Professional
Added to YB: 2024-12-04
Pitch date: 2024-09-30
IOT [bullish]
Samsara Inc.
-5.12%
current return
Author Info
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Company Info
Samsara Inc. provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally.
Market Cap
$29.8B
Pitch Price
$48.01
Price Target
N/A
Dividend
N/A
Sector
Software
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund New Position: Samsara Inc.
IOT: Cloud software for fleet mgmt, $1B ARR. 17,500+ customers, $51B market. Superior tech, multi-use platform, rapid releases. AI-driven insights from 10T+ data points. Prevented 200k accidents, cut 2.3B lbs CO2 in 2023. <50% penetration in existing fleets, cross-sell opportunity. FCF potential 20%+. Long growth runway.
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