Impinj Inc vs Vertiv Holdings Co — how do they compare? Impinj Inc trades at $137.27 (market cap $4.14B), while Vertiv Holdings Co trades at $303.64 (market cap $116.96B). The key difference: Vertiv Holdings Co is far larger — about 28.3× Impinj Inc's market cap, and Vertiv Holdings Co pays a 0.08% dividend while Impinj Inc pays none. Which is the better fit depends on your goals.
| PI | VRT | |
|---|---|---|
Market Cap | $4.14B | $116.96B |
Sector | Technology | Technology |
52-Week High | $241.91 | $376.23 |
52-Week Low | $91.34 | $121.82 |
Enterprise Value | $4.28B | $117.73B |
Dividend Yield | — | 0.08% |
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $137.72, down 0.33% on the day, with technical indicators showing bearish momentum despite recent earnings beats. The company reported mixed Q1 2026 results with $0.14 EPS beating expectations but faces profitability challenges with negative net income margins. Analyst sentiment remains strongly positive with 73% buy ratings and a $167.50 consensus price target, representing 22% upside potential from current levels.
While analyst optimism and RFID market positioning provide upside potential, significant risks include persistent negative profitability, high valuation multiples, and recent insider selling. The stock's technical weakness near key support levels at $136-$135 suggests near-term caution despite long-term growth prospects in the expanding RFID market.
Vertiv (VRT) trades at $291.67, up 0.73% today, with a bearish technical signal but strong fundamental momentum. The stock has consistently beaten earnings estimates in recent quarters, with Q2 2026 results expected on July 29, 2026. Revenue and net income are projected to grow in 2026, supported by robust demand for AI data center infrastructure, including recent expansions in cooling solutions manufacturing.
The outlook is positive due to AI-driven growth and a $15 billion order backlog, though high valuation multiples and technical weakness pose risks. Analyst consensus is strongly bullish with a $402.92 price target, but investors should monitor execution on growth targets and competitive pressures in the data center equipment market.
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 →Vertiv is a global leader in critical digital infrastructure, providing essential power, cooling, and IT management solutions for data centers, communication networks, and industrial facilities. As the primary provider of advanced thermal management and liquid cooling systems, Vertiv is a central player in the AI revolution, enabling the extreme density and power requirements of next-generation GPU-driven computing.
Read more on VRT →