Check Point Software Technologies Ltd vs Impinj Inc — how do they compare? Check Point Software Technologies Ltd trades at $132.18 (market cap $13.97B), while Impinj Inc trades at $145.48 (market cap $4.40B). The key difference: Check Point Software Technologies Ltd is far larger — about 3.2× Impinj Inc's market cap, and Impinj Inc is trading nearer its 52-week high, Check Point Software Technologies Ltd nearer its low. Which is the better fit depends on your goals.
| CHKP | PI | |
|---|---|---|
Market Cap | $13.97B | $4.40B |
Sector | Technology | Technology |
52-Week High | $223.00 | $241.91 |
52-Week Low | $112.47 | $91.34 |
Enterprise Value | $13.17B | $4.54B |
Signals from Pluang's Aura AI — not financial advice
CHKP trades at $134.32, up 1.99% today, with a bearish technical signal despite recent earnings beats. The stock shows strong profitability with a 38.37% net income margin and trades at a P/E of 13.82. Recent news highlights AI security partnerships and upcoming Q2 2026 earnings on July 30, 2026.
Outlook is mixed: analyst consensus targets $148.43 (10.5% upside) with 46% buy ratings, but technicals and insider sales pose risks. Key catalysts include AI integration progress and earnings results, while competition and sector volatility remain headwinds.
Impinj (PI) trades at $146.02, up 1.38% with a bullish technical signal supported by moving averages. The company shows mixed fundamentals with a negative net income margin of -7.66% but beat Q1 2026 EPS estimates. Revenue remains stable at $361M annually, though profitability challenges persist with elevated valuation ratios like P/S of 11.89. Analyst consensus is strongly bullish with 73% buy ratings and a $167.50 price target.
Outlook remains cautiously optimistic given strong analyst support and technical momentum, but investors face risks from insider selling and ongoing profitability challenges. The stock offers potential upside to consensus targets if execution improves, though negative margins and competitive pressures warrant careful monitoring.
Trailing returns across standard periods
Latest headlines on both assets
Check Point is a global leader in cybersecurity solutions. It provides comprehensive protection against advanced cyber threats for corporate networks, cloud environments, mobile devices, and critical infrastructure.
Read more on CHKP →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 →