PI

IMPINJ INC

Nasdaq · Electronic Components, NEC · Inc. DE · CIK 0001114995
$132.77 +2.07% $4.0B
22 New Institutional Positions14 Institutional Exits
Vol
Market Cap$4.0B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders50 funds
Inst. Value$2.4B
Inst. Activity22 buys / 14 sells
Insider Activity0B / 16S
Insider Net $-$54.3M
Reddit Sentiment70° Bullish
SEC Reports3
Exchange Nasdaq·Sector Electronic Components, NEC·Inc. DE·CIK 0001114995·Prev Close $130.08

Recent Activity

Jun 12, 2026 SEC
A mixed institutional cluster in PI for Q3 2024 shows 23 buyers accumulating $177.8M net versus 12 sellers reducing by $
INST-CLUSTER — Impact 5/10
Jun 11, 2026 SEC
Institutional cluster in PI shows a mixed signal: three buyers added $83.4M (led by Norges Bank's new $55.2M position) w
INST-CLUSTER — Impact 3/10
Jun 9, 2026 Insider
SYLEBRA CAPITAL LLC sold 12,105 shares
Director @ $127.36 ($1.5M)
Jun 9, 2026 Insider
SYLEBRA CAPITAL LLC sold 19,105 shares
Director @ $127.36 ($2.4M)
Jun 8, 2026 Insider
SYLEBRA CAPITAL LLC sold 12,528 shares
Director @ $125.97 ($1.6M)
Apr 29, 2026 SEC
{ "summary": "Impinj reported Q1 2026 revenue of $74.3M (flat YoY, above guidance) and a GAAP net loss of $25.3M ($0.8
8-K — Impact 5/10
Inst.
Capital World Investors — ADD
1,016,052 shares ($104.3M)
Inst.
Alyeska Investment Group, L.P. — NEW
734,787 shares ($75.5M)

Price Targets

$175.00 +31.8% upside Strong Buy
Current $132.77 Low $144.00 Median $175.00 High $200.00 8 analysts
$144.00 $200.00

Analyst Ratings

Strong Buy81% buy · 16 analysts
4Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 1, 2026 Barclays MAINTAIN Overweight → Overweight
Apr 30, 2026 UBS MAINTAIN Neutral → Neutral
Apr 30, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 30, 2026 Needham REITERATE Buy → Buy
Mar 16, 2026 Roth Capital MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.80 $0.78 — $0.81 -1% YoY 8
Next Q $-0.05 $-0.11 — $0.03 88% YoY 6
Current FY $1.88 $1.69 — $2.05 -11% YoY 8
Next FY $2.82 $2.27 — $3.15 50% YoY 8

Top Institutional Holders

FundValueMove
BlackRock, Inc.$443.0M
FMR LLC$439.6M
VANGUARD PORTFOLIO MANAGEMENT LLC$219.8M
STATE STREET CORP$152.5M
Capital International Investors$138.9M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026SYLEBRA CAPITALSELL$1.5M
Jun 9, 2026SYLEBRA CAPITALSELL$2.4M
Jun 8, 2026SYLEBRA CAPITALSELL$1.6M
Jun 8, 2026SYLEBRA CAPITALSELL$1.6M
Jun 5, 2026SYLEBRA CAPITALSELL$1.5M

