Impinj, Inc. (PI) Stock: Price, Forecast & Analyst Target
Impinj, Inc. (PI) — MoonshotScore 33/100 (Weak band), calculated Oct 5, 2026. Price $189.71 (+3.18%), as of the Oct 2, 2026 trading session; market cap $5.80B. Expected results Oct 28, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 43.60× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Oct 28, 2026
Impinj, Inc. · PI · NASDAQ · Technology · Semiconductors
Research dated 2026-09-13: Impinj operates a cloud platform that connects physical items to digital software by embedding tiny radio chips in goods and reading them at points of interest. The company sells the chips themselves (endpoint ICs), the reader hardware, and the cloud software that interprets the data. Revenue has grown as retail, logistics, and manufacturing customers adopt automated inventory and loss prevention, but profitability remains elusive. The core question is whether the company can reach scale in a category still in adoption.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Impinj (PI)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
A strained balance sheet and an expensive valuation, though quality and growth are only middling; the market is already moving on it. Business Quality: Average; Financial Safety: Strained; Valuation: Rich; Growth Durability: Flat; Momentum: Surging.
- quarterly revenue $108M (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 11.41 · Piotroski F 4
Holding back: a rich price
Helping: positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak |
The score was 33 in the stored Oct 4, 2026 snapshot and remains 33 in the current publication computed Oct 5, 2026 (0); the largest pillar moves were Growth Durability +2 and Momentum -1; the pillar moves offset under the sector-relative weighting, so the headline score is unchanged. This current publication is not yet represented in the immutable snapshot archive.
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $189.71 |
| Change on the day | +3.18% |
| 52-week range | $0.0707–$192.93 |
| Market capitalisation | $5.80B |
| Price / earnings (trailing) | 39.18 |
| Shares traded on the day | 7.1K |
| Beta (volatility vs the S&P 500) | 1.92 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file or a dated event that is not a results report. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · in line with the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings call · management outlook
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
Management outlook
We expect third quarter revenue between $105.5 million and $108.5 million compared with $91.4 million product revenue in second quarter 2026, a quarter-over-quarter increase of 17% at the midpoint.
Cary Baker · Statement from
Looking forward, we expect third quarter endpoint IC product revenue to increase sequentially, above the high end of typical seasonal growth.
Cary Baker · Statement from
Statement dates identify the earnings call, not a deadline. Management expectations and provider estimates can change.
Read management statementsOther perspectives
Council score for Impinj (PI): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
9-Factor Breakdown
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 11, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as overvalued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the PI film — every key number, told as a short cinematic story
~2 min · open the film
What is Impinj (PI), and what does it report?
Short answer · as of
Impinj is a semiconductor and software company, not a SaaS application. Revenue splits between product sales (chips and readers) and software licensing.
Research dated 2026-09-13.
Impinj is a semiconductor and software company, not a SaaS application. Revenue splits between product sales (chips and readers) and software licensing. The company does not own factories; it fabricates through partners. Earnings measurement reflects both product gross margin (the margin on physical goods) and software contribution (which typically carries higher margins but smaller absolute volume). Reported losses in recent years stem from operating expenses outpacing revenue growth, not from unit economics.
What do the latest results show for Impinj (PI)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $108M.
Research dated 2026-09-13.
