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PI vs ZBRA
Which Stock Would AI Choose? Impinj (PI) vs. Zebra Technologies (ZBRA) Stock Comparison
Key Takeaways
- PI has surged over 40% in the past month following strong Q1 earnings, outperforming ZBRA's modest 1% monthly gain.
- Impinj focuses on RAIN RFID platforms, while Zebra Technologies offers broader automatic identification solutions including printers and scanners.
- PI trades at a premium valuation with negative earnings but shows higher recent momentum; ZBRA has positive EPS and trades at a P/E of about 28.
- Year-to-date, PI is up 12% versus the S&P 500's 8%, while ZBRA lags slightly at 7%.
- Analysts see upside for both, with average targets implying 15% for PI and over 40% for ZBRA.
- Tickeron's AI Robots highlight opportunities in related sectors like semiconductors and industrials, where these stocks operate.
Introduction
Impinj (PI) and Zebra Technologies (ZBRA) operate in the automatic identification and data capture sector, leveraging RFID (radio-frequency identification) and related technologies for inventory tracking, supply chain optimization, and asset management. This stock comparison is relevant for traders seeking momentum plays in high-growth tech subsectors and investors eyeing relative performance amid market volatility. With recent earnings driving divergent price behaviors, understanding their business models, recent momentum, and sector positioning aids in evaluating stock comparison opportunities in today's environment.
PI Overview and Recent Performance
Impinj (PI), a leader in RAIN RFID solutions, provides platforms that connect physical items to cloud applications via wireless connectivity. The company reported Q1 2026 revenue of $74.25 million, flat year-over-year but beating estimates, with non-GAAP EPS of $0.14 meeting consensus. Guidance for Q2 pointed to $104.5 million at the midpoint, exceeding expectations and fueling sentiment.
In recent market activity, PI shares have rebounded sharply, up over 40% in the past month from around $105 to approximately $153, reversing year-to-date declines. This momentum stems from post-earnings optimism, analyst upgrades, and growing RFID adoption in retail and logistics. Trading at a $4.66 billion market cap with a negative P/E due to prior losses, the stock's beta of 1.8 reflects high volatility, influenced by channel inventory dynamics and broader semiconductor trends.
ZBRA Overview and Recent Performance
Zebra Technologies (ZBRA) designs and sells printers, scanners, mobile computers, and RFID systems for frontline operations and asset tracking. Its Q4 2025 results showed $1.48 billion in sales, up 10.6% year-over-year and beating estimates, with adjusted EPS of $4.33 in line with consensus. The company generated strong free cash flow over $800 million annually and repurchased shares aggressively.
Recent weeks have seen ZBRA shares trade sideways around $226, with a slight 1% monthly uptick amid modest YTD gains of 7%, trailing the S&P 500 slightly. Performance reflects steady demand in enterprise solutions offset by softer North American markets and competition in automation. At a $11 billion market cap and P/E near 28, sentiment is supported by AI investments and undervaluation signals, though 1-year returns lag at -14%.
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Head-to-Head Comparison
Impinj (PI) pursues a pure-play RFID chip and platform model, driving growth via IoT expansion but exposing it to inventory cycles and customer concentration. Zebra (ZBRA) diversifies across hardware like printers and software services, offering stability through recurring consumables revenue.
Recent momentum favors PI with its post-earnings surge, while ZBRA shows steadier trends. Risk profiles differ: PI's higher beta signals volatility from semiconductor ties; ZBRA faces macro headwinds in enterprise spending. Both tap RFID growth, but ZBRA's scale provides sector resilience versus PI's agility in niche catalysts. Analyst targets suggest greater relative upside for ZBRA at 40%+ versus 15% for PI.
Tickeron AI Verdict
Tickeron’s AI would currently favor ZBRA due to its trend consistency, positive earnings trajectory, robust cash flow, and higher implied upside from analyst positioning amid undervaluation. While PI exhibits stronger short-term momentum from recent catalysts, ZBRA's diversified stability and sector exposure offer a more probabilistic edge in the prevailing market environment.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PI is a Hold and ZBRA is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
PI’s FA Score shows that 0 FA rating(s) are green whileZBRA’s FA Score has 0 green FA rating(s).
- PI’s FA Score: 0 green, 5 red.
- ZBRA’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
PI’s TA Score shows that 6 TA indicator(s) are bullish while ZBRA’s TA Score has 5 bullish TA indicator(s).
- PI’s TA Score: 6 bullish, 4 bearish.
- ZBRA’s TA Score: 5 bullish, 5 bearish.
Price Growth
PI (@Semiconductors) experienced а -3.71% price change this week, while ZBRA (@Telecommunications Equipment) price change was +2.37% for the same time period.
