Impinj Inc vs Viasat — how do they compare? Impinj Inc trades at $164.69 (market cap $5.26B), while Viasat trades at $72.01 (market cap $10.71B). The key difference: Viasat is far larger — about 2× Impinj Inc's market cap, and Viasat is trading nearer its 52-week high, Impinj Inc nearer its low. Which is the better fit depends on your goals.
| PI | VSAT | |
|---|---|---|
Market Cap | $5.26B | $10.71B |
Sector | Technology | Technology |
52-Week High | $241.91 | $89.81 |
52-Week Low | $91.34 | $28.41 |
Enterprise Value | $5.39B | $15.90B |
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.
VSAT trades at $77.75, up 3.23% today, with a neutral technical signal. The company reported mixed Q2 2026 earnings, missing EPS estimates, but Q1 and Q4 2025 beat expectations. Revenue for 2025 was $4.52B with a net loss of $574.96M, though 2026 projections show improved profitability. Analyst consensus is balanced with 40% buy and 40% hold ratings. Recent news highlights the ViaSat-3 F3 satellite entering service in Asia-Pacific and new government contracts, signaling growth potential in satellite communications.
The outlook for VSAT is cautiously optimistic, driven by satellite deployment and government deals, but execution risks and competition from players like Starlink pose challenges. Investors should weigh the potential for revenue growth and margin improvement against high debt levels and ongoing losses. Near-term price action may hinge on Q3 2026 earnings and ViaSat-3 commercialization progress.
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 →Viasat provides satellite communications and connectivity services for aviation, maritime, government, enterprise, and consumer markets. Its network combines satellite and ground infrastructure to deliver connectivity in remote and mobile environments.
Read more on VSAT →