US · Technology · Semiconductors
EPS came in at 0.29 against a street estimate of 0.19 — a beat of 52.6%.
Analysts rate Impinj Inc a strong buy (8 buy, 1 hold, 0 sell out of 9) with an average price target of $206.44.
CONFIDENT Impinj delivered record revenue and endpoint IC results, with broad demand strength and improving M800 mix. Q4 revenue growth remains strong despite softer systems seasonality, while software is months from initial GA but modestly monetized in 2027. Q3 FY26 No regional revenue breakdown was discussed. Analysts focused on seasonality, constrained back-end capacity, software commercialization, channel inventory and 2027 growth. Management cited broad demand, improved visibility and lighthouse-account replication while acknowledging execution timing and capacity constraints. 2026-10-28…
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| Fund | Stake |
|---|---|
| FMR Inc | 14.93% |
| BlackRock Inc | 14.56% |
| Vanguard Portfolio Management, LLC | 7.18% |
| State Street Corp | 5.57% |
| Capital Research & Mgmt Co - Division 3 | 4.72% |
| Vanguard Capital Management, LLC | 4.20% |
| Capital World Investors | 3.68% |
| Millennium Management LLC | 2.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $112,083, up from $96,055 in the third quarter of 2025. • Third-quarter gross profit was $59,129, | 2026-10-28 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $112.1 million, up from $96.055 million in Q3 2025. • GAAP gross margin was 52.8%, compared with 5 | 2026-10-28 |
| Company announcement · Q3 2026 IMPINJ, INC. - 8-K FILING SUMMARY Date: September 10, 2026 --- HEADLINE NUMBERS • Company exchanging approximately $56.5 million in cash and approx | 2026-09-11 |
| Quarterly report · Q2 2026 IMPINJ, INC. - FORM 10-Q SUMMARY FOR RETAIL INVESTORS Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Q2 2026 Revenue: $108.4 million (up 10.7% | 2026-07-29 |
| Results announced · Q3 2026 IMPINJ, INC. – Q2 2026 FINANCIAL SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $108.4 million (up from $97.9 million in Q2 2025) • GAAP Net Income: $1 | 2026-07-29 |
| Shareholder vote results · Q2 2026 IMPINJ, INC. – 8-K SUMMARY (May 28, 2026 Annual Meeting) HEADLINE NUMBERS • Annual Meeting held May 28, 2026 with 26,882,531 shares voted, represent | 2026-05-29 |
| Quarterly report · Q1 2026 IMPINJ, INC. - Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Revenue: $74.250 million (Q1 2026) vs. $74.277 million (Q1 2025) — essentially flat year-over | 2026-04-29 |
| Results announced · Q2 2026 IMPINJ, INC. – Q1 2026 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 2026 revenue: $74.3 million (flat vs. Q1 2025: $74.3 million) • GAAP net loss | 2026-04-29 |
Readable in the app.
| Announcement | Date |
|---|---|
| Fourth-quarter 2026 revenue and earnings outlook provided Impinj reported a strong third quarter ended September 30, 2026. Revenue reached a record $112.1 million, helped by record endpoint IC sales and unit volumes, strong demand for its M800 prod | 2026-10-28 |
| Q2 2026 results and Q3 2026 revenue/earnings outlook provided Impinj, an RFID and Internet of Things company, reported strong Q2 2026 results with record revenue of $108.4 million, adjusted EBITDA of $30.7 million, and non-GAAP earnings of $0.86 per sh | 2026-07-29 |
| Q1 results exceed guidance; Q2 revenue and profitability outlook raised Impinj, a RAIN RFID and IoT company, reported strong Q1 2026 results that exceeded guidance. Revenue reached $74.3 million with a non-GAAP gross margin of 52.4%. Most significantly, endpoint | 2026-04-29 |
| Partial repurchase of $40.2 million convertible notes due 2027 Impinj announced on March 16, 2026 that it repurchased approximately $40.2 million in principal amount of its 1.125% Convertible Notes due 2027 for a total cost of $47.2 million (including a | 2026-03-16 |
| Q1 2026 revenue and earnings guidance provided Impinj, an RFID and IoT company, reported 2025 results showing mixed signals. Full-year revenue reached $361.1 million with healthy 52.5% GAAP gross margins. However, the company posted a GA | 2026-02-05 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.