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Samsara Inc (IOT)
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Upturn Advisory Summary
01/06/2026: 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 $50.36
1 Year Target Price $50.36
| 8 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -58.85% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/06/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 19.78B USD | Price to earnings Ratio - | 1Y Target Price 50.36 |
Price to earnings Ratio - | 1Y Target Price 50.36 | ||
Volume (30-day avg) 21 | Beta 1.62 | 52 Weeks Range 31.40 - 61.90 | Updated Date 01/6/2026 |
52 Weeks Range 31.40 - 61.90 | Updated Date 01/6/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.07 |
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 -2.79% | Operating Margin (TTM) -0.41% |
Management Effectiveness
Return on Assets (TTM) -2.36% | Return on Equity (TTM) -3.68% |
Valuation
Trailing PE - | Forward PE 58.82 | Enterprise Value 18885778612 | Price to Sales(TTM) 13.01 |
Enterprise Value 18885778612 | Price to Sales(TTM) 13.01 | ||
Enterprise Value to Revenue 12.42 | Enterprise Value to EBITDA -13.02 | Shares Outstanding 358191765 | Shares Floating 346162044 |
Shares Outstanding 358191765 | Shares Floating 346162044 | ||
Percent Insiders 3.98 | Percent Institutions 90.09 |
Upturn AI SWOT
Samsara Inc
Company Overview
History and Background
Samsara Inc. was founded in 2015 by Sanjit Biswas and John Bicket, former co-founders of Meraki, which was acquired by Cisco. The company focuses on the Internet of Things (IoT) for the physical operations of businesses. Its key milestone includes its IPO in December 2021.
Core Business Areas
- Connected Operations Cloud: Samsara's flagship platform integrates data from hardware sensors and software to provide real-time visibility and insights into fleets, assets, and operations. This helps customers improve safety, efficiency, and sustainability.
- Fleet Management Solutions: This includes GPS tracking, driver behavior monitoring, dash cameras, and maintenance management for commercial vehicle fleets.
- Industrial IoT Solutions: This segment focuses on asset tracking, environmental monitoring (e.g., temperature, humidity), and industrial equipment telematics.
Leadership and Structure
Samsara is led by co-founders Sanjit Biswas (CEO) and John Bicket (CTO). The company operates with a technology-driven approach, focusing on product development and customer success.
Top Products and Market Share
Key Offerings
- Samsara Dashboard: The central interface for customers to access real-time data, analytics, and alerts from their connected devices. This is a core component of their Connected Operations Cloud. Competitors include platforms from Geotab, Verizon Connect, and Motive.
- Samsara AI Dashcam: Provides forward-facing and driver-facing video, with AI-powered event detection for safety and compliance. Competitors include Samsara, Motive, and DriveCam (a Samsara company).
- Samsara Asset Gateways: Enables tracking and monitoring of non-powered assets such as trailers, equipment, and tools. Competitors include CalAmp, Redtail Telematics, and Samsara.
- Samsara Environmental Monitoring: Sensors and software for monitoring temperature, humidity, and other environmental conditions, crucial for industries like food and beverage and pharmaceuticals. Competitors include Sensitech, Emerson, and Samsara.
Market Dynamics
Industry Overview
Samsara operates in the rapidly growing Industrial IoT (IIoT) and fleet management markets. These markets are driven by the need for digitization, automation, safety improvements, and operational efficiency in industries such as logistics, transportation, construction, and food service.
Positioning
Samsara is positioned as a comprehensive, integrated IoT platform provider for physical operations. Its key competitive advantage lies in its unified cloud platform, strong AI capabilities, and a focus on ease of use and rapid deployment.
Total Addressable Market (TAM)
The TAM for fleet management and industrial IoT is substantial and growing. While specific TAM figures vary by source, estimates place it in the hundreds of billions of dollars globally. Samsara aims to capture a significant portion of this market by offering a broad suite of integrated solutions.
Upturn SWOT Analysis
Strengths
- Integrated hardware and software platform
- Strong AI and machine learning capabilities
- Experienced leadership team with prior successful exits
- Scalable cloud-based architecture
- Focus on customer success and ease of use
Weaknesses
- Reliance on hardware sales and subscription revenue
- Intense competition from established players and new entrants
- Potential for high customer acquisition costs
- Profitability challenges during growth phase
Opportunities
- Expansion into new industries and use cases
- Growth in international markets
- Development of advanced AI-driven analytics and predictive maintenance
- Partnerships and ecosystem development
- Increasing adoption of IoT across all industries
Threats
- Economic downturns impacting customer spending
- Data security and privacy concerns
- Rapid technological advancements by competitors
- Supply chain disruptions affecting hardware availability
- Regulatory changes affecting fleet operations
Competitors and Market Share
Key Competitors
- Motive Inc. (MOTIV)
- Geotab Inc. (Publicly Traded Via Affiliated Companies/Partners)
- Verizon Communications Inc. (VZ) - Verizon Connect
- Trimble Inc. (TRMB)
Competitive Landscape
Samsara differentiates itself through its unified platform approach and advanced AI features. Competitors like Motive offer a broad suite of fleet management tools, while Geotab is a telematics leader with extensive data capabilities. Trimble brings a strong focus on heavy construction and field service.
Major Acquisitions
DriveCam
- Year: 2021
- Acquisition Price (USD millions): 252
- Strategic Rationale: Acquired to enhance Samsara's video-based safety and driver coaching capabilities, integrating DriveCam's expertise in driver behavior analysis and coaching.
Growth Trajectory and Initiatives
Historical Growth: Samsara has demonstrated robust historical revenue growth, fueled by increasing customer adoption and expansion of its platform capabilities. Year-over-year revenue increases have been significant.
Future Projections: Analyst projections generally indicate continued strong revenue growth for Samsara, with expectations for improving profitability in the coming years as the company scales and achieves operational efficiencies. However, near-term profitability remains a focus.
Recent Initiatives: Recent initiatives include the expansion of its AI capabilities, new product integrations, and a focus on driving adoption within specific industry verticals like construction and food & beverage.
Summary
Samsara Inc. is a rapidly growing IoT company with a strong integrated platform for fleet and industrial operations. Its key strengths lie in its technology and experienced leadership, positioning it well within a large and expanding market. However, the company faces significant competition and continues to prioritize growth over profitability, making its path to sustained profitability a key area to watch.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Samsara Inc. Investor Relations Filings (10-K, 10-Q)
- Financial News Outlets (e.g., Bloomberg, Wall Street Journal)
- Industry Research Reports
- Company Websites
Disclaimers:
This analysis is based on publicly available information as of the latest update. Financial data and market share estimates are subject to change and may vary across different sources. This is not financial advice, and 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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