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 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
40% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 82
9% less call options, than puts
Call options by funds: $17.2M | Put options by funds: $18.9M
1.11% less ownership
Funds ownership: 108.28% [Q4 2024] → 107.17% (-1.11%) [Q1 2025]
13% less funds holding
Funds holding: 315 [Q4 2024] → 274 (-41) [Q1 2025]
25% less funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 3 (-1) [Q1 2025]
38% less capital invested
Capital invested by funds: $4.45B [Q4 2024] → $2.78B (-$1.68B) [Q1 2025]
43% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 83
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Piper Sandler Harsh Kumar | 4%downside $100 | Overweight Reiterated | 12 Jun 2025 |
Needham James Ricchiuti | 10%upside $115 | Buy Maintained | 24 Apr 2025 |
Cantor Fitzgerald Troy Jensen | 27%upside $133 | Overweight Reiterated | 24 Apr 2025 |
Evercore ISI Group Mark Lipacis | 12%upside $117 | Outperform Maintained | 24 Apr 2025 |
Financial journalist opinion
Based on 3 articles about PI published over the past 30 days









