Hel Ved Capital Management Ltd Makes New Investment in Impinj, Inc. $PI

Key Points

• Hel Ved Capital Management bought 30,050 shares of Impinj (NASDAQ:PI) in Q3 valued at about $5.43 million, making the position roughly 1.1% of its portfolio and leaving Hel Ved with about a 0.10% stake in the company.
• Analyst outlook: several firms have cut price targets (e.g., Cantor Fitzgerald to $170, Barclays to $175), and the consensus rating is "Hold" with an average target of $173.38.
• Company performance and insider sales: Impinj reported $0.50 EPS and $92.85M revenue (in line with estimates) with Q1 2026 EPS guidance of $0.08–$0.13, while insiders sold 367,685 shares (~$55.8M) in the last quarter.

Hel Ved Capital Management Ltd acquired a new stake in Impinj, Inc. (NASDAQ:PI - Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 30,050 shares of the company's stock, valued at approximately $5,432,000. Impinj makes up approximately 1.1% of Hel Ved Capital Management Ltd's portfolio, making the stock its 18th biggest holding. Hel Ved Capital Management Ltd owned about 0.10% of Impinj as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of PI. GAMMA Investing LLC grew its stake in shares of Impinj by 3.5% during the third quarter. GAMMA Investing LLC now owns 1,679 shares of the company's stock valued at $303,000 after purchasing an additional 57 shares during the last quarter. Wealth Enhancement Advisory Services LLC raised its position in Impinj by 0.4% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 16,130 shares of the company's stock worth $3,113,000 after purchasing an additional 66 shares during the last quarter. Amalgamated Bank raised its position in Impinj by 1.1% in the 2nd quarter. Amalgamated Bank now owns 6,670 shares of the company's stock worth $741,000 after purchasing an additional 74 shares during the last quarter. Hantz Financial Services Inc. lifted its holdings in Impinj by 90.4% during the 3rd quarter. Hantz Financial Services Inc. now owns 158 shares of the company's stock worth $29,000 after buying an additional 75 shares in the last quarter. Finally, Bessemer Group Inc. lifted its holdings in Impinj by 101.2% during the 3rd quarter. Bessemer Group Inc. now owns 167 shares of the company's stock worth $31,000 after buying an additional 84 shares in the last quarter.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on PI. Cantor Fitzgerald lowered their target price on Impinj from $246.00 to $170.00 and set an "overweight" rating for the company in a research note on Friday, February 6th. Roth Mkm set a $220.00 price target on Impinj in a research note on Friday, February 6th. UBS Group set a $155.00 price target on Impinj in a report on Friday, February 6th. Barclays lowered their price objective on Impinj from $211.00 to $175.00 and set an "overweight" rating for the company in a research report on Friday, February 6th. Finally, Weiss Ratings reaffirmed a "sell (d)" rating on shares of Impinj in a research note on Thursday, January 22nd. Five equities research analysts have rated the stock with a Buy rating, two have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $173.38.

Impinj Stock Performance

Shares of Impinj stock opened at $94.29 on Friday. The firm has a fifty day moving average of $148.25 and a two-hundred day moving average of $169.31. The company has a debt-to-equity ratio of 0.88, a quick ratio of 2.01 and a current ratio of 2.68. The stock has a market capitalization of $2.85 billion, a price-to-earnings ratio of -241.76 and a beta of 1.56. Impinj, Inc. has a 52 week low of $60.85 and a 52 week high of $247.06.

Impinj (NASDAQ:PI - Get Free Report) last posted its quarterly earnings results on Thursday, February 5th. The company reported $0.50 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.50. The business had revenue of $92.85 million for the quarter, compared to analyst estimates of $91.87 million. Impinj had a positive return on equity of 8.49% and a negative net margin of 3.00%.The firm's revenue was up 1.4% on a year-over-year basis. During the same period last year, the company earned $0.48 EPS. Impinj has set its Q1 2026 guidance at 0.080-0.130 EPS. As a group, equities research analysts predict that Impinj, Inc. will post -0.47 EPS for the current year.

Insider Transactions at Impinj

In other news, insider Sylebra Capital Llc sold 134,629 shares of the business's stock in a transaction dated Monday, December 15th. The stock was sold at an average price of $150.36, for a total transaction of $20,242,816.44. Following the completion of the transaction, the insider directly owned 1,132,152 shares in the company, valued at approximately $170,230,374.72. The trade was a 10.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders sold a total of 367,685 shares of company stock worth $55,795,532 in the last quarter. 12.40% of the stock is currently owned by company insiders.

Impinj Company Profile

Impinj, Inc, headquartered in Seattle, Washington, develops Radio Frequency Identification (RFID) solutions designed to connect everyday items to the internet. Founded in 2000, the company pioneered RAIN RFID technology with a focus on transforming supply chain and inventory processes across retail, healthcare, airport baggage handling and manufacturing. Impinj's platform comprises RAIN RFID tag chips, fixed and handheld RFID readers, gateways, antennas and connectivity modules that enable real-time visibility of tagged items.

Impinj's product portfolio is built around its core RAIN RFID ecosystem, offering tag chips for high-volume production (Monza series), reader chips for integration into third-party devices and complete reader and gateway systems (Speedway series and xArray).

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