Impinj, Inc. (PI)

In the past six months, Impinj's stock has experienced several notable events. Impinj reported an EPS of $0.58 for Q3 2025, significantly exceeding analysts' expectations. The company outperformed analyst expectations with non-GAAP EPS of $0.80 and GAAP revenue of $97.9 million for Q2 2025, but GAAP revenue saw a 4.5% year-over-year decline. Impinj insiders have sold a substantial amount of company stock, totaling $110,643,153.00, with no insider buying. Impinj projected its Q4 2025 revenue to be at the high end of its prior guidance and adjusted EBITDA to be above the midpoint of its prior guidance. Impinj and EM Microelectronic announced a Gen2X licensing agreement. As of January 9, 2026, the share price was $209.16, representing a 45.63% increase over the past year.

Impinj's stock seasonality can be analyzed to identify patterns in monthly returns. The company's technology is widely used in retail and inventory management, which often experience seasonal fluctuations, particularly around holiday shopping periods. Social media and influencer trends can create unpredictable spikes in demand. The company's business is also influenced by the overall adoption rate of RAIN RFID technology.

Impinj, Inc. specializes in advanced Radio Frequency Identification (RFID) solutions within the Internet of Things (IoT) sector, focusing on electronic equipment and semiconductors. The company's platform enables wireless connectivity for everyday items, transforming them into digitally trackable assets. Impinj offers endpoint integrated circuits (ICs), connectivity layer components, software and cloud services, and silicon RAIN radios and manufacturing & test systems. Impinj's technology is applied across diverse industries such as retail, healthcare, logistics, aviation, manufacturing, automotive, and supply chain management.

Impinj operates globally, with a business presence across the Americas, Asia Pacific, Europe, the Middle East, and Africa. A significant portion of its operations and key revenue is derived from the Asia Pacific region. The company also has specific geographical segments including the United States, Malaysia, and Taiwan. Impinj maintains regional offices and collaborates with system integrators worldwide to cater to diverse market needs.

Impinj maintains a reputation as a leading RAIN RFID provider and pioneer in the Internet of Things. The company resolved patent litigation in 2024. Impinj released a research report highlighting the growing tension between escalating consumer expectations and the ability of global supply chains to keep pace. The release of the Impinj M800 series tag chips aimed to meet enterprise needs for item connectivity in global IoT deployments. The company introduced new Gen2X innovations at its Gen2X Solutions Developers Conference 2025.

Impinj, Inc. has a significant level of institutional ownership, with 644 institutional owners and shareholders holding a total of 39,307,753 shares. Major institutional owners include Fmr Llc, BlackRock, Inc., Vanguard Group Inc., Sylebra Capital Llc, Capital International Investors, Whale Rock Capital Management LLC, Invesco Ltd., and State Street Corp. 51.00% of the stock is held by insiders. Chris Diorio, co-founder and CEO, is listed as an individual owner with 861,920 shares as of September 30, 2025, and Daniel Patrick Gibson is mentioned as an insider owner with 14,175,397 shares.