Results show volatile quarter-to-quarter earnings, with some quarters profitable and others posting losses. Endpoint IC revenue—the dominant segment—grew, but systems revenue lagged, suggesting customer spending remains uneven. Gross margins improved, indicating better manufacturing efficiency or stronger pricing. Management guided for sequential growth in the next quarter driven by customer demand in retail and warehouse automation. The company remains pre-scale, with losses attributable to R&D and sales overhead rather than product-level problems.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $108.37M Jun 30, 2026
- Latest quarter · R&D
- $29.26M Jun 30, 2026
- Latest quarter · SG&A
- $23.23M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $10.50M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $108.37M | $29.26M | $23.23M | $10.50M |
| Mar 31, 2026 | $74.25M | $28.72M | $22.37M | −$15.17M |
| Dec 31, 2025 | $92.85M | $26.93M | $23.29M | −$2.70M |
| Sep 30, 2025 | $96.06M | $25.72M | $21.41M | $656,000 |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $108.37M Jul 29, 2026
- Latest report · revenue estimate
- $104.60M Jul 29, 2026
- Latest report · revenue vs estimate
- Above estimate Jul 29, 2026
- Latest report · EPS vs estimate
- Above estimate Jul 29, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Jul 29, 2026 | $108.37M | $104.60M | $0.8600 | $0.7950 |
| Apr 29, 2026 | $74.25M | $72.53M | $0.1400 | $0.1100 |
| Feb 5, 2026 | $92.85M | $92.32M | $0.5000 | $0.5000 |
| Oct 29, 2025 | $96.06M | $91.87M | $0.5800 | $0.5100 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $108M | $12M | $0.39 (diluted) |
| Q1 FY2026 | $74M | -$25M | -$0.83 (diluted) |
| Q4 FY2025 | $93M | -$1M | -$0.04 (diluted) |
| Q3 FY2025 | $96M | -$13M | -$0.44 (diluted) |
What are the financial strengths and risks for Impinj (PI)?
Short answer
Cash and short-term investments were $133.02M at the Jun 30, 2026 balance-sheet date. Operating cash flow was $31.60M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
The balance sheet is asset-light: the company holds cash and long-term investments that cover total debt. Cash burn remains a concern, as operating losses consume runway. However, the burn rate has moderated as the company approaches breakeven contribution margins on existing infrastructure. The key risk is a slowdown in customer adoption spending; if retail and logistics budgets contract, Impinj would need to reduce expenses quickly to prevent cash depletion.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $31.60M Jun 30, 2026
- Previous quarter · operating cash flow
- $3.98M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $31.60M | −$2.42M |
| Mar 31, 2026 | $3.98M | −$1.75M |
| Dec 31, 2025 | $15.14M | −$1.52M |
| Sep 30, 2025 | $20.89M | −$2.94M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Impinj (PI)?
Short answer · as of
The next earnings report is expected on Oct 28, 2026.
Research dated 2026-09-13.
Watch quarterly endpoint IC revenue to track whether the core product is gaining traction or plateauing. Observe gross margin trends; if margins compress, it signals pricing pressure or manufacturing yield issues. Track operating expense discipline—if management is not reducing overhead as the company approaches breakeven, investor confidence will weaken. Finally, monitor customer concentration; if revenue derives from a handful of large retailers, Impinj faces customer concentration risk.
What management is planning
Management expectations, not completed milestones or guarantees. Selected verbatim excerpts; dates follow the transcript provider.
We expect third quarter revenue between $105.5 million and $108.5 million compared with $91.4 million product revenue in second quarter 2026, a quarter-over-quarter increase of 17% at the midpoint.
Cary Baker ·
Looking forward, we expect third quarter endpoint IC product revenue to increase sequentially, above the high end of typical seasonal growth.
Cary Baker ·
Looking forward, we expect a strong sequential third quarter systems revenue increase.
Cary Baker ·
Looking forward, we expect third quarter product gross margin to increase sequentially.
Cary Baker ·
How does Impinj compare with its peers?
Short answer
Impinj's score ranks tied for 4th of 5 in the bounded comparison shown, against 4 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Impinj differs from traditional RFID vendors by offering a cloud-connected platform rather than standalone readers. This software angle is meant to unlock recurring software revenue as the hardware install base grows, analogous to how printer makers generate profit from ink sales. The challenge is that RFID adoption remains fragmented across use cases; no single vertical has achieved dominant Impinj penetration. Larger competitors like Zebra have diversified revenue that can fund prolonged underperformance in niche product lines; Impinj cannot afford such subsidies.
