PI Impinj Inc

Impinj, Inc. (PI) saw its stock rise by 6.7% after announcing it surpassed shipments of 5 billion M800 series endpoint ICs, supported by strong gross margins and growing demand from retail mandates like Walmart's expanded RFID requirements. This milestone reinforces Impinj's leadership in RAIN RFID technology and its integration into large-scale retail and supply-chain infrastructure. The company's future growth hinges on the wider adoption of item-level RAIN RFID across various sectors and its ability to diversify beyond a few large customers.

Impinj, Inc. (NASDAQ: PI) stock rose by about 3% on December 24, 2025, during a shortened Christmas Eve trading session, closing between $177-$178 per share. This movement was attributed to strong market momentum in RFID adoption and expectations of solid execution, despite the company's "Ultra Expensive" valuation. Key upcoming events include the next earnings report estimated for February 4, 2026, and continuous monitoring of analyst revisions, governance headlines, and the balance between valuation and growth delivery.

Impinj (NASDAQ: PI) stock saw a significant rebound on December 17, 2025, driven by recent news including new supply chain integrity research and Q4 guidance. Key factors influencing investor sentiment include ongoing insider selling disclosures from Sylebra Capital and the expansion of the Gen2X technology, which aims to improve item-level visibility. Analysts generally hold a positive outlook for PI, with average price targets in the $200s, though there are differing opinions on the magnitude of potential upside.

Impinj Inc. (NASDAQ: PI) saw a 3.4% stock increase following a major retail partnership, yet its financial overview reveals mixed performance with an EBIT margin of -2.5% and a profit margin of -3.78%, despite strong revenue. The company faces challenges in profitability and asset management, highlighted by a high price-to-sales ratio and liquidity concerns, requiring effective leadership and innovation to navigate financial hurdles and capitalize on growth opportunities.

Wasatch Micro-Cap Fund exited its position in Impinj, Inc. (NASDAQ: PI) during the third quarter of 2025, after purchasing the stock earlier in the year. The decision was driven by less favorable valuation and the company's market capitalization no longer aligning with the fund's micro-cap focus. Despite this, Impinj's technology, including its RFID solutions used by Walmart, UPS, and FedEx, has shown strong performance.

Wasatch Micro-Cap Fund, managed by Wasatch Global Investors, sold its stake in Impinj, Inc. (PI) during the third quarter of 2025. The fund exited its position due to less favorable valuation and Impinj's market capitalization becoming inconsistent with its micro-cap focus. Despite strong microcap stock performance, the fund's Investor Class lagged its benchmark, the Russell Microcap® Growth Index.