Impinj Inc

Impinj Inc(PI)の株式分析

$174.320

+4.358 (+2.50%)終値時点

Loading chart…
High
175.640
Open
172.000
VWAP
172.59
Vol
331.65K
Mkt Cap
4.25B
Low
167.820
Amount
57.24M
EV/EBITDA, TTM
89.30

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.

AI analysis of Impinj Inc (PI)

buy

Impinj Inc is a good buy right now due to its recent record Q2 earnings of $108.4 million and a non-GAAP net income of $27 million, which indicates strong operational performance. Additionally, the stock's current price of $170.06 is significantly below the average analyst price target of $190, suggesting substantial upside potential. However, the main risk is the high forward P/E ratio of 76.34, which indicates that the stock may be overvalued if growth does not meet expectations.

Analyst Ratings (7)

+37.96% upside
Buy
4 Buy
3 Hold
0 Sell
Current: 174.32
安値
200.00
平均
240.50
高値
273.00

Needham

2026-07-30

目標株価

$168

Buy

Jefferies

2026-07-30

目標株価

$190

Buy

Barclays

2026-05-01

目標株価

$176

Overweight

Evercore ISI

2026-04-30

目標株価

$144

In Line

UBS

2026-04-30

目標株価

$175

Neutral

バリュエーション指標

The current forward P/E ratio for Impinj Inc (PI) is 80.65, compared to its 5-year average forward P/E of 152.17.

Forward P/E

Fair
5Y Average P/E
152.17
Current P/E
80.65
割高
366.87
割安
-62.53

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
644.77
Current EV/EBITDA
89.30
割高
2782.95
割安
-1493.40

Forward P/S

Fair
5Y Average P/S
8.99
Current P/S
11.09
割高
11.58
割安
6.41

Alphio AI Price Scenarios for PI

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%PI

$162.83

シナリオ価格

B

Base

Base · 50%PI

$153.57

シナリオ価格

B

Bear

Bear · 25%PI

$143.85

シナリオ価格

Whales holding PI

P

Polar Asset Management Partners Inc.

+ HoldingPI

+0.48%

3M Return

S

Sylebra Capital Limited

+ HoldingPIPAYC

-3.37%

3M Return

S

Sanlam Investments Uk Limited

+ HoldingPI

-4.03%

3M Return

W

Whale Rock Capital Management LLC

+ HoldingPI

-13.90%

3M Return

イベントタイムライン

2026-07-29 (ET)

17:00:00

Company Sees Q3 Revenue of $105.5M-$108.5M

17:00:00

Company Reports Q2 Revenue of $108.4M

2026-04-30 (ET)

12:10:00

Impinj Stock Rises 17.7% to $141.25

10:10:00

Impinj Stock Rises 18.5% to $142.30

2026-04-29 (ET)

19:50:00

WTI Crude Oil Rises Above $108 for Third Consecutive Day

ニュース

PI FAQ — answered by Alphio AI

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. It operates in the Technology sector (ELECTRONIC COMPONENTS, NEC industry).

Impinj Inc is a good buy right now due to its recent record Q2 earnings of $108.4 million and a non-GAAP net income of $27 million, which indicates strong operational performance. Additionally, the stock's current price of $170.06 is significantly below the average analyst price target of $190, suggesting substantial upside potential. However, the main risk is the high forward P/E ratio of 76.34, which indicates that the stock may be overvalued if growth does not meet expectations.

7 analysts cover PI: 4 rate it Buy, 3 Hold and 0 Sell. The average price target is 240.50.

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

無料で始める