Samsara

IOT

Market cap $16.7B

SNOW benefits from rising AI momentum and big deals, but IOT's expanding customer base and earnings strength give it the edge for now.

SAN FRANCISCO--(BUSINESS WIRE)-- #AssetTag--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced its latest-generation Asset Tag and all-new Asset Tag XS, designed to help operations and fleet equipment managers track and recover high-value assets of all sizes. Powered by the expanded Samsara Network, the new tags are equipped with an AI-powered theft and loss workflow to help customers proactively identify, investigate, and recover mission-critical assets in record.

The portfolio generated strong absolute returns in Q4 and 2025 but trailed the MSCI All Country World Small Mid Index over each period. Stock selection in health care was the strongest contributor to performance for both the quarter and year. Management highlighted strong demand for high-speed optical components supporting AI-driven data center growth, alongside improving margins.

ABI Research identifies top performers in innovation and implementation, as solution providers are rushing to deploy bleeding-edge AI solutions to improve driver safety and operational workflows ABI Research identifies top performers in innovation and implementation, as solution providers are rushing to deploy bleeding-edge AI solutions to improve driver safety and operational workflows

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its second annual 100 Fleet Operators to Watch. The list recognizes leaders who are addressing the industry's most complex challenges with technology and setting a high standard for the future of operations across transportation, construction, public sector, field services, aviation, and more. "Innovation in aviation is a necessity, not an option," said Mehdi J.

Samsara Inc. (IOT) closed at $24.72 in the latest trading session, marking a -7.73% move from the prior day.

Samsara IOT has been enhancing its Connected Operations Platform from time to time with the introduction of workflow applications, security, analytics and data enrichment through integrations and aggregations. Now, the company is implementing artificial intelligence throughout its platform.

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the company has been named the No. 1 Best Supply Chain & Logistics Software Product of 2026 by G2, the world's largest and most trusted software marketplace, in its annual Best Software Awards. Based on more than 2,100 verified customer reviews, the recognition affirms Samsara's position as the leading AI operations management company in both customer sati.

IOT declines 57% in a year, yet AI-driven platform growth and a vast underpenetrated market keep the buy, hold or sell debate alive.

Samsara Inc. (IOT) concluded the recent trading session at $26.16, signifying a -4.25% move from its prior day's close.