Impinj
About: Impinj Inc operates a platform that enables wireless connectivity to everyday items by delivering each item's identity, location, and authenticity to business and consumer applications. Its platform includes endpoint integrated circuits (ICs) product, a miniature radios-on-a-chip, which attach to and identify their host items; and connectivity layer that comprises readers, gateways, and reader ICs to wirelessly identify, locate, authenticate, and engage endpoints via RAIN, as well as provide power to and communicate bidirectionally with endpoint ICs. Geographically, the company has a business presence in the Americas, Asia Pacific, Europe, Middle East and Africa, of which key revenue is derived from the operations in the Asia Pacific region.
Employees: 451
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
35% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 92
1.79% more ownership
Funds ownership: 106.49% [Q3] → 108.28% (+1.79%) [Q4]
7% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $47.1M
0% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 73
2% less funds holding
Funds holding: 320 [Q3] → 314 (-6) [Q4]
31% less capital invested
Capital invested by funds: $6.48B [Q3] → $4.45B (-$2.03B) [Q4]
50% less funds holding in top 10
Funds holding in top 10: 8 [Q3] → 4 (-4) [Q4]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Needham James Ricchiuti 19% 1-year accuracy 23 / 119 met price target | 25%upside $115 | Buy Maintained | 24 Apr 2025 |
Cantor Fitzgerald Troy Jensen 34% 1-year accuracy 11 / 32 met price target | 44%upside $133 | Overweight Reiterated | 24 Apr 2025 |
Evercore ISI Group Mark Lipacis 21% 1-year accuracy 7 / 33 met price target | 27%upside $117 | Outperform Maintained | 24 Apr 2025 |
Piper Sandler Harsh Kumar 16% 1-year accuracy 6 / 38 met price target | 9%upside $100 | Overweight Maintained | 22 Apr 2025 |
Goldman Sachs Toshiya Hari 43% 1-year accuracy 39 / 90 met price target | 43%upside $132 | Neutral Maintained | 6 Feb 2025 |
Financial journalist opinion
Based on 10 articles about PI published over the past 30 days
