Palo Alto Networks Inc vs Impinj Inc — how do they compare? Palo Alto Networks Inc trades at $400.75 (market cap $331.76B), while Impinj Inc trades at $183.12 (market cap $5.84B). The key difference: Palo Alto Networks Inc is far larger — about 56.8× Impinj Inc's market cap, and Palo Alto Networks Inc is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Palo Alto Networks Inc for 82 Days and Impinj Inc for 22 Days on average.
| PANW | PI | |
|---|---|---|
Market Cap | $331.76B | $5.84B |
Volume | 3,886,927 | 14,433 |
Sector | Technology | Technology |
52-Week High | $419.91 | $241.91 |
52-Week Low | $141.67 | $91.34 |
Typical Hold Time | 82 Days | 22 Days |
Enterprise Value | $331.19B | $5.97B |
Signals from Pluang's Aura AI — not financial advice
Palo Alto Networks (PANW) trades at $398.50, down 5.1% today but remains near its 52-week high. The stock shows strong technical momentum with bullish moving averages and positive analyst sentiment (72% buy ratings). Recent earnings beats and robust revenue growth to $9.22B in 2025 highlight fundamental strength, though valuation metrics appear elevated with P/E at 1,013.93 and P/S at 26.99. The company's AI-driven security platform and continuous defense services are driving market optimism.
Outlook remains positive given cybersecurity demand and AI integration, but premium valuation and rising costs pose risks. Revenue growth acceleration to $11.5B projected for 2026 supports bullish case, while net margin compression to 2.67% warrants monitoring. Analyst consensus target of $398.70 suggests limited near-term upside from current levels.
Impinj (PI) trades at $191.04, up 3.81% today, showing strong momentum with a bullish technical signal from moving averages. The stock has beaten earnings estimates in recent quarters, with Q2 2026 EPS of $0.86 exceeding expectations. However, the company remains unprofitable with a net income margin of -7.26% for 2026. Analyst consensus is strongly positive with 16 buy ratings and a $178.83 price target, though the current price exceeds this target. Recent news highlights the CFO's stock sale and participation in industry conferences.
The outlook for PI is mixed; strong revenue growth and bullish analyst sentiment support upside, but profitability challenges and high valuation ratios pose risks. Investment opportunity lies in the company's positioning in RFID technology, while key risks include sustained losses and competitive pressures. The stock's proximity to resistance at $192 suggests near-term volatility.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →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 →