Impinj Q4 Earnings Miss Expectations with $0.50 EPS
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 05 2026
0mins
Should l Buy PI?
Source: seekingalpha
- Earnings Performance: Impinj reported a Q4 non-GAAP EPS of $0.50, missing expectations by $0.01, indicating pressure on profitability that may affect investor confidence.
- Revenue Growth: The company achieved revenue of $92.8 million, reflecting a modest year-over-year increase of 1.3%, which, while in line with expectations, suggests challenges amid intensifying market competition.
- Cautious Outlook: For Q1 2026, revenue is projected between $71.0 million and $74.0 million, falling short of the consensus estimate of $90.47 million, indicating a conservative stance on short-term performance that could impact stock price.
- Net Loss Projections: GAAP net loss is expected to range from $16.6 million to $15.1 million, with diluted loss per share between $0.55 and $0.49, highlighting ongoing challenges in cost control and achieving profitability.
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Analyst Views on PI
Wall Street analysts forecast PI stock price to rise
8 Analyst Rating
7 Buy
1 Hold
0 Sell
Strong Buy
Current: 110.410
Low
200.00
Averages
240.50
High
273.00
Current: 110.410
Low
200.00
Averages
240.50
High
273.00
About PI
Impinj, Inc. (Impinj) is a RAIN radio frequency identification (RFID) and Internet of things provider. The Company helps businesses and people analyze, optimize, and innovate by wirelessly connecting billions of everyday things, such as apparel, automobile parts, luggage, and shipments to the Internet. The Impinj platform uses RAIN RFID to deliver timely data about these everyday things to business and consumer applications, enabling a boundless Internet of Things. It designs, sells or licenses, including silicon RAIN radios; manufacturing, test, encoding and reading systems, and software and cloud services that encapsulate its solutions know-how. The Company sells two types of silicon integrated circuit (IC), radios. The first are endpoint ICs that store a serialized number to wirelessly identify an item. The second are reader ICs that its partners use in finished readers to wirelessly discover, inventory and engage the endpoint ICs.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Impinj Misses Q4 Estimates, Shares Plunge
- Flat Revenue Growth: Impinj's Q4 revenue increased by only 1.4% to $92.8 million, matching analyst expectations but failing to boost market confidence, resulting in a 21.4% drop in stock price.
- Profitability Pressure: Adjusted EBITDA rose from $15 million to $16.4 million, yet the earnings per share of $0.50 fell short of the $0.51 consensus, indicating ongoing profitability challenges.
- Pessimistic Outlook: The company forecasts Q1 revenue between $71 million and $74 million, implying a 2% decline at the midpoint, significantly below the $90.5 million consensus, reflecting weak demand from apparel retailers.
- Market Reaction: Although analysts maintained positive ratings on Impinj, the stock was heavily impacted by the expected GAAP net loss of $15.1 million to $16.6 million, intensifying concerns over its premium valuation amidst ongoing headwinds.
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- Investor Focus: Investors considering buying PI stock should pay attention to analysts' opinions to better assess potential investment risks and returns.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, especially in a rapidly changing market environment.
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- Flat Revenue Growth: Impinj's Q4 revenue increased by only 1.4% to $92.8 million, matching analyst expectations but failing to boost market confidence, resulting in a 21.4% drop in stock price.
- Profitability Pressure: Adjusted EBITDA rose from $15 million to $16.4 million, yet the earnings per share of $0.50 fell short of the $0.51 consensus, indicating ongoing profitability challenges.
- Pessimistic Outlook: The company forecasts Q1 revenue between $71 million and $74 million, implying a 2% decline at the midpoint, significantly below the $90.5 million consensus, reflecting weak demand from apparel retailers.
- Market Reaction: Although analysts maintained positive ratings on Impinj, the stock was heavily impacted by the expected GAAP net loss of $15.1 million to $16.6 million, intensifying concerns over its premium valuation amidst ongoing headwinds.
See More
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- Market Reaction: While specific stocks were not mentioned, such rating changes typically influence investor decisions and may lead to price volatility in the affected stocks.
- Investor Focus: Investors considering buying PI stock should pay attention to analysts' opinions to better assess potential investment risks and returns.
- Source of Information: This information is provided by Benzinga, highlighting the significance of analyst ratings in investment decisions, especially in a rapidly changing market environment.
See More
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- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several companies, reflecting varying market perspectives on their future performance, which could influence investor decisions and market sentiment.
- AMZN Stock Outlook: Analysts' opinions on Amazon (AMZN) stock indicate mixed views on its future growth potential, prompting investors to pay close attention to the latest ratings and recommendations when considering purchases.
- Impact of Rating Changes: Upgrades and downgrades from analysts can lead to stock price volatility, necessitating that investors closely monitor these changes to timely adjust their investment strategies and optimize their portfolios.
- Market Sentiment Reflection: Changes in analyst ratings not only affect individual stock performance but can also impact overall market sentiment, urging investors to consider these factors comprehensively for informed investment decisions.
See More
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Below Estimates: The company's projected financial performance fell short of analysts' expectations, contributing to the significant decline in share value.
See More
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- Revenue Performance: Despite the severe loss, Molina's quarterly revenue reached $11.38 billion, surpassing the consensus estimate of $10.86 billion, suggesting that the company still possesses some resilience in revenue growth, potentially laying a foundation for future recovery.
- Stock Price Reaction: Molina Healthcare's shares dipped 29.4% to $124.90 in pre-market trading, reflecting a negative market reaction to its earnings report, which may lead investors to reassess the stock's value.
- Market Trends: U.S. stock futures were generally higher, with Dow futures gaining around 100 points, indicating a prevailing optimism about the overall economic outlook, even as individual stocks like Molina performed poorly.
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- Accelerating AWS Growth: CEO Andy Jassy reported a 24% growth rate for AWS, the fastest in 13 quarters, with an annualized revenue of $142 billion; however, management anticipates Q1 operating income will fall short of analyst expectations, reflecting intensified market competition.
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