| Company | Price | Market value | Score |
|---|---|---|---|
| $274.95 Oct 2, 2026 | $7.12B | 71 5-pillar Oct 5, 2026 | |
| $39.53 Oct 2, 2026 | $7.36B | 65 5-pillar Oct 5, 2026 | |
| $28.50 Oct 2, 2026 | $6.57B | 41 5-pillar Oct 5, 2026 | |
| Impinj (PI) — this page | $189.71 | $5.80B | 33 |
| $72.00 Oct 2, 2026 | $9.92B | 33 5-pillar Oct 5, 2026 | |
| $24.56 Sep 7, 2026 | $7.30B | — Model unavailable | |
| $121.17 Date unavailable | $6.11B | — Model unavailable | |
| $38.18 Date unavailable | $5.39B | — Model unavailable | |
| $83.38 Date unavailable | $5.35B | — Model unavailable | |
| $100.77 Date unavailable | $5.27B | — Model unavailable | |
| $103.84 Date unavailable | $4.77B | — Model unavailable | |
| $121.10 Date unavailable | $4.73B | — Model unavailable | |
| $147.77 Date unavailable | $4.54B | — Model unavailable |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $144.00 – $220.00
- Consensus target
- $178.83
- Median target
- $175.50
Consensus record · Captured .
Measured against a quoted price of $189.71 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 60 records, those within the last 180 days, newest dated Sep 23, 2026
- Transactions
- 60
- Identified insiders
- 9
- Purchases
- 0
- Sales
- 14
- Other transactions
- 46
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Reporting holders
- 334 Period end Jun 30, 2026
- Previous quarter · holders
- 309 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fmr LLC | 4,562,799 |
| Blackrock, INC. | 4,449,389 |
| Vanguard Portfolio Management LLC | 2,194,236 |
| State Street Corp | 1,700,585 |
| Capital International Investors | 1,443,452 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What has been published about Impinj (PI)?
Impinj Technology Stock: Key Questions Answered
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What customer problems does Impinj solve?
Retail chains use Impinj to automate inventory accuracy, reducing shrink from misplaced or stolen items. Logistics companies track cartons and pallets through supply chains. Manufacturers monitor assembly line progress. All use cases require uniquely identifying many items in a confined space—a problem where RFID excels compared to barcodes.
Why has the company not reached profit yet?
Impinj operates in an emerging market where adoption is accelerating but not yet mainstream. The company invests heavily in R&D and sales to educate customers and drive adoption. Gross margin per unit is positive, but operating expenses exceed gross profit. As customer volume grows, fixed costs spread across more sales, enabling profitability—if the company survives the growth phase.
Is the insider transaction pattern bullish?
Insiders have been net sellers, not buyers, over the trailing period. Most transactions are restricted stock vesting and awards—normal compensation mechanics. The absence of open-market buying by executives suggests they do not believe the stock is undervalued at current prices. Insider selling during a multi-year growth phase can signal concern about valuation or market timing.
How does Impinj compare to diversified competitors?
Zebra and other established companies operate diversified businesses where RFID represents just a segment of their portfolio. Impinj has chosen to focus exclusively on RFID technology, betting that the category will become large enough to sustain an independent company. Pure-play companies can move faster and invest deeper in their chosen category, but they lack the ability to use profits from other divisions to offset losses. The strategic calculation is whether focused innovation outweighs the financial cushion that diversification provides.
What is the PI stock price today?
The last price recorded on this page for Impinj, Inc. (PI) is $189.71, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the PI price target?
