Impinj Q3 revenue of $96.1 mln beats analyst expectations

Impinj

29/10/2025 20:25

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)