PITechnology · SemiconductorsThe 9 Wall Street analysts covering Impinj, Inc. hold a median 12-month price target of $217 — +20.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 73 of 100 as at 3 Nov 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Impinj, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (100): Analysts have, on balance, been raising their forecasts.
Value (32): The shares cost a lot relative to the profits and assets behind them.
Size (22): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on PI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.4% from it.
Of the 20 most recent actions, 9 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 2 Nov 2026 | Barclays | Maintains | Overweight | $200 → $217 |
| 29 Oct 2026 | Jefferies | Maintains | Buy | $190 → $220 |
| 29 Oct 2026 | Needham | Maintains | Buy | $168 → $195 |
| 29 Oct 2026 | Susquehanna | Maintains | Positive | $175 → $225 |
| 29 Oct 2026 | UBS | Maintains | Neutral | $175 → $180 |
| 12 Oct 2026 | Barclays | Maintains | Overweight | — |
| 12 Oct 2026 | Barclays | Maintains | Overweight | $176 → $200 |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | — |
| 21 Aug 2026 | BMO Capital | Initiates | Outperform | $220 |
| 30 July 2026 | Cantor Fitzgerald | Reiterates | Overweight | $200 |
| 30 July 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 30 July 2026 | Jefferies | Maintains | Buy | $175 → $190 |
| 30 July 2026 | Jefferies | Maintains | Buy | — |
| 30 July 2026 | Needham | Maintains | Buy | — |
| 30 July 2026 | Needham | Maintains | Buy | $175 → $168 |
| 1 May 2026 | Barclays | Maintains | Overweight | — |
| 1 May 2026 | Barclays | Maintains | Overweight | $169 → $176 |
| 30 Apr 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 30 Apr 2026 | Evercore ISI Group | Maintains | In-Line | $112 → $144 |
| 30 Apr 2026 | Needham | Reiterates | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
PI appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Impinj, Inc. returned +2.7% against +12.9% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 13% of US stocks
Cheaper than 10% of US stocks
Cheaper than 5% of US stocks
Cheaper than 1% of US stocks
Higher than 65% of US stocks
Higher than 50% of US stocks
Higher than 72% of US stocks
Higher than 53% of US stocks
Higher than 27% of US stocks
Higher than 40% of US stocks
Higher than 42% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Impinj, Inc. has a market value of $5.6B and an enterprise value of $5.8B.
Revenue in the twelve months to 30 June 2026: $371.5M. The latest quarter grew 16.7% year on year.
Net income over the same four quarters: −$27.0M, a −7.3% net margin.
Diluted earnings per share, trailing twelve months: $−0.92.
Free cash flow in the twelve months to 30 June 2026: $63.0M.
Trailing P/E: 55.4×; forward P/E: 63.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Impinj, Inc. employs 457 people — $813K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Impinj, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Seeking Alpha author reversed a prior bearish stance on Impinj and changed the rating to hold. The author cites recent market dynamics as altering the view on revenue growth, while remaining cautious about valuation.
Why it matters — PI watchers may note the more favorable outlook alongside the author's continued concern about the company's valuation metrics.
Seeking Alpha published an earnings-call transcript for Impinj, Inc. (PI) covering Q3 2026.
Why it matters — The transcript is a source of information about the company’s quarterly call for investors following PI.
Impinj reported record third-quarter revenue, citing strong demand for its endpoint integrated circuits, particularly the M800 product family. Demand came from retail, supply chain and logistics, and emerging food-related applications.
Why it matters — The report highlights demand across several markets for Impinj’s endpoint integrated circuits, including its M800 product family.
Impinj reported quarterly earnings of $0.69 per share, above the Zacks Consensus Estimate of $0.61. Earnings were $0.58 per share a year earlier.
Why it matters — PI watchers may note the quarterly earnings beat and the increase from the year-ago figure.
Impinj announced that it reported its third-quarter 2026 financial results. The excerpt provides no details about the results.
Why it matters — The announcement concerns Impinj’s quarterly financial performance, though the provided excerpt does not specify the figures or other results.
The 9 Wall Street analysts covering Impinj, Inc. have a median 12-month price target of $217, with estimates ranging from $174 to $225. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 9 analysts covering Impinj, Inc., 8 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Impinj, Inc. 73 out of 100 across roughly 4,600 US stocks as at 3 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 3 Nov 2026, Impinj, Inc. ranks 73 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (100 of 100).
No one can know that. What the data says: the median 12-month target from 9 analysts implies +20.4% from the last close, and Ticker Nerd's factor model ranks Impinj, Inc. 73 out of 100 as at 3 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Impinj, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for PI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $174 to $225 over the next 12 months.
Impinj, Inc. returned +2.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Impinj Inc. is a technology company focused on RAIN RFID solutions that connect physical items to digital systems.
The most recent item we track (Seeking Alpha, 30 Oct 2026): "Impinj: I Was Wrong, And Standing By It Would Only Service My Ego (Rating Upgrade)". The Seeking Alpha author reversed a prior bearish stance on Impinj and changed the rating to hold. The author cites recent market dynamics as altering the view on revenue growth, while remaining cautious about valuation.
Impinj Inc. is a technology company focused on RAIN RFID solutions that connect physical items to digital systems. The company designs and sells endpoint and reader integrated circuits, along with readers, gateways, software, and cloud-based services that help businesses identify, locate, and authenticate everyday items. Its platform supports item-level visibility and data capture across sectors such as retail, logistics, manufacturing, healthcare, aviation, and supply chain operations. Impinj’s products are used to improve inventory management, asset tracking, and item intelligence by turning tagged objects into connected data sources. Headquartered in Seattle, Washington, Impinj serves customers and partners across global markets, with operations spanning the Americas, Europe, the Middle East, Africa, and the Asia-Pacific region.
CEO Dr. Chris Diorio Ph.D. · 457 employees · United States · https://www.impinj.com
