Inside the research
Impinj, Inc.
PI Research profile · latest available data
Price overview
$178.28
▲ +1.71 (+1.0%)
| 52w hi | $241.91 |
|---|---|
| 52w lo | $91.34 |
| Vol | 356.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.10
| Short | +0.15 |
|---|---|
| Medium | +0.32 |
| Long | -0.46 |
computed 2026-09-27
Key fundamentals
Impinj, Inc.
Technology · Semiconductors
| Market cap | $5.45B |
|---|---|
| Enterprise value | $5.58B |
| Forward P/E | 63.60x |
| EV / EBITDA | 631.46x |
| P / S (ttm) | 14.66x |
| Profit margin | -7.3% |
| Return on equity | -12.9% |
| Revenue growth | +10.7% |
| Earnings growth | +0.0% |
| Debt / equity | 115.14 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | -0.20 | |
| Sector | +0.19 | |
| Technical | +0.12 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software that enable its partners to solve enterprise business problems, such as package sortation, dock door ingress/egress and retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.
Risk Metrics
| Beta vs SPX | 2.14 |
|---|---|
| Corr SPX | 0.49 |
| Annual vol | 70.8% |
| Annual ret | +18.7% |
| Sharpe | 0.26 |
| Max DD | -73.8% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-29 | Earnings Release, Exhibits | read |
| 2026-05-29 | Shareholder Vote | read |
| 2026-04-29 | Earnings Release, Exhibits | read |
| 2026-03-16 | Other Material Event, Exhibits | read |
| 2026-02-05 | Earnings Release, Exhibits | read |
| 2026-01-13 | Earnings Release, Exhibits | read |
| 2025-12-22 | Officer / Director Change | read |
| 2025-10-30 | Material Agreement, Material Obligation | read |
| 2025-10-29 | Earnings Release, Exhibits | read |
| 2025-10-20 | Officer / Director Change | read |
| 2025-09-08 | Material Agreement, Material Obligation… | read |
| 2025-09-02 | Other Material Event, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Baker Cary | Officer, CHIEF FINANCIAL | Sell | 1.43K | $264.37K |
| 2026-07-13 | DIORIO CHRIS PH.D. | Director, Officer, CHIEF | Gift | 10.00K | — |
| 2026-06-23 | Baker Cary | Officer, CHIEF FINANCIAL | Option exercise | 597 | — |
| 2026-06-23 | Baker Cary | Officer, CHIEF FINANCIAL | Withheld for tax | 424 | $53.09K |
| 2026-06-23 | DIORIO CHRIS PH.D. | Director, Officer, CHIEF | Option exercise | 1.22K | — |
| 2026-06-23 | DIORIO CHRIS PH.D. | Director, Officer, CHIEF | Option exercise | 1.82K | — |
| 2026-06-23 | DIORIO CHRIS PH.D. | Director, Officer, CHIEF | Withheld for tax | 1.20K | $149.89K |
| 2026-06-23 | Baker Cary | Officer, CHIEF FINANCIAL | Option exercise | 479 | — |
| 2026-06-15 | DIORIO CHRIS PH.D. | Director, Officer, CHIEF | Gift | 10.00K | — |
| 2026-06-09 | SYLEBRA CAPITAL LLC | Sell | 12.11K | $1.54M |
Flow & Concentration
| Insider 180d net | -$24.53M |
|---|---|
| Insider buys / sells | 0 / 9 |
| Insider bias | Sellers |
| 13F holders | 7 |
| Top-5 share | 99.9% |
| HHI | 4,196 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $653.53M | 4.56M |
| State Street Corp | $243.57M | 1.70M |
| Millennium Management | $119.51M | 834.38K |
| Capital Research / Capital World | $79.71M | 556.54K |
| Citadel Advisors | $1.61M | 1.14M |
| AQR Capital Management | $1.22M | 8.55K |
| T. Rowe Price Group | $51.14K | 357.06K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2016–2025 · 10 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $307.54M | +16.4% | |
| Gross profit | $189.68M | +21.2% | |
| Operating income | -$43.48M | — | |
| Net income | -$10.85M | +4437.6% | |
| Cash from ops | $58.75M | +131.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $177.99 | $181.37 | $176.09 | $178.28 | 356.10K |
| Sep 24 | $175.49 | $177.64 | $172.40 | $176.57 | 344.00K |
| Sep 23 | $180.42 | $181.14 | $173.42 | $177.20 | 590.30K |
| Sep 22 | $184.50 | $186.66 | $181.08 | $181.75 | 814.00K |
| Sep 21 | $184.21 | $185.72 | $181.29 | $184.04 | 226.10K |
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