Impinj Inc vs Solaredge Technologies Inc — how do they compare? Impinj Inc trades at $189.56 (market cap $5.60B), while Solaredge Technologies Inc trades at $32.08 (market cap $2.00B). The key difference: Impinj Inc is far larger — about 2.8× Solaredge Technologies Inc's market cap, and Impinj Inc is trading nearer its 52-week high, Solaredge Technologies Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Impinj Inc for 22 Days and Solaredge Technologies Inc for 34 Days on average.
| PI | SEDG | |
|---|---|---|
Market Cap | $5.60B | $2.00B |
Volume | 9,929 | 2,739,860 |
Sector | Technology | Energy |
52-Week High | $241.91 | $78.51 |
52-Week Low | $91.34 | $28.47 |
Typical Hold Time | 22 Days | 34 Days |
Enterprise Value | $5.73B | $1.86B |
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $189.16, down 0.98% on the day, with strong analyst support (16 buy ratings, 0 sell) and a consensus price target of $178.83. The stock shows bullish technical momentum with recent earnings beats in Q1 and Q2 2026, though profitability remains negative with a -7.26% net income margin. Recent news highlights include upcoming Q3 earnings and CFO stock sales.
While technical indicators and analyst sentiment are positive, fundamental challenges persist with negative ROE and high valuation multiples. The company's RAIN RFID technology presents growth opportunities in logistics, but investors should weigh execution risks against the bullish consensus.
SolarEdge Technologies (SEDG) trades at $31.81, down 4.07% on the day, reflecting ongoing volatility amid a bearish technical signal and mixed earnings. The stock faces fundamental headwinds with a net loss of $405.45 million in 2025 and negative profit margins, though revenue grew to $1.18 billion. Recent news highlights legal investigations and AI data center initiatives, while analyst sentiment remains cautious with a $37.75 consensus target.
The outlook for SEDG is challenged by persistent losses and competitive pressures, but potential upside exists if AI-driven growth targets materialize. Key risks include execution on new initiatives, solar industry financing costs, and legal overhangs. Investors should weigh the high-risk profile against long-term transformation efforts under current market conditions.
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 →SolarEdge Technologies designs, develops, and sells direct current optimized inverter systems for solar photovoltaic installations. The company system consists of power optimizers, inverters, and cloud-based monitoring platform and addresses a broad range of solar market segments, from residential solar installations to commercial and small utility-scale solar installations. The company sells its products directly to solar installers, engineering, procurement, and construction firms and indirectly to solar installers through distributors and electrical equipment wholesalers. Additionally, the company has nonsolar products targeting energy storage and e-mobility.
Read more on SEDG →