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2026-10-25 11:14 11h ago
2026-10-25 06:30 16h ago
Samsara zvýšila tržby na 1,84 miliardy USD
IOT Samsara
FMP Stock News 88
Original source text
There's an easy sales pitch for software that can help organizations run their vehicles and equipment more effectively: Show clients how the product can save time or money. Samsara (IOT +2.60%) does just that, helping to bridge the gap between operational data and software.

Artificial intelligence (AI) can make these tools even more productive, but greater productivity alone doesn't make an investment thesis. For investors looking ahead to 2027, the real question is whether Samsara can turn its potential into fundamental growth that exceeds the expectations embedded in its stock. If it can, it's possible that this under-the-radar stock could soar, perhaps even matching the run of Palantir, a stock that skyrocketed more than 700% during the past five years. Let's dig in and see how realistic that scenario is.

Image source: Getty Images.

What Samsara actually does To understand Samsara's business, we must follow a hypothetical example. Imagine a factory. Tens of thousands of moving parts and hundreds of workers are hard at work, focused on the task at hand. There's one problem: A key piece of equipment is at risk of failure. Worse, this type of failure wouldn't just cause downtime; it could also pose a health and safety risk. Samsara's software is designed to catch these issues before they become critical. It keeps operations running smoothly, saves money, and protects key assets.

The company operates on a "land-and-expand" model. It sells its product platform once, then collects recurring revenue from clients. A key aspect of its business model is upselling -- selling additional modules to existing customers to generate more revenue.

IOT Samsara$44.92+$1.14 (+2.60%)

NYSE · As of 4:00 PM ET 10/23/26

Can 2027 be Samsara's breakout year? As for fundamentals, they've taken off recently. Samsara's revenue has increased from about $250 million in 2021 to more than $1.84 billion during the past 12 months. Free cash flow has also increased, swinging from about $150 million in cash burn in 2023 to $255 million in free cash flow during the past 12 months. What's more, the company recently turned the corner on profitability, generating about $91 million in net income during the past year.

Although these metrics are encouraging, Samsara will need to go further in 2027 for its stock to truly take off. The company recently noted that roughly 96% of its customers with more than $100,000 in annual recurring revenue (ARR) now use at least two of its products, and 70% use three or more. If the company can increase those numbers further while expanding its existing customer base, the stock market could take notice.

Is Samsara's valuation its final hurdle? If one factor is holding Samsara back, it could be its valuation. On a price-to-earnings (P/E) ratio basis, its stock trades at about 290. Granted, that is very high. However, Samsara is a young company that has only recently begun producing consistent profits. Therefore, the "E" (earnings) in the equation remains very modest. Consequently, it may be better to examine Samsara's price-to-sales (P/S) ratio instead.

IOT P/S Ratio data by YCharts.

As you can see, Samsara's P/S ratio tells a more nuanced story. While 13.5 is high compared to much of the stock market, it's still reasonable compared to its past readings. In fact, Samsara stock is currently trading for less than its lifetime average P/S ratio of 16.5. Nevertheless, these valuations underscore that Samsara will need to deliver more profit to lower its P/E multiple to levels that will attract more institutional interest.

Is Samsara a buy now? Samsara is a stock worth considering for growth-oriented investors with a bullish outlook on AI's impact on real-world operations. However, the stock still has challenges. Its margins remain thin, and it lacks a long history of consistent profitability. Therefore, the stock isn't for every investor.

