Impinj Inc vs Wolfspeed Inc — how do they compare? Impinj Inc trades at $137.27 (market cap $4.14B), while Wolfspeed Inc trades at $29.4 (market cap $1.65B). The key difference: Impinj Inc is far larger — about 2.5× Wolfspeed Inc's market cap. Which is the better fit depends on your goals.
| PI | WOLF | |
|---|---|---|
Market Cap | $4.14B | $1.65B |
Sector | Technology | Technology |
52-Week High | $241.91 | $73.68 |
52-Week Low | $91.34 | $1.19 |
Enterprise Value | $4.28B | $2.31B |
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.
Wolfspeed (WOLF) trades at $29.38, down 1.71% on the day, with a bearish technical outlook driven by moving averages but oversold RSI readings. The company shows negative profitability metrics, including a gross margin of -26.63% and net income margin of -79.83%, though it beat EPS estimates in two of the last three quarters. Recent news highlights strategic moves into data centers and defense, alongside a patent lawsuit against Navitas Semiconductor.
The outlook is mixed, with analyst consensus leaning neutral (47
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 →Wolfspeed is the global leader in wide bandgap semiconductors, specializing in silicon carbide (SiC) and gallium nitride (GaN) materials and devices. It operates a vertically integrated model, controlling the entire process from raw material substrate production to advanced power modules, serving as a critical infrastructure provider for electric vehicles (EVs), renewable energy, and AI data centers.
Read more on WOLF →