PI
IMPINJ INC
$125.04
-3.32%
$3.9B
No data for this timeframe.
Vol
Market Cap$3.9B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (81%)
Inst. Holders9 funds
Inst. Value$1.6B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 12S
Insider Net $-$47.2M
Reddit Sentiment70° Bullish
SEC Reports1
Recent Activity
Jun 5, 2026
Insider
SYLEBRA CAPITAL LLC sold 11,602 shares
Director @ $128.87 ($1.5M)
Jun 4, 2026
Insider
SYLEBRA CAPITAL LLC sold 33,412 shares
Director @ $136.84 ($4.6M)
Jun 3, 2026
Insider
SYLEBRA CAPITAL LLC sold 6,313 shares
Director @ $139.17 ($878.6K)
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
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.
NORGES BANK — NEW
317,313 shares ($55.2M)
Inst.
MORGAN STANLEY — TRIM
271,748 shares ($47.3M)
Price Targets
$175.00
+40.0% upside
Strong Buy
Current $125.04
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 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| FMR LLC | $783.1M | — |
| VANGUARD GROUP INC | $603.1M | — |
| NORGES BANK | $55.2M | NEW |
| MORGAN STANLEY | $47.3M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $46.3M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 5, 2026 | SYLEBRA CAPITAL | SELL | $1.5M |
| Jun 4, 2026 | SYLEBRA CAPITAL | SELL | $4.6M |
| Jun 3, 2026 | SYLEBRA CAPITAL | SELL | $878.6K |
| Jun 2, 2026 | SYLEBRA CAPITAL | SELL | $5.5M |
| Jun 1, 2026 | SYLEBRA CAPITAL | SELL | $1.0M |
Reddit Sentiment
70°
Bullish
Bearish
Neutral
Bullish
9 institutional holders with $1.6B total value (8,940,748 shares) as of 2025-Q4. Top holders: FMR, VANGUARD, NORGES. Net buying activity: 3 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | FMR LLC | 4,500,084 | $783.1M | 50.3% | — |
| 2 | VANGUARD GROUP INC | 3,465,949 | $603.1M | 38.8% | — |
| 3 | NORGES BANK | 317,313 | $55.2M | 3.5% | NEW |
| 4 | MORGAN STANLEY | 271,748 | $47.3M | 3.0% | TRIM -60.1% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 266,040 | $46.3M | 3.0% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 55,575 | $9.7M | 0.6% | TRIM -54.7% |
| 7 | WELLS FARGO & COMPANY/MN | 39,325 | $6.8M | 0.4% | ADD +62.9% |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 22,800 | $4.0M | 0.3% | NEW |
| 9 | TWO SIGMA INVESTMENTS, LP | 1,914 | $333.1K | 0.0% | TRIM -55.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 317,313 | — | $55.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 680,702 | 271,748 | -60.1% | $47.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 24,135 | 39,325 | +62.9% | $6.8M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 22,800 | — | $4.0M | 2025-Q4 |
| UBS Group AG | ADD | 293,564 | 492,770 | +67.9% | $89.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 159,592 | 72,292 | -54.7% | $13.1M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 4,326 | 1,914 | -55.8% | $346.0K | 2025-Q3 |
| NORGES BANK | EXIT | 91,485 | 0 | -100.0% | $0.00 | 2025-Q3 |
| MORGAN STANLEY | ADD | 539,569 | 757,246 | +40.3% | $84.1M | 2025-Q2 |
| UBS Group AG | DOUBLED | 101,939 | 293,564 | +188.0% | $32.6M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 56,813 | 159,592 | +180.9% | $17.7M | 2025-Q2 |
| NORGES BANK | NEW | — | 91,485 | — | $10.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | NEAR_EXIT | 48,905 | 4,326 | -91.2% | $480.5K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 66,900 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CITADEL ADVISORS LLC | TRIM | 272,572 | 146,258 | -46.3% | $13.3M | 2025-Q1 |
| UBS Group AG | TRIM | 364,511 | 101,939 | -72.0% | $9.2M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 224,400 | 66,900 | -70.2% | $6.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 140,766 | 48,905 | -65.3% | $4.4M | 2025-Q1 |
| NORGES BANK | EXIT | 276,054 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 77,046 | 364,511 | +373.1% | $52.9M | 2024-Q4 |
| NORGES BANK | ADD | 140,970 | 276,054 | +95.8% | $40.1M | 2024-Q4 |
| CITADEL ADVISORS LLC | DOUBLED | 101,400 | 272,572 | +168.8% | $39.6M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 18,636 | 26,283 | +41.0% | $3.8M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 193,240 | — | $41.8M | 2024-Q3 |
8 unique insiders with 12 transactions. Net insider value: -$47.2M ($0.00 bought, $47.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 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 | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | Rao Meera | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | Rao Meera | Director | A | 1,896 | $0.00 | $0.00 |
| May 28, 2026 | Rao Meera | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | PADVAL UMESH | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | PADVAL UMESH | Director | A | 1,896 | $0.00 | $0.00 |
| May 28, 2026 | WASHINGTON MIRON | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | Gibson Daniel Patrick | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | WASHINGTON MIRON | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | WASHINGTON MIRON | Director | A | 1,896 | $0.00 | $0.00 |
| May 28, 2026 | Valdez Arthur L Jr | Director | A | 1,896 | $0.00 | $0.00 |
| May 28, 2026 | Gibson Daniel Patrick | Director | M | 3,114 | $0.00 | $0.00 |
| May 28, 2026 | Gibson Daniel Patrick | Director | A | 1,896 | $0.00 | $0.00 |
| 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 | M | 2,594 | $0.00 | $0.00 |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | F | 2,218 | $101.17 | $224.4K |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | F | 732 | $101.17 | $74.1K |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | A | 7,627 | $0.00 | $0.00 |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | M | 782 | $0.00 | $0.00 |
| Mar 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | M | 782 | $0.00 | $0.00 |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | M | 2,594 | $0.00 | $0.00 |
| Mar 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | A | 24,806 | $0.00 | $0.00 |
| Feb 20, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | A | 8,508 | $0.00 | $0.00 |
| Feb 20, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | F | 2,234 | $127.92 | $285.8K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
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
+40.0% upside
Strong Buy (1.75)
$144.00 Low
$200.00 High
| Metric | Value |
|---|---|
| Current Price | $125.04 |
| 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% | 3↑ 0↓ | $0.4B | 3.4% | 8 |
| Next FY 2027-12-31 |
$2.82 | $2.27 | $3.15 | 49.9% | +0.0% | 3↑ 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