--- title: "PI Impinj" canonical: "https://supercyclehq.com/stock/impinj" type: "stock" dataAsOf: "2026-11-06" ticker: "PI" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Impinj (PI) Impinj builds the RAIN RFID platform that connects physical items to the cloud. ## AI Exposure Score **20/100, Peripheral.** Impinj sells RAIN RFID chips and readers that tag physical items, feeding inventory data to retail and logistics customers. AI-driven supply chain analytics is a use case for that data, but demand is tied to retail tagging adoption, not AI compute. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $171.03 | | Change 1d | +6.19% | | Change 7d | -4.80% | | Change 30d | -6.77% | | Change 1y | +4.52% | | 52-week high | $209.16 | | 52-week low | $91.34 | | Market cap | $5.3B | | P/E | n/a | | EPS | $-0.31 | | Next earnings | 2026-10-28 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NASDAQ | | Sector | Technology | | Headquarters | Seattle, Washington | | CEO | Chris Diorio | | Employees | 457 | | Website | https://www.impinj.com | | Buildout layers | [Semiconductors](https://supercyclehq.com/category/semiconductors) | ## What the company does Impinj builds the RAIN RFID platform that connects physical items to the cloud. It sells the tiny chips that go on products, the readers that scan them, and the software that turns those reads into inventory data. Retailers and logistics companies are its main customers. Its products include the Impinj RAIN AI Platform, ItemSense AI for turning raw tag reads into item location and movement, AI Inventory Intelligence for stock visibility, and Digital Twin RFID for keeping a live digital model of physical inventory. Founded in 2000 and headquartered in Seattle, Washington, Impinj trades on the NASDAQ and employs about 460 people under CEO Chris Diorio. ## Role in the AI buildout Impinj sits in the Semiconductors layer as a data source for AI rather than a supplier of AI compute. Its RFID chips and readers generate the item-level data that AI-driven supply chain analytics runs on, giving retailers a real-time view of physical inventory. Demand, though, is tied to retail tagging adoption rather than AI infrastructure spending. Supercycle scores its AI exposure at 20 out of 100. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Whale Rock Capital](https://supercyclehq.com/investors/whale-rock) | Whale Rock Capital Management | $58.0M | 0.47% | unchanged | 2026-06-30 | | [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $304,937 | 0.00% | trimmed | 2026-06-30 | ## Recent news - [Impinj to Participate in Upcoming Investor Conferences](https://finance.yahoo.com/technology/articles/impinj-participate-upcoming-investor-conferences-211500884.html?.tsrc=rss) (source, 2026-11-05) - [PI Q3 deep dive: broad-based demand, capacity investments, and early-stage software pipeline](https://finance.yahoo.com/markets/stocks/articles/pi-q3-deep-dive-broad-034936774.html?.tsrc=rss) (source, 2026-11-03) - [5 insightful analyst questions from Impinj’s Q3 earnings call](https://finance.yahoo.com/markets/stocks/articles/5-insightful-analyst-questions-impinj-113129756.html?.tsrc=rss) (source, 2026-10-31) - [Impinj (PI) Stock Price Faces A Q3 Earnings Valuation Check](https://finance.yahoo.com/markets/stocks/articles/impinj-pi-stock-price-faces-081456914.html?.tsrc=rss) (source, 2026-10-30) - [Impinj, Inc. Q3 2026 Earnings Call Summary](https://app.moby.co/home/research/tools/earningsCalendar/earnings-impinj-inc-q3-2026-earnings-call-summary?utm_source=yahoo_finance&utm_medium=rss&.tsrc=rss) (source, 2026-10-29) ## FAQ ### What does Impinj do? Impinj sells RAIN RFID chips, readers, and software that connect physical items to the cloud. Retailers and logistics companies use its platform to track inventory at the item level, from warehouses to store shelves. ### How is Impinj exposed to AI? Indirectly. Its RFID platform generates the item-level data that AI supply chain analytics runs on, but demand is driven by retail tagging adoption rather than AI compute. Supercycle rates its AI Exposure Score at 20 out of 100. ### What are Impinj's main products? The Impinj RAIN AI Platform, ItemSense AI for converting tag reads into item location data, AI Inventory Intelligence for stock visibility, and Digital Twin RFID for maintaining live digital models of physical inventory. ### Is PI a pure play AI stock? No. Impinj is an RFID connectivity company whose data feeds AI analytics downstream. Its AI Exposure Score of 20 out of 100 reflects modest, indirect exposure to the AI theme. ### Where is Impinj based and who leads it? Impinj is headquartered in Seattle, Washington, and led by CEO Chris Diorio. Founded in 2000, the company employs about 460 people and its shares trade on the NASDAQ. --- Source: https://supercyclehq.com/stock/impinj. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.