PI
IMPINJ INC
$132.77
+2.07%
$4.0B
No data for this timeframe.
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
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
4Strong Buy
9Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| 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 |
Latest Reports
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in PI for Q3 2024 shows 23 buyers accumulating $177.8M net versus 12 sellers reducing by $
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Institutional cluster in PI shows a mixed signal: three buyers added $83.4M (led by Norges Bank's new $55.2M position) w
Jun 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| 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
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 9, 2026 | SYLEBRA CAPITAL | SELL | $1.5M |
| Jun 9, 2026 | SYLEBRA CAPITAL | SELL | $2.4M |
| Jun 8, 2026 | SYLEBRA CAPITAL | SELL | $1.6M |
| Jun 8, 2026 | SYLEBRA CAPITAL | SELL | $1.6M |
| Jun 5, 2026 | SYLEBRA CAPITAL | SELL | $1.5M |
Reddit Sentiment
70°
Bullish
Bearish
Neutral
Bullish
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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 4,313,504 | $443.0M | 18.8% | — |
| 2 | FMR LLC | 4,280,553 | $439.6M | 18.7% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2,140,158 | $219.8M | 9.3% | — |
| 4 | STATE STREET CORP | 1,484,868 | $152.5M | 6.5% | — |
| 5 | Capital International Investors | 1,352,380 | $138.9M | 5.9% | — |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,265,710 | $130.0M | 5.5% | — |
| 7 | Capital World Investors | 1,016,052 | $104.3M | 4.4% | ADD +34.7% |
| 8 | AMERIPRISE FINANCIAL INC | 858,281 | $88.1M | 3.7% | ADD +26.0% |
| 9 | Alyeska Investment Group, L.P. | 734,787 | $75.5M | 3.2% | NEW |
| 10 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 425,945 | $43.7M | 1.9% | DOUBLED +2441.0% |
| 11 | Nuveen, LLC | 297,522 | $30.6M | 1.3% | ADD +38.5% |
| 12 | Point72 Asset Management, L.P. | 289,131 | $29.7M | 1.3% | NEW |
| 13 | GOLDMAN SACHS GROUP INC | 274,720 | $28.2M | 1.2% | — |
| 14 | MORGAN STANLEY | 271,477 | $27.9M | 1.2% | TRIM -60.1% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 262,744 | $27.0M | 1.1% | — |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 256,211 | $26.3M | 1.1% | — |
| 17 | FRED ALGER MANAGEMENT, LLC | 215,016 | $22.1M | 0.9% | DOUBLED +325.0% |
| 18 | ROYCE & ASSOCIATES LP | 198,971 | $20.4M | 0.9% | — |
| 19 | VANGUARD FIDUCIARY TRUST CO | 190,035 | $19.5M | 0.8% | — |
| 20 | Allspring Global Investments Holdings, LLC | 181,978 | $18.6M | 0.8% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Capital World Investors | ADD | 754,346 | 1,016,052 | +34.7% | $104.3M | 2026-Q1 |
| Alyeska Investment Group, L.P. | NEW | — | 734,787 | — | $75.5M | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | DOUBLED | 16,763 | 425,945 | +2441.0% | $43.7M | 2026-Q1 |
| Nuveen, LLC | ADD | 214,861 | 297,522 | +38.5% | $30.6M | 2026-Q1 |
| Point72 Asset Management, L.P. | NEW | — | 289,131 | — | $29.7M | 2026-Q1 |
| FRED ALGER MANAGEMENT, LLC | DOUBLED | 50,596 | 215,016 | +325.0% | $22.1M | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 91,652 | 177,799 | +94.0% | $18.3M | 2026-Q1 |
| BAILLIE GIFFORD & CO | ADD | 102,753 | 174,115 | +69.5% | $17.9M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | DOUBLED | 10,563 | 171,213 | +1520.9% | $17.6M | 2026-Q1 |
| JENNISON ASSOCIATES LLC | TRIM | 242,504 | 108,882 | -55.1% | $11.2M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | ADD | 55,575 | 108,086 | +94.5% | $11.1M | 2026-Q1 |
| Invesco Ltd. | NEAR_EXIT | 1,287,879 | 82,904 | -93.6% | $8.5M | 2026-Q1 |
| Neuberger Berman Group LLC | TRIM | 130,717 | 70,181 | -46.3% | $7.2M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 11,862 | 41,883 | +253.1% | $4.3M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 29,889 | 40,080 | +34.1% | $4.0M | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. | ADD | 23,374 | 31,074 | +32.9% | $3.2M | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | ADD | 19,991 | 28,014 | +40.1% | $2.9M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 36,426 | 17,124 | -53.0% | $1.8M | 2026-Q1 |
| D.A. DAVIDSON & CO. | DOUBLED | 1,299 | 12,439 | +857.6% | $1.3M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | NEAR_EXIT | 54,429 | 11,979 | -78.0% | $1.2M | 2026-Q1 |
| Polar Capital Holdings Plc | TRIM | 30,105 | 9,741 | -67.6% | $1.0M | 2026-Q1 |
| TD ASSET MANAGEMENT INC | ADD | 5,684 | 9,528 | +67.6% | $978.5K | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 174 | 8,564 | +4821.8% | $879.6K | 2026-Q1 |
