Impinj Inc vs Western Digital Corp — how do they compare? Impinj Inc trades at $164.69 (market cap $5.03B), while Western Digital Corp trades at $475.6 (market cap $173.88B). The key difference: Western Digital Corp is far larger — about 34.6× Impinj Inc's market cap, and Western Digital Corp pays a 0.12% dividend while Impinj Inc pays none. Which is the better fit depends on your goals.
| PI | WDC | |
|---|---|---|
Market Cap | $5.03B | $173.88B |
Sector | Technology | Technology |
52-Week High | $241.91 | $746.23 |
52-Week Low | $91.34 | $95.03 |
Enterprise Value | $5.17B | $173.35B |
Dividend Yield | — | 0.12% |
Signals from Pluang's Aura AI — not financial advice
Impinj (PI) trades at $171.90, down 0.27% on the day, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $194.50. Recent Q2 2026 earnings beat expectations with EPS of $0.86 versus $0.81 estimated, driven by strong RAIN RFID demand. However, negative net income margins and high valuation ratios like P/S of 13.33 pose fundamental concerns amid revenue growth.
The stock presents a growth opportunity with bullish analyst sentiment (72.7% buy ratings) and institutional accumulation, but risks include sustained profitability challenges, insider selling, and competitive pressures in the RFID market. Investors should weigh technical strength against fundamental headwinds for near-term positioning.
Western Digital (WDC) trades at $477.30, up 2.1% on the day, reflecting strong momentum amid bullish technical signals and consistent earnings beats. The stock exhibits robust fundamentals with a net income margin of 71.97% and ROE of 131.02%, supported by positive cash flow trends. Recent news highlights AI-driven storage demand and institutional accumulation, such as CalSTRS increasing its stake by 64,424.3% in Q2 2026 (SEC filing, September 7, 2026).
Outlook remains favorable with a consensus price target of $676.70 (72% buy ratings), though risks include high valuation multiples and cyclical industry exposure. Earnings growth from AI data expansion is a key catalyst, but investor caution is warranted near all-time highs.
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 →Western Digital is a vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.
Read more on WDC →