Impinj’s SHOCK Q1! Revenue PLUNGES but 1 Secret Chip Could Ignite HUGE Comeback!
Could a market leader plunge by nearly 20% in one quarter? Impinj, despite navigating a 'tough year' in 2025 with tariffs and inventory gluts, remarkably ended with record adjusted EBITDA and cash, even boosting endpoint IC volumes by 9%. However, investors were left reeling as the company projected a stark high-teens sequential revenue decline for Q1 2026, driven by channel inventory reductions and retail weakness. This dramatic dip comes amidst a strategic overhaul, as Impinj races to deploy a custom endpoint IC for a crucial logistics partner and champions its Gen2X technology to conquer new markets like food and general merchandise. CEO Chris Diorio remains confidently optimistic, forecasting a powerful rebound from Q2 onwards as these innovations translate into significant market share gains and solution-based value. Will this bold pivot be enough to turn the tide and deliver monster returns? Discover how these strategic moves could impact your portfolio by subscribing to our channel for essential investing insights!
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