Impinj Inc vs Sea Limited — how do they compare? Impinj Inc trades at $165.2 (market cap $5.26B), while Sea Limited trades at $107.9 (market cap $69.41B). The key difference: Sea Limited is far larger — about 13.2× Impinj Inc's market cap, and Impinj Inc is trading nearer its 52-week high, Sea Limited nearer its low. Which is the better fit depends on your goals.
| PI | SE | |
|---|---|---|
Market Cap | $5.26B | $69.41B |
Sector | Technology | Media |
52-Week High | $241.91 | $196.50 |
52-Week Low | $91.34 | $78.16 |
Enterprise Value | $5.39B | $64.44B |
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.
SE trades at $113.33, up 1.11% today, with a bullish technical outlook as the price sits above key support at $111. Revenue grew to $22.94B in 2025, with net income reaching $1.58B, and analysts project a consensus price target of $143.67. Recent insider sales by executives have occurred, but the company maintains strong cash flow from operations of $5.02B.
The outlook is positive given robust revenue growth and improving profitability, but risks include competitive pressures in e-commerce and potential volatility from insider selling. Wall Street sentiment remains bullish with 70% buy ratings, supporting upside potential if earnings continue to beat expectations.
Trailing returns across standard periods
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →