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Upturn AI SWOT - About
Samsara Inc (IOT)
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Upturn Advisory Summary
08/14/2025: IOT (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
21 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $47.73
1 Year Target Price $47.73
| 8 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -47.24% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 18.34B USD | Price to earnings Ratio - | 1Y Target Price 47.73 |
Price to earnings Ratio - | 1Y Target Price 47.73 | ||
Volume (30-day avg) 21 | Beta 1.62 | 52 Weeks Range 31.40 - 61.90 | Updated Date 08/15/2025 |
52 Weeks Range 31.40 - 61.90 | Updated Date 08/15/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.22 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -9.04% | Operating Margin (TTM) -9.06% |
Management Effectiveness
Return on Assets (TTM) -4.98% | Return on Equity (TTM) -11.77% |
Valuation
Trailing PE - | Forward PE 81.3 | Enterprise Value 18172068350 | Price to Sales(TTM) 13.74 |
Enterprise Value 18172068350 | Price to Sales(TTM) 13.74 | ||
Enterprise Value to Revenue 13.61 | Enterprise Value to EBITDA -13.02 | Shares Outstanding 299748992 | Shares Floating 287093346 |
Shares Outstanding 299748992 | Shares Floating 287093346 | ||
Percent Insiders 4.41 | Percent Institutions 96.68 |
Upturn AI SWOT
Samsara Inc
Company Overview
History and Background
Samsara Inc. was founded in 2015 by Sanjit Biswas and John Bicket. It emerged from a project at MIT focused on wireless sensing and data analytics. The company initially focused on developing sensor technology for industrial applications before pivoting to its current focus on connected operations.
Core Business Areas
- Connected Operations Cloud: Samsara's flagship platform that integrates hardware and software to provide real-time visibility, analytics, and AI-powered insights into physical operations.
- Video-Based Safety: Dashcams and AI technology to identify risky driving behavior and provide coaching to improve safety.
- Equipment Monitoring: Sensors and software that track the location, utilization, and health of equipment.
- Site Visibility: Cameras and sensors providing real-time awareness of job sites and equipment.
Leadership and Structure
Sanjit Biswas serves as the CEO. The company has a typical corporate structure with departments focused on engineering, sales, marketing, customer success, and finance.
Top Products and Market Share
Key Offerings
- Connected Operations Cloud: This platform is the core of Samsara's business, providing a unified view of operations. Samsara claims to have tens of thousands of customers globally. Competitors include Teletrac Navman, Trimble (TRMB) and Motive.
- Video-Based Safety: Samsara's video-based safety solutions use AI to detect unsafe driving behaviors. The data is used to improve driver safety and reduce accidents. Market share data for this specific product is difficult to determine precisely, but Samsara is a leading player in the space. Competitors include SmartDrive Systems, Lytx (owned by Solera Holdings).
Market Dynamics
Industry Overview
The market for connected operations is rapidly growing, driven by the increasing need for real-time visibility, data-driven decision-making, and improved efficiency in industries such as transportation, construction, and logistics.
Positioning
Samsara is positioned as a leader in the connected operations space, offering a comprehensive platform that integrates hardware, software, and AI. Its competitive advantage lies in its integrated approach, ease of use, and focus on specific industry verticals.
Total Addressable Market (TAM)
Estimates vary, but the TAM for connected operations is estimated to be in the tens of billions of dollars. Samsara is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Integrated hardware and software platform
- Strong AI and data analytics capabilities
- Focus on specific industry verticals
- Scalable cloud-based architecture
- Strong brand reputation
Weaknesses
- Reliance on hardware sales
- Relatively high price point compared to some competitors
- Dependence on continuous technological innovation
Opportunities
- Expansion into new industry verticals
- Growth in international markets
- Development of new AI-powered features
- Partnerships with other technology providers
- Increased adoption of connected operations solutions
Threats
- Increased competition from established players and new entrants
- Economic downturn affecting customer spending
- Rapid technological changes requiring continuous innovation
- Data security and privacy concerns
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- GDRX
- TRMB
- VZ
- PTC
Competitive Landscape
Samsara competes with a mix of established technology companies and smaller, more specialized players. Its competitive advantage lies in its integrated platform, AI capabilities, and focus on specific industry verticals.
Major Acquisitions
V2M2 Technologies
- Year: 2018
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Samsara's hardware capabilities in terms of dashcams.
Growth Trajectory and Initiatives
Historical Growth: Samsara has experienced rapid revenue growth in recent years, driven by increasing demand for connected operations solutions.
Future Projections: Analysts project continued revenue growth for Samsara, driven by expansion into new markets and the development of new products and features. Profitability is expected to improve over time.
Recent Initiatives: Recent initiatives include expanding its product offerings, investing in AI and data analytics, and growing its sales and marketing teams.
Summary
Samsara is a rapidly growing company with a strong position in the connected operations market. Its integrated platform, AI capabilities, and focus on specific industry verticals give it a competitive advantage. While profitability remains a challenge, the company is well-positioned to capitalize on the growing demand for connected operations solutions. Watch out for increased competition.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Samsara Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Market Research Reports
- Analyst Reports
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance can change over time. Investors should conduct their own due diligence.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Samsara Inc
Exchange NYSE | Headquaters San Francisco, CA, United States | ||
IPO Launch date 2021-12-15 | Co-Founder, CEO & Chairman Mr. Sanjit Biswas | ||
Sector Technology | Industry Software - Infrastructure | Full time employees 3500 | Website https://www.samsara.com |
Full time employees 3500 | Website https://www.samsara.com | ||
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and advanced insights to manage fuel and energy costs; and workforce apps that enhance safety and productivity for frontline workers and enable regulatory compliance, capture electronic documents, perform maintenance inspections, maintain compliance logs, complete safety audits and risk assessments, submit timesheets, and message with back-office administration. The company also provides equipment monitoring, which offers visibility and management of unpowered and powered assets, including generators, compressors, and heavy construction equipment and trailers to prevent unplanned downtime and avoid critical safety and compliance issues; and site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
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