Impinj Inc vs SAP SE — how do they compare? Impinj Inc trades at $186 (market cap $5.60B), while SAP SE trades at $214.11 (market cap $238.67B). The key difference: SAP SE is far larger — about 42.6× Impinj Inc's market cap, and SAP SE pays a 1.38% dividend while Impinj Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Impinj Inc for 22 Days and SAP SE for 118 Days on average.
| PI | SAP | |
|---|---|---|
Market Cap | $5.60B | $238.67B |
Volume | 9,929 | 2,252,662 |
Sector | Technology | Technology |
52-Week High | $241.91 | $280.46 |
52-Week Low | $91.34 | $146.38 |
Typical Hold Time | 22 Days | 118 Days |
Enterprise Value | $5.73B | $237.42B |
Dividend Yield | — | 1.38% |
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $191.04, up 3.81% with strong technical momentum and bullish moving average signals. The company shows revenue growth with Q2 2026 earnings beating estimates, though profitability remains challenged with negative net margins. Analyst consensus is strongly bullish with 16 buy ratings and a $178.83 price target, while recent news highlights the company's positioning in RFID technology and upcoming Q3 earnings.
The stock presents growth potential from expanding RFID adoption but faces risks from persistent unprofitability and high valuation multiples. Current technical strength and institutional interest support near-term upside, though investors should monitor Q3 earnings results and margin improvement for sustained momentum.
SAP trades at $210.13, down 0.16% with a bullish technical signal from moving averages. The company reported strong Q1 2026 earnings beat but missed Q2 expectations. Revenue growth continues with 2025 revenue reaching $36.8B and net income margin of 20.41%. Analyst consensus is bullish with a $253.40 price target representing 21% upside potential. Recent news highlights AI-driven cloud revenue growth and partnership expansions.
SAP presents a compelling investment case with robust fundamentals and analyst support, though execution risks and competitive pressures remain. The stock's current valuation at 28x P/E appears justified by strong profitability and cloud transformation progress. Upside potential exists if the company can maintain its AI leadership and cloud migration momentum.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
Latest headlines on both assets
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 →Founded in 1972 by former IBM employees, SAP provides database technology and enterprise resource planning software to enterprises around the world. Across more than 180 countries, the company serves 440,000 customers, approximately 80% of which are small to medium-size enterprises.
Read more on SAP →