Professional
Added to YB: 2026-06-10
Pitch date: 2026-03-31
IOT [bullish]
Samsara Inc.
+4.51%
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
$19.8B
Pitch Price
$32.17
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.0K
P/E
341.72
EV/Sales
10.77
Sector
Software
Category
growth
Show full summary:
Baron SMID Cap ETF Added On Position: Samsara Inc.
IOT (added to position): Samsara, 'atoms plus electrons' software winner w/ proprietary data asset & hardware sensor network unreplicable by LLMs. 4M+ connected vehicles, 25T annual data points train AI models driving customer ROI. Compounding dataset widens moat, accelerates share gains & pricing power.
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