IMPINJ (27J) AI Stock Analysis
IMPINJ
(Frankfurt:27J)
No summary available
IMPINJ (27J) vs. iShares MSCI Germany ETF (EWG)
- Market Cap
- EUR 5.50B
- Dividend Yield
- ―
- Average Volume (3M)
- 64
- Price to Earnings (P/E)
- -566.4
- Beta (1Y)
- 1.63
- Revenue Growth
- 2.73%
- EPS Growth
- 31.60%
- Country
- Germany
- Employees
- 457
- Sector
- Technology
- Sector Strength
- 61
- Industry
- Semiconductors
IMPINJ Business Overview & Revenue Model
Company Description
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 wirel...
IMPINJ Earnings Call Summary
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.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
For the fourth quarter, Impinj expects revenue between $104 million and $107 million, compared with revenue of $92.8 million in fourth quarter 2025, a year-over-year increase of 14% at the midpoint; adjusted EBITDA between $19.2 million and $20.7 million; non-GAAP net income between $17.6 million and $19.1 million; and non-GAAP fully diluted earnings per share between $0.55 and $0.60. Management anticipates strong year-over-year unit volume and revenue growth for both endpoint and reader ICs, a modest sequential decline in endpoint IC revenue on the favorable side of typical seasonality, systems revenue to decline sequentially, operating expense to increase sequentially, and gross margin to again increase sequentially, probably up roughly 100 basis points in the fourth quarter. Back-end throughput will continue ramping at an elevated pace for at least the next 2 quarters, specialty endpoint IC revenue is expected to be modest in fourth quarter and into 2027, software revenue impact in 2027 is probably modest at first, 2027 capital intensity is expected back in line with the long-term model, and systems may be more flattish in the first quarter of 2027, while DPP initiatives are expected to pick up closer to the 2029 time frame.
IMPINJ Risk Analysis
IMPINJ disclosed 56 risk factors in its most recent earnings report. IMPINJ reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
2 New RisksIMPINJ Peers Comparison
Overall Rating
NXPI82Outperform
TXN77Outperform
ADI73Outperform
STM60Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| NXPI | 82Outperform | $65.44B | 20.30 | 29.17% | 1.56% | 8.77% | 39.24% |
| TXN | 77Outperform | $274.90B | 38.92 | 40.51% | 1.92% | 20.27% | 40.76% |
| ADI | 73Outperform | $202.12B | 49.24 | 12.26% | 1.03% | 33.65% | 114.59% |
| Sector * | 61Neutral | $37.18B | 12.37 | -10.20% | 1.83% | 8.50% | -7.62% |
| STM | 60Neutral | $41.86B | 79.81 | 2.97% | 0.77% | 15.81% | -2.21% |
* Technology Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| DE:27J | IMPINJ Inc | 152.60 | -14.30 | -8.57% | |
| ADI | Analog Devices, Inc. | 417.11 | 186.39 | 80.78% | |
| NXPI | NXP Semiconductors | 259.61 | 52.87 | 25.57% | |
| STM | Stmicroelectronics N.V. | 46.74 | 22.53 | 93.05% | |
| TXN | Texas Instruments | 300.84 | 142.82 | 90.38% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.