Market Cap
$5.5B
PI
IMPINJ INC
$190.16 ▲ +3.42%
Prev close $183.87Market cap$5.5B
ConsensusStrong Buy
12-mo target$180.89 (-4.9%)
▲ Bullish
Analyst conviction 8/10
Insider Selling Cluster (2 insiders)25 New Institutional Positions18 Institutional Exits Software & IT
Snapshot
The big-picture read on PI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (82%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
25 buys / 18 sells
Insider Activity
$0.00 buy / $54.3M sell
Insider Net $
-$54.3M
Social Sentiment
68° Warm
SEC Reports
4
Price chart 30d +8.6%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 23, 2026 Insider
DIORIO CHRIS PH.D. acquired via exercise 1,817 shares
CHIEF EXECUTIVE OFFICER
Sep 23, 2026 Insider
Baker Cary acquired via exercise 596 shares
CHIEF FINANCIAL OFFICER
Sep 23, 2026 Insider
Sep 11, 2026 SEC DIORIO CHRIS PH.D. acquired via exercise 1,224 shares
CHIEF EXECUTIVE OFFICER
Impinj entered into privately-negotiated exchange agreements to retire $56.3 million of its 1.125% Convertible Senior No
8-K — Impact 6/10
Aug 24, 2026 ftd
FTD: PI — 3,087 shares ($0.5M) failed to deliver
Settlement: 20260824, Price: $165.54, FTD Value: $511,021.98, IMPINJ INC COM
Jun 30, 2026 Inst.
MILLENNIUM MANAGEMENT LLC — DOUBLED
834,376 shares ($119.5M)
Jun 30, 2026 Inst.
Jun 12, 2026 SEC MANUFACTURERS LIFE INSURANCE COMPANY, — ADD
669,324 shares ($95.9M)
A mixed institutional cluster in PI for Q3 2024 shows 23 buyers accumulating $177.8M net versus 12 sellers reducing by $
INST-CLUSTER — Impact 5/10
Analyst ratings buy % -6.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
82% rate it Buy or better · 17 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | BMO Capital | INITIATE | Outperform | 53% |
| Jul 30, 2026 | Cantor Fitzgerald | REITERATE | Overweight | 49% |
| Jul 30, 2026 | Needham | MAINTAIN | Buy | 50% |
| Jul 30, 2026 | Jefferies | MAINTAIN | Buy | 53% |
| May 1, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 30, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Apr 30, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Apr 30, 2026 | Needham | REITERATE | Buy | 50% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Aug 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Jul 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Jun 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| May 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Apr 1, 2026 | 4 | 9 | 3 | 0 | 0 | 81% | |
| Mar 1, 2026 | 4 | 10 | 3 | 0 | 0 | 82% | |
| Feb 1, 2026 | 4 | 11 | 2 | 0 | 0 | 88% |
Price targets
Where 9 covering analysts think PI trades over the next 12 months.
$180.89 -4.9% upside Hold
Current$190.16 Low$144.00 Median$176.00 High$220.00 9 analysts
$144.00$220.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood -10.7%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
68°
Warm
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 4.8/10.
