Manhattan Associates Inc vs Impinj Inc — how do they compare? Manhattan Associates Inc trades at $190.23 (market cap $11.38B), while Impinj Inc trades at $177.48 (market cap $5.32B). The key difference: Manhattan Associates Inc is far larger — about 2.1× Impinj Inc's market cap, and Manhattan Associates Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| MANH | PI | |
|---|---|---|
Market Cap | $11.38B | $5.32B |
Sector | Technology | Technology |
52-Week High | $220.19 | $241.91 |
52-Week Low | $120.88 | $91.34 |
Enterprise Value | $11.25B | $5.45B |
Signals from Pluang's Aura AI — not financial advice
MANH trades at $189.98, down 2.92% on the day, but maintains a bullish technical outlook with strong moving average signals and a golden cross formation. The company reported Q2 2026 EPS of $1.39, beating estimates, with cloud revenue growth driving performance. However, high valuation ratios like a P/E of 55.93 and P/B of 72.26 suggest premium pricing. Recent news highlights an ongoing legal investigation into fiduciary duties by Rosen Law Firm, adding a layer of scrutiny.
The stock's upside is supported by analyst consensus with a $210.33 price target and 80% buy ratings, but risks include elevated valuations, potential legal overhangs, and projected net cash flow turning negative in 2026. Investors should weigh robust profitability metrics against these headwinds for balanced decision-making.
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
Manhattan Associates, Inc. is a global leader in supply chain and omnichannel commerce software. The company provides a comprehensive suite of cloud-based and on-premise solutions for warehouse management (WMS), transportation management (TMS), and order management (OMS). MANH's technology helps retailers, wholesalers, and manufacturers manage inventory, optimize logistics, and unify the shopping experience across physical and digital channels.
Read more on MANH →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 →