Reddit Sentiment

70°
Bullish
Bearish Neutral Bullish
6 mentions 4 bullish 0 bearish
50 institutional holders with $2.4B total value (22,874,158 shares) as of 2026-Q1. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 22 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.4,313,504$443.0M18.8%
2FMR LLC4,280,553$439.6M18.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC2,140,158$219.8M9.3%
4STATE STREET CORP1,484,868$152.5M6.5%
5Capital International Investors1,352,380$138.9M5.9%
6VANGUARD CAPITAL MANAGEMENT LLC1,265,710$130.0M5.5%
7Capital World Investors1,016,052$104.3M4.4%ADD +34.7%
8AMERIPRISE FINANCIAL INC858,281$88.1M3.7%ADD +26.0%
9Alyeska Investment Group, L.P.734,787$75.5M3.2%NEW
10MANUFACTURERS LIFE INSURANCE COMPANY, THE425,945$43.7M1.9%DOUBLED +2441.0%
11Nuveen, LLC297,522$30.6M1.3%ADD +38.5%
12Point72 Asset Management, L.P.289,131$29.7M1.3%NEW
13GOLDMAN SACHS GROUP INC274,720$28.2M1.2%
14MORGAN STANLEY271,477$27.9M1.2%TRIM -60.1%
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC262,744$27.0M1.1%
16WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC256,211$26.3M1.1%
17FRED ALGER MANAGEMENT, LLC215,016$22.1M0.9%DOUBLED +325.0%
18ROYCE & ASSOCIATES LP198,971$20.4M0.9%
19VANGUARD FIDUCIARY TRUST CO190,035$19.5M0.8%
20Allspring Global Investments Holdings, LLC181,978$18.6M0.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsADD754,3461,016,052+34.7%$104.3M2026-Q1
Alyeska Investment Group, L.P.NEW734,787$75.5M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED16,763425,945+2441.0%$43.7M2026-Q1
Nuveen, LLCADD214,861297,522+38.5%$30.6M2026-Q1
Point72 Asset Management, L.P.NEW289,131$29.7M2026-Q1
FRED ALGER MANAGEMENT, LLCDOUBLED50,596215,016+325.0%$22.1M2026-Q1
Rockefeller Capital Management L.P.ADD91,652177,799+94.0%$18.3M2026-Q1
BAILLIE GIFFORD & COADD102,753174,115+69.5%$17.9M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED10,563171,213+1520.9%$17.6M2026-Q1
JENNISON ASSOCIATES LLCTRIM242,504108,882-55.1%$11.2M2026-Q1
BANK OF AMERICA CORP /DE/ADD55,575108,086+94.5%$11.1M2026-Q1
Invesco Ltd.NEAR_EXIT1,287,87982,904-93.6%$8.5M2026-Q1
Neuberger Berman Group LLCTRIM130,71770,181-46.3%$7.2M2026-Q1
ENVESTNET ASSET MANAGEMENT INCDOUBLED11,86241,883+253.1%$4.3M2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD29,88940,080+34.1%$4.0M2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd.ADD23,37431,074+32.9%$3.2M2026-Q1
JANUS HENDERSON GROUP PLCADD19,99128,014+40.1%$2.9M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM36,42617,124-53.0%$1.8M2026-Q1
D.A. DAVIDSON & CO.DOUBLED1,29912,439+857.6%$1.3M2026-Q1
FIRST TRUST ADVISORS LPNEAR_EXIT54,42911,979-78.0%$1.2M2026-Q1
Polar Capital Holdings PlcTRIM30,1059,741-67.6%$1.0M2026-Q1
TD ASSET MANAGEMENT INCADD5,6849,528+67.6%$978.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED1748,564+4821.8%$879.6K2026-Q1
State of Tennessee, Department of TreasuryTRIM12,1408,145-32.9%$836.5K2026-Q1
Universal- Beteiligungs- und Servicegesellschaft mbHNEAR_EXIT70,4267,981-88.7%$819.6K2026-Q1
8 unique insiders with 34 transactions. Net insider value: -$54.3M ($0.00 bought, $54.3M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026SYLEBRA CAPITAL LLCDirectorSELL12,105$127.36$1.5M
Jun 9, 2026SYLEBRA CAPITAL LLCDirectorSELL19,105$127.36$2.4M
Jun 8, 2026SYLEBRA CAPITAL LLCDirectorSELL12,528$125.97$1.6M
Jun 8, 2026SYLEBRA CAPITAL LLCDirectorSELL12,528$125.97$1.6M
Jun 5, 2026SYLEBRA CAPITAL LLCDirectorSELL11,602$128.87$1.5M
Jun 4, 2026SYLEBRA CAPITAL LLCDirectorSELL33,412$136.84$4.6M
Jun 3, 2026SYLEBRA CAPITAL LLCDirectorSELL6,313$139.17$878.6K
Jun 2, 2026SYLEBRA CAPITAL LLCDirectorSELL38,724$142.31$5.5M
Jun 1, 2026SYLEBRA CAPITAL LLCDirectorSELL7,163$144.29$1.0M
May 29, 2026SYLEBRA CAPITAL LLCDirectorSELL48,504$150.78$7.3M
May 28, 2026PADVAL UMESHDirectorEXERCISE3,114
May 28, 2026Rao MeeraDirectorEXERCISE3,114
May 28, 2026Rao MeeraDirectorAWARD1,896
May 28, 2026PADVAL UMESHDirectorAWARD1,896
May 28, 2026WASHINGTON MIRONDirectorEXERCISE3,114
May 28, 2026Gibson Daniel PatrickDirectorEXERCISE3,114
May 28, 2026WASHINGTON MIRONDirectorAWARD1,896
May 28, 2026Valdez Arthur L JrDirectorAWARD1,896
May 28, 2026Gibson Daniel PatrickDirectorAWARD1,896
May 26, 2026DIORIO CHRIS PH.D.CHIEF EXECUTIVE OFFICERJ180,000$156.68$28.2M
May 11, 2026SYLEBRA CAPITAL LLCDirectorSELL24,126$154.46$3.7M
May 11, 2026SYLEBRA CAPITAL LLCDirectorSELL24,126$154.46$3.7M
May 8, 2026SYLEBRA CAPITAL LLCDirectorSELL25,896$152.73$4.0M
May 8, 2026SYLEBRA CAPITAL LLCDirectorSELL25,896$152.73$4.0M
May 7, 2026SYLEBRA CAPITAL LLCDirectorSELL36,171$152.73$5.5M
May 7, 2026SYLEBRA CAPITAL LLCDirectorSELL36,171$152.73$5.5M
Mar 23, 2026DIORIO CHRIS PH.D.CHIEF EXECUTIVE OFFICEREXERCISE2,594
Mar 23, 2026DIORIO CHRIS PH.D.CHIEF EXECUTIVE OFFICERTAX W/H2,218$101.17$224.4K
Mar 23, 2026Baker CaryCHIEF FINANCIAL OFFICERTAX W/H732$101.17$74.1K
Mar 23, 2026Baker CaryCHIEF FINANCIAL OFFICERAWARD7,627
Mar 23, 2026Baker CaryCHIEF FINANCIAL OFFICEREXERCISE782
Mar 23, 2026DIORIO CHRIS PH.D.CHIEF EXECUTIVE OFFICERAWARD24,806
Feb 20, 2026Baker CaryCHIEF FINANCIAL OFFICERAWARD8,508
Feb 20, 2026Baker CaryCHIEF FINANCIAL OFFICERTAX W/H2,234$127.92$285.8K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (81% buy). Based on 16 analysts: 4 strong buy, 9 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$175.00 mean target +31.8% upside Strong Buy (1.75)
$144.00 Low $200.00 High
MetricValue
Current Price$132.77
Target Low$144.00
Target Mean$175.00
Target Median$175.00
Target High$200.00
# Analysts8
RecommendationStrong Buy (1.75)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.80 $0.78 $0.81 -0.6% +0.0% 3↑ 0↓ $0.1B 6.9% 8
Next Q
2026-09-30
$-0.05 $-0.11 $0.03 87.5% +0.0% 0↑ 2↓ $0.1B 2.4% 6
Current FY
2026-12-31
$1.88 $1.69 $2.05 -10.8% +0.1% 1↑ 0↓ $0.4B 3.4% 8
Next FY
2027-12-31
$2.82 $2.27 $3.15 49.9% +0.0% 1↑ 0↓ $0.5B 23.4% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.795
7d ago$0.795
30d ago$0.795
60d ago$0.702+0.093
90d ago$0.707+0.089
7 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 1, 2026 Barclays MAINTAIN Overweight Overweight
Apr 30, 2026 UBS MAINTAIN Neutral Neutral
Apr 30, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 30, 2026 Needham REITERATE Buy Buy
Mar 16, 2026 Roth Capital MAINTAIN Buy Buy
Mar 16, 2026 Barclays MAINTAIN Overweight Overweight
Feb 6, 2026 Barclays MAINTAIN Overweight Overweight
Feb 6, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 6, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 6, 2026 Needham MAINTAIN Buy Buy
Feb 6, 2026 Evercore ISI Group DOWNGRADE Outperform In-Line
Jan 26, 2026 UBS MAINTAIN Neutral Neutral
Jan 16, 2026 Needham REITERATE Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20264930081%
May 1, 20264930081%
Apr 1, 20264930081%
Mar 1, 202641030082%
Feb 1, 202641120088%
Jan 1, 202641120088%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

