Crowdstrike Holdings Inc vs Impinj Inc — how do they compare? Crowdstrike Holdings Inc trades at $221.02 (market cap $225.95B), while Impinj Inc trades at $179.48 (market cap $5.32B). The key difference: Crowdstrike Holdings Inc is far larger — about 42.5× Impinj Inc's market cap, and Crowdstrike Holdings Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| CRWD | PI | |
|---|---|---|
Market Cap | $225.95B | $5.32B |
Sector | Technology | Technology |
52-Week High | $225.16 | $241.91 |
52-Week Low | $87.56 | $91.34 |
Enterprise Value | $222.22B | $5.45B |
Signals from Pluang's Aura AI — not financial advice
CrowdStrike (CRWD) trades at $221.01, down 1.84% today, but maintains a strong technical uptrend with bullish moving averages and support at $219. The stock has delivered consistent earnings beats, with Q1 2026 EPS of $0.28 exceeding the $0.27 estimate. Revenue growth remains robust, climbing to $3.95 billion in 2025, though net margins are slightly negative. Recent positive news includes being named a leader in IDC's MDR/MXDR report (Business Wire, August 11, 2026) and surging cybersecurity sector interest.
Outlook is cautiously optimistic given strong revenue expansion and platform adoption, but high valuation multiples (P/E 765.02, P/S 44.07) pose risks. Analyst consensus is bullish with 76% buy ratings and a $191.74 price target, though current price exceeds this. Key risks include premium valuation sensitivity, competitive pressures, and macroeconomic impacts on tech spending.
Impinj (PI) trades at $177.33, up 0.61% with a bullish technical outlook supported by moving averages and strong institutional interest. The company reported record Q2 2026 revenue and earnings beats, though profitability remains negative with -7.26% net margins. Recent news highlights institutional accumulation and positive earnings momentum despite insider selling activity.
The stock offers growth potential from RFID market leadership and strong quarterly performance, but faces risks from negative profitability, high valuation multiples, and concentrated revenue streams. Analyst consensus remains strongly bullish with a $186 price target, representing 4.9% upside from current levels.
Trailing returns across standard periods
Latest headlines on both assets
CrowdStrike Holdings provides cybersecurity products and services aimed at protecting organizations from cyberthreats. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, identity protection, and log management. CrowdStrike went public in 2019 and serves customers worldwide.
Read more on CRWD →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 →