Impinj Jumps 7.3% Amid Sector-Wide Rally
Impinj, Inc. (PI) surged 7.3% to $150.51 on Friday in a broader rally affecting semiconductor stocks, including peers like NVTS, SYNA, AMBA, and DIOD. The gain was attributed to sector-wide momentum rather than company-specific news and occurred on modest volume, raising questions about the rally's long-term sustainability. Impinj, a mid-cap player in RAIN RFID solutions, tends to move with the semiconductor group during sector rotations.
Impinj Inc (PI) Stock Down 4.7% but Still Overvalued -- GF Score: 73/100
Impinj Inc (PI) shares dropped 4.7% to $132.74, yet the stock remains overvalued according to its GF Value™ of $122.63. The company's GF Score™ of 73/100 indicates an "Above Average" rating, bolstered by high growth but tempered by low profitability and recent insider selling totaling $16.8 million. Investors are advised to exercise caution due to the overvaluation and historical P/E ratio significantly exceeding its 5-year median.
Impinj stock (US4532041096): shares jump after Q1 earnings beat and bold 2026 guidance
Impinj (PI) stock surged after reporting stronger-than-expected Q1 2026 earnings and issuing upbeat full-year 2026 guidance, reflecting renewed investor confidence. The company, which specializes in RAIN RFID technology, focuses on connecting physical items to the digital world through endpoint ICs, reader devices, and software platforms. While the company's growth outlook is strong, analysts caution about high valuation multiples and the need for consistent execution in a competitive market.
Impinj stock (US4532041096): earnings update keeps RFID specialist in focus
Impinj, a specialist in RAIN RFID connectivity platforms, recently released its first-quarter 2026 results and updated its outlook, offering insights into demand trends across various sectors. The company's core business involves developing components and platforms for connecting physical items to digital systems using RAIN RFID technology. Impinj's performance is closely tied to deployment cycles in retail and logistics, making it a targeted exposure for US investors interested in item-level connectivity and automation, though it carries typical mid-cap technology risks.
Capital International Investors holds 1.35M shares in Impinj (PI) — 4.5% stake
Capital International Investors has reported beneficial ownership of 1,352,380 shares of Impinj (PI), which represents a 4.5% stake in the company. This disclosure was made via an amended Schedule 13G/A filing with the SEC, indicating sole voting and dispositive power over these shares. The filing provides insights into the institutional ownership and corporate governance structure related to this significant stake.
Peregrine Investment Management Inc. Has $7.07 Million Stock Position in Impinj, Inc. $PI
Peregrine Investment Management Inc. reduced its stake in Impinj, Inc. by 22.8% in Q4, now holding 40,642 shares valued at approximately $7.07 million. Despite this, Impinj recently surpassed earnings expectations with a Q1 EPS of $0.14 and revenue of $74.25 million, and provided strong Q2 2026 guidance. Wall Street maintains a "Hold" rating on Impinj with a consensus target price of $175.00, though some analysts issued "Buy" or "Overweight" ratings.
Impinj director Sylebra Capital sells $11.3m of stock
Sylebra Capital LLC, a director of Impinj Inc. (NASDAQ:PI), sold approximately $11.3 million worth of the company's common stock across two dates in May 2026. Despite the sales, Impinj recently reported strong first-quarter 2026 earnings, surpassing revenue and EPS expectations, and UBS raised its price target for the company. InvestingPro analysis suggests the stock may be overvalued based on its high Price/Book multiple.
Impinj director Sylebra Capital sells $11.3 million of NASDAQ:PI stock
Sylebra Capital LLC, an investment firm with its founder serving as a director at Impinj Inc., sold approximately $11.3 million worth of Impinj common stock across multiple transactions in May 2026. These insider sales occurred after Impinj shares saw a 32% return over the past year, despite a 15% year-to-date decline. The company recently exceeded Q1 2026 earnings expectations, leading UBS to raise its price target to $175 while maintaining a Neutral rating.
