Price movement over the last 24 hours
Applied Digital Corporation vs Impinj Inc — how do they compare? Applied Digital Corporation trades at $30.66 (market cap $8.90B), while Impinj Inc trades at $140.86 (market cap $4.39B). The key difference: Applied Digital Corporation is far larger — about 2× Impinj Inc's market cap, and Applied Digital Corporation is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| APLD | PI | |
|---|---|---|
Market Cap | $8.90B | $4.39B |
Sector | Technology | Technology |
52-Week High | $49.65 | $241.91 |
52-Week Low | $9.18 | $91.34 |
Enterprise Value | $10.00B | $4.52B |
Signals from Pluang's Aura AI — not financial advice
Applied Digital (APLD) trades at $31.15, down 3.53% today, amid bearish technical signals despite unanimous analyst buy ratings. The company shows strong revenue growth with $144M in 2025 and $319M projected for 2026, but remains unprofitable with negative margins. Recent news highlights APLD's pivot to AI data centers with $36B in contracted lease value, though execution risks and customer concentration persist.
Outlook: High growth potential from AI infrastructure expansion contrasts with profitability challenges and heavy capital spending. Risks include customer concentration and debt load, but analyst consensus targets $76.67 suggest significant upside if execution improves.
Impinj (PI) trades at $144.03, down 0.26% today, with a bullish technical signal supported by moving averages and a golden cross pattern. The company reported Q1 2026 earnings of $0.14 per share, beating estimates, but faces negative net income margins and high valuation multiples. Recent news highlights insider selling and upcoming Q2 2026 results, while analyst consensus remains strongly bullish with a $167.50 price target.
The outlook for PI is mixed: strong analyst support and technical momentum suggest upside potential, but profitability challenges and high valuations pose risks. Investment opportunity hinges on execution improving margins and revenue growth, while key risks include competitive pressures and insider selling trends.
Trailing returns across standard periods
Latest headlines on both assets
Applied Digital provides high-performance computing (HPC) infrastructure and cloud services. It designs and operates data centers tailored for AI, machine learning, and other intensive digital workloads across North America.
Read more on APLD →Impinj, Inc. is a leading provider of RAIN RFID (radio-frequency identification) solutions. The company's platform includes endpoints (tag chips), connectivity devices (readers and gateways), and software, enabling businesses to wirelessly identify, locate, and authenticate everyday items. Impinj's technology is crucial for applications in retail, supply chain management, healthcare, and logistics, helping businesses to automate inventory, track assets, and improve operational efficiency.
Read more on PI →