Impinj, Inc. Common Stock
PIImpinj, Inc. (PI) specializes in RFID technology solutions, providing platforms and antennas that enable organizations to identify, locate, and authenticate items in supply chains and assets. The company's products facilitate real-time inventory tracking and data collection, supporting various industries such as retail, healthcare, logistics, and manufacturing. Impinj is known for its pioneering role in enabling wireless item intelligence through its RFID tags and readers.
Company News
Defense technology investment reached $49.1 billion in 2025, with institutional capital rotating into platforms securing critical infrastructure against quantum and AI-driven risks. 2026 is designated the Year of Quantum Security, supported by FBI and NIST. Leading companies are expanding capabilities: Parsons acquired Altamira Technologies for u...
Tech investor Dan Niles predicts a volatile 2026 with easy money in the first half followed by a significant drawdown. He recommends Apple for an AI-enabled Siri and foldable iPhone upgrade cycle, Cisco as a value play on AI infrastructure, Impinj for RFID expansion into food/grocery markets, Boeing for regulatory clearance driving shipments and ...
Impinj stock fell 8.15% despite hinting it would beat Q4 sales expectations, with revenue expected toward the high end of $90-93 million guidance. However, the company is expected to report a GAAP loss for 2025 and trade at over 300x forward earnings, prompting analyst concerns about valuation.
Sylebra Capital LLC, through director Daniel Patrick Gibson, sold 45,761 shares of Impinj worth approximately $7.7 million in early December 2025 at an average price of $167.25 per share. The sale occurred when the stock was down 10% year-over-year, potentially missing out on subsequent gains as the stock has risen 14% since the start of 2026. Im...
Three tech stocks (Allegro Microsystems, eBay, and Impinj) experienced significant stock price drops after earnings reports, but analysts remain bullish, raising price targets and suggesting potential investment opportunities.
