Impinj Q4 revenue slightly beats analyst expectations

Overview

• RAIN RFID provider's Q4 revenue slightly beat analyst expectations

• Company reported GAAP net loss of $1.1 mln for Q4

• CEO highlighted transition year with record adjusted EBITDA and cash levels

Outlook

• Impinj forecasts Q1 2026 revenue between $71.0 mln and $74.0 mln

• Company expects Q1 2026 adjusted EBITDA income between $1.2 mln and $2.7 mln

• Impinj projects Q1 2026 non-GAAP net income per share between $0.08 and $0.13

Result Drivers

• ENDPOINT IC VOLUMES - Impinj grew year-over-year endpoint IC volumes, contributing to Q4 results

• M800 VOLUME RUNNER - M800 became the company's volume runner, aiding Q4 performance

• GEN2X LAUNCH - Launch of Gen2X contributed to Q4 results

Key Details

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the semiconductors peer group is "buy"

• Wall Street's median 12-month price target for Impinj Inc is $246.00, about 61.6% above its February 4 closing price of $152.22

• The stock recently traded at 53 times the next 12-month earnings vs. a P/E of 75 three months ago

Press Release: ID:nBw1hrNFPa

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