[Form 4/A] IMPINJ INC Amended Insider Trading Activity
Sylebra-affiliated funds have reported open-market sales of 73,810 shares of Impinj (PI) common stock on May 8 and May 11, 2026, at prices ranging from $149.97 to $154.46 per share. Following these transactions, the reporting group's indirect holdings in Impinj total just over 1.0 million shares. Sylebra entities and Daniel Patrick Gibson disclaim beneficial ownership except for any pecuniary interest.
Sylebra Capital LLC sells $5.5m Impinj (NASDAQ:PI) common stock
Sylebra Capital LLC, a director of Impinj Inc. (NASDAQ:PI), has sold 36,171 shares of common stock totaling approximately $5.5 million at $152.73 per share. Despite the sale, Impinj's stock has seen a 52.9% gain over the past year, and UBS recently raised its price target for the company to $175 following strong Q1 2026 results. Sylebra Capital maintains a significant indirect holding of over 1.1 million shares in Impinj.
Sylebra Capital LLC sells $5.5m Impinj (NASDAQ:PI) common stock
Sylebra Capital LLC, a director of Impinj Inc., sold 36,171 shares of common stock for approximately $5.5 million at a price of $152.73 per share on May 7, 2026. Following this transaction, Sylebra Capital LLC indirectly holds over 1.1 million Impinj shares. The sale comes as Impinj reported stronger-than-expected Q1 2026 financial results, with earnings and revenue surpassing analyst forecasts, leading UBS to raise its price target for the stock to $175.
Impinj director Sylebra Capital LLC sells $5.5m in shares
Sylebra Capital LLC, a director of Impinj Inc. (NASDAQ:PI), sold 36,171 shares of the company's common stock for approximately $5.5 million on May 7, 2026. Despite this sale, Impinj's stock has returned 54% over the past year, and analysts anticipate the company will be profitable this year. Following the transaction, Sylebra Capital LLC indirectly retains 1,095,981 shares in Impinj.
Impinj director Sylebra Capital LLC sells $5.5m in shares
Sylebra Capital LLC, a director of Impinj Inc. (NASDAQ:PI), sold 36,171 shares of the company's common stock for approximately $5.5 million on May 7, 2026. This sale occurred while Impinj's stock trades near $153.74, having seen a 54% return in the past year, and despite analysts projecting profitability for the current year. Following the transaction, Sylebra Capital LLC indirectly retains ownership of 1,095,981 shares.
Sylebra Capital LLC sells $5.5m Impinj (NASDAQ:PI) common stock By Investing.com
Sylebra Capital LLC, identified as a director of Impinj Inc. (NASDAQ:PI), has sold approximately $5.5 million worth of common stock. The transaction involved 36,171 shares at $152.73 each, though the stock has since risen to $155.79. Sylebra Capital LLC continues to indirectly hold over 1.1 million Impinj shares, and the sale comes as InvestingPro analysis suggests the stock may be overvalued.
Sylebra-linked funds trim Impinj (PI) stake with 36,171-share open-market sale
Sylebra Capital LLC, acting on behalf of advisory clients including Sylebra Capital Partners Master Fund and Sylebra Capital Menlo Master Fund, sold 36,171 shares of Impinj (PI) common stock. The open-market transaction occurred on May 7, 2026, at an average price of $152.73 per share, totaling approximately $5.52 million. Following this sale, Sylebra's advisory clients collectively hold 1,132,152 Impinj shares, though Sylebra entities and director Daniel Gibson disclaim beneficial ownership except for any pecuniary interest.
Does Impinj’s Q2 Profitability Guidance After Flat Q1 Results Change The Bull Case For PI?
Impinj, Inc. (PI) reported flat first-quarter 2026 sales and a wider net loss, but issued second-quarter guidance projecting a return to positive GAAP net income and diluted EPS. This shift toward profitability in Q2, if achieved, would support the existing investment narrative of stronger near-term margins and a rebound in demand for RFID technology, despite ongoing concerns about revenue volatility and customer concentration. The company's Q2 guidance is a crucial catalyst for investors, reinforcing the belief that core RFID use cases can facilitate a faster recovery in profitability than Q1 results suggested.
