PI — Stock Film
STOCK FILMSCENE 1/11PI · $177
Stock Expert AI presents
PI
Impinj, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
Impinj, Inc. What it actually does.

Develop and market RAIN RFID endpoint ICs (integrated circuits) that attach to items. Now — the numbers.

on the stock market since 2016
457 employees
$5.4B market value
WHERE DOES THE MONEY COME FROM?
83%Endpoint I Cs
Endpoint I CsSystems 17%
83% of all revenue comes from a single line: Endpoint I Cs.

That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.

Revenue last year:
$361.1M
The loss that same year:
$10.8M
Sales don’t cover the costs; the gap drains from the cash pile every year.

The company is still in the product-building phase: its spending runs above its sales. That only changes once the product starts selling at scale.

In the vault right now:
$175.3M
DEBT: $326.7M
At this pace, that money lasts about 16.2 years.

At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.

What executives did with their own stock over the last 12 months:
40 buy83 sell

Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.

INSIDE THE REPORT CARD

We compared this company with its own sector across five subjects.

A score of 50 means class average.

BUSINESS QUALITY
48
weak

Clearly below the class average.

FINANCIAL STRENGTH
32
very weak

Clearly below the class average.

VALUATION
24
very weak

Clearly below the class average.

GROWTH
47
weak

Clearly below the class average.

PRICE MOMENTUM
90
very strong

The stock has been running stronger than the market lately.

WORTH WATCHING

Valuation: The stock trades at a price that looks expensive next to its earnings; that can cap future returns.

Financial Strength: The cash-and-debt balance is thin; the buffer for hard times is slim.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 27% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 4 years, sales grew about 17% a year on average.

2
THE BRIGHT SIDE · 2/3
The product is selling

Sales run at $361.1M a year. A small number, but proof the product has real buyers.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/3
Small scale, thin loss

A loss of $10.8M against $361.1M in annual sales. And on top of that, sales fell from the year before.

2
THE RISKS · 2/3
The price runs ahead of the earnings

Today’s price already includes part of tomorrow’s optimism. Report-card grade: 24/100.

3
THE RISKS · 3/3
A thin financial cushion

The balance sheet offers little cushion against a rough stretch. Report-card grade: 32/100.

FINALE · THE GRADE
D
33 / 100 · MoonshotScore

On our five-subject report card, PI sits behind the class. A low grade doesn’t mean “doomed” — it means “big claim, small proof.”

The takeaway: PI is a high-risk stock — not yet profitable, and its future rides on its product catching on.

The total grade weighs these five subjects against the sector — it isn’t a simple average of the five.

What would you like to do next?
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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film