| State of Tennessee, Department of Treasury | TRIM | 12,140 | 8,145 | -32.9% | $836.5K | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | NEAR_EXIT | 70,426 | 7,981 | -88.7% | $819.6K | 2026-Q1 |
8 unique insiders with 34 transactions. Net insider value: -$54.3M ($0.00 bought, $54.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 9, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 12,105 | $127.36 | $1.5M |
| Jun 9, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 19,105 | $127.36 | $2.4M |
| Jun 8, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 12,528 | $125.97 | $1.6M |
| Jun 8, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 12,528 | $125.97 | $1.6M |
| Jun 5, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 11,602 | $128.87 | $1.5M |
| Jun 4, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 33,412 | $136.84 | $4.6M |
| Jun 3, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 6,313 | $139.17 | $878.6K |
| Jun 2, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 38,724 | $142.31 | $5.5M |
| Jun 1, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 7,163 | $144.29 | $1.0M |
| May 29, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 48,504 | $150.78 | $7.3M |
| May 28, 2026 | PADVAL UMESH | Director | EXERCISE | 3,114 | — | — |
| May 28, 2026 | Rao Meera | Director | EXERCISE | 3,114 | — | — |
| May 28, 2026 | Rao Meera | Director | AWARD | 1,896 | — | — |
| May 28, 2026 | PADVAL UMESH | Director | AWARD | 1,896 | — | — |
| May 28, 2026 | WASHINGTON MIRON | Director | EXERCISE | 3,114 | — | — |
| May 28, 2026 | Gibson Daniel Patrick | Director | EXERCISE | 3,114 | — | — |
| May 28, 2026 | WASHINGTON MIRON | Director | AWARD | 1,896 | — | — |
| May 28, 2026 | Valdez Arthur L Jr | Director | AWARD | 1,896 | — | — |
| May 28, 2026 | Gibson Daniel Patrick | Director | AWARD | 1,896 | — | — |
| May 26, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | J | 180,000 | $156.68 | $28.2M |
| May 11, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 24,126 | $154.46 | $3.7M |
| May 11, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 24,126 | $154.46 | $3.7M |
| May 8, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 25,896 | $152.73 | $4.0M |
| May 8, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 25,896 | $152.73 | $4.0M |
| May 7, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 36,171 | $152.73 | $5.5M |
| May 7, 2026 | SYLEBRA CAPITAL LLC | Director | SELL | 36,171 | $152.73 | $5.5M |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | EXERCISE | 2,594 | — | — |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | TAX W/H | 2,218 | $101.17 | $224.4K |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | TAX W/H | 732 | $101.17 | $74.1K |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | AWARD | 7,627 | — | — |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | EXERCISE | 782 | — | — |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | AWARD | 24,806 | — | — |
| Feb 20, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | AWARD | 8,508 | — | — |
| Feb 20, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | TAX W/H | 2,234 | $127.92 | $285.8K |
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 2 neutral. Avg impact: 4.3/10.
MIXED
INST-CLUSTER
5/10
A mixed institutional cluster in PI for Q3 2024 shows 23 buyers accumulating $177.8M net versus 12 s
Jun 12, 2026
NEUTRAL
INST-CLUSTER
3/10
Institutional cluster in PI shows a mixed signal: three buyers added $83.4M (led by Norges Bank's ne
Jun 11, 2026
NEUTRAL
8-K
5/10
{
"summary": "Impinj reported Q1 2026 revenue of $74.3M (flat YoY, above guidance) and a GAAP net
Apr 29, 2026
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
| Metric | Value |
|---|---|
| Current Price | $132.77 |
| Target Low | $144.00 |
| Target Mean | $175.00 |
| Target Median | $175.00 |
| Target High | $200.00 |
| # Analysts | 8 |
| Recommendation | Strong Buy (1.75) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| 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
| Timepoint | EPS Estimate | Change |
|---|---|---|
| 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
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| May 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Mar 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% | |
| Jan 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% |
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
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 31, 2026 | 2 | 67° Warm | 2 | 0 | 2 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 31, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Feb 22, 2026 | 2 | 56° Neutral | 0 | 0 | 2 |
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