Impinj (PI)

• Market cap: $2.47B
• 1 day: -4.52%
• 5 days: -5.37%
• 1 month: -1.29%
• 3 months: -40.99%
• 6 months: -59.09%
• Year to date: -40.99%
• 1 year: -32.64%
• 5 years: 481.60%
• 10 years: 381.91%
• Sector: Information Technology
• Industry: Electronic Components

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

32% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 93

1.58% more ownership

Funds ownership: 106.72% [Q3] → 108.3% (+1.58%) [Q4]

7% more call options, than puts

Call options by funds: $50.4M | Put options by funds: $47.1M

1% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 73

2% less funds holding

Funds holding: 320 [Q3] → 313 (-7) [Q4]

31% less capital invested

Capital invested by funds: $6.5B [Q3] → $4.45B (-$2.05B) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 8 [Q3] → 4 (-4) [Q4]

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $130 50% upside
• Avg. target: $151 74% upside
• High target: $220 154% upside

5 analyst ratings

• positive: 4 80%
• neutral: 1 20%
• negative: 0 0%

Goldman Sachs Toshiya Hari 40% 1-year accuracy 38 / 94 met price target	52% upside $132	Neutral Maintained	6 Feb 2025
Cantor Fitzgerald Troy Jensen 36% 1-year accuracy 12 / 33 met price target	54% upside $133	Overweight Maintained	6 Feb 2025
Piper Sandler Harsh Kumar 14% 1-year accuracy 5 / 37 met price target	62% upside $140	Overweight Maintained	6 Feb 2025
Needham James Ricchiuti 22% 1-year accuracy 26 / 118 met price target	50% upside $130	Buy Maintained	6 Feb 2025
Susquehanna Christopher Rolland 18% 1-year accuracy 25 / 139 met price target	154% upside $220	Positive Maintained	22 Jan 2025