TickerTalks
Browse all tickers →
TickerTalks›$PI
PIPI

Impinj, Inc.

Rising onWhy it's trendingX chatter picking upStrong bullish X conversationPrice and volume picking up
$PI·$5.3B·Semiconductors·Technology
$171.67+4.2%YTD-3.6%1Y-9.6%
Price updated 6h ago·X counts updated 5h ago
PIPI
$PIImpinj, Inc.
$171.67+4.23%928 posts1.1×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $PI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

928X posts · last 7 days
Aug 28Sep 10
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $PI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data120 posts analyzed · as of 2026-09-10

Pi Network chatter is dominated by Protocol 27 mainnet launch anticipation on September 15, DEX and smart-contract infrastructure preparations, and rising OKX trending status. Posters emphasize utility-driven demand over price with pioneers describing PI as still early and undervalued.

Read what X is saying about $PI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Stuck sidewaysWinding up for a moveAI verdict · as of 2026-09-11

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

RFID chip specialist coiling on a golden cross with barely any volume — a technical setup ahead of an unclear fundamental catalyst.

Impinj makes the RAIN RFID chips and readers that let logistics and retail operators track individual items through their supply chain. Revenue was essentially flat last quarter, but the stock has quietly worked above its 50 and 200-day moving averages on collapsing volume.

  • The revenue picture is the honest issue: Q2 revenue growth of -0.04% year-over-year — effectively flat — after several quarters of deceleration. Operating margin is negative at -1.7%, so this trades at 11x sales for a business the market is paying for on TAM narrative, not current earnings.
  • The setup is genuinely coiled: volume multiplier at 0.11x the 30-day average, position 14% above the 50-day, and a golden cross confirmed in early September. That's a compressed range typically resolved by a fundamental catalyst — the CEO framing 'gigantic opportunity' in logistics tracking is one, but nothing dated.
  • Insider activity is mechanical vesting rather than conviction: CEO Diorio's F-InKind and CFO Baker's small in-kind conversions are tax-withholding, not open-market signal. No open-market buys either way.

The bet is whether Q3 on Oct 28 shows RFID-adoption cycle actually re-accelerating with retail and logistics customers — a return to double-digit growth is what breaks the coil upward. A second flat quarter and the technical setup unwinds; the whole range compresses back toward $140-150.

What to watch: Oct 28 Q3 earnings — specifically revenue growth returning above 10% year-over-year and any language on end-customer adoption of the logistics tracking use case. A flat quarter and the technical setup breaks the other way.

On the calendar: 2026-10-28 — Q3 earnings

Read the AI verdict on $PI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

RAIN RFID chip and cloud platform provider enabling real-time item tracking in retail, supply chain, and logistics.

Industry overviewAI analysisGenerated by AI from underlying data

Where Semiconductors sits in its cycle right now — and what that implies for $PI.

Semiconductors · Technology

Hyperscaler AI capex is the structural driver — Blackwell GPU allocation remains constrained and HBM3e pricing is firm as NVDA's data-center backlog grows and AVGO's custom ASIC wins confirm demand is broadening beyond GPUs. LLM context-window expansion extends inference compute demand well into 2H26, sustaining the equipment, materials, and packaging supply chain.

What this means for $PI

Neutral — RAIN RFID chips for retail supply chain item tracking; no exposure to the AI hyperscaler capex cycle driving semiconductor demand.

Top industry ETF

$SMHVanEck Semiconductor ETF
+51.9%YTD
+86.2%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-152.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.5%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-13.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
52.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.86$0.80+8.2%
Q1 2026Apr 29, 2026$0.14$0.11+27.3%
Q4 2025Feb 5, 2026$0.50$0.500.0%
Q3 2025Oct 29, 2025$0.58$0.51+13.7%
Next earningsWed, Oct 28·consensus EPS $0.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$74.3M-0.0%49.1%-20.4%$-0.83$2.2M
Q4 FY25$92.8M+1.4%51.2%-2.9%$-0.04$13.6M
Q3 FY25$96.1M+0.9%50.3%0.7%$-0.44$18.0M
Q2 FY25$97.9M-4.5%57.8%11.1%$0.40$27.3M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$389.5M$376.4M – $402.6M$2.09$2.04 – $2.145
FY27$468.4M$452.6M – $484.1M$2.80$2.52 – $3.095
FY28$595.9M$535.3M – $631.6M$3.80-$1.57 – $8.843
FY29$726.0M$701.6M – $750.4M$3.59$3.43 – $3.751
FY30$836.0M$807.9M – $864.1M$0.00$0.00 – $0.002

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.70%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+13.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+21.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 29.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.9% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.925-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 10Cary BakerCFO1.4K sh$264KSellJun 9Sylebra Capital LlcDirector31.2K sh$4.0MSellJun 8Sylebra Capital LlcDirector45.5K sh$5.9MSellJun 5Sylebra Capital LlcDirector47.5K sh$5.9MSellJun 4Sylebra Capital LlcDirector33.4K sh$4.6MSellJun 3Sylebra Capital LlcDirector6.3K sh$879KSellJun 2Sylebra Capital LlcDirector38.7K sh$5.5MSellJun 1Sylebra Capital LlcDirector7.2K sh$1.0MSellMay 29Sylebra Capital LlcDirector48.5K sh$7.3MSellMay 11Sylebra Capital LlcDirector36.8K sh$5.7M
1–10 of 11
+ 23 other (9 exempts · 6 awards · 4 inkinds · 3 gifts · 1 other) in window

See when $PI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteMay 298-K — Item 5.07: Shareholder vote
AI summary

PI filed an 8-K under Item 5.07 reporting vote results from a stockholder meeting. Annual Meeting at 9:00 a.. The filing covers 4 proposal(s) voted on at the meeting. This is a routine proxy results filing; investors should check for any failed proposals that could signal governance concerns.

+ 14 other (4 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Impinj to Participate in Piper Sandler Growth Frontiers Conferencebusinesswire.com·2d agoBerger Montague PC Investigates ADMA Biologics, Inc.'s Board of Directors for Breach of Fiduciary Duty (NASDAQ: ADMA)gurufocus.com·11d agoImpinj (PI) Just Overtook the 20-Day Moving Averagezacks.com·18d agoImpinj Set To Revolutionize Logistics With Tracking Chips. CEO Eyes 'Gigantic Opportunity.investors.com·21d agoShould You Buy Impinj (PI) After Golden Cross?zacks.com·30d ago

More in Semiconductors

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$NVDA$MU$AMD$INTC$AVGO$SKHY$MRVL$QCOM
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport