Impinj’s (PI) shares have risen 17.6% in the past three months, outperforming the Zacks Computer & Technology sector and the Zacks Electronics - Semiconductors industry’s growth of 4.5% and 1.3%, respectively.The stock has outperformed its industry peers, including Applied Materials (AMAT) , FormFactor (FORM) and Lam Research (LRCX) , in the same timeframe.While PI's shares have been on the rise, those of Applied Materials, FormFactor and Lam Research have lost 10.8%, 16.7% and 11.2%, respectively, during t ...

Impinj TodayPIImpinj$182.84 +6.92 (+3.93%) 52-Week Range$78.17▼$239.88P/E Ratio205.44Price Target$224.60Add to WatchlistImpinj NASDAQ: PI is a mid-cap chip stock that has quietly had a great year in 2024. The stock has returned over 93%, placing it among the top five best returning semiconductor stocks in the United States. Wall Street analysts remain bullish on the stock. The average of the seven price targets from October MarketBeat tracked is $246 per share. That implies an upside in the shares of 40% f ...

文章核心观点 - 公司正进入新的增长周期,业务增长有望加速 [1] - 公司具有长期增长潜力,是一家优质公司,估值有折价 [1] 公司概况 - 公司是一家NASDAQ上市公司,股票代码为PI [1] - 公司从事投资银行业务,专注于行业和公司研究 [1] - 分析师拥有10年投资银行从业经验,擅长解读各种新闻、事件、财报等,发现潜在的投资机会和风险 [1] 投资评级和理由 - 分析师此前给予公司买入评级 [1] - 主要理由是公司即将进入新的增长周期,业务增长有望加速 [1]

Impinj’s (PI) third-quarter 2024 adjusted earnings of 56 cents per share beat the Zacks Consensus Estimate by 19.15%. The reported figure also marked an improvement from the year-ago quarter’s break-even results.PI’s earnings beat the Zacks Consensus average Estimate in the trailing four quarters, which is commendable.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues increased 46.4% year over year to $95.2 million and beat the consensus mark by 2.36%.However, PI shares lost 4.9 ...

财务数据和关键指标变化 - 第三季度收入为9520万美元，较第二季度的1.025亿美元下降7%，同比增长46% [9] - 第三季度调整后的EBITDA为1730万美元，较第二季度的2680万美元下降 [12] - 第三季度GAAP净收入为20万美元，非GAAP净收入为1690万美元，每股收益为0.56美元 [12] 各条业务线数据和关键指标变化 - 第三季度终端IC产品收入为8100万美元，较第二季度的8940万美元下降9%，同比增长67% [10] - 第三季度系统收入为1420万美元，较第二季度的1310万美元增长9%，同比下降13% [10] 各个市场数据和关键指标变化 - 供应链和物流市场表现强劲，零售和一般商品市场稳步增长，服装和长尾应用持续增长 [5][23] - 食品标记市场的机会正在扩大，多个供应链和快餐餐厅的推广正在进行 [7][19] 公司战略和发展方向和行业竞争 - 公司将继续投资于企业解决方案，包括软件和云服务，以推动长期成功 [7] - 公司对食品市场的信心增强，认为这一市场的潜力远大于当前市场 [8][19] 管理层对经营环境和未来前景的评论 - 管理层对未来的市场机会持乐观态度，认为行业整体正在向广泛采用的方向发展 [23][54] - 管理层提到，尽管食品市场的机会巨大，但仍需时间来实现全面的市场渗透 [19][40] 其他重要信息 - 第三季度毛利率为52.4%，较第二季度的58.2%下降 [10] - 公司预计第四季度收入将在9100万至9400万美元之间，同比增长31% [14] 问答环节所有提问和回答 问题: 关于系统业务的第四季度展望 - 管理层预计第四季度系统收入将因多个因素而增加，包括欧洲零售商的自助结账和损失预防解决方案的推广 [16][17] 问题: 关于食品市场的机会 - 管理层表示，食品市场的机会正在扩大，尤其是在快餐和食品供应链领域 [19] 问题: 关于终端IC的客户采用情况 - 管理层提到，客户的执行力强，预计明年终端IC的需求将增加 [25] 问题: 关于Qualcomm合作的影响 - 管理层认为Qualcomm的声明推动了RAIN作为数字产品护照数据载体的地位，未来将有更多的企业移动设备采用 [28][29] 问题: 关于M800认证的进展 - 管理层表示，已有两家主要的内衬合作伙伴获得M800认证，预计将有更多客户推出相关产品 [43][44]

Impinj (PI) came out with quarterly earnings of $0.56 per share, beating the Zacks Consensus Estimate of $0.47 per share. This compares to break-even earnings per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 19.15%. A quarter ago, it was expected that this provider of radio frequency identification products would post earnings of $0.73 per share when it actually produced earnings of $0.83, delivering a surprise of 13.70%.Over t ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission File Number: 001-37824 IMPINJ, INC. (Exact name of registrant as specified in its charter) Delaware 91-2041398 (State or other jurisdiction of incorporati ...

Exhibit 99.1 Impinj Reports Third Quarter 2024 Financial Results SEATTLE, WA, October 23, 2024– Impinj, Inc. (NASDAQ: PI), a leading RAIN RFID provider and Internet of Things pioneer, today released its financial results for the third quarter ended September 30, 2024. "Our third-quarter results were strong, with revenue and profitability well above our guidance," said Chris Diorio, Impinj co-founder and CEO. "These results again demonstrate the leverage in our operating model. As we continue driving our bol ...

Shares of Impinj (PI) have been strong performers lately, with the stock up 14.5% over the past month. The stock hit a new 52-week high of $190.22 in the previous session. Impinj has gained 107.3% since the start of the year compared to the 20.3% move for the Zacks Computer and Technology sector and the 24.2% return for the Zacks Electronics - Semiconductors industry. What's Driving the Outperformance? The stock has an impressive record of positive earnings surprises, as it hasn't missed our earnings consen ...

Impinj is being added to the S&P small-cap index. Shares of Impinj (PI 9.10%) were moving higher today on news that the company was joining the S&P SmallCap 600 after S&P Global made its quarterly rebalancing announcement Friday afternoon. As a result, Impinj stock was trading higher by 10% as of 2:03 p.m. ET on Monday. Impinj gets a stamp of approval The announcement from the S&P was the latest sign that Impinj's recent growth is here to stay as the specialist in RAIN RFID tags, which allow the tracing of ...