Impinj

PI

Market cap $3.28B

SEATTLE--(BUSINESS WIRE)--Impinj to Announce First-Quarter 2026 Financial Results.

SEATTLE--(BUSINESS WIRE)--Impinj Announces Partial Repurchase of 1.125% Convertible Notes due 2027.

Nine of the portfolio's 10 equity sectors made a positive impact on performance, with Health Care, Industrials, and Materials making the largest positive contributions. Palvella's shares appreciated significantly in 2025 as investors grew more confident in the company's pipeline following a grant from the FDA, patent wins, and a positive Phase II readout. Impinj is a long time holding in the portfolio with a very large total addressable market expansion opportunity, a strong patent portfolio, and an increasingly diversified customer base.

Aperture Investors acquired 117,118 shares of Impinj in the fourth quarter. The quarter-end stake value increased by $20.38 million as a result of the new stake.

Impinj fell to new lows after the latest report failed to provide the needed boost, but the charts suggest the decline is probably over in the short term. The latest results are not good enough if current valuations are to be justified, which means PI needs growth to accelerate. There are reasons to think growth could remain lower than it needs to be in the next three years, mostly as a result of the overall retail environment.

Impinj reported fourth-quarter results that were mostly in line with estimates. Management called 2025 a tough year.

Impinj, Inc. (PI) Q4 2025 Earnings Call Transcript

Impinj (PI) came out with quarterly earnings of $0.5 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.48 per share a year ago.

In its earnings remarks, Impinj executives pointed to a convergence of short-term headwinds weighing on demand.

SEATTLE--(BUSINESS WIRE)--Impinj Reports Fourth Quarter and Full Year 2025 Financial Results.