Added to YB: 2026-01-16
Pitch date: 2026-01-14
IOT [bullish]
Samsara Inc.
-0.78%
current return
Author Info
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Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$19.5B
Pitch Price
$34.53
Price Target
70.00 (+107%)
Dividend
N/A
EV/EBITDA
-360.42
P/E
-455.25
EV/Sales
12.14
Sector
Software
Category
growth
See You At $70 - Samsara Inc.
IOT: AI-powered physical economy platform turning unstructured fleet/industrial data into measurable ROI via safety, efficiency gains. Unlike typical SaaS, outcomes are quantifiable (fewer accidents=lower insurance/downtime). Installed base creates switching costs; AI flywheel compounds via better models→outcomes→adoption→data. Post-SaaS massacre survivor poised for platform rerate, +100% upside potential.
Read full article (2 min)