Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Considering buying PI stock? Here’s what analysts think: Photo via Shutterstock ...

Roth Capital sets a price target of $220 for Impinj, Inc. (NASDAQ:PI), indicating a potential increase of approximately 43%.Impinj experiences a significant stock value decline of over 30% due to short-term challenges, impacting demand.The company's strategic focus remains on leveraging RFID technology for future growth despite market volatility.Impinj, Inc. (NASDAQ:PI) is a company that specializes in Radio Frequency Identification (RFID) technology. This technology is used to wirelessly identify and track ...

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Impinj (PI) came out with quarterly earnings of $0.5 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.48 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this provider of radio frequency identification products would post earnings of $0.51 per share when it actually produced earnings of $0.58, delivering a surprise of +13.73%.Over the last four quarters, the company has surpassed consensus EPS estimates three ...

In its earnings remarks, Impinj executives pointed to a convergence of short-term headwinds weighing on demand. ...

Financial Data and Key Metrics Changes - Fourth quarter revenue was $92.8 million, down 3% sequentially from $96.1 million in Q3 2025, and up 1% year-over-year from $91.6 million in Q4 2024 [12] - 2025 revenue totaled $361.1 million, down 1% year-over-year compared to $366.1 million in 2024 [12] - Fourth quarter gross margin was 54.5%, compared to 53% in Q3 2025 and 53.1% in Q4 2024 [14] - 2025 adjusted EBITDA was a record $69.6 million, compared to $65.9 million in 2024, with a margin of 19.3% [16] Business Line Data and Key Metrics Changes - Fourth quarter Endpoint IC revenue was $75.2 million, down 5% sequentially from $78.8 million in Q3 2025, and up 2% year-over-year from $74.1 million in Q4 2024 [12] - Fourth quarter systems revenue was $17.7 million, up 2% sequentially from $17.3 million in Q3 2025, and up 1% year-over-year from $17.5 million in Q4 2024 [13] - 2025 Endpoint IC revenue declined 2% year-over-year, while systems revenue grew 2% year-over-year [13] Market Data and Key Metrics Changes - The company noted a downward trend in apparel imports and inventory reductions across retail markets, impacting the RAIN market [5] - The company anticipates a normalization of Endpoint IC demand for apparel as early as Q2 2026 [9] Company Strategy and Development Direction - The company is focusing on custom-built Endpoint ICs to meet specific customer needs, which is expected to drive future growth [8][9] - The introduction of Gen2X is seen as a key enabler for solutions, enhancing performance and creating new opportunities [10] - The company aims to shift its selling model to focus on solution value rather than individual components [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in a rebound in Endpoint IC volumes and overall growth in 2026, despite challenges faced in 2025 [7][11] - The company expects first quarter revenue to decline sequentially due to inventory burn down and retail weakness, but anticipates improvement as the year progresses [7][12] Other Important Information - The company ended Q4 with record cash and cash equivalents of $279.1 million, up from $265.1 million in Q3 2025 [17] - The company expects first quarter revenue between $71 million and $74 million, reflecting a year-over-year decrease of 2% at the midpoint [17] Q&A Session Summary Question: Can you break down the first quarter guidance miss? - Management explained that the decline is primarily due to lower volume as partners reduce inventory, with each week of burn down approximating $5 million [22] Question: What gives confidence that the situation will improve quickly? - Management highlighted strong January turn orders and a return to normal levels of rescheduling behavior as indicators of improvement [23] Question: Will logistics normalize in Q2? - Management indicated that while apparel is expected to normalize, logistics may take longer due to existing inventory levels [32] Question: How does the custom chip impact pricing? - Management stated that the custom chip will be priced to market, aiming to drive ROI for both the customer and the company [110] Question: What is the impact of the EM Microelectronic license? - Management noted that the impact on revenue in 2026 will be immaterial, as the first chip is still in development [106]

Impinj (NasdaqGS:PI) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Company ParticipantsAndy Cobb - VP, Corporate Finance and IRCary Baker - CFOChris Diorio - CEOConference Call ParticipantsDylan Oliver - AnalystEzra Weener - AnalystGuy Hardwick - AnalystHarsh V. Kumar - Managing Director and Senior Research AnalystJames Andrew Ricchiuti - Managing Director and Senior Equity Research AnalystNatalia Winkler - AnalystScott Wallace Searle - Managing Director and Senior Research AnalystTroy Donavon Jensen ...

Impinj (NasdaqGS:PI) Q4 2025 Earnings call February 05, 2026 05:00 PM ET Speaker9Welcome to Impinj's fourth quarter and full year 2025 financial results conference call and webcast. All participants will be in a listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then one on a touch-tone phone. To withdraw your question, p ...

Investor Presentation Fourth Quarter 2025 Forward Looking Statement & Non-GAAP Financial Measures This presentation and the accompanying oral commentary contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical fact could be deemed forward-looking, including, but not limited to, any statements about or relating to expectations, projections, trends, plans, ambitions, strategies, and objectives of managemen ...