Impinj

Impinj

RFID hardware and software for item tracking

Overview

Impinj provides an end-to-end RAIN RFID platform that lets businesses wirelessly connect everyday items to computers and the Internet. Its offerings include RFID tag chips, readers, gateways, and software that together let companies identify, locate, and verify items in real time across environments like retail, healthcare, manufacturing, and logistics. The product works by tagging items with passive RFID chips; readers and gateways collect tag signals and transmit data to software that inventories, tracks locations, and authenticates items. Impinj stands out by delivering an integrated hardware-software ecosystem (chips, readers, gateways, and management software) and a licensing/sales model that supports end-to-end RFID deployments. Its goal is to help customers improve inventory accuracy, reduce operating costs, and enhance customer experiences through better visibility and automation in the supply chain and other operations.

About Impinj

Simplify's Rating
Why Impinj is rated
C+
Rated B on Competitive Edge
Rated C on Growth Potential
Rated C on Differentiation

Industries

Data & Analytics

Hardware

Industrial & Manufacturing

Enterprise Software

Company Size

201-500

Company Stage

IPO

Headquarters

Seattle, Washington

Founded

2000

Simplify Jobs

Simplify's Take

What believers are saying

  • Counterfeit pain is widespread; 80% of retail suppliers reported brand or revenue impact.[6]
  • Grocery pilots and food expansion create a new volume path beyond core retail.[6]
  • M800 and Gen2X improve readability and counting speed, supporting margin expansion.[6]

What critics are saying

  • Inventory digestion cut Q1 2026 revenue guidance to $71M–$74M and signaled weak demand.[6]
  • Impinj remains loss-making, with Q1 2026 expected GAAP net loss around $15.8 million.[6]
  • A 12.4x sales valuation leaves the stock vulnerable to any execution miss.[6]

What makes Impinj unique

  • Impinj owns the RAIN RFID stack: tag chips, readers, gateways, and software.[2]
  • Gen2X Endpoint IC Verification authenticates tags during normal scans with no speed penalty.
  • Its platform targets item-level visibility for retail, healthcare, logistics, and manufacturing.[2][3]

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Funding

Total Funding

$307.3M

Above

Industry Average

Funded Over

9 Rounds

Post IPO Convertible funding comparison data is currently unavailable. We're working to provide this information soon!
Post IPO Convertible Funding Comparison
Coming Soon

Benefits

Health Insurance

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Remote Work Options

Stock Price

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

1%

2 year growth

0%
National Today
Apr 14th, 2026
Baillie Gifford invests $17.88M in Seattle RFID tech company Impinj

Baillie Gifford has acquired a new position in Impinj, purchasing 102,753 shares of the RFID technology company valued at approximately $17.88 million, representing 0.34% ownership. The investment was disclosed in a fourth-quarter 2025 13F filing with the SEC. Seattle-based Impinj develops RAIN RFID solutions that connect everyday items to the internet, serving industries including retail, healthcare and logistics. The technology provides real-time visibility of tagged items across supply chains. Baillie Gifford, known for its long-term, growth-oriented investment approach, signals confidence in Impinj's ability to capitalise on growing RFID adoption. The investment underscores the increasing importance of RFID technology in powering connected devices and supply chain automation.

Yahoo Finance
Apr 4th, 2026
Impinj slashes Q1 2026 revenue outlook to $71M–$74M amid inventory pressures and $15.8M net loss

Impinj has faced softer quarterly results and a weaker revenue outlook driven by ongoing inventory reductions and sluggish endpoint IC demand. The company's Q1 2026 guidance calls for revenue of $71.0 million to $74.0 million and a GAAP net loss of approximately $15.8 million, well below prior expectations. Despite these challenges, one small-cap manager highlighted Impinj as a key contributor to relative performance and maintained confidence in its long-term grocery-related opportunity. The company's investment narrative hinges on RFID adoption across retail, logistics and grocery sectors eventually offsetting current headwinds. The key near-term catalyst remains proof that grocery pilots can convert into meaningful volume. Sustained operating losses and negative returns on invested capital have raised questions about profitability and capital efficiency, making upcoming earnings updates particularly important for reassessing the investment case.

Impinj
Mar 27th, 2026
From visible to verified: A new layer of fraud protection.

