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Upturn AI SWOT - About
Samsara Inc (IOT)
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Upturn Advisory Summary
10/17/2025: IOT (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $48.48
1 Year Target Price $48.48
| 8 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -50.25% | Avg. Invested days 29 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 20.89B USD | Price to earnings Ratio - | 1Y Target Price 48.48 |
Price to earnings Ratio - | 1Y Target Price 48.48 | ||
Volume (30-day avg) 21 | Beta 1.6 | 52 Weeks Range 31.40 - 61.90 | Updated Date 10/18/2025 |
52 Weeks Range 31.40 - 61.90 | Updated Date 10/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.16 |
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 -6.16% | Operating Margin (TTM) -6.8% |
Management Effectiveness
Return on Assets (TTM) -3.74% | Return on Equity (TTM) -8.07% |
Valuation
Trailing PE - | Forward PE 69.93 | Enterprise Value 21821702345 | Price to Sales(TTM) 14.64 |
Enterprise Value 21821702345 | Price to Sales(TTM) 14.64 | ||
Enterprise Value to Revenue 15.3 | Enterprise Value to EBITDA -13.02 | Shares Outstanding 348744278 | Shares Floating 334962474 |
Shares Outstanding 348744278 | Shares Floating 334962474 | ||
Percent Insiders 4.2 | Percent Institutions 87.58 |
Upturn AI SWOT
Samsara Inc
Company Overview
History and Background
Samsara Inc. was founded in 2015 by Sanjit Biswas and John Bicket. Initially focused on wireless sensing, it pivoted to connected operations solutions for the physical world. The company went public in December 2021.
Core Business Areas
- Connected Operations Cloud: Samsara's core offering is a platform that provides real-time visibility, analytics, and AI-powered insights for physical operations. This includes video safety, vehicle telematics, equipment monitoring, and site visibility.
- Video-Based Safety: This includes dashcams and AI-powered driver monitoring to improve safety, prevent accidents, and coach drivers.
- Vehicle Telematics: This involves GPS tracking, engine diagnostics, and fuel efficiency monitoring for vehicle fleets.
- Equipment Monitoring: This includes sensors to track the location, condition, and utilization of heavy equipment and machinery.
- Site Visibility: Providing real-time insights into job sites, warehouses, and other operational locations using cameras and sensors.
Leadership and Structure
Sanjit Biswas is the CEO and co-founder. The organizational structure is typical of a technology company, with departments for engineering, product, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- Samsara Connected Operations Cloud: This includes hardware and software solution to give business insights into their vehicles and drivers. Market share is approximately 25% in the connected operations market for fleet management. Competitors include Verizon Connect, Trimble, and Motive.
- AI Dashcams: These cameras use artificial intelligence to detect unsafe driving behaviors. They hold a significant market share in the video telematics space. Market Share is around 27%. Competitors in this space are SmartDrive, Lytx, and Netradyne.
- IoT Sensors: These sensors track equipment and environmental conditions in real time. Growing product line with developing market share. Competitors include Element Analytics, Uptake, and FogHorn Systems.
Market Dynamics
Industry Overview
The connected operations industry is growing rapidly, driven by the need for businesses to improve efficiency, safety, and sustainability. Cloud computing, IoT, and AI are key enabling technologies.
Positioning
Samsara Inc. is positioned as a leading provider of connected operations solutions, offering a comprehensive platform that integrates hardware and software. Its competitive advantages include its user-friendly interface, strong AI capabilities, and broad product portfolio.
Total Addressable Market (TAM)
The total addressable market for connected operations is estimated to be over $90 billion. Samsara is well-positioned to capture a significant portion of this market with its comprehensive platform.
Upturn SWOT Analysis
Strengths
- Comprehensive Platform
- Strong AI Capabilities
- User-Friendly Interface
- Large Customer Base
- Scalable Business Model
Weaknesses
- High Customer Acquisition Costs
- Dependence on Hardware Sales
- Relatively High Price Point
- Limited International Presence (Compared to some competitors)
Opportunities
- Expansion into New Verticals
- Increased Adoption of AI and IoT
- Partnerships with Other Technology Providers
- International Expansion
- Development of New Products and Services
Threats
- Intense Competition
- Economic Downturn
- Changes in Regulations
- Cybersecurity Risks
- Hardware Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- VZ
- TRMB
- MVR
Competitive Landscape
Samsara Inc. faces competition from both established players and smaller startups. Its competitive advantages include its comprehensive platform, strong AI capabilities, and user-friendly interface. Disadvantages include its relatively high price point and limited international presence.
Major Acquisitions
Nextraq
- Year: 2021
- Acquisition Price (USD millions): 145
- Strategic Rationale: Acquired to expand its reach in construction and general services.
Growth Trajectory and Initiatives
Historical Growth: Samsara has experienced significant revenue growth since its founding, driven by increasing demand for connected operations solutions.
Future Projections: Analysts project continued revenue growth for Samsara, driven by its strong market position and expanding product portfolio.
Recent Initiatives: Recent initiatives include expanding its product offerings, entering new markets, and forming strategic partnerships.
Summary
Samsara demonstrates a robust business model in the connected operations space with a strong technology platform. The company's comprehensive product suite and AI capabilities are driving growth, but they face competitive pressures and must manage customer acquisition costs. The future growth potential hinges on capturing a larger share of the expanding TAM and successfully navigating supply chain and regulatory challenges. With strategic partnerships and new market entries, Samsara can continue to increase shareholder value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- Industry Publications
- Market Research Reports
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Market conditions and company performance can change rapidly.
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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