Illumina, Inc. vs Impinj Inc — how do they compare? Illumina, Inc. trades at $193.06 (market cap $28.96B), while Impinj Inc trades at $175.27 (market cap $5.38B). The key difference: Illumina, Inc. is far larger — about 5.4× Impinj Inc's market cap, and Illumina, Inc. is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| ILMN | PI | |
|---|---|---|
Market Cap | $28.96B | $5.38B |
Sector | Health | Technology |
52-Week High | $205.10 | $241.91 |
52-Week Low | $91.00 | $91.34 |
Enterprise Value | $30.32B | $5.52B |
Signals from Pluang's Aura AI — not financial advice
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Impinj (PI) trades at $183.36, up 6.66% in 24 hours, showing strong momentum after Q2 2026 earnings beat with record revenue and EPS of $0.86 versus $0.81 expected. Technical indicators signal bullish momentum with the stock above key moving averages, though RSI levels suggest overbought conditions. The company maintains solid gross margins of 52.86% but faces profitability challenges with negative net income margins and ROE.
While analyst consensus remains strongly bullish with a $186 price target and institutional buying interest, investors should weigh the stock's premium valuation (P/S 14.26) against ongoing profitability concerns and recent insider selling activity. The company's specialized RAIN RFID technology positions it for growth in retail and supply chain markets, but execution risks and competitive pressures remain key considerations.
Trailing returns across standard periods
Illumina provides tools and services to analyze genetic material with life science and clinical lab applications. The company generates over 90% of its revenue from sequencing instruments, consumables, and services. Illumina's high-throughput technology enables whole genome sequencing in humans and other large organisms. Its lower throughput tools enable applications that require smaller data outputs, such as viral and cancer tumor screening. Illumina also sells microarrays (less than 10% of sales) that enable lower-cost, focused genetic screening with primarily consumer and agricultural applications.
Read more on ILMN →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 →