The analyst consensus price target for Impinj, Inc. (PI) is $178.83 (range $144.00 to $220.00, median $175.50), per FMP data captured Oct 5, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Claude (claude-haiku-4-5) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (81 figures)
The 81 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 2 facts from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
prod.outlook | Management outlook — call excerpts | Cary Baker (Jul 29, 2026): We expect third quarter revenue between $105.5 million and $108.5 million compared with $91.4 million product revenue in second quarter 2026, a quarter-over-quarter increase of 17% at the midpoint. Cary Baker (Jul 29, 2026): Looking forward, we expect third quarter endpoint IC product revenue to increase sequentially, above the high end of typical seasonal growth. Cary Baker (Jul 29, 2026): Looking forward, we expect a strong sequential third quarter systems revenue increase. Cary Baker (Jul 29, 2026): Looking forward, we expect third quarter product gross margin to increase sequentially. | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) — Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | |
id.hq | SEC filing business address | 400 Fairview Avenue North, Suite 1200, Seattle, WA, 98109 | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "400 Fairview Avenue North, Seattle, WA, 98109, US". |
FMP — 72 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 28, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $189.71 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T08:54:45.007Z. | |
px.change | Change on the day | +3.18% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $5.80B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T19:59:59.000Z. Captured from FMP at 2026-10-05T08:54:44.077Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | +$5.84 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $108M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $0.0707–$192.93 | FMP | Financial Modeling Prep (FMP) quote | |
px.pe | Price / earnings (trailing) | 39.18 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 7.1K | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 1.92 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Chris Diorio | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 457 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $190.28M, net result −$51.26M; FY2022 revenue $257.80M, net result −$24.30M; FY2023 revenue $307.54M, net result −$43.37M; FY2024 revenue $366.09M, net result $40.84M; FY2025 revenue $361.08M, net result −$10.85M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | Systems $61.27M · Endpoint I Cs $299.81M | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 52.7% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $108.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.rd_k | R&D — period end 2026-06-30 | $29.26M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $23.23M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $10.50M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $74.25M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.rd_k | R&D — period end 2026-03-31 | $28.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $22.37M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | −$15.17M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $92.85M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.rd_k | R&D — period end 2025-12-31 | $26.93M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $23.29M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | −$2.70M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $96.06M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.rd_k | R&D — period end 2025-09-30 | $25.72M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $21.41M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $656,000 | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-07-29.revenue_actual | Revenue · reported — report date 2026-07-29 | $108.37M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.revenue_estimated | Revenue · estimate — report date 2026-07-29 | $104.60M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_actual | EPS · reported — report date 2026-07-29 | $0.8600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-07-29.eps_estimated | EPS · estimate — report date 2026-07-29 | $0.7950 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_actual | Revenue · reported — report date 2026-04-29 | $74.25M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.revenue_estimated | Revenue · estimate — report date 2026-04-29 | $72.53M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_actual | EPS · reported — report date 2026-04-29 | $0.1400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-29.eps_estimated | EPS · estimate — report date 2026-04-29 | $0.1100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_actual | Revenue · reported — report date 2026-02-05 | $92.85M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.revenue_estimated | Revenue · estimate — report date 2026-02-05 | $92.32M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_actual | EPS · reported — report date 2026-02-05 | $0.5000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-05.eps_estimated | EPS · estimate — report date 2026-02-05 | $0.5000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_actual | Revenue · reported — report date 2025-10-29 | $96.06M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.revenue_estimated | Revenue · estimate — report date 2025-10-29 | $91.87M | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_actual | EPS · reported — report date 2025-10-29 | $0.5800 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-29.eps_estimated | EPS · estimate — report date 2025-10-29 | $0.5100 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $133.02M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $31.60M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $130.72M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $266.65M | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.price_to_book | Price to book value | 24.97× | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $31.60M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | $3.98M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | −$2.42M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$1.75M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $15.14M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$1.52M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $20.89M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$2.94M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $144.00 – $220.