Impinj shares soar 20% as Q2 results, Q3 outlook crush estimates

Published 30/07/2025, 23:10
Impinj shares soar 20% as Q2 results, Q3 outlook crush estimates

Investing.com -- Impinj, Inc. (NASDAQ:PI) reported second-quarter earnings and revenue that exceeded analyst expectations, while also providing guidance well above consensus estimates, sending shares soaring 20.7% in trading.

The RAIN RFID provider and Internet of Things pioneer posted adjusted earnings per share of $0.80 for the quarter ended June 30, 2025, significantly beating the analyst estimate of $0.71. Revenue came in at $97.9 million, surpassing the consensus estimate of $93.75 million.

Impinj’s stock jumped over 20% following the release as investors responded positively to both the strong quarterly performance and the company’s optimistic outlook. For the third quarter of 2025, Impinj forecasts adjusted earnings of $0.47 to $0.51 per share, well above the analyst consensus of $0.35. The company expects revenue between $91 million and $94 million, compared to analyst expectations of $85.99 million.

"Our second-quarter results were strong, with revenue and adjusted EBITDA exceeding our guidance," said Chris Diorio, Impinj co-founder and CEO. "We continue managing our business with a steady hand, focused on extending our technology lead, market share, platform adoption and delighting our enterprise customer."

The company reported a GAAP gross margin of 57.8% and a non-GAAP gross margin of 60.4% for the quarter. Adjusted EBITDA reached $27.6 million, while GAAP net income was $11.6 million, or $0.39 per diluted share.

The midpoint of Impinj’s third-quarter revenue guidance ($92.5 million) represents a 7.6% increase over the analyst consensus, while the midpoint of its EPS guidance ($0.49) exceeds consensus by 40%.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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