BULLISH8-K6/10
Impinj entered into privately-negotiated exchange agreements to retire $56.3 million of its 1.125% C
Sep 11, 2026
MIXEDINST-CLUSTER5/10
A mixed institutional cluster in PI for Q3 2024 shows 23 buyers accumulating $177.8M net versus 12 s
Jun 12, 2026
NEUTRALINST-CLUSTER3/10
Institutional cluster in PI shows a mixed signal: three buyers added $83.4M (led by Norges Bank's ne
Jun 11, 2026
NEUTRAL8-K5/10
{ "summary": "Impinj reported Q1 2026 revenue of $74.3M (flat YoY, above guidance) and a GAAP net
Apr 29, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Aug 24, 2026
ftd
FTD: PI — 3,087 shares ($0.5M) failed to deliver
Settlement: 20260824, Price: $165.54, FTD Value: $511,021.98, IMPINJ INC COM
Aug 3, 2026
ftd
FTD: PI — 14,082 shares ($2.1M) failed to deliver
Settlement: 20260803, Price: $151.36, FTD Value: $2,131,451.52, IMPINJ INC COM
Jul 29, 2026
earnings_calendar
PI Q2 2026 Earnings Scheduled — 2026-07-29
Jul 6, 2026
ftd
FTD: PI — 8,688 shares ($1.2M) failed to deliver
Settlement: 20260706, Price: $141.58, FTD Value: $1,230,047.04, IMPINJ INC COM
Jul 1, 2026
ftd
FTD: PI — 4,055 shares ($0.6M) failed to deliver
Settlement: 20260701, Price: $143.23, FTD Value: $580,797.65, IMPINJ INC COM
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.61 | $0.56–$0.65 | 5.4% | -0.1% | 8↑ 0↓ | $0.1B | 9 |
| Next Q | $-0.06 | $-0.15–$0.04 | -54.4% | +38.8% | 1↑ 0↓ | $0.1B | 6 |
| Current FY | $2.10 | $1.98–$2.20 | -0.7% | +0.0% | 8↑ 0↓ | $0.4B | 9 |
| Next FY | $2.80 | $2.41–$3.22 | 33.8% | +0.0% | 3↑ 5↓ | $0.5B | 9 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.612 | — |
| 7d ago | $0.612 | — |
| 30d ago | $0.612 | -0.001 |
| 60d ago | $0.495 | +0.116 |
| 90d ago | $0.495 | +0.116 |
Institutional ownership
Which big funds own PI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (28,187,858 shares) as of 2026-Q2. Top holders: FMR, BlackRock,, VANGUARD. Net buying activity: 25 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| FMR LLC | 4,562,799 | $653.5M | 16.2% | — |
| BlackRock, Inc. | 4,449,389 | $637.3M | 15.8% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,194,236 | $314.3M | 7.8% | — |
| STATE STREET CORP | 1,700,585 | $243.6M | 6.0% | — |
| Capital International Investors | 1,443,452 | $206.7M | 5.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 1,282,667 | $183.7M | 4.6% | — |
| Capital World Investors | 1,124,066 | $161.0M | 4.0% | ADD +34.7% |
| MILLENNIUM MANAGEMENT LLC | 834,376 | $119.5M | 3.0% | DOUBLED +715.9% |
| AMERICAN CENTURY COMPANIES INC | 804,335 | $115.2M | 2.9% | — |
| Chevy Chase Trust Holdings, LLC | 737,138 | $105.6M | 2.6% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 102,268 | 834,376 | +715.9% | $119.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | ADD | 425,945 | 669,324 | +57.1% | $95.9M |
| AMERIPRISE FINANCIAL INC | TRIM | 858,281 | 530,926 | -38.1% | $76.0M |
| Point72 Asset Management, L.P. | ADD | 289,131 | 408,333 | +41.2% | $58.5M |
| GOLDMAN SACHS GROUP INC | ADD | 274,720 | 388,783 | +41.5% | $55.7M |
| MORGAN STANLEY | ADD | 271,477 | 360,534 | +32.8% | $51.6M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | NEW | — | 270,646 | — | $38.8M |
| NORGES BANK | NEW | — | 186,182 | — | $26.7M |
| FRED ALGER MANAGEMENT, LLC | TRIM | 215,016 | 159,966 | -25.6% | $22.9M |
| Squarepoint Ops LLC | DOUBLED | 51,152 | 116,850 | +128.4% | $16.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$54.3M — $0.00 bought, $54.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | EXERCISE | 1,817 | — | — |
| Sep 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | EXERCISE | 596 | — | — |
| Sep 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | EXERCISE | 1,224 | — | — |
| Sep 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | EXERCISE | 479 | — | — |
| Sep 23, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | TAX W/H | 424 | $177.20 | $75.1K |
| Sep 23, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | TAX W/H | 1,197 | $177.20 | $212.1K |
| Sep 21, 2026 | Baker Cary | CHIEF FINANCIAL OFFICER | SELL | 8,892 | $185.00 | $1.6M |
| Sep 15, 2026 | WASHINGTON MIRON | Director | SELL | 800 | $173.26 | $138.6K |
| Sep 14, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | GIFT | 10,000 | — | — |
| Aug 20, 2026 | DIORIO CHRIS PH.D. | CHIEF EXECUTIVE OFFICER | EXERCISE | 3,753 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PI.
Shares short
3,031,264
Settlement Sep 15, 2026
Change vs prior
+10.8%
Semi-monthly cycle
Days to cover
7.9
At avg daily volume
Of shares outstanding
≈9.9%
Estimate — not % of float
All PI filing & press-release reports (4)
- 8-K reportSep 11, 2026
- INST-CLUSTER reportJun 12, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportApr 29, 2026