Samsara

IOT

Market cap $21.5B

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.

Software concern Samsara Inc (NYSE:IOT) is trading 5.1% lower at $29.64 at last glance, adding to its extensive pullback from its early June 2026 high.

Samsara Inc. (IOT) Analyst/Investor Day Transcript

SAN FRANCISCO--(BUSINESS WIRE)-- #supplychain--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara Tracking Label: a smart, single-use Bluetooth label that delivers near-real-time shipment visibility, powered by the Samsara Network. The Tracking Label can be managed within Samsara's new Shipment Center and Shipment App, which seamlessly plug into an organization's existing infrastructure, regardless of shipping carrier. Cargo theft costs U.S. b.

SAN FRANCISCO--(BUSINESS WIRE)-- #agent--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of new agentic tools that help teams automate monotonous tasks, reduce manual work, and respond faster across their operations. The new capabilities include a first-of-its-kind Agent Studio designed for physical operations that lets teams leverage pre-configured agents or build their own from scratch. “Samsara has spent the last 10 years deeply embe.

SAN FRANCISCO--(BUSINESS WIRE)-- #aicamera--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara 360 Camera, new AI Multicam capabilities, and two-way voice capabilities through the dash cam for road fleets—expanding real-time visibility for fleets and field teams. Operated equipment operations and field teams have long dealt with limited visibility. A forklift in a warehouse, a baggage tug on the ramp, an excavator on a job site: these machi.

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the winners of its 2026 Connected Operations Awards, recognizing the remarkable achievements of its customers in safety, efficiency, sustainability, and innovation. The annual awards program honors organizations and individuals across North America and EMEA who demonstrate the clear benefits of AI-powered operations. “The winners of Samsara's Connected Operati.

LEWISVILLE, Texas--(BUSINESS WIRE)--Caliber Fleet Solutions, a dedicated fleet repair and service offering from Caliber, today announced it will be a Platinum-level sponsor at Samsara Beyond 2026 in Las Vegas, NV, June 23–26, 2026, at the ARIA Resort & Casino. As part of the sponsorship, Caliber Fleet Solutions will be hosting attendees at Booth #200 for live demonstrations of its digital repair coordination platform and one-on-one conversations with fleet operations specialists. As fleet o.

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the Samsara Community, a global online hub for the world of physical operations. With tens of thousands of customers across North America and Europe, the Samsara Community has the potential to become one of the world's largest professional networks for physical operations.The organizations responsible for moving goods, building infrastructure, and delivering es.

Samsara (IOT +0.38%) is growing fast, winning larger customers, and building a new growth lane around Operational Artificial Intelligence. But with growth expected to cool and the stock still carrying a steep valuation, investors face a difficult question: can the company grow fast enough to justify the price?