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News  ›  The Motley Fool

This Impinj Insider Sold 45,000 Shares Worth $7.7 Million. Did They Miss Out on Even Bigger Gains?

The Motley Fool Logo The Motley Fool By Sarah Sidlow
This Impinj Insider Sold 45,000 Shares Worth $7.7 Million. Did They Miss Out on Even Bigger Gains?

Sylebra Capital LLC, through director Daniel Patrick Gibson, sold 45,761 shares of Impinj worth approximately $7.7 million in early December 2025 at an average price of $167.25 per share. The sale occurred when the stock was down 10% year-over-year, potentially missing out on subsequent gains as the stock has risen 14% since the start of 2026. Impinj continues to benefit from Walmart's expanding RFID tag requirements across multiple product categories.

Insights
AMZN   neutral

Considered 'least overvalued' with clearer path to monetizing efficiency


PI   positive

Despite the insider sale, the article highlights Impinj's strong fundamentals and growth prospects. The company benefits from Walmart's expanding RFID requirements, has demonstrated 335% growth over five years, and recently surpassed 5 billion M800 series endpoint IC shipments. The stock has recovered 14% since the start of 2026, indicating positive momentum and market confidence in the company's future.