Impinj, Inc. (PI) Stock Price & Analysis
Impinj, Inc. (PI) closed at USD 190.88 on Thursday, October 15, 2026, down 0.66% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 192.14; the Oct 15, 2026 session ranged USD 183.19–192.45 on volume of 370,153 shares. Market capitalization is $5.83B, with a 52-week range of USD 87.36–247.06 (NMS). Source: Nexqual, retrieved October 16, 2026 at 05:19 UTC.
Also available as compact Markdown for AI agents: nexqual.com/PI.md
Key facts (PI)
- Last four reported quarters (through Jun 30, 2026): revenue $372M, net income -$27.0M (-7.3% margin), free cash flow $63.0M (SEC filings).
- Insider open-market sales, last ~7 months: 10 Form 4 filings, $44.1M; 8 not under a Rule 10b5-1 plan ($42.2M).
- Analysts: Buy (mean 2.00 on a 1–5 scale) (9 analysts), mean target USD 183.56 (range 144–220).
- Total return with dividends: 1Y -5.2% vs S&P 500 +18.1%; 5Y +263.0% vs S&P 500 +85.1%.
- Next earnings: 2026-10-28, EPS estimate USD 0.61, revenue estimate $107M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (PI)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $190M | $258M | $308M | $366M | $361M | $372M |
| Gross profit | $99.0M | $138M | $152M | $189M | $190M | — |
| Operating income | -$37.2M | -$19.5M | -$43.5M | -$7.1M | -$737K | -$6.7M |
| Net income | -$51.3M | -$24.3M | -$43.4M | $40.8M | -$10.8M | -$27.0M |
| EPS (diluted) | -$2.12 | -$0.95 | -$1.62 | $1.39 | -$0.37 | — |
| Free cash flow | -$9.8M | -$11.4M | -$68.0M | $111M | $45.9M | $63.0M |
| Gross margin | 52.0% | 53.5% | 49.4% | 51.6% | 52.5% | — |
| Operating margin | -19.6% | -7.6% | -14.1% | -1.9% | -0.2% | -1.8% |
| Net margin | -26.9% | -9.4% | -14.1% | 11.2% | -3.0% | -7.3% |
| Revenue growth | +37.0% | +35.5% | +19.3% | +19.0% | -1.4% | — |
| Cash + short-term investments | $193M | $174M | $113M | $165M | $175M | — |
| Total debt | $288M | $280M | $282M | $567M | $281M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (PI)
P/S 15.7x · EV/EBITDA 672.2x · EV/Sales 16.0x · P/FCF 92.6x · P/B 25.2x · FCF yield 1.08% · Earnings yield -0.46% · Net debt $109M · EV $5.94B
P/E at fiscal year-ends: Dec 2024 104.8x.
Insider sales (SEC Form 4, open-market, last ~7 months) (PI)
2 of 10 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan |
|---|---|---|---|---|---|---|
| 2026-09-21 | Baker Cary | CHIEF FINANCIAL OFFICER | 8,892 | $1.6M | 10% | Yes |
| 2026-09-15 | Washington Miron | Director | 800 | $139K | 15.5% | No |
| 2026-08-10 | Baker Cary | CHIEF FINANCIAL OFFICER | 1,429 | $264K | 1.6% | Yes |
| 2026-06-08…2026-06-09 | Sylebra Capital Llc | Director | 57,633 | $7.4M | 6.9% | No |
| 2026-06-05 | Sylebra Capital Llc | Director | 47,479 | $5.9M | 5.3% | No |
| 2026-06-04 | Sylebra Capital Llc | Director | 33,412 | $4.6M | 3.6% | No |
| 2026-06-02…2026-06-03 | Sylebra Capital Llc | Director | 45,037 | $6.4M | 4.7% | No |
| 2026-05-29…2026-06-01 | Sylebra Capital Llc | Director | 55,667 | $8.3M | 5.4% | No |
| 2026-05-08 | Sylebra Capital Llc | Director | 25,896 | $4.0M | 2.5% | No |
| 2026-05-07 | Sylebra Capital Llc | Director | 36,171 | $5.5M | 3.1% | No |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Analysts (PI)
Consensus Buy (mean 2.00 on a 1–5 scale), 9 analysts; mean target USD 183.56 (low 144, high 220).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-12 | Barclays | Target raised | Overweight | $176 → $200 |
| 2026-08-21 | BMO Capital | Initiated | Outperform | $220 |
| 2026-07-30 | Cantor Fitzgerald | Reiterated | Overweight | $200 |
| 2026-07-30 | Needham | Target lowered | Buy | $175 → $168 |
| 2026-07-30 | Jefferies | Target raised | Buy | $175 → $190 |
Total return (dividends reinvested) (PI)
| 1Y (from 2025-10-16) | 5Y (from 2021-10-11) | |
|---|---|---|
| Total return | -5.2% | +263.0% |
| S&P 500 (SPY) | +18.1% | +85.1% |
| Per year | -5.2% | +29.3% |
| Volatility (annualized) | 72.3% | 68.5% |
| Max drawdown | -62.2% (Oct 2025→Mar 2026) | -71.7% (Oct 2024→Apr 2025) |
Key Statistics (as of October 16, 2026 at 05:19 UTC)
