IMPINJ INC(PI)Stock Analysis
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Rank #2,073 of 2,960 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
PI Stock Analysis & AI Quality Score
Data updated 2026-09-12AI stock analysis and institutional research for IMPINJ INC (PI), a Technology sector company. 13F Pro's AI-powered ranking engine scores PI at 41.1/100 on a 32-signal composite quality model, placing it at rank #2,073 of 2,960 stocks — the bottom half of the AI-ranked universe. PI scores in the top quartile across earnings quality (77.2). Areas of concern include profitability (19.9) and balance sheet strength (22.8), which score below median versus the broader universe. Shareholder dilution risk is elevated at 11.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), IMPINJ INC reports quarterly revenue of $108.4M, net income of $12.2M, free cash flow of $29.2M. Top institutional holders of PI by reported 13-F value include FMR, BlackRock, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. PI trades on the Nasdaq exchange and files with the SEC under CIK 1114995. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate PI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for IMPINJ INC directly from SEC EDGAR. IMPINJ INC's 13F Pro composite quality score has ranged between 26 and 70 since 2021, currently 41.1 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.
Revenue
Q2 2026
$108.4M
Net Income
Q2 2026
$12.2M
Free Cash Flow
Q2 2026
$29.2M
ROIC
Q2 2026
7.9%
D/E Ratio
Q2 2026
1.29
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-1.4% YoYNet Income
-126.6% YoYOperating Income
+89.6% YoYEPS (Diluted)
-126.6% YoYTotal Assets
+11.5% YoYTotal Debt
-33.4% YoYOp. Cash Flow
-54.2% YoYFree Cash Flow
-58.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $361.1M -1.4% | $366.1M +19.0% | $307.5M +19.3% | $257.8M +35.5% | $190.3M +37.0% | $138.9M |
| Net Income | $-10.8M -126.6% | $40.8M +194.2% | $-43.4M -78.5% | $-24.3M +52.6% | $-51.3M +1.3% | $-51.9M |
| Operating Income | $-737.0K +89.6% | $-7.1M +83.7% | $-43.5M -123.2% | $-19.5M +47.7% | $-37.2M +20.9% | $-47.1M |
| EPS (Diluted) | $-0.37 -126.6% | $1.39 +185.8% | $-1.62 -70.5% | $-0.95 +55.2% | $-2.12 +7.0% | $-2.28 |
| Total Assets | $545.2M +11.5% | $489.1M +36.1% | $359.4M +2.8% | $349.7M +10.8% | $315.5M +52.0% | $207.6M |
| Total Debt | $377.6M -33.4% | $567.0M +101.2% | $281.9M +0.6% | $280.2M -5.9% | $297.9M +446.1% | $54.6M |
| Operating Cash Flow | $58.7M -54.2% | $128.3M +359.8% | $-49.4M -7803.9% | $641.0K -90.1% | $6.5M +138.3% | $-16.9M |
| Free Cash Flow | $45.9M -58.7% | $111.2M +263.6% | $-68.0M -494.3% | $-11.4M -17.1% | $-9.8M +51.1% | $-20.0M |
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Available Research
13F Pro tracks comprehensive data for IMPINJ INC including:
Top Institutional Holders of PI
FMR LLC
$653.5M4,562,799 shBlackRock, Inc.
$637.3M4,449,389 shVANGUARD PORTFOLIO MANAGEMENT LLC
$314.3M2,194,236 shSTATE STREET CORP
$243.6M1,700,585 shCapital International Investors
$206.7M1,443,452 shVANGUARD CAPITAL MANAGEMENT LLC
$183.7M1,282,667 shCapital World Investors
$161.0M1,124,066 shMILLENNIUM MANAGEMENT LLC
$119.5M834,376 shAMERICAN CENTURY COMPANIES INC
$115.2M804,335 shSYLEBRA CAPITAL LLC
$111.1M775,943 sh
| Fund | Value | Shares |
|---|---|---|
| FMR LLC | $653.5M | 4,562,799 |
| BlackRock, Inc. | $637.3M | 4,449,389 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $314.3M | 2,194,236 |
| STATE STREET CORP | $243.6M | 1,700,585 |
| Capital International Investors | $206.7M | 1,443,452 |
| VANGUARD CAPITAL MANAGEMENT LLC | $183.7M | 1,282,667 |
| Capital World Investors | $161.0M | 1,124,066 |
| MILLENNIUM MANAGEMENT LLC | $119.5M | 834,376 |
| AMERICAN CENTURY COMPANIES INC | $115.2M | 804,335 |
| SYLEBRA CAPITAL LLC | $111.1M | 775,943 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is PI a good stock to buy?
13F Pro's AI-powered analysis of IMPINJ INC (PI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for PI are available on the PI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. PI is classified as a mid company.
Which hedge funds own PI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling PI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of IMPINJ INC's investment landscape.