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Upturn AI SWOT - About
Samsara Inc (IOT)
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Upturn Advisory Summary
04/17/2025: 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
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Year Target Price $48.45
Year Target Price $48.45
| 8 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 0 | Under performing |
| 0 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -32.55% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 22.55B USD | Price to earnings Ratio - | 1Y Target Price 48.8 |
Price to earnings Ratio - | 1Y Target Price 48.8 | ||
Volume (30-day avg) - | Beta 1.74 | 52 Weeks Range 31.40 - 61.90 | Updated Date 06/29/2025 |
52 Weeks Range 31.40 - 61.90 | Updated Date 06/29/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.22 |
Earnings Date
Report Date 2025-06-05 | When After Market | Estimate 0.06 | Actual 0.11 |
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 98.04 | Enterprise Value 21929685619 | Price to Sales(TTM) 16.88 |
Enterprise Value 21929685619 | Price to Sales(TTM) 16.88 | ||
Enterprise Value to Revenue 16.42 | Enterprise Value to EBITDA -13.02 | Shares Outstanding 299748992 | Shares Floating 286193795 |
Shares Outstanding 299748992 | Shares Floating 286193795 | ||
Percent Insiders 4.46 | Percent Institutions 87.39 |
Analyst Ratings
Rating 4 | Target Price 48.45 | Buy 5 | Strong Buy 8 |
Buy 5 | Strong Buy 8 | ||
Hold 8 | Sell - | Strong Sell - | |
Strong Sell - |
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 sensor technology, it evolved into a leading provider of connected operations solutions. The company went public in December 2021.
Core Business Areas
- Connected Operations Cloud: Samsara's core offering, providing a unified platform for video-based safety, vehicle telematics, apps and driver workflows, equipment monitoring, and site visibility.
Leadership and Structure
Sanjit Biswas serves as the CEO. The company has a typical corporate structure with functional departments such as engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- Video-Based Safety: AI dashcams and safety software to reduce accidents. Samsara claims to have 11 billion AI miles driven by customers. Competitors include SmartDrive (Omnitracs) and Lytx (Solera).
- Vehicle Telematics: GPS tracking, engine diagnostics, and driver behavior monitoring for fleet management. The market share data is difficult to accurately assess due to the fragmented nature of the telematics industry but is estimated at approximately 10% for fleet management solutions. Competitors include Verizon Connect (VZ) and Trimble (TRMB).
Market Dynamics
Industry Overview
The connected operations market is growing rapidly due to increasing demand for automation, efficiency, and safety across industries like transportation, logistics, construction, and utilities.
Positioning
Samsara is positioned as a leader in the connected operations space, offering a comprehensive, integrated platform with advanced AI capabilities. Its competitive advantage lies in its unified platform approach and focus on video-based safety.
Total Addressable Market (TAM)
Samsara estimates its TAM at $97 billion. Samsara is positioned well to capture a significant portion of the TAM with its end-to-end platform.
Upturn SWOT Analysis
Strengths
- Unified Platform
- Strong AI Capabilities
- Scalable Cloud Infrastructure
- Growing Customer Base
- Strong Management Team
Weaknesses
- Relatively High Price Point
- Limited Presence in Some International Markets
- Reliance on Hardware Sales
- Losses from Operations
Opportunities
- Expansion into New Verticals
- Increased Adoption of AI and IoT
- Partnerships with Strategic Players
- Growth in International Markets
- Further Development of Software Solutions
Threats
- Intense Competition
- Economic Downturn
- Data Security and Privacy Concerns
- Changing Regulatory Landscape
- Disruptive Technologies
Competitors and Market Share
Key Competitors
- VZ
- TRMB
- GDRX
Competitive Landscape
Samsara competes with a mix of established telematics providers and smaller, specialized vendors. Samsara's advantage lies in its unified platform and AI capabilities, but its higher price point can be a disadvantage in some segments.
Growth Trajectory and Initiatives
Historical Growth: Samsara has experienced rapid revenue growth since its founding, driven by increasing demand for connected operations solutions.
Future Projections: Analysts project continued revenue growth for Samsara, fueled by expansion into new markets and verticals. Profitability is expected to improve as the company achieves greater scale.
Recent Initiatives: Recent initiatives include new product launches, strategic partnerships, and international expansion.
Summary
Samsara is a rapidly growing company in the connected operations space with a strong technology platform and growing customer base. While profitability is a challenge, the company has a clear path to improve its financial performance by continuing its growth trajectory. The company needs to watch for new entrants that may disrupt pricing and must ensure that its technological advantage remains on the cutting edge. Samsara has a high growth trajectory, but faces stiff competition from entrenched technology companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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