IMPINJ INC
PI Industries shares fell about 10% to a 52-week low of ₹2,458 in Wednesday trading after its Q1FY27 results. Revenue declined 10% YoY to ₹1,702 crore, EBITDA fell 29% to ₹367 crore, and PAT dropped 39% to ₹244 crore. Brokerages cited weakness in Agchem exports and PI Health Sciences order phasing.
Impinj (PI) discussed progress in RFID reader and endpoint IC demand across supply chain and logistics, retail apparel, and food pilots using RAIN. In Q2 2026, revenue rose to $108.4M, up 46% sequentially and 11% YoY. Endpoint IC revenue was $96.4M. Gross margin hit 60.9%, and non-GAAP EPS was $0.86. Q3 revenue guidance was $105.5M to $108.5M.
Impinj reported Q2 CY2026 revenue of $108.4 million versus $104.7 million expected, and adjusted EPS of $0.86 versus $0.80. Management cited strong endpoint IC bookings and demand across retail apparel, supply chain and logistics, and general merchandise, plus share gains. Q3 guidance calls for $107 million revenue and $0.61 adjusted EPS at the midpoint.
Over the past 7 days, alphai's AI scored 1 news story mentioning PI (IMPINJ INC). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent PI coverage spans earnings, sector analysis and market movers.
In the last 30 days, PI insiders filed 1 SEC Form 4 transaction — no purchases and 1 sale ($264K). The most active reporter was Baker Cary, CHIEF FINANCIAL OFFICER, with 1 filing. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Disappointing Q1FY27 fundamentals and margin compression are likely to keep downside pressure on PI until management clarifies demand and order-timing headwinds.
Strong Q2 growth and margin expansion, plus a sequentially higher Q3 endpoint IC outlook, should support near-term momentum in PI.
The article provides fresh, decision-relevant guidance and booking commentary that can drive near-term positioning in PI.
The print and upside guidance support a near-term positive re-rating, but inventory remains elevated versus its 5-year average.
Fresh quarterly results plus explicit Q3 guidance create a near-term re-rating window for PI, especially around profitability and revenue range.
alphai scores every news story that mentions PI with an AI model for sentiment and relevance, and aggregates insider trades from IMPINJ INC's SEC EDGAR Form 4 filings. Figures refresh continuously.
PI Industries shares fell about 10% to a 52-week low of ₹2,458 in Wednesday trading after its Q1FY27 results. Revenue declined 10% YoY to ₹1,702 crore, EBITDA fell 29% to ₹367 crore, and PAT dropped 39% to ₹244 crore. Brokerages cited weakness in Agchem exports and PI Health Sciences order phasing.
5 min readImpinj (PI) discussed progress in RFID reader and endpoint IC demand across supply chain and logistics, retail apparel, and food pilots using RAIN. In Q2 2026, revenue rose to $108.4M, up 46% sequentially and 11% YoY. Endpoint IC revenue was $96.4M. Gross margin hit 60.9%, and non-GAAP EPS was $0.86. Q3 revenue guidance was $105.5M to $108.5M.
7 min readImpinj reported Q2 CY2026 revenue of $108.4 million versus $104.7 million expected, and adjusted EPS of $0.86 versus $0.80. Management cited strong endpoint IC bookings and demand across retail apparel, supply chain and logistics, and general merchandise, plus share gains. Q3 guidance calls for $107 million revenue and $0.61 adjusted EPS at the midpoint.
6 min readImpinj (NASDAQ:PI) reported Q2 CY2026 revenue of $108.4 million, up 10.7% year on year and 3.5% above estimates. Next-quarter revenue guidance was $107 million at the midpoint, 8.2% above expectations. Non-GAAP EPS was $0.86, 8.1% above consensus. DIO was 186, 12 days above its five-year average.
5 min readIMPINJ INC (PI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 pi-ex99_1.htm EX-99.1 EX-99.1 Exhibit 99.1 Impinj Reports Second Quarter 2026 Financial Results SEATTLE, WA, July 29, 2026– Impinj, Inc. (Nasdaq: PI), a leading RAIN RFID provider and Internet of Things pioneer, today released its financial results for the second quarte
4 min readImpinj (PI) will report earnings Wednesday after market close. The prior quarter revenue was $74.25 million, flat year on year, and it beat operating income estimates but increased inventory. For the upcoming quarter, analysts expect revenue up 6.9% year on year. The article cites PI’s average analyst price target of $175 versus a $130.10 share price.
3 min readSemiconductor stocks rose after a rebound from last week’s selloff. Broadcom gained ~4.2% after signing multi-year Apple supply agreements through 2031 (per its 8-K). Memory sentiment improved as UBS raised Q3 DDR pricing forecasts and reiterated DRAM undersupply into at least 2Q28. Texas Instruments (+3.8%) and Impinj (+4%) also traded higher.
5 min readStocks tied to AI hardware fell after a report that SK Hynix is slowing its HBM4 memory ramp to add capacity to conventional DRAM, where shortages have lifted margins. Analysts cited a margin gap of 15+ points. The move followed a sharp run in memory shares (Micron up ~300% YTD) and profit-taking amid rate-hike expectations. Sensata, Skyworks, and Impinj dropped ~5%, ~5%, and ~4.7%, respectively.
6 min readPI (Physik Instrumente) announced the H-850.H2IV vacuum-compatible hexapod, a six-degree-of-freedom positioning system for vacuum chambers down to 10^-6 hPa. The company says it offers sub-micron positioning accuracy, up to 80 kg load handling, and repeatability of ±0.2 µm, with self-locking holding forces up to 200 kg (horizontal) or 50 kg (any orientation) without power.
2 min readSYLEBRA CAPITAL LLC sold 64,633 indirectly-held shares of IMPINJ INC (PI) at an average of $128.47 ($125.97–$130.07, $8.30M total) across 3 trades over 2026-06-08 to 2026-06-09.
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