Key Points
- Sylebra Capital LLC sold 31,952 Impinj shares on Nov. 24 at an average of $159.42 for $5.09M, leaving it with 1,721,493 shares (a 1.82% reduction).
- The firm has been repeatedly divesting — including 46,110 shares on Nov. 25 for $7.73M and a 300,000‑share sale on Sept. 10 for $58.87M — signaling sustained insider selling activity.
- Impinj shares are up ~4.5%, the company beat quarterly EPS and revenue estimates and issued Q4 2025 guidance of $0.48–$0.52; analysts hold a consensus “Moderate Buy” with a $226.33 price target.
Impinj, Inc. (NASDAQ:PI - Get Free Report) insider Sylebra Capital Llc sold 31,952 shares of Impinj stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $159.42, for a total value of $5,093,787.84. Following the completion of the transaction, the insider directly owned 1,721,493 shares of the company's stock, valued at $274,440,414.06. This represents a 1.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website.
Sylebra Capital Llc also recently made the following trade(s):
- On Tuesday, November 25th, Sylebra Capital Llc sold 46,110 shares of Impinj stock. The stock was sold at an average price of $167.73, for a total transaction of $7,734,030.30.
- On Friday, November 21st, Sylebra Capital Llc sold 3,046 shares of Impinj stock. The stock was sold at an average price of $155.10, for a total value of $472,434.60.
- On Thursday, November 20th, Sylebra Capital Llc sold 8,081 shares of Impinj stock. The shares were sold at an average price of $156.32, for a total value of $1,263,221.92.
- On Wednesday, November 12th, Sylebra Capital Llc sold 3,772 shares of Impinj stock. The stock was sold at an average price of $156.30, for a total value of $589,563.60.
- On Tuesday, November 11th, Sylebra Capital Llc sold 30,000 shares of Impinj stock. The shares were sold at an average price of $155.63, for a total transaction of $4,668,900.00.
- On Friday, November 7th, Sylebra Capital Llc sold 6,246 shares of Impinj stock. The shares were sold at an average price of $162.16, for a total transaction of $1,012,851.36.
- On Thursday, November 6th, Sylebra Capital Llc sold 23,157 shares of Impinj stock. The stock was sold at an average price of $171.95, for a total transaction of $3,981,846.15.
- On Monday, November 3rd, Sylebra Capital Llc sold 1,513 shares of Impinj stock. The shares were sold at an average price of $202.01, for a total value of $305,641.13.
- On Wednesday, September 10th, Sylebra Capital Llc sold 300,000 shares of Impinj stock. The stock was sold at an average price of $196.24, for a total value of $58,872,000.00.
Impinj Stock Up 4.5%
Shares of Impinj stock opened at $172.81 on Thursday. Impinj, Inc. has a 12 month low of $60.85 and a 12 month high of $247.06. The business has a fifty day simple moving average of $185.47 and a 200 day simple moving average of $154.47. The company has a quick ratio of 8.44, a current ratio of 11.64 and a debt-to-equity ratio of 1.51. The stock has a market cap of $5.20 billion, a PE ratio of -392.74 and a beta of 1.83.
Impinj (NASDAQ:PI - Get Free Report) last posted its earnings results on Wednesday, October 29th. The company reported $0.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.50 by $0.08. The company had revenue of $96.06 million during the quarter, compared to analyst estimates of $92.71 million. Impinj had a positive return on equity of 8.50% and a negative net margin of 3.45%.The company's revenue for the quarter was up .9% compared to the same quarter last year. During the same period in the previous year, the company earned $0.56 EPS. Impinj has set its Q4 2025 guidance at 0.480-0.520 EPS. Research analysts predict that Impinj, Inc. will post -0.47 EPS for the current year.
Institutional Trading of Impinj
A number of large investors have recently added to or reduced their stakes in PI. GAMMA Investing LLC increased its stake in shares of Impinj by 3.5% during the 3rd quarter. GAMMA Investing LLC now owns 1,679 shares of the company's stock worth $303,000 after purchasing an additional 57 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in Impinj by 0.4% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 16,130 shares of the company's stock valued at $3,113,000 after purchasing an additional 66 shares during the last quarter. Amalgamated Bank grew its holdings in Impinj by 1.1% during the second quarter. Amalgamated Bank now owns 6,670 shares of the company's stock worth $741,000 after purchasing an additional 74 shares during the period. Hantz Financial Services Inc. increased its position in Impinj by 90.4% during the third quarter. Hantz Financial Services Inc. now owns 158 shares of the company's stock worth $29,000 after buying an additional 75 shares during the last quarter. Finally, Bessemer Group Inc. raised its stake in Impinj by 101.2% in the third quarter. Bessemer Group Inc. now owns 167 shares of the company's stock valued at $31,000 after buying an additional 84 shares during the period.
Analysts Set New Price Targets
A number of equities analysts have recently weighed in on the stock. Evercore ISI lifted their price target on shares of Impinj from $236.00 to $273.00 and gave the stock an "outperform" rating in a research report on Thursday, October 30th. Piper Sandler raised their target price on shares of Impinj from $180.00 to $230.00 and gave the stock an "overweight" rating in a report on Thursday, October 23rd. UBS Group began coverage on shares of Impinj in a report on Friday, November 7th. They issued a "neutral" rating and a $200.00 price target for the company. Needham & Company LLC increased their target price on Impinj from $195.00 to $255.00 and gave the stock a "buy" rating in a report on Thursday, October 30th. Finally, Weiss Ratings reissued a "sell (d)" rating on shares of Impinj in a research note on Wednesday, October 8th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, two have given a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, Impinj has a consensus rating of "Moderate Buy" and a consensus price target of $226.33.
Read Our Latest Report on Impinj
About Impinj
(
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Impinj, Inc operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company's platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item.
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