Currently, no hedge funds are holding shares in DE:27J
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    IMPINJ Inc

                    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.

                    IMPINJ (27J) Earnings & Revenues

                    27J Company Deck

                    27J Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call communicated multiple operational and financial milestones — record revenue, record adjusted EBITDA and EPS, record endpoint IC volumes and strong Q3 guidance — supported by product mix improvements, Gen2X adoption and an ahead-of-schedule custom ASIC ramp that improves channel visibility. Key risks include a YoY decline in systems revenue, historical channel inventory timing issues (and modest tariff‑driven pull-ins), operational complexity from custom ASICs, competitive product introductions, and several important new markets (food, DPP) still in pilot/early stages. On balance, the company presented strong growth, profitability and cash generation with manageable execution and timing risks.View all DE:27J earnings summaries

                    27J Revenue Breakdown

                    76.23%76.23%23.77%
                    76.23% Endpoint IC's
                    23.77% Systems
                    tipranks

                    27J Stock 12 Month Forecast

                    Average Price Target

                    €156.40
                    ▲(10.30% Upside)
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7,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":117.9,"date":1769896800000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 0</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":101,"date":1772316000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 11,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 4, \t&nbsp;</span>\n       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