How many employees work at Impinj?
Impinj, Inc. currently has 438 employees as of December 2025, according to Revelio Labs data, reflecting a 4.5% year-over-year growth rate. The company's platform utilizes RAIN RFID to connect everyday items to the Internet, enabling digital transformation through a boundless Internet of Things. Impinj is committed to fostering an inclusive workplace, offering competitive benefits, and pursuing diversity and inclusion initiatives.
K.J. Harrison & Partners Inc Sells 10,000 Shares of Impinj, Inc. $PI
K.J. Harrison & Partners Inc significantly reduced its stake in Impinj, Inc. by selling 10,000 shares, decreasing its holdings by 47.2% to 11,200 shares valued at $1.949 million. This move comes despite Impinj beating Q1 earnings estimates and providing solid Q2 guidance. Analysts currently maintain a consensus "Hold" rating for Impinj with an average price target of $175.
Impinj (Nasdaq:PI) - Stock Analysis
This Simply Wall St analysis provides a detailed look at Impinj (Nasdaq:PI), a semiconductor company. It covers valuation, future growth prospects, past performance, financial health, and recent news, including analyst price target revisions, earning guidance, and insider transactions. The report indicates Impinj is trading below its estimated fair value with strong projected earnings growth but also highlights recent earnings misses and share price volatility.
Impinj (PI) Is Up 18.8% After Strong Q2 Profitability Guidance Despite Wider Q1 Losses
Impinj, Inc. (PI) reported wider Q1 net losses but saw its stock price jump 18.8% following strong Q2 guidance. The company anticipates significantly higher Q2 revenue of US$103–106 million and a return to GAAP profitability, driven by record endpoint IC bookings and strong customer demand. This positive outlook reinforces the potential for broader RFID adoption to boost Impinj's earnings, despite the fragility highlighted by recent Q1 losses.
Impinj Earnings Call: Short-Term Setback, Long-Term Gain
Impinj's recent Q1 earnings call revealed a short-term revenue setback but highlighted strong long-term prospects. Despite lower revenue and profitability in Q1, the company reported record endpoint IC bookings, significant market share gains, and a robust Q2 outlook, indicating a rebound. Management emphasized that recent investments in technology and strategic customer engagements position Impinj for sustained growth in the IoT tagging market.
Impinj surges 20% after Q2 outlook beats estimates
Impinj's stock surged 20% after the company provided a second-quarter outlook that surpassed analyst estimates. This positive forecast suggests stronger than expected performance in the near future.
Impinj to Announce First-Quarter 2026 Financial Results
Impinj Inc. (PI) is set to announce its first-quarter 2026 financial results. This announcement follows recent analyst ratings from firms like Evercore ISI, UBS, and Barclays, with price targets ranging from $112.00 to $205.00. The company has also had recent SEC filings, including a 10-Q and 8-K, and insider transaction filings.
Impinj (PI) Stock Jumps As Q2 Guidance Smashes Expectations
Impinj (PI) stock surged over 20% due to better-than-expected Q1 2026 revenue and strong Q2 guidance, which significantly surpassed Wall Street consensus. The company's Q2 outlook projects a swing to solid GAAP and strong non-GAAP profitability, driven by record endpoint IC bookings. This momentum is further enhanced by broader industry trends, including UPS's major RFID rollout, signaling increased demand for RAIN RFID technology.
Impinj (PI) Sees Significant Price Increase of 17.7%
Impinj Inc. (PI) experienced a 17.7% stock price surge, bringing it to $141.25, driven by strong market interest and investor confidence in its wireless connectivity solutions. The company, operating in the semiconductor industry with a $4.21 billion market cap, boasts a GF Score of 79/100, indicating potential for long-term returns, though it faces challenges in profitability despite strong growth prospects. While there's significant insider selling, the overall outlook suggests a mixed investment opportunity, with high market expectations for future growth.