Yet improving fundamentals, led by soaring revenue and free cash flow, point to a key tailwind: Organizations are beginning to view AI tools as a recurring operating expense. That bodes well for Samsara. Investors willing to buy and hold the stock could be rewarded in the long run, perhaps as soon as 2027.
2026-10-23 09:58 2d ago
2026-10-23 03:49 2d ago
Diversify Advisory Services zvýšila svůj podíl ve společnosti Samsara o 58,2 %
IOT Samsara
FMP Stock News 72
Original source text
Diversify Advisory Services LLC increased its stake in Samsara Inc. (NYSE:IOT – Free Report) by 58.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,450 shares of the company’s stock after acquiring an additional 25,182 shares during the period. Diversify Advisory Services LLC’s holdings in Samsara were worth $2,610,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in the stock. Markowski Investments purchased a new stake in Samsara during the second quarter valued at approximately $37,000. Parkside Financial Bank & Trust lifted its stake in shares of Samsara by 91.0% in the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock valued at $45,000 after purchasing an additional 656 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Samsara in the 2nd quarter valued at approximately $46,000. CX Institutional purchased a new position in shares of Samsara in the 2nd quarter worth approximately $64,000. Finally, Westwind Capital purchased a new position in shares of Samsara in the 3rd quarter worth approximately $64,000. 96.02% of the stock is owned by institutional investors.

Analyst Ratings Changes Several equities analysts have recently weighed in on the company. Jefferies Financial Group began coverage on Samsara in a research report on Sunday, October 4th. They set a “buy” rating and a $50.00 target price on the stock. Craig Hallum restated a “buy” rating and set a $54.00 price target on shares of Samsara in a report on Friday, September 4th. Guggenheim raised their price target on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research report on Friday, September 4th. TD Cowen raised their price target on Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research report on Friday, September 4th. Finally, Bank of America lifted their price objective on shares of Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $51.68.

View Our Latest Research Report on IOT Insiders Place Their Bets In other news, insider John Bicket sold 65,209 shares of the business’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43. Following the completion of the sale, the insider directly owned 769,398 shares of the company’s stock, valued at approximately $32,522,453.46. The trade was a 7.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sanjit Biswas sold 65,402 shares of the company’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $42.27, for a total transaction of $2,764,542.54. Following the completion of the transaction, the chief executive officer owned 669,835 shares in the company, valued at approximately $28,313,925.45. The trade was a 8.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,234,114 shares of company stock worth $88,311,353 over the last quarter. Company insiders own 35.13% of the company’s stock.

Samsara Stock Performance Shares of NYSE IOT opened at $43.74 on Friday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The company has a market cap of $25.62 billion, a price-to-earnings ratio of 273.40, a PEG ratio of 10.62 and a beta of 1.35. The business’s 50 day moving average price is $40.13 and its 200-day moving average price is $35.59.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The company had revenue of $508.44 million during the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. Samsara’s revenue was up 29.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Sell-side analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.

About Samsara (Free Report)

Samsara, Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its Samsara Connected Operations Cloud combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, facilities and frontline operations.

The company’s products and services include vehicle telematics, GPS fleet tracking, AI-enabled dash cameras and video-based safety tools, equipment and asset monitoring, electronic logging and compliance solutions, routing and dispatch software, and maintenance and workforce-management applications.

Read More Five stocks we like better than Samsara Is Texas Instruments Setting Up for Its Next Big Breakout? Pegasystems’ Q3 Miss Exposed the Problem Standing Between AI and Cash Flow Lam Research’s Earnings Beat Wasn’t the Real Story—Its 2027 Outlook Was Tesla’s Flying-Car Hype Hits an Earnings Reality Check

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2026-10-19 11:28 6d ago
2026-10-19 04:22 6d ago
Finanční ředitel Samsara prodal akcie za 87 466 USD
IOT Samsara
FMP Stock News 82
Original source text
Samsara Inc. (NYSE:IOT – Get Free Report) CAO Benjamin Kirchhoff sold 2,165 shares of the stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $40.40, for a total transaction of $87,466.00. Following the completion of the sale, the chief accounting officer directly owned 148,921 shares in the company, valued at approximately $6,016,408.40. This trade represents a 1.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Benjamin Louis Kirchhoff also recently made the following trade(s):

On Friday, September 18th, Benjamin Kirchhoff sold 770 shares of Samsara stock. The shares were sold at an average price of $40.42, for a total transaction of $31,123.40. On Tuesday, September 15th, Benjamin Kirchhoff sold 2,165 shares of Samsara stock. The shares were sold at an average price of $42.55, for a total transaction of $92,120.75. On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The stock was sold at an average price of $37.70, for a total transaction of $36,192.00. Samsara Trading Down 0.1% Shares of NYSE:IOT opened at $39.54 on Monday. The firm’s 50 day moving average is $39.95 and its two-hundred day moving average is $35.29. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47. The firm has a market capitalization of $23.15 billion, a P/E ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35.

Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts predict that Samsara Inc. will post 0.13 EPS for the current year. Wall Street Analyst Weigh In IOT has been the topic of several recent analyst reports. Cantor Fitzgerald assumed coverage on Samsara in a research note on Monday, September 14th. They set an “overweight” rating and a $45.00 target price on the stock. Bank of America increased their price target on Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Guggenheim raised their price target on Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a report on Friday, September 4th. Truist Financial raised their price target on Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a report on Friday, September 4th. Finally, Jefferies Financial Group assumed coverage on shares of Samsara in a research note on Sunday, October 4th. They set a “buy” rating and a $50.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.68.

View Our Latest Research Report on Samsara

Institutional Investors Weigh In On Samsara Several hedge funds and other institutional investors have recently added to or reduced their stakes in IOT. IFP Advisors Inc grew its stake in shares of Samsara by 157.0% in the 3rd quarter. IFP Advisors Inc now owns 9,224 shares of the company’s stock worth $352,000 after purchasing an additional 5,635 shares during the last quarter. Vontobel Holding Ltd. raised its holdings in shares of Samsara by 239.7% in the 3rd quarter. Vontobel Holding Ltd. now owns 26,055 shares of the company’s stock worth $993,000 after purchasing an additional 18,384 shares in the last quarter. Hanson & Doremus Investment Management raised its holdings in shares of Samsara by 1.2% in the 3rd quarter. Hanson & Doremus Investment Management now owns 73,543 shares of the company’s stock worth $2,804,000 after purchasing an additional 868 shares in the last quarter. Seelaus Asset Management LLC lifted its stake in Samsara by 15.3% during the third quarter. Seelaus Asset Management LLC now owns 18,909 shares of the company’s stock valued at $721,000 after purchasing an additional 2,514 shares during the last quarter. Finally, Avior Wealth Management LLC lifted its stake in Samsara by 12.8% during the third quarter. Avior Wealth Management LLC now owns 18,005 shares of the company’s stock valued at $687,000 after purchasing an additional 2,049 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Key Samsara News Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. About Samsara (Get Free Report)

Samsara, Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its Samsara Connected Operations Cloud combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, facilities and frontline operations.

The company’s products and services include vehicle telematics, GPS fleet tracking, AI-enabled dash cameras and video-based safety tools, equipment and asset monitoring, electronic logging and compliance solutions, routing and dispatch software, and maintenance and workforce-management applications.

Featured Articles Five stocks we like better than Samsara These 3 Green Stocks Have a Growth Story That Goes Far Beyond Washington Meta Claims Frontier-Class AI Status With New Muse Wonder Models Berkshire Just Backed This Little-Known Stock—Should You Chase It? Broadcom’s CEO Sees Years of AI Demand But Warns of a Bigger Threat to the Boom

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2026-10-18 13:22 7d ago
2026-10-18 04:09 7d ago
John Bicket prodal akcie společnosti Samsara za 4 245 894,84 USD
IOT Samsara
FMP Stock News 82
Original source text
Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 103,206 shares of Samsara stock in a transaction that occurred on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total value of $4,245,894.84. Following the completion of the sale, the insider directly owned 180,500 shares in the company, valued at approximately $7,425,770. The trade was a 36.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

