Samsara

IOT

Market cap $19.6B

Samsara Inc. (IOT) closed at $33.98 in the latest trading session, marking a +1.55% move from the prior day.

Industrial Internet of Things (IIoT) platform Samsara Inc  (NYSE:IOT) is up 0.4% to trade at $33.60 at last check, but carries a 23% year-over-year deficit.

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its 2025 Year in Review, a personalized report that provides customers with a clear, data-driven view of their performance across safety, fuel efficiency, and day-to-day operations. The report contextualizes individual customer results using aggregated, anonymized data from across the Samsara community. In 2025, Samsara customers collectively drove more than 90.

January momentum looks intact as HOOD, MDB, IOT, CIEN and CNM stand out after December's mixed finish.

BTE, BHP, IOT, GTLB and CMI have been added to the Zacks Rank #1 (Strong Buy) List on December 31st, 2025.

January Effect 2026 spotlights GitLab, nCino, Samsara, and Global-e Online as beaten-down stocks eye AI-driven rebounds after a volatile 2025.

The consensus price target hints at a 25.7% upside potential for Samsara Inc. (IOT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

Samsara (IOT) is a Strong Buy, supported by robust ARR growth, expanding margins, and exceptional product stickiness in a massive, underpenetrated TAM. IOT consistently outperforms conservative guidance, with EPS growth expected to outpace revenue at 40%+ CAGR, making forward valuation highly attractive. Elite LTV/CAC ratio above 8 and multi-product adoption drive durable customer retention, supporting compounding EPS and potential multiple expansion.

Samsara Inc. (IOT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Samsara earns a reiterated "Buy" rating, driven by robust growth and strong Q3 results, despite recent volatility. IOT posted Q3 revenue of $416 million (+29% YoY), with record enterprise customer additions and net new ARR up 19% YoY. Non-GAAP gross margin improved to 78%, net retention rate held at 115%, and new products fueled 20% of net new annual contract revenue.