From visible to verified: A new layer of fraud protection. As fraudsters grow more sophisticated, Gen2X can help retail manufacturers and suppliers gain control, protect their brand reputation, and preserve consumer trust. Key takeaways: * Fraud is a persistent and growing challenge for retail brands, putting their revenue and reputation at risk. * Breakthrough Gen2X innovations empower supply chain leaders to push back on fraud. * Rising Gen2X adoption means brands can authenticate their goods automatically, at scale. Counterfeiting and fraud within the supply chain are prevalent and on the rise. These issues cost brands real money, may harm consumers, and existing retail systems aren't keeping up with increasingly sophisticated schemes. As Impinj's recent Supply Chain Integrity Outlook 2026 report revealed, 80% of retail manufacturers and suppliers reported brand reputation or revenue impact from counterfeits in the past year. The U.S. Chamber of Commerce reports that counterfeit goods account for nearly half a trillion dollars in global trade. While some counterfeit goods hit consumers in their pocketbooks, others - like counterfeit health and beauty items like cosmetics, medications, shampoo, and body lotions - may even pose health risks. Simultaneously, fraud is growing more elaborate. Many retail manufacturers and suppliers report fraudulent shipping issues like fictitious pickups and shipment manipulation. These schemes are designed to exploit gaps in visibility and verification across the supply chain. The impact isn't just operational. According to the survey, 91% of U.S. consumers are confident the items they buy from major retailers or brands are authentic. But that trust only goes so far. Most say they are likely to stop buying products from brands that unknowingly sell them a counterfeit or fake product. When fraudulent goods are allowed into legitimate retail supply chains, brands risk lost sales and eroded trust, which is difficult and costly to rebuild. Counterfeit products are not going away, and fraudsters are more sophisticated, organized, and opportunistic than ever before. Fortunately, there's a solution. Endpoint IC Verification: A new layer of protection against fraud and counterfeits. RAIN RFID has become synonymous with retail and supply chain ROI, delivering rich, item-level data that improves inventory visibility and traceability from manufacturing through the supply chain and point of sale, and eventually to consumer use. Recently, Impinj announced breakthrough Gen2X innovations, including Impinj Endpoint IC Verification, which allows RAIN readers and printers to verify - during normal inventory and with no speed penalty - whether a tag contains an authentic Impinj endpoint IC. Now, item authenticity can be verified automatically, at scale, using the same infrastructure many retailers are already relying on for inventory visibility. For example, a brand receiving a shipment can automatically flag items with non-authentic tags during standard intake, before the goods even reach the retailer or the sales floor. What used to be a manual inspection or worse, go undetected, can now be caught in real time. Building supply chains that are both visible and secure. More sophisticated fraud and counterfeiting schemes demand evolving supply chains. Leading IoT device partners are adopting Gen2X-enabled solutions that unlock new capabilities, such as protecting against counterfeits and fraud, for their retail customers. With innovations like Impinj Endpoint IC Verification and Gen2X enhancing the power of RAIN RFID, supply chain leaders can identify fraud earlier, verify product authenticity, and maintain confidence that the goods moving through their networks are exactly what they claim to be. Download the full Supply Chain Integrity Outlook 2026 report to see how supply chain leaders are investing to strengthen visibility, improve data accuracy, and build more resilient supply chains. * Article tagged as: - Authentication Blog Retail Impinj Endpoint ICs Friday, March 27, 2026 Pedro Garza Endpoint IC Sales-Americas Pedro Garza partners with ecosystem leaders to advance how RFID and IC innovation bridge the physical and digital worlds into sources of business intelligence.

Yahoo Finance
Mar 11th, 2026
Chip stocks tumble as TSMC's 30% sales growth misses 33% forecast

IPG Photonics shares fell 5.1% following weaker-than-expected sales growth from Taiwan Semiconductor Manufacturing Company, raising concerns about broader semiconductor industry demand. TSM reported 2026 sales growth tracking at 30% year-over-year, below the 33% consensus estimate. The decline comes amid existing challenges for IPG Photonics. Twelve days ago, the company's shares dropped 8% after an unfavorable German patent infringement ruling regarding certain laser products sold in seven European countries. The ruling affected less than 1% of total sales, though IPG plans to appeal. Despite today's decline, IPG Photonics is up 55.5% year-to-date but remains 24.4% below its February 2026 52-week high of $153.91. The stock currently trades at $116.35 per share.

Yahoo Finance
Feb 25th, 2026
Impinj shares drop 17.9% as Q4 revenue guidance misses analyst expectations

Analog semiconductor stocks delivered a satisfactory Q4, with the 14 companies tracked reporting revenues that beat consensus estimates by 0.8%. Share prices have held steady, up 1.9% on average since results. Impinj, a maker of radio-frequency identification hardware and software, reported revenues of $92.85 million, up 1.4% year on year and in line with expectations. However, next quarter's revenue guidance missed analysts' expectations significantly. The stock has fallen 17.9% since reporting and currently trades at $126.25. Skyworks Solutions delivered the strongest performance, reporting revenues of $1.04 billion, down 3.1% year on year but outperforming expectations by 3.4%. The stock is up 7% since reporting and trades at $59.88.

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