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Technology - Communication Equipment - NASDAQ - US
$ 97.68
-1.98 %
$ 2.83 B
Market Cap
-1608.5
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on May, 8, 2025.

The intrinsic value of one PI stock under the worst case scenario is HIDDEN Compared to the current market price of 97.7 USD, Impinj, Inc. is HIDDEN

This DCF valuation model was last updated on May, 8, 2025.

The intrinsic value of one PI stock under the base case scenario is HIDDEN Compared to the current market price of 97.7 USD, Impinj, Inc. is HIDDEN

This DCF valuation model was last updated on May, 8, 2025.

The intrinsic value of one PI stock under the best case scenario is HIDDEN Compared to the current market price of 97.7 USD, Impinj, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart PI

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$200.0$200.0$180.0$180.0$160.0$160.0$140.0$140.0$120.0$120.0$100.0$100.0$80.0$80.0$60.0$60.015 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 AprMay '25May '25
FINANCIALS
366 M REVENUE
19.04%
-7.07 M OPERATING INCOME
83.74%
40.8 M NET INCOME
194.17%
128 M OPERATING CASH FLOW
359.83%
-193 M INVESTING CASH FLOW
-166.28%
15.7 M FINANCING CASH FLOW
79.48%
74.3 M REVENUE
-18.88%
-9.57 M OPERATING INCOME
-164.85%
-8.45 M NET INCOME
-214.16%
-11.1 M OPERATING CASH FLOW
-88.28%
21.2 M INVESTING CASH FLOW
148.39%
5.06 M FINANCING CASH FLOW
33.79%
Balance Sheet Impinj, Inc.
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Current Assets 326 M
Cash & Short-Term Investments 165 M
Receivables 56.8 M
Other Current Assets 105 M
Non-Current Assets 163 M
Long-Term Investments 74.9 M
PP&E 57.8 M
Other Non-Current Assets 30.1 M
33.68 %11.61 %21.44 %15.31 %11.81 %6.15 %Total Assets$489.1m
Current Liabilities 331 M
Accounts Payable 17.3 M
Short-Term Debt 287 M
Other Current Liabilities 26.8 M
Non-Current Liabilities 8.04 M
Long-Term Debt 0
Other Non-Current Liabilities 8.04 M
5.09 %84.63 %7.91 %Total Liabilities$339.2m
EFFICIENCY
Earnings Waterfall Impinj, Inc.
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Revenue 366 M
Cost Of Revenue 177 M
Gross Profit 189 M
Operating Expenses 196 M
Operating Income -7.07 M
Other Expenses -47.9 M
Net Income 40.8 M
400m400m350m350m300m300m250m250m200m200m150m150m100m100m50m50m00(50m)(50m)366m(177m)189m(196m)(7m)48m41mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
51.59% GROSS MARGIN
51.59%
-1.93% OPERATING MARGIN
-1.93%
11.16% NET MARGIN
11.16%
27.25% ROE
27.25%
8.35% ROA
8.35%
-1.58% ROIC
-1.58%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Impinj, Inc.
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120m120m100m100m80m80m60m60m40m40m20m20m00(20m)(20m)(40m)(40m)(60m)(60m)(80m)(80m)20162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 40.8 M
Depreciation & Amortization 13.6 M
Capital Expenditures -17.1 M
Stock-Based Compensation 56.5 M
Change in Working Capital 16 M
Others 12.9 M
Free Cash Flow 111 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Impinj, Inc.
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Wall Street analysts predict an average 1-year price target for PI of $224 , with forecasts ranging from a low of $156 to a high of $270 .
PI Lowest Price Target Wall Street Target
156 USD 59.71%
PI Average Price Target Wall Street Target
224 USD 129.52%
PI Highest Price Target Wall Street Target
270 USD 176.41%
Price
Max Price Target
Min Price Target
Average Price Target
3003002502502002001501501001005050Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 15
6. Ownership
Insider Ownership Impinj, Inc.
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Sold
0-3 MONTHS
1.67 M USD 5
3-6 MONTHS
919 K USD 5
6-9 MONTHS
238 M USD 7
9-12 MONTHS
169 M USD 7
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
48.8 M USD 1
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Wall Street Analysts Think Impinj (PI) Could Surge 64.58%: Read This Before Placing a Bet The average of price targets set by Wall Street analysts indicates a potential upside of 64.6% in Impinj (PI). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock. zacks.com - 2 weeks ago
Impinj: Supply Chain Drama May Just Be Starting Impinj, Inc.'s strong results and guidance caused a 15% share price surge, but I remain cautious due to its 25x forward EBITDA and negative growth rates. Despite being debt-free, Impinj's valuation at 54x next year's EBITDA is unappealing, and I predict a challenging path back to $160 per share. Impinj's revenue growth is volatile and cyclical, with Q2 2025 guidance indicating further negative growth, making its 25x forward EBITDA valuation for PI stock hard to justify. seekingalpha.com - 3 weeks ago
Impinj, Inc. (PI) Q1 2025 Earnings Call Transcript Impinj, Inc. (NASDAQ:PI ) Q1 2025 Earnings Conference Call April 23, 2025 5:00 PM ET Company Participants Andy Cobb - Vice President of Strategic Finance Chris Diorio - Chief Executive Officer, Vice Chair, and Co-Founder Cary Baker - Chief Financial Officer Conference Call Participants Harsh Kumar - Piper Sandler Scott Searle - ROTH Capital Jim Ricchiuti - Needham & Company Christopher Rolland - Susquehanna Guy Hardwick - Freedom Capital Markets Troy Jensen - Cantor Fitzgerald Operator Welcome to Impinj's First Quarter 2025 Financial Results Conference Call and Webcast. All participants will be in a listen-only mode. seekingalpha.com - 3 weeks ago
Impinj: Earnings Soar Past Expectations Impinj (PI 3.98%), a leader in a wireless data technology called RAIN RFID, released its Q1 2025 financial results on April 23, 2025, showcasing impressive performance. fool.com - 3 weeks ago
Impinj (PI) Tops Q1 Earnings and Revenue Estimates Impinj (PI) came out with quarterly earnings of $0.21 per share, beating the Zacks Consensus Estimate of $0.09 per share. This compares to earnings of $0.21 per share a year ago. zacks.com - 3 weeks ago
Impinj Reports First Quarter 2025 Financial Results SEATTLE--(BUSINESS WIRE)--Impinj Reports First Quarter 2025 Financial Results. businesswire.com - 3 weeks ago
3 High-Value Companies With Triple-Digit Upside Potential Early April's selloff after the Trump administration's "Liberation Day" tariffs was notable both because the market notched some of its highest-ever daily point losses and because even stalwart blue-chip names like Apple Inc. NASDAQ: AAPL were highly impacted. marketbeat.com - 1 month ago
Are Short Sellers Wrong About These 3 Semiconductor Stocks? Three U.S. chip stocks have 25% or more of their floated shares sold short, indicating a very high level of bearish sentiment among a certain group of investors. marketbeat.com - 1 month ago
Impinj to Announce First-Quarter 2025 Financial Results SEATTLE--(BUSINESS WIRE)--Impinj to Announce First-Quarter 2025 Financial Results. businesswire.com - 1 month ago
2 Super Growth Stocks to Buy in Bunches in 2025 Investors have been hit with volatility in 2025's first quarter, and the S&P 500 index is now down 5.2% year to date. Meanwhile, the Nasdaq Composite is back in correction territory, trading down approximately 10.3% across the stretch. fool.com - 1 month ago
Impinj Stock Plunges 21% in a Month: Hold Tight or Time to Let Go? Considering the ongoing geopolitical risks, excess market capacity and bearish signal from a key technical indicator, it is prudent to sell PI stock for now. zacks.com - 3 months ago
Impinj, Inc. (PI) Q4 2024 Earnings Call Transcript Impinj, Inc. (NASDAQ:PI ) Q4 2024 Results Conference Call February 5, 2025 5:00 PM ET Company Participants Tracy Moran - Senior Investor Relations Manager Chris Diorio - Co-Founder and Chief Executive Officer Cary Baker - Chief Financial Officer Andy Cobb - Vice President, Strategic Finance Hussein Mecklai - Chief Operating Officer Conference Call Participants Blayne Curtis - Jefferies Harsh Kumar - Piper Sandler Jim Ricchiuti - Needham & Company Troy Jensen - Cantor Fitzgerald Christopher Rolland - Susquehanna Scott Searle - ROTH Capital Operator Welcome to Impinj's Fourth Quarter and Full Year 2024 Financial Results Conference Call and Webcast. All participants will be in a listen-only mode. seekingalpha.com - 3 months ago
8. Profile Summary