The average weekly price growth across all stocks in the @Semiconductors industry was -0.05%. For the same industry, the average monthly price growth was -2.24%, and the average quarterly price growth was +92.77%.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was -4.22%. For the same industry, the average monthly price growth was -4.91%, and the average quarterly price growth was +57.33%.
Reported Earning Dates
PI is expected to report earnings on Jul 29, 2026.
ZBRA is expected to report earnings on Aug 04, 2026.
Industries' Descriptions
@Semiconductors (-0.05% weekly)The semiconductor industry manufacturers all chip-related products, including research and development. These chips are used in innumerable electronic devices, including computers, cell phones, smartphones, and GPSs. Intel Corporation, NVIDIA Corp., and Broadcomm are some of the prominent players in this industry. Semiconductor companies usually tend to do well during periods of healthy economic growth, thereby inducing further research and development in the industry – which in turn augurs well for productivity and growth in the economy. In the near future, demand for semiconductor products (and possibly innovation within the segment) should only expand further, with the proliferation of 5G, autonomous vehicles, IoT, and various AI-driven electronics set to herald a new, advanced chapter in the technology-driven world as we know it. With burgeoning prospects comes great competition. In 2015, SIA estimated that U.S. semiconductor industry ranks as the second most competitive U.S. industry out of 2882 U.S. industries designated manufacturers by the U.S. Census Bureau.
@Telecommunications Equipment (-4.22% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
| PI | ZBRA | PI / ZBRA | |
| Capitalization | 4B | 11.7B | 34% |
| EBITDA | -9.53M | 884M | -1% |
| Gain YTD | -24.464 | 1.205 | -2,031% |
| P/E Ratio | 53.45 | 29.68 | 180% |
| Revenue | 361M | 5.58B | 6% |
| Total Cash | 132M | 114M | 116% |
| Total Debt | 265M | 2.85B | 9% |
PI | ZBRA | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 73 | 8 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 39 Fair valued | |
PROFIT vs RISK RATING 1..100 | 72 | 100 | |
SMR RATING 1..100 | 96 | 66 | |
PRICE GROWTH RATING 1..100 | 51 | 58 | |
P/E GROWTH RATING 1..100 | 100 | 46 | |
SEASONALITY SCORE 1..100 | 50 | 90 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ZBRA's Valuation (39) in the Computer Peripherals industry is in the same range as PI (71) in the Electronic Production Equipment industry. This means that ZBRA’s stock grew similarly to PI’s over the last 12 months.
PI's Profit vs Risk Rating (72) in the Electronic Production Equipment industry is in the same range as ZBRA (100) in the Computer Peripherals industry. This means that PI’s stock grew similarly to ZBRA’s over the last 12 months.
ZBRA's SMR Rating (66) in the Computer Peripherals industry is in the same range as PI (96) in the Electronic Production Equipment industry. This means that ZBRA’s stock grew similarly to PI’s over the last 12 months.
PI's Price Growth Rating (51) in the Electronic Production Equipment industry is in the same range as ZBRA (58) in the Computer Peripherals industry. This means that PI’s stock grew similarly to ZBRA’s over the last 12 months.
ZBRA's P/E Growth Rating (46) in the Computer Peripherals industry is somewhat better than the same rating for PI (100) in the Electronic Production Equipment industry. This means that ZBRA’s stock grew somewhat faster than PI’s over the last 12 months.
| PI | ZBRA | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 69% | 2 days ago 77% |
| Stochastic ODDS (%) | 2 days ago 89% | 2 days ago 72% |
| Momentum ODDS (%) | 2 days ago 78% | 2 days ago 70% |
| MACD ODDS (%) | 2 days ago 73% | 2 days ago 69% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 66% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 70% |
| Advances ODDS (%) | 2 days ago 82% | 2 days ago 65% |
| Declines ODDS (%) | 7 days ago 81% | 7 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 90% | 2 days ago 78% |
| Aroon ODDS (%) | 2 days ago 88% | 2 days ago 70% |
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ZBRA and
Correlation & Price change
A.I.dvisor indicates that over the last year, ZBRA has been loosely correlated with PI. These tickers have moved in lockstep 44% of the time. This A.I.-generated data suggests there is some statistical probability that if ZBRA jumps, then PI could also see price increases.
| Ticker / NAME | Correlation To ZBRA | 1D Price Change % | ||
|---|---|---|---|---|
| ZBRA | 100% | +4.14% | ||
| PI - ZBRA | 44% Loosely correlated | +2.12% | ||
| ITRN - ZBRA | 43% Loosely correlated | -1.74% | ||
| BDC - ZBRA | 42% Loosely correlated | -1.31% | ||
| KN - ZBRA | 38% Loosely correlated | +3.46% | ||
| HPE - ZBRA | 37% Loosely correlated | +2.09% | ||
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