70°
Bullish
Bearish Neutral Bullish
6 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 31, 2026267° Warm202
Mar 31, 2026160° Warm101
Mar 31, 2026160° Warm101
Feb 22, 2026256° Neutral002
May 7, 2026
short_interest
FTD: PI — 3,307 shares ($0.5M) failed to deliver
Settlement: 20260507, Price: $155.13, FTD Value: $513,014.91, IMPINJ INC COM
Apr 29, 2026
earnings_calendar
PI Q1 2026 Earnings Scheduled — 2026-04-29
Apr 24, 2026
short_interest
FTD: PI — 6,204 shares ($0.8M) failed to deliver
Settlement: 20260424, Price: $120.93, FTD Value: $750,249.72, IMPINJ INC COM
Apr 22, 2026
short_interest
FTD: PI — 6,820 shares ($0.8M) failed to deliver
Settlement: 20260422, Price: $118.32, FTD Value: $806,942.4, IMPINJ INC COM
Mar 23, 2026
short_interest
FTD: PI — 26,909 shares ($2.6M) failed to deliver
Settlement: 20260323, Price: $98.11, FTD Value: $2,640,041.99, IMPINJ INC COM
Mar 6, 2026
short_interest
FTD: PI — 19,447 shares ($1.9M) failed to deliver
Settlement: 20260306, Price: $99.61, FTD Value: $1,937,115.67, IMPINJ INC COM
Feb 24, 2026
short_interest
FTD: PI — 10,725 shares ($1.3M) failed to deliver
Settlement: 20260224, Price: $118.98, FTD Value: $1,276,060.5, IMPINJ INC COM
Feb 13, 2026
short_interest
FTD: PI — 4,905 shares ($0.5M) failed to deliver
Settlement: 20260213, Price: $110.41, FTD Value: $541,561.05, IMPINJ INC COM