Impinj came into this Q3 2026 print carrying a premium growth reputation and a premium price tag. The stock had already climbed over the past quarter and then jumped another 3.4% today to US$182.55. The reaction says celebration. The numbers say something more mixed.

Revenue reached a record US$112.1m and the business swung to a US$4.7m net profit, yet basic earnings per share of US$0.15 landed well below Q2. That gap between a surging share price and a softer earnings run rate is what matters most for you now.

Love Impinj’s record revenue but uneasy about earnings per share coming in softer while the stock price runs hot? Compare that profile with stronger balance sheet and fundamentals names using our list of solid balance sheet and…