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $178.83 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $175.50 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 5, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 60 transactions · 0 purchases, 14 sales, 46 other transactions · 9 identified insiders · of the newest 60 records, those within the last 180 days, newest dated Sep 23, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.holders | Reporting holders | 334 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 309 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fmr LLC — shares in provider snapshot | 4,562,799 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Blackrock, INC. — shares in provider snapshot | 4,449,389 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Vanguard Portfolio Management LLC — shares in provider snapshot | 2,194,236 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | State Street Corp — shares in provider snapshot | 1,700,585 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Capital International Investors — shares in provider snapshot | 1,443,452 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-29 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 11.41 · Piotroski F 4 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-03 · Expired observation |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 43.60× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $133.02M at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-07-29.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($108.37M) with the recorded estimate ($104.60M) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-07-29.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.8600) with the recorded estimate ($0.7950) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 33 of 100 · Weak · pillars 48 / 35 / 24 / 47 / 89 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 33 (stored snapshot Oct 4, 2026) → 33 (current publication computed Oct 5, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots — The current score publication is not yet represented in the immutable snapshot archive. |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.rd_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.rd_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.rd_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.rd_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-07-29. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-07-29.revenue_actual,earn.history.depth.2026-07-29.revenue_estimated,earn.history.depth.2026-07-29.revenue_actual.comparison,earn.history.depth.2026-07-29.eps_actual.comparison,earn.history.depth.2026-07-29.eps_actual,earn.history.depth.2026-07-29.eps_estimated,earn.history.depth.2026-04-29.revenue_actual,earn.history.depth.2026-04-29.revenue_estimated,earn.history.depth.2026-04-29.eps_actual,earn.history.depth.2026-04-29.eps_estimated,earn.history.depth.2026-02-05.revenue_actual,earn.history.depth.2026-02-05.revenue_estimated,earn.history.depth.2026-02-05.eps_actual,earn.history.depth.2026-02-05.eps_estimated,earn.history.depth.2025-10-29.revenue_actual,earn.history.depth.2025-10-29.revenue_estimated,earn.history.depth.2025-10-29.eps_actual,earn.history.depth.2025-10-29.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business 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 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. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Revenue by segment | Systems: $61.27M; Endpoint I Cs: $299.81M | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Trailing twelve-month ratio set | Quick ratio: 2.29; Current ratio: 3.28; Debt to equity: 1.15; Net margin: -7.3%; Gross margin: 52.7%; Operating margin: -1.8%; Return on assets: -5%; Return on equity: -12.9% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-07-29 | FMP | Financial Modeling Prep (FMP) earnings |
| Management outlook — dated call excerpts | Captured record · 4 entries
Selected verbatim statements from the latest available call, dated by the transcript provider. Management expectations, not completed milestones or guarantees. Relative dates retain the speaker's wording. | 2026-07-29 | OFFICIAL | Company earnings call, transcript via Financial Modeling Prep (FMP) |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $133.00M; Decline: $37.20M; Opening balance: $170.30M; Average change per period: $5.30M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$133.60M; Total debt: $266.70M; Cash and investments: $133.00M Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Insider transactions, last 180 days | Net shares: -380,218; Window days: 180; Price low: $122.5; Clustered days: 2026-05-28; Price high: $185; Buy transactions: 0; Distinct insiders: 9; Sell transactions: 19; Other transactions: 41; Total transactions: 60; Other transaction types: G-Gift: 3, S-Sale: 4, A-Award: 6, J-Other: 2, F-InKind: 4, M-Exempt: 22; Unknown direction transactions: 0 Purchase and sale counts require explicit provider transaction types, without a conflicting acquisition/disposition direction. Other transactions retain their provider type; awards, exercises, gifts and in-kind transactions are not counted as purchases or sales. Net shares sums acquired minus disposed shares across direction-known records, including other transaction types; unknown directions are excluded. It is not net purchases or a verified change in beneficial ownership. Named-insider counts, same-day clusters and positive reported prices cover all retained records. Filing dates are used only when transaction dates are absent. Neither timing nor price establishes motive or whether a transaction was on the open market. | 2026-08-20 | FMP | Financial Modeling Prep (FMP) insider transactions, from Form 4 filings |
| Named officers | CEO: Chris Diorio; Officers: Alberto Pesavento — Title: Chief Technology Officer; Christina Balam — Title: Senior Vice President Of Human Resources; Christopher Hundley — Title: Executive Vice President of Solutions, Born: 1976; Chris Diorio — Title: Co-Founder, Vice Chairman & Chief Executive Officer, Pay: $465,021, Born: 1962; Jill West — Title: Vice President of Strategic Communications; Gahan Richardson — Title: Executive Vice President & GM of Impinj Business Unit; Jukka Voutilainen — Title: Senior Vice President & GM of Voyantic Business Unit; Denise — Title: Vice President of Accounting & Corporate Controller, Born: 1974 Titles and pay come from the company's proxy statement as our provider parsed it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) |
| Analyst actions, most recent per firm | Captured record · 10 entries
One row per firm — the firm's most recent action in our feed. Other data vendors may carry firms ours does not. | 2026-07-30 | FMP | Financial Modeling Prep (FMP) analyst grades |
Data provided for informational purposes only.