Impinj, Inc. PI

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COUNTRY US
INDUSTRY Communication Equipment
MARKET CAP $ 2.83 B
Dividend Yield 0.00%
Description Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform, which comprises multiple product families, wirelessly connects individual items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that comprise reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enables its partners to deliver use cases, such as retail self-checkout and loss prevention, and warehouse pallet and carton tracking to end-users. The company primarily serves retail, supply chain and logistics, aviation, automotive, healthcare, industrial and manufacturing, sports, food, datacenter, travel, banking, and linen and uniform tracking sectors through distributors, system integrators, value-added resellers, and software solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
Contact 400 Fairview Avenue North, Seattle, WA, 98109 https://www.impinj.com
IPO Date July 21, 2016
Employees 451
Officers Mr. Hussein Mecklai Chief Operating Officer Mr. Yukio Morikubo CPA General Counsel & Chief Compliance Officer Jill West Vice President of Strategic Communications Ms. Denise Masters Vice President of Accounting & Corporate Controller Dr. Chris Diorio Ph.D. Co-Founder, Vice Chairman & Chief Executive Officer Mr. Alberto Pesavento Chief Technology Officer Mr. Cary L. Baker Chief Financial Officer Mr. Cathal Phelan Chief Innovation Officer & Director Mr. Gahan Richardson Executive Vice President & GM of Impinj Business Unit Ms. Christina Balam Senior Vice President Of Human Resources