Shares of RFID manufacturer Impinj (NASDAQ:PI) jumped 4.7% in the afternoon session after investors appeared to focus on the company's strong historical growth metrics, which pointed to a promising outlook. A report highlighted the radio-frequency identification (RFID) maker's performance over the previous five years, noting that annual revenue grew by 20.2%. This suggested that the company increased its market share during that time. Furthermore, its annual earnings per share growth of 49.4% outpaced its revenue gains, signaling strong profitability. The company's free cash flow margin also expanded by 15.8 percentage points over the same period, giving it more cash to use for its operations. The positive reaction from the market came even as news surfaced that Sylebra Capital sold shares worth nearly $9.8 million in late November.
Small-cap stocks in the Russell 2000 (^RUT) can be a goldmine for investors looking beyond the usual large-cap names.
But with less stability and fewer resources than their bigger counterparts, these companies face steeper challenges in scaling their businesses.
A number of stocks jumped in the afternoon session after renewed enthusiasm for Alphabet reinvigorated the artificial intelligence trade, propelling a market rebound heading into the Thanksgiving holiday. The Nasdaq index jumped 2.6% and the S&P 500 gained 1.6%, driven by a 5% rally in Alphabet following the announcement of its upgraded Gemini 3 AI model. This optimism spilled over into the broader tech sector, lifting shares of Broadcom, Micron, and Palantir significantly.
The rally built on momentum from the previous trading session, sparked by the New York Fed president keeping the door open for a December interest rate cut.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Impinj (NASDAQ:PI) and the best and worst performers in the analog semiconductors industry.
A number of stocks fell in the afternoon session after markets continued to retreat, as investors re-evaluated the high valuations of stocks that benefited from the artificial intelligence boom.
Ondas Holdings (NASDAQ: ONDS) is currently navigating a turbulent period, marked by a confluence of strategic maneuvers and financial pressures that have led to a perceived "negative shift in its bull case." As of November 11, 2025, investor sentiment appears cautious, largely driven by the impending Third Quarter 2025 Financial
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings.
However, these businesses (and their stock prices) often stay small because their subscale operations make it harder to expand their competitive moats.
Shares of RFID manufacturer Impinj (NASDAQ:PI) fell 8.3% in the afternoon session after UBS initiated coverage on the stock with a Neutral rating and a $200 price target, citing concerns about near-term growth challenges.
Impinj’s third quarter results were met with a significant negative market reaction, reflecting investor concerns despite the company surpassing revenue and adjusted profit expectations. Management cited record endpoint IC volumes and stronger-than-expected reader sales—particularly for its Gen2X platform—as key drivers, but also acknowledged that retailer demand remained cautious and tariff pressures persisted. CEO Chris Diorio described the performance as “outperformance despite weak retailer buying patterns and tariff headwinds,” emphasizing that logistics and supply chain deployments offset softer retail trends. Notably, management highlighted the company’s ability to execute in a challenging environment without attributing the quarter’s success to broad-based demand.
Shares of RFID manufacturer Impinj (NASDAQ:PI) fell 10.2% in the morning session after the company's in-line fourth-quarter revenue guidance overshadowed its third-quarter earnings beat.
RFID manufacturer Impinj (NASDAQ:PI) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $96.06 million. The company expects next quarter’s revenue to be around $91.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.58 per share was 16.8% above analysts’ consensus estimates.
RFID manufacturer Impinj (NASDAQ:PI) beat Wall Street’s revenue expectations in Q3 CY2025, but sales were flat year on year at $96.06 million. The company expects next quarter’s revenue to be around $91.5 million, close to analysts’ estimates. Its non-GAAP profit of $0.58 per share was 16.8% above analysts’ consensus estimates.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the analog semiconductors industry, including Analog Devices (NASDAQ:ADI) and its peers.
