Overview
Impinj Q3 revenue of $96.1 mln beats analyst expectations, per LSEG data
Adjusted EBITDA of $19.1 mln exceeds estimates, reflecting strong operational performance
Company reports GAAP net loss of $12.9 mln for Q3
Outlook
Impinj forecasts Q4 2025 revenue between $90 mln and $93 mln
Company expects Q4 2025 adjusted EBITDA income of $15.4 mln to $16.9 mln
Impinj sees Q4 2025 non-GAAP net income per share of $0.48 to $0.52
Result Drivers
GEN2X SOLUTIONS - Impinj attributes strong Q3 results to its Gen2X solutions and market leadership
MARKET LEADERSHIP - Company cites its market leadership as a key driver of Q3 performance
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Revenue | Beat | $96.1 mln | $92.62 mln (7 Analysts) |
Q3 Net loss | $12.9 mln | ||
Q3 Adjusted EBITDA | Beat | $19.10 mln | $15.68 mln (1 Analyst) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 8 "strong buy" or "buy", no "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 $197.50, about 19.4% below its October 28 closing price of $235.89
The stock recently traded at 93 times the next 12-month earnings vs. a P/E of 52 three months ago
Press Release: ID:nBw5TfBq3a
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)