Impinj Inc vs Planet Labs — how do they compare? Impinj Inc trades at $165.2 (market cap $5.26B), while Planet Labs trades at $17.21 (market cap $6.48B). The key difference: Planet Labs is the larger of the two by market cap, and Impinj Inc is trading nearer its 52-week high, Planet Labs nearer its low. Which is the better fit depends on your goals.
| PI | PL | |
|---|---|---|
Market Cap | $5.26B | $6.48B |
Sector | Technology | Technology |
52-Week High | $241.91 | $51.40 |
52-Week Low | $91.34 | $8.97 |
Enterprise Value | $5.39B | $6.11B |
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $171.90, down 0.27% on the day, with strong technical momentum indicated by bullish moving averages and recent golden cross formation. The company reported record Q2 2026 revenue and earnings beats, though maintains negative net income margins. Analyst consensus remains strongly bullish with 73% buy ratings and a $194.50 price target representing 13% upside potential from current levels.
While Impinj shows promising revenue growth and technical strength, investors face risks from negative profitability metrics and high valuation multiples. The company's specialized RAIN RFID technology positions it for logistics market expansion, but execution risks and competitive pressures require careful monitoring. Institutional buying activity suggests confidence in long-term prospects despite recent insider selling.
Planet Labs (PL) trades at $17.81, down 1.71% today, with a neutral technical signal. The company reported a strong Q2 2027 earnings beat, with revenue up 58% year-over-year to $116 million, and raised its full-year guidance. However, it remains unprofitable, with a net income margin of -95.13% in 2025. Analyst sentiment is positive, with a consensus price target of $38.33 and 56.52% of analysts rating it a Buy.
The outlook is mixed; strong revenue growth and a large satellite-services pipeline offer upside, but persistent losses and high valuation multiples pose significant risks. Investors should weigh the growth potential against the company's current lack of profitability and the capital-intensive nature of the space industry.
Trailing returns across standard periods
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 →Planet Labs operates Earth-imaging satellites and provides geospatial data products. Its imagery and analytics help governments and businesses monitor changes across the planet.
Read more on PL →