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Upturn AI SWOT - About
Samsara Inc (IOT)
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Upturn Advisory Summary
09/16/2025: 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 $48.2
1 Year Target Price $48.2
| 8 | Strong Buy |
| 5 | Buy |
| 8 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -46.25% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 21.95B USD | Price to earnings Ratio - | 1Y Target Price 48.2 |
Price to earnings Ratio - | 1Y Target Price 48.2 | ||
Volume (30-day avg) 21 | Beta 1.61 | 52 Weeks Range 31.40 - 61.90 | Updated Date 09/16/2025 |
52 Weeks Range 31.40 - 61.90 | Updated Date 09/16/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.17 |
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 2025-09-04 | When After Market | Estimate 0.07 | Actual 0.12 |
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 83.33 | Enterprise Value 21322640211 | Price to Sales(TTM) 15.38 |
Enterprise Value 21322640211 | Price to Sales(TTM) 15.38 | ||
Enterprise Value to Revenue 14.95 | Enterprise Value to EBITDA -13.02 | Shares Outstanding 348744000 | Shares Floating 334710074 |
Shares Outstanding 348744000 | Shares Floating 334710074 | ||
Percent Insiders 4.23 | Percent Institutions 87.31 |
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 stealth mode in 2016 with a focus on providing Internet of Things (IoT) solutions for commercial operations. The company has grown rapidly, expanding its product offerings and customer base.
Core Business Areas
- Connected Operations Cloud: Samsara's core platform that combines hardware and software to provide real-time visibility, analytics, and AI-powered insights into physical operations. It includes solutions for vehicle telematics, driver safety, equipment monitoring, and site visibility.
Leadership and Structure
Sanjit Biswas serves as the CEO. The company has a typical corporate structure with departments for engineering, sales, marketing, finance, and operations.
Top Products and Market Share
Key Offerings
- Vehicle Telematics: Samsara's vehicle telematics solutions offer real-time GPS tracking, driver behavior monitoring, and vehicle diagnostics. Competitors include Verizon Connect (VZ), Trimble (TRMB) and Geotab. Samsara holds significant market share in North America. Exact market share data fluctuates but is estimated to be in the top three providers based on fleet size.
- Video-Based Safety: AI dash cams that analyze driving behavior and road conditions to reduce accidents. Competitors include SmartDrive, Lytx, and Netradyne. This segment is a strong driver of growth for Samsara. Estimated share within dashcam market of around 15-20%.
- Equipment Monitoring: Sensors and software that track the location, utilization, and health of equipment. Competitors include Trackunit and Teletrac Navman.
Market Dynamics
Industry Overview
The connected operations market is growing rapidly, driven by the increasing adoption of IoT technology and the need for businesses to improve efficiency, safety, and sustainability. The market is highly competitive, with a mix of established players and emerging startups.
Positioning
Samsara Inc. is positioned as a leader in the connected operations space, offering a comprehensive platform that caters to a wide range of industries. Its competitive advantages include its integrated hardware and software solution, its AI-powered analytics, and its strong customer focus.
Total Addressable Market (TAM)
The TAM for connected operations is estimated to be over $100 billion. Samsara is well-positioned to capture a significant share of this market, given its strong product offerings and expanding customer base.
Upturn SWOT Analysis
Strengths
- Integrated Hardware and Software
- AI-Powered Analytics
- Strong Customer Focus
- Scalable Cloud Platform
- Strong brand recognition
Weaknesses
- Relatively High Price Point
- Dependence on Hardware Sales
- Limited International Presence
Opportunities
- Expanding into New Industries
- Developing New Products and Features
- Increasing International Sales
- Acquiring Complementary Businesses
- Growing market for digitalization
Threats
- Increasing Competition
- Economic Downturn
- Cybersecurity Threats
- Changes in Regulations
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- VZ
- TRMB
- PTC
Competitive Landscape
Samsara Inc. competes in a fragmented market with a mix of large and small players. Its competitive advantages include its integrated platform, AI-powered analytics, and strong customer focus. Disadvantages are price compared to competitors and international expansion.
Major Acquisitions
Vapor IO
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Enhance edge computing capabilities and improve real-time data processing.
Growth Trajectory and Initiatives
Historical Growth: Samsara Inc. has experienced strong revenue growth in recent years, driven by the increasing adoption of its connected operations platform.
Future Projections: Analyst estimates vary, but projections generally indicate continued revenue growth for Samsara Inc. in the coming years, driven by expansion into new markets and product innovation.
Recent Initiatives: Samsara Inc. has recently focused on expanding its platform capabilities, launching new products, and strengthening its partnerships.
Summary
Samsara is a leading player in the connected operations market, offering a comprehensive platform that caters to a wide range of industries. It is growing fast. Its strengths lie in its integrated platform and AI-powered analytics. The company needs to focus on driving down costs and expanding internationally to capitalize on long-term growth opportunities and fight off competitors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Samsara Inc. Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary. Financial performance is subject to change.
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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