Loading quotes...

Forecast

The analysts' average price target is €186.76 (+21.67%). The median is €197.30 (+28.53%).

Buy	16
Hold	6
Sell	0

News Go to news feed

Impinj raises gross margin to over 52% thanks to new M800 chip

Impinj reports a revenue increase of 16.7% to USD 112.1 million in Q3 2026, driven by strong IC sales. The introduction of the new M800 chip boosts the gross margin to over 52% and the company reports positive EBITDA. Management expects continued demand, particularly from large customers, and still sees momentum for its RAIN‑RFID solutions. » More on finanzen.net
Impinj sees large RFID potential and expects higher margins from M800

Impinj presented at the Piper Sandler conference a large addressable market (around 10 trillion units/year) with current penetration below 0.5% and market share gains versus NXP. Management forecasts gross margin to rise to about 56% once the M800 reaches the final product mix, and expects near-term growth mainly in general merchandise as well as supply chain and logistics. At the same time, the company cites uneven customer adoption, seasonal inventory issues and inflationary cost pressure as short-term challenges, and announces customer-specific ICs and moderate price increases to support margins. » More on de.investing.com
Impinj swaps $56.3 million of convertible notes for cash and shares

Impinj has entered into privately negotiated exchange agreements for its 2027 convertible senior notes with an aggregate principal amount of $56.3 million. About $56.5 million in cash and approximately 188,451 common shares are to be exchanged for the notes; amounts will be adjusted based on a two-day measurement period. The transaction will be funded from existing cash, is expected to be completed on or about September 16, 2026, and is expected to leave roughly $1.0 million of principal amount of notes outstanding. » More on de.investing.com

Historical dividends Dividends

All dividend metrics All metrics

In 2022, Impinj has already paid €0.26 in dividends. The last payout was in March 2022.

Financials

In the last quarter, Impinj had revenue of €98.95m and net profit of €4.13m

(EUR)	September 2026	YoY
Revenue	98.95m	20.89%
Gross profit	52.2m	26.76%
Net profit	4.13m	137.83%
EBITDA	8.05m	219.17%

Fundamentals

Metric	Value
Market capitalization	€4.46bn
Number of shares	30.86m
52-week high/low	€177.89 - €0.0634
Dividends	No
Beta	1.92
P/E ratio	-506.67
PEG ratio	2.93
P/B ratio	16.31
P/S ratio	12.82

Company profile

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.