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
Vol356.10K
As of25 Sep 2026

The Verdict

Hold

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/E63.60x
EV / EBITDA631.46x
P / S (ttm)14.66x
Profit margin-7.3%
Return on equity-12.9%
Revenue growth+10.7%
Earnings growth+0.0%
Debt / equity115.14

Layer Breakdown

LayerRawContribution
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.

United States · www.impinj.com

Risk Metrics

Beta vs SPX2.14
Corr SPX0.49
Annual vol70.8%
Annual ret+18.7%
Sharpe0.26
Max DD-73.8%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-07-29Earnings Release, Exhibitsread
2026-05-29Shareholder Voteread
2026-04-29Earnings Release, Exhibitsread
2026-03-16Other Material Event, Exhibitsread
2026-02-05Earnings Release, Exhibitsread
2026-01-13Earnings Release, Exhibitsread
2025-12-22Officer / Director Changeread
2025-10-30Material Agreement, Material Obligationread
2025-10-29Earnings Release, Exhibitsread
2025-10-20Officer / Director Changeread
2025-09-08Material Agreement, Material Obligation…read
2025-09-02Other Material Event, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-08-10Baker CaryOfficer, CHIEF FINANCIAL Sell1.43K$264.37K
2026-07-13DIORIO CHRIS PH.D.Director, Officer, CHIEF Gift10.00K—
2026-06-23Baker CaryOfficer, CHIEF FINANCIAL Option exercise597—
2026-06-23Baker CaryOfficer, CHIEF FINANCIAL Withheld for tax424$53.09K
2026-06-23DIORIO CHRIS PH.D.Director, Officer, CHIEF Option exercise1.22K—
2026-06-23DIORIO CHRIS PH.D.Director, Officer, CHIEF Option exercise1.82K—
2026-06-23DIORIO CHRIS PH.D.Director, Officer, CHIEF Withheld for tax1.20K$149.89K
2026-06-23Baker CaryOfficer, CHIEF FINANCIAL Option exercise479—
2026-06-15DIORIO CHRIS PH.D.Director, Officer, CHIEF Gift10.00K—
2026-06-09SYLEBRA CAPITAL LLCSell12.11K$1.54M

Flow & Concentration

Insider 180d net-$24.53M
Insider buys / sells0 / 9
Insider biasSellers
13F holders7
Top-5 share99.9%
HHI4,196 (concentrated)

Top Holders

HolderValueShares
Fidelity / FMR LLC$653.53M4.56M
State Street Corp$243.57M1.70M
Millennium Management$119.51M834.38K
Capital Research / Capital World$79.71M556.54K
Citadel Advisors$1.61M1.14M
AQR Capital Management$1.22M8.55K
T. Rowe Price Group$51.14K357.06K

As of 2026-06-30

SEC Filings

DateFormDoc
2026-08-124view
2026-07-298-Kview
2026-07-2910-Qview
2026-07-144view
2026-06-244view
2026-06-244view
2026-06-164view
2026-06-104view
2026-06-094view
2026-06-094view
2026-06-084view
2026-06-044view
2026-06-024view
2026-05-294view
2026-05-294view

The Long Run

FY 2016–2025 · 10 years

LineLatestCAGRTrend
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

S&P SmallCap 600

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$177.99$181.37$176.09$178.28356.10K
Sep 24$175.49$177.64$172.40$176.57344.00K
Sep 23$180.42$181.14$173.42$177.20590.30K
Sep 22$184.50$186.66$181.08$181.75814.00K
Sep 21$184.21$185.72$181.29$184.04226.10K

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