PI — Stock Film
STOCK FILMSCENE 1/11PI · $136
Stock Expert AI presents
PI
Impinj, Inc
~4 min film100% real numbers0 jargon
WHAT DOES THIS COMPANY DO?
Impinj, Inc. A quick introduction.

On the stock market since 2016, it operates in the world of technology. It has 457 employees. Now — the numbers.

on the stock market since 2016
457 employees
$4.1B market value
Revenue last year:
$0
The loss that same year:
$0
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.

WHERE DOES THE MONEY COME FROM?
83%Endpoint I Cs
Endpoint I Cs 83%Systems 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.

In the vault right now:
$0
DEBT: $326.7M
At this pace, that money lasts about 16.2 years.

Before the clock runs out, either sales must climb sharply or new money must come in. For now, time is on the company’s side.

INSIDE THE REPORT CARD

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

A score of 50 means class average.

BUSINESS QUALITY
46
weak

Clearly below the class average.

FINANCIAL STRENGTH
69
strong

A solid grade overall — yet the debt outweighs the cash. The strength here comes from earnings power.

VALUATION
35
weak

Clearly below the class average.

GROWTH
45
weak

Clearly below the class average.

PRICE MOMENTUM
56
average

The price is looking for direction — no strong breakout, no collapse.

WORTH WATCHING

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

Growth: Sales growth trails the sector average.

THE COUNCIL REVIEW
9

angles, checked one by one.

The 2 that stand out are on screen; the rest came back neutral.

The council scores out of 10; report-card grades are out of 100.

STRENGTHS
Fat profit per sale, but shrinking8/10
WEAK SPOTS
The stock has lost its spark0/10
THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 44% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 12% 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: 35/100.

3
THE RISKS · 3/3
Growth trails the sector

The growth engine is running at low revs right now. Report-card grade: 45/100.

FINALE · THE GRADE
F
0 / 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.

Analysts’ average target sits above today’s price, yet the valuation grade (35/100) says the stock isn’t cheap.

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This was a film — not investment advice.
Data: FMP & company filings
Jul 21, 2026 · stockexpertai.com · Stock Film