| Price | USD 190.88 |
|---|---|
| Change | ▼ 0.66% (down) |
| Previous Close | USD 192.14 |
| Open | USD 187.18 |
| Day Range | USD 183.19 – 192.45 |
| 52-Week Range | USD 87.36 – 247.06 |
| Volume | 370,153 shares |
| Market Cap | $5.83B |
| Exchange | NMS |
Technical Analysis (PI)
Nexqual's technical model rates PI "BUY" based on 5 bullish and 1 bearish signals across 127 daily candles, as of October 16, 2026 at 05:19 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 58.63 (neutral) |
| vs SMA50 | Above (USD 176.43) |
| MACD | 4.6 (positive) |
Analyst Ratings (PI)
Wall Street analysts rate PI "Buy" based on 9 analysts, with a mean price target of USD 183.56 (range USD 144–220), per Nexqual as of October 16, 2026 at 05:19 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 9 |
| Mean Target | USD 183.56 |
| High Target | USD 220 |
| Low Target | USD 144 |
| Buy / Hold / Sell | 7 / 2 / 0 |
Earnings (PI)
| Next Earnings Date | 2026-10-28 |
|---|---|
| EPS Estimate | USD 0.61 |
| Revenue Estimate | $107.43M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.86 vs est 0.8 ▲ beat |
| 2026-03-31 | USD 0.14 vs est 0.15 ▼ miss |
| 2025-12-31 | USD 0.5 vs est 0.51 ▼ miss |
| 2025-09-30 | USD 0.58 vs est 0.5 ▲ beat |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financials & Fundamentals (PI)
| Total Revenue | $371.52M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +10.70% |
| Gross Margin | +52.86% |
| Operating Margin | +9.69% |
| Profit Margin | -7.27% |
| ROE | -12.88% |
| Debt / Equity | 1.15 |
| Current Ratio | 3.28 |
| Total Cash | $133.02M |
| Total Debt | $266.65M |
| Free Cash Flow (fiscal year ended Dec 2025, SEC 10-K) | $45.88M (12.7% of revenue) |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Financial Health Score (PI)
Nexqual rates Impinj, Inc.'s overall financial health "Mixed" across five dimensions, as of October 16, 2026 at 05:19 UTC.
| Growth | Weak — Revenue -1% YoY (annual), declining |
|---|---|
| Profitability | Strong — Gross margin 53%, operating 10% |
| Balance Sheet | Mixed — $133M cash vs $267M debt |
| Cash Flow | Solid — FCF $46M (FY ended Dec 2025, 10-K), 13% margin |
| Efficiency | Critical — ROE -13%, ROA -0.8% |
Ownership (PI)
| Insider Ownership | +2.68% |
|---|---|
| Institutional Ownership | +109.18% |
| Shares Outstanding | 30.55M |
| Float | 29.62M |
| Short % of Float | +12.98% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Leadership (PI)
Impinj, Inc. is led by Chris Diorio (age 63), Co-Founder, Vice Chairman & CEO, per Nexqual as of October 16, 2026 at 05:19 UTC.
| Co-Founder, Vice Chairman & CEO | Chris Diorio (age 63) |
|---|---|
| Chief Financial Officer | Cary L. Baker (age 49) |
| Vice President of Accounting & Corporate Controller | Denise Masters (age 51) |
| Chief Technology Officer | Alberto Pesavento |
| Vice President of Strategic Communications | Jill West |
Major Backers & Investors (PI)
Notable institutional backers of Impinj, Inc. include FMR, LLC, SmallCap World Fund Inc, Fidelity, according to Nexqual as of October 16, 2026 at 05:19 UTC.
Active Investors
| Investor | Stake |
|---|---|
| FMR, LLC | 14.93% |
| SmallCap World Fund Inc | 7.89% |
| Fidelity | 7% |
| Capital International Investors | 4.72% |
| Capital Group | 3.68% |
| Millennium Management | 2.73% |
| American Century Companies Inc | 2.63% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 22.4% |
| Vanguard Group | 19.93% |
| State Street | 7.01% |
Source: Nexqual, October 16, 2026 at 05:19 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| ALGM | Allegro MicroSystems, Inc. | USD 32.36 | ▼ 3.83% |
| CRUS | Cirrus Logic, Inc. | USD 108.4 | ▲ 0.38% |
| MXL | MaxLinear, Inc | USD 78.18 | ▼ 11.8% |
| SYNA | Synaptics Incorporated | USD 117.55 | ▼ 1.58% |
| SIMO | Silicon Motion Technology Corpo | USD 218.39 | ▼ 11.45% |
| SLAB | Silicon Laboratories, Inc. | USD 221.05 | ▼ 0.05% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 16, 2026 at 05:19 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt