Samsara vs. Trimble: Which Industrial Technology Stock is a Safer Bet?
IOT's enterprise expansion and rising multi-product adoption are strengthening margins and positioning the stock as a safer industrial tech bet over TRMB.
IOT - Samsara Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
|
PRICE TARGET:
$45.82
DETAILS
HIGH:
$57.00
LOW:
$30.00
MEDIAN:
$48.00
CONSENSUS:
$45.82
UPSIDE:
47.09%
Stock News
Can Samsara Sustain its Margin Expansion Momentum in Fiscal 2027?
IOT's fiscal 2027 outlook points to continued margin gains as enterprise adoption, AI expansion and multi-product deals drive operating leverage.
Samsara Inc. (IOT) Stock Drops Despite Market Gains: Important Facts to Note
Samsara Inc. (IOT) reached $30.15 at the closing of the latest trading day, reflecting a -1.57% change compared to its last close.
Can Multiproduct Adoption and Large Customers Drive Samsara's ARR?
IOT's large customer growth and rising multiproduct adoption help drive fiscal 2026 ARR up 30% to $1.89 billion.
Two Stocks Under $30. One Has 18 Buy Ratings and 51% Upside.
Automation and supply chain software has quietly become one of the most resilient corners of the market, and a recent pullback has dragged several high-growth names back into reach for retail investors.
Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
IOT's ARR hits $1.89B as enterprise adoption and AI-driven products fuel growth despite mounting competition in telematics.
Samsara Inc. (IOT) Dips More Than Broader Market: What You Should Know
Samsara Inc. (IOT) reached $28.1 at the closing of the latest trading day, reflecting a -3.34% change compared to its last close.
Samsara Awards Dallas Fort Worth International Airport and Garden City Public Schools for AI-Powered Safety and Efficiency Results
CHICAGO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced Dallas Fort Worth International Airport (DFW) and Garden City Public Schools as the winners of Samsara's Connected Operations Awards in the Excellence in Performance—Government and Education categories. "The Connected Operations Awards are a chance to recognize what happens when technology meets purpose,” said Sean McGee, VP of Product and Engineering at Samsara. “D.
Samsara Launches New AI Solutions for the Public Sector to Modernize Critical U.S. Infrastructure
CHICAGO--(BUSINESS WIRE)-- #ai--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced three new purpose-built AI solutions to help government agencies and community organizations deliver critical services to constituents. Public sector organizations, from state and local government to K-12 school districts, can now leverage real-time data and AI to improve public safety, drive operational efficiencies, and build resilient infrastructure for long-term.
Samsara Announces 2026 Public Sector Customer Advisory Board
CHICAGO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced its 2026 Public Sector Customer Advisory Board. Across the U.S., public sector organizations maintain the critical infrastructure and services that communities depend on every day. The board members are seasoned leaders partnering with Samsara to co-develop solutions built for the unique demands of public service. "Samsara's Public Sector Customer Advisory Board set.
Samsara: A Data Moat The Market Is Mispricing After The 'SaaS Apocalypse'
Samsara (IOT) is down ~50% from its all-time high on indiscriminate "SaaS Apocalypse" multiple compression, despite Q4 FY26 being the best print in its public-company life. The seat-compression narrative driving the SaaS de-rating doesn't apply here: Samsara sells to enterprise industrial operators on ROI, not to white-collar knowledge workers on seat counts. The hardware install base creates physical switching costs that pure-cloud competitors can't easily replicate, and the agentic AI layer is additive to the revenue model rather than displacing it.
Samsara Launches the Samsara Driver Cup to Celebrate Top Professional Drivers in the U.S.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the Samsara Driver Cup, a nationwide competition that uses real-world driving data to find and reward top professional drivers in the U.S. “Consistent, safe operations demand a substantial amount of skill. There are great drivers everywhere, and we take pride in how we do our jobs,” said Ken Blodgett, Driver at Bellavance Trucking. “Getting recognized as one o.
Samsara Inc. (IOT) Stock Slides as Market Rises: Facts to Know Before You Trade
In the closing of the recent trading day, Samsara Inc. (IOT) stood at $28.92, denoting a -5.02% move from the preceding trading day.
Samsara to Announce First Quarter Fiscal Year 2027 Financial Results on June 4, 2026
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it will release its financial results for the first quarter of fiscal year 2027, which ended May 2, 2026, after the U.S. market closes on Thursday, June 4, 2026. Samsara will host a live webcast that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Event: Samsara's First Quarter Fiscal Year 2027 Financial Results Date: Thursday, J.
Samsara Inc. (IOT) Stock Sinks As Market Gains: What You Should Know
Samsara Inc. (IOT) concluded the recent trading session at $28.74, signifying a -2.15% move from its prior day's close.
Samsara Named to TIME100 Most Influential Companies List for Manufacturing and Logistics
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it has been named to the TIME100 Most Influential Companies of 2026: Industry Leaders list in the Manufacturing & Logistics category. TIME's iconic list recognizes the companies making an extraordinary impact around the world. Honorees are selected by TIME's editors and correspondents through a rigorous evaluation of impact, innovation, ambition, and influ.
First Student Named to TIME100 Most Influential Companies List
Recognized for redefining student transportation at scale through its AI-powered HALO™ platform CINCINNATI, April 29, 2026 /PRNewswire/ -- First Student, North America's largest student transportation services provider, today announced it has been named to the TIME100 Most Influential Companies 2026. First Student was named in the Industry Leaders: Transportation category, which honors organizations making an extraordinary impact in their industries.
Samsara Study Reveals Equipment Theft and Loss Costs Large Operations an Average of $13.2M Annually
SAN FRANCISCO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its 2026 State of Connected Operations (SOCO) Asset Theft & Loss Report, Quantifying the Hidden Cost of Asset Invisibility. The report finds that equipment theft and loss is not just a replacement-cost problem — it's a $13.2M annual operational drain for large organizations without asset tracking. The bigger surprise is what types of assets are driving the losses. While hea.
Samsara Inc. (IOT) Laps the Stock Market: Here's Why
Samsara Inc. (IOT) reached $32.04 at the closing of the latest trading day, reflecting a +1.94% change compared to its last close.
Samsara Launches Smart Compliance for Fleets
LONDON--(BUSINESS WIRE)--Samsara launches Smart Compliance for fleets, a dynamic solution helping prevent infringements and streamline operations across the EU and UK.
Price Targets
Craig-Hallum Reiterates Buy Rating on Samsara Inc (IOT): "continue to like the long-term prospects"
$48.00
(was $34.54)
Anthony Stoss
·
UBS
Samsara Inc (IOT) PT Lowered to $45 at TD Cowen
$45.00
(was $28.95)
Goldman Sachs
Samsara price target lowered to $30 from $39 at Truist
$30.00
(was $25.85)
Truist Financial
Samsara price target lowered to $35 from $46 at RBC Capital
$35.00
(was $27.90)
RBC Capital
Samsara initiated with a Buy at Goldman Sachs
$36.00
(was $27.90)
Matthew Martino
·
Goldman Sachs
Samsara price target lowered to $37 from $49 at Piper Sandler
$37.00
(was $24.25)
Piper Sandler
Samsara upgraded to Outperform from Neutral at BNP Paribas
$40.00
(was $33.85)
BNP Paribas
Samsara price target lowered to $46 from $50 at RBC Capital
$46.00
(was $33.92)
RBC Capital
Samsara initiated with a Buy at BTIG
$55.00
(was $38.98)
BTIG
'We Make Samsara Inc (IOT) Our Best Idea for 2026'; PT Raised at TD Cowen
$57.00
(was $44.22)
Jefferies
Samsara initiated with an Overweight at KeyBanc
$55.00
(was $43.76)
KeyBanc
Samsara price target raised to $50 from $47 at BMO Capital
$50.00
(was $40.71)
Daniel Jester
·
BMO Capital
Samsara price target raised to $49 from $48 at Piper Sandler
$49.00
(was $40.71)
James Fish
·
Piper Sandler
Samsara price target raised to $52 from $50 at Wells Fargo
$52.00
(was $40.71)
Wells Fargo
Piper Sandler on Samsara Inc (IOT): 'Own Into the Print Given Setup & Inputs'
$48.00
(was $38.05)
James Fish
·
Piper Sandler
Samsara upgraded to Outperform from In Line at Evercore ISI
$50.00
(was $37.25)
Kirk Materne
·
Evercore ISI
Samsara price target lowered to $47 from $54 at BMO Capital
$47.00
(was $42.09)
Daniel Jester
·
BMO Capital
Samsara upgraded to Buy at Craig-Hallum on 'rapid growth trajectory'
$48.00
(was $42.09)
Craig-Hallum
Evercore ISI on Samsara Inc (IOT): 'remains one of the more interesting growth stories in software'
$45.00
(was $38.65)
Kirk Materne
·
Evercore ISI
Piper sees 'large opportunities' for Samsara in automation
$53.00
(was $38.65)
James Fish
·
Piper Sandler