Earnings call transcript: Impinj Inc. beats Q1 2026 earnings expectations
Impinj Inc. reported better-than-expected earnings for Q1 2026, with an EPS of $0.14 against a forecast of $0.11 and revenue of $74.3 million against a forecast of $72.59 million. The company's stock rose 1.15% in after-hours trading, driven by strong endpoint IC bookings and the M800 ramp. Despite a sequential revenue decline, Impinj expects continued growth in future quarters, supported by strategic initiatives and market share gains, with analysts forecasting profitability this year.
Vanguard Portfolio Management Takes 7.15% Stake in Impinj (PI)
Vanguard Portfolio Management has reported a 7.15% beneficial ownership stake in Impinj (PI), totaling 2,164,577 shares of common stock as of March 31, 2026. This ownership is disclosed through a Schedule 13G filing, indicating a passive investment held across various Vanguard-managed funds and advisory accounts. The filing specifies that Vanguard has sole voting power over 24,419 shares and sole dispositive power over all 2,164,577 shares, signifying an institutional ownership without an intent to influence control over the company.
Impinj, Inc. (NASDAQ:PI) Q1 2026 Earnings Call Transcript
Impinj, Inc. reported solid Q1 2026 results, with revenue and adjusted EBITDA surpassing their guidance. The company saw record endpoint IC bookings driven by a custom ASIC ramp, market-leading share, retailer rebuys, and customers booking beyond standard lead times. Despite macro uncertainties, Impinj is optimistic about 2026, focusing on expanding into supply chain and logistics, general merchandise, and food markets with its Gen2X and enterprise solutions.
Impinj surges 20% after Q2 outlook beats estimates
Impinj's stock surged 20% premarket after the company's second-quarter outlook surpassed analysts' estimates for revenue and EPS. The improved outlook is attributed to strong customer demand, record bookings, normalized inventory levels, and significant market share gains, including ongoing opportunities like Walmart Phase III. The company provides a cloud connectivity platform using RAIN RFID technology for various items.
Earnings call transcript: Impinj Inc. beats Q1 2026 earnings expectations
Impinj Inc. reported better-than-expected Q1 2026 earnings with an EPS of $0.14 and revenue of $74.3 million, exceeding analyst forecasts. The company's stock rose 1.15% in after-hours trading, driven by strong endpoint IC bookings and the M800 ramp. Impinj provided an optimistic outlook, projecting continued growth and profitability for 2026, despite macro uncertainties.
Impinj Inc. (PI) Q1 2026: Non-GAAP EPS $0.14 Beats Est. -$0.38; Revenue $74.3M Beats $72.46M -- Still 11.6% Undervalued?
Impinj Inc. (PI) reported its Q1 2026 financial results, with revenue of $74.3 million exceeding analyst estimates and non-GAAP EPS of $0.14 significantly beating the estimated loss of -$0.38. Despite a GAAP net loss of $25.3 million due to an induced conversion expense, the company achieved positive free cash flow. GuruFocus estimates PI to be 11.6% undervalued, with a strong growth rank but moderate scores for financial strength, profitability, and predictability.
Impinj Reports First Quarter 2026 Financial Results
Impinj, Inc. announced solid first-quarter 2026 financial results, exceeding revenue and adjusted EBITDA guidance. The company reported $74.3 million in revenue and a GAAP net loss of $25.3 million, with non-GAAP net income of $4.4 million. Impinj also provided a positive financial outlook for the second quarter of 2026, forecasting revenue between $103.0 million and $106.0 million.
Impinj (NASDAQ: PI) posts Q1 2026 loss but guides to higher Q2 profit
Impinj (NASDAQ: PI) reported a Q1 2026 GAAP net loss of $25.3 million on revenue of $74.3 million, largely due to an $11.9 million induced conversion expense related to convertible notes. Despite the GAAP loss, the company recorded non-GAAP net income of $4.4 million and significantly improved free cash flow to $2.2 million. Impinj issued strong guidance for Q2 2026, projecting revenue between $103.0 million and $106.0 million and GAAP net income of $7.6 million to $9.1 million, driven by record endpoint IC bookings.
(PI) Impinj, Inc. Expects Q2 Adjusted EPS Range $0.77 - $0.82
Impinj, Inc. anticipates its adjusted Earnings Per Share (EPS) for the second quarter to be in the range of $0.77 to $0.82. This financial outlook was published on April 29, 2026, by MT Newswires. The article also mentions Impinj's Q1 2026 earnings call and Q2 revenue expectations.
Impinj Drops 8.4% Amid Sector-Wide Selling
Impinj, Inc. (PI) saw its stock plunge 8.4% to $111.83 on Tuesday due to a broad sector-wide selloff impacting semiconductor companies. The decline was not triggered by any company-specific news but rather widespread weakness across the semiconductor industry, with several peers also experiencing significant drops. Investors are advised to monitor the persistence of this sector weakness and any specific guidance from Impinj.
Why Impinj (PI) Is Up 9.5% After Record 2024 Revenue But Slower Early-2025 Start
Impinj (PI) saw its stock rise by 9.5% after reporting record 2024 revenue with its fourth consecutive year of double-digit growth. However, the company also cautioned about a slower start to early 2025 due to geopolitical, tariff-related, and inventory headwinds slowing new program rollouts. Despite these short-term challenges, management is confident in long-term prospects, particularly with new offerings like Gen2X and growing opportunities in item-level food tagging expected to ramp up in 2026.
Impinj Inc (PI) Stock Up 3.3% and Still Undervalued -- GF Score: 80/100
Impinj Inc (PI) shares rose 3.3% to $122.27, yet GuruFocus assesses the stock as undervalued with a GF Value™ of $135.90, leading to a "modestly undervalued" classification. The company holds a strong GF Score™ of 80/100, though its profitability ranking is lower at 3/10. Despite a year-to-date decline of 29.7% and no recent insider transactions, its forward P/E ratio is significantly below its 5-year median, suggesting potential for price appreciation.
3 Stocks Including Impinj That May Be Trading Below Their Estimated Value
The US market is performing strongly, increasing 39% over the past year. This article highlights three potentially undervalued stocks based on cash flow analysis: Impinj (PI), American Eagle Outfitters (AEO), and TIC Solutions (TIC). Each company is trading below its estimated fair value with projected future growth, despite some current challenges like recent losses or increased volatility.
Impinj Jumps 5.4% Amid Sector-Wide Rally
Impinj, Inc. (PI) saw its shares surge by 5.4% on Tuesday, closing at $118.97, as part of a significant semiconductor sector-wide rally. The company's gains, with a market capitalization of $3.6 billion, mirrored the strong performance of several peers like NVTS, MXL, SYNA, and POWI, suggesting investor confidence in the broader semiconductor landscape rather than company-specific news. Investors are advised to monitor if this sector momentum continues, as the rally lacks a specific catalyst for Impinj.
3 Stocks Including Impinj That May Be Trading Below Their Estimated Value
This article identifies three U.S. stocks—Impinj (PI), American Eagle Outfitters (AEO), and TIC Solutions (TIC)—that appear to be trading below their estimated fair value based on future cash flow analysis. The broader U.S. market is performing robustly, and these companies are highlighted for their growth potential despite some current challenges like recent losses or declining profit margins. Investors are encouraged to consider these as potential opportunities to maximize returns.
3 Stocks Including Impinj That May Be Trading Below Their Estimated Value
This article highlights three US stocks—Impinj (PI), American Eagle Outfitters (AEO), and TIC Solutions (TIC)—that appear to be trading below their estimated fair value based on future cash flow analysis. Despite individual challenges like volatility or declining profit margins, all three companies show promising growth forecasts and are expected to achieve profitability or significant earnings growth in the coming years. The piece emphasizes the importance of identifying undervalued stocks in a robust market to maximize investment opportunities.
