In short: BMO at outperform with a $220 target — 38% above where it trades — and Raskin owns it. Her one-paragraph description is the whole case: "this is a $5 billion ultra-high-frequency RFID stock. They make the little chips that get printed out in your baggage tag so you know where your luggage is and the plane, and all sorts of things. And UPS is putting it on every package now. Walmart's rolling it out. It's a duopoly. They have the best technology. We like it long term." (The auto-transcript renders the company as "Pinch.")
Impinj makes very cheap radio chips — the kind printed into an airline baggage tag or a shipping label — that let a scanner identify an item without seeing a barcode. It is a roughly $5 billion company, and BMO has an outperform rating with a target about 38% above the current price.
Amy Raskin's case has two parts. The demand part is that adoption is moving from pilots to defaults: UPS is now putting the tags on every package, and Walmart is rolling them out. The competitive part is that the market is a duopoly — only two companies of consequence make these chips — and she believes Impinj has the better technology.
She frames it as a long-term holding rather than a trade, which fits the profile: a small supplier whose revenue grows as very large customers standardise on the technology.
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