Key Points
- Sylebra Capital LLC sold 31,058 shares of Impinj on Dec. 1 at an average of $167.02 for $5.19M and has executed multiple additional sales across Nov–Dec (tens of thousands of shares, totaling tens of millions), reducing its stake to 1,587,472 shares (a 1.92% decrease).
- Impinj beat Q3 estimates (EPS $0.58 vs $0.50; revenue $96.06M vs $92.71M) and guided Q4 2025 EPS to $0.480–0.520, while analysts hold a consensus "Moderate Buy" with an average target of $226.33.
- The stock trades near $164 (opened $164.18) with a 52‑week range of $60.85–$247.06 and a market cap of about $4.94B, though it shows a negative P/E and a negative net margin of -3.45%.
Impinj, Inc. (NASDAQ:PI - Get Free Report) insider Sylebra Capital Llc sold 31,058 shares of the stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $167.02, for a total transaction of $5,187,307.16. Following the completion of the sale, the insider directly owned 1,587,472 shares of the company's stock, valued at $265,139,573.44. This trade represents a 1.92% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.
Sylebra Capital Llc also recently made the following trade(s):
- On Tuesday, December 2nd, Sylebra Capital Llc sold 41,874 shares of Impinj stock. The stock was sold at an average price of $168.23, for a total transaction of $7,044,463.02.
- On Friday, November 28th, Sylebra Capital Llc sold 22,297 shares of Impinj stock. The shares were sold at an average price of $172.62, for a total transaction of $3,848,908.14.
- On Wednesday, November 26th, Sylebra Capital Llc sold 34,556 shares of Impinj stock. The shares were sold at an average price of $171.80, for a total transaction of $5,936,720.80.
- 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 Monday, November 24th, Sylebra Capital Llc sold 31,952 shares of Impinj stock. The shares were sold at an average price of $159.42, for a total transaction of $5,093,787.84.
- On Friday, November 21st, Sylebra Capital Llc sold 3,046 shares of Impinj stock. The shares were 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 stock was 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 shares were 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 value 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 value of $1,012,851.36.
Impinj Stock Performance
Impinj stock opened at $164.18 on Thursday. Impinj, Inc. has a 52 week low of $60.85 and a 52 week high of $247.06. The company has a current ratio of 2.67, a quick ratio of 1.97 and a debt-to-equity ratio of 0.94. The stock has a market cap of $4.94 billion, a P/E ratio of -373.13 and a beta of 1.50. The stock has a 50 day moving average of $183.30 and a 200-day moving average of $156.13.
Impinj (NASDAQ:PI - Get Free Report) last posted its quarterly earnings results on Wednesday, October 29th. The company reported $0.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.50 by $0.08. The firm had revenue of $96.06 million for the quarter, compared to analysts' expectations of $92.71 million. Impinj had a negative net margin of 3.45% and a positive return on equity of 8.15%. The firm's quarterly revenue was up .9% on a year-over-year basis. During the same period in the prior year, the company posted $0.56 earnings per share. Impinj has set its Q4 2025 guidance at 0.480-0.520 EPS. On average, analysts expect that Impinj, Inc. will post -0.47 EPS for the current fiscal year.
Analyst Ratings Changes
Several equities analysts have recently commented on the stock. Susquehanna set a $255.00 price target on shares of Impinj in a research report on Thursday, October 30th. Piper Sandler upped their price objective on Impinj from $180.00 to $230.00 and gave the company an "overweight" rating in a research note on Thursday, October 23rd. Evercore ISI lifted their target price on Impinj from $236.00 to $273.00 and gave the stock an "outperform" rating in a research report on Thursday, October 30th. Weiss Ratings reissued a "sell (d)" rating on shares of Impinj in a research report on Wednesday, October 8th. Finally, Barclays raised their price objective on Impinj from $200.00 to $211.00 and gave the stock an "overweight" rating in a research note on Wednesday, November 5th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, two have given a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $226.33.
Read Our Latest Report on PI
Institutional Trading of Impinj
Several hedge funds have recently made changes to their positions in PI. Swiss Life Asset Management Ltd acquired a new position in Impinj during the 3rd quarter valued at approximately $218,000. CIBC Bancorp USA Inc. acquired a new stake in Impinj in the third quarter worth $500,000. Advisory Services Network LLC bought a new stake in Impinj in the third quarter valued at $129,000. Oberweis Asset Management Inc. acquired a new position in shares of Impinj during the third quarter valued at $19,362,000. Finally, CANADA LIFE ASSURANCE Co grew its position in shares of Impinj by 8.8% during the third quarter. CANADA LIFE ASSURANCE Co now owns 26,779 shares of the company's stock worth $4,805,000 after acquiring an additional 2,160 shares during the last quarter.
Impinj Company Profile
(
Get Free Report)
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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