3 Stocks Including Impinj That May Be Trading Below Their Estimated Value
This article identifies three U.S. stocks—Impinj (PI), American Eagle Outfitters (AEO), and TIC Solutions (TIC)—that appear to be trading below their estimated fair value based on future cash flow analysis. Despite some recent losses or challenges, all three companies show promising growth forecasts, with projected profitability within three years for Impinj and TIC, and significant earnings growth for American Eagle Outfitters. The analysis suggests these companies may offer investment opportunities in a robust U.S. market environment.
[ARS] IMPINJ INC SEC Filing
This article announces an SEC filing by Impinj Inc. (PI) in the form of an ARS document, dated April 16, 2026. The filing has a low impact and neutral sentiment. The article also provides a brief overview of Impinj Inc. stock data and recent news.
Impinj boosts edge computing power in updated R700 RAIN RFID reader
Impinj has upgraded its R700 RAIN RFID reader, enhancing its edge computing capabilities with a more powerful dual-core 1-gigahertz ARM A53 processor and expanded memory. This update aims to improve autonomous item-tracking solutions by handling more processing on the reader itself, reducing network bandwidth and latency. The new hardware also introduces extended Gen2X capabilities for better tag read range and selection, making it more efficient in dense RFID environments.
Impinj Receives 'Hold' Rating from Analysts
Shares of Impinj, Inc. (NASDAQ:PI) have received an average "Hold" rating from nine analysts, with an average 12-month price target of $167.63. Despite the company's innovative RFID technology and growing market presence, analysts see limited near-term upside potential, reflected in mixed ratings and reduced price targets from several brokerages. The article highlights the detailed analyst sentiment and key players involved in the coverage of the Seattle-based RFID solutions provider.
Baillie Gifford Invests $17.88M in Impinj
Baillie Gifford & Co. has made a significant investment of $17.88 million in Impinj, Inc., acquiring 102,753 shares and signaling strong confidence in the RFID technology company's growth potential. This investment highlights the increasing importance of Impinj's RAIN RFID solutions in various industries like retail, healthcare, and logistics, positioning the company to capitalize on supply chain automation and connected devices. The move reflects Baillie Gifford's long-term, growth-oriented investment strategy.
Impinj Inc (PI) Stock Up 3.1% and Still Undervalued -- GF Score: 79/100
Impinj Inc (PI) stock rose 3.1% to $104.71 and is considered modestly undervalued with a GF Value™ of $135.95, according to GuruFocus. The company has a strong GF Score™ of 79/100, driven by excellent growth prospects (9/10) and a favorable valuation rank (8/10), despite a lower profitability rank (3/10). The current forward P/E ratio of 55.2x is significantly lower than its historical median, further suggesting undervaluation.
How Fair Value flagged Impinj’s 50% decline 17 months in advance
InvestingPro's Fair Value analysis accurately predicted a 50% decline in Impinj (NASDAQ:PI) shares 17 months in advance, flagging the stock as significantly overvalued in October 2024 when it traded at $205.63. The RFID technology company's shares subsequently plummeted to $101.54 by late March 2026. The case highlights how comprehensive valuation methodologies can help investors avoid costly mistakes by identifying overvalued opportunities.
Impinj Inc (PI) Shares Fall 3.8% -- What GF Score of 80 Tells In
Impinj Inc (PI) shares recently fell 3.8% to $101.54, though GuruFocus's GF Value™ suggests it is "Modestly Undervalued" with a potential upside of 25.3%. The company holds a strong GF Score™ of 80/100, driven by excellent Growth and Valuation scores, despite lower Profitability. Investors should carefully consider the undervaluation alongside the low profitability and absence of recent insider trading.
Impinj, Inc. Opens with 7.14% Gain, Outperforming S&P 500's 2.51% Increase
Impinj, Inc. started the day with a 7.14% gain, significantly outpacing the S&P 500's 2.51% increase, and has shown a strong monthly performance of 12.02%. Despite this positive market activity, the company faces financial challenges, reporting declines in both pre-tax and net profit. Impinj maintains full institutional ownership, reflecting ongoing investor confidence despite mixed short-term technical indicators and a high P/E ratio.