On Thursday, October 15th, John Bicket sold 65,209 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total value of $2,756,384.43. On Tuesday, October 13th, John Bicket sold 95,485 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95. On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The stock was sold at an average price of $38.83, for a total transaction of $796,908.09. On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total transaction of $3,262,080.00. On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The shares were sold at an average price of $37.73, for a total transaction of $5,977,450.71. On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total transaction of $1,362,928.08. On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The stock was sold at an average price of $39.93, for a total transaction of $3,728,064.45. On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total transaction of $5,437,760.22. On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total transaction of $2,169,846.63. On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56. Samsara Trading Down 7.2% Shares of NYSE:IOT opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The company has a 50-day moving average price of $39.95 and a 200 day moving average price of $35.26.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The firm’s revenue for the quarter was up 29.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities analysts forecast that Samsara Inc. will post 0.13 EPS for the current year. Analysts Set New Price Targets A number of brokerages recently issued reports on IOT. Royal Bank Of Canada raised their price target on Samsara from $50.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday, September 4th. Jefferies Financial Group began coverage on shares of Samsara in a research note on Sunday, October 4th. They set a “buy” rating and a $50.00 price objective for the company. BNP Paribas Exane increased their target price on shares of Samsara from $40.00 to $55.00 and gave the company an “outperform” rating in a research note on Friday, September 4th. Wells Fargo & Company raised their target price on shares of Samsara from $50.00 to $58.00 and gave the stock an “overweight” rating in a report on Friday, September 4th. Finally, Evercore restated an “outperform” rating and issued a $55.00 target price on shares of Samsara in a report on Friday, September 4th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $51.68.

Get Our Latest Stock Analysis on IOT

Samsara News Summary Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Institutional Inflows and Outflows A number of hedge funds have recently modified their holdings of the business. Markowski Investments bought a new stake in shares of Samsara during the 2nd quarter worth approximately $37,000. Parkside Financial Bank & Trust boosted its holdings in Samsara by 91.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock valued at $45,000 after acquiring an additional 656 shares during the period. Anchor Investment Management LLC purchased a new position in Samsara during the 2nd quarter valued at $46,000. Westwind Capital bought a new position in Samsara in the 3rd quarter valued at $64,000. Finally, CX Institutional bought a new position in Samsara in the 2nd quarter valued at $64,000. Institutional investors own 96.02% of the company’s stock.

Samsara Company Profile (Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

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2026-10-18 13:22 7d ago
2026-10-18 04:09 7d ago
CEO společnosti Samsara prodal akcie za 4,24 milionu USD
IOT Samsara
FMP Stock News 85
Original source text
Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 103,110 shares of the firm’s stock in a transaction on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total transaction of $4,241,945.40. Following the transaction, the chief executive officer directly owned 180,500 shares in the company, valued at $7,425,770. The trade was a 36.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The shares were sold at an average price of $41.87, for a total transaction of $3,993,895.56. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total transaction of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total value of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The shares were sold at an average price of $37.74, for a total value of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The shares were sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total value of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,374,547.12. Samsara Price Performance Shares of NYSE IOT opened at $39.54 on Friday. The stock has a fifty day moving average price of $39.95 and a 200 day moving average price of $35.26. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a P/E/G ratio of 9.72 and a beta of 1.35.

Samsara (NYSE:IOT – Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.13%. Samsara’s revenue was up 29.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year. Key Headlines Impacting Samsara Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Hedge Funds Weigh In On Samsara Large investors have recently made changes to their positions in the stock. Markowski Investments acquired a new stake in shares of Samsara in the second quarter valued at about $37,000. Parkside Financial Bank & Trust boosted its holdings in Samsara by 91.0% during the second quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock worth $45,000 after buying an additional 656 shares in the last quarter. Anchor Investment Management LLC purchased a new stake in Samsara during the second quarter worth about $46,000. Westwind Capital acquired a new position in Samsara during the third quarter worth about $64,000. Finally, CX Institutional acquired a new position in Samsara during the second quarter worth about $64,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets Several research analysts recently issued reports on the stock. BNP Paribas Exane increased their price target on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, September 4th. JPMorgan Chase & Co. raised their price objective on shares of Samsara from $48.00 to $52.00 and gave the company a “neutral” rating in a research report on Friday, September 4th. BMO Capital Markets lifted their price objective on Samsara from $44.00 to $54.00 and gave the company an “outperform” rating in a report on Friday, September 4th. Wall Street Zen upgraded Samsara from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. Finally, Guggenheim increased their target price on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $51.68.

Check Out Our Latest Analysis on IOT

About Samsara (Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

Featured Articles Five stocks we like better than Samsara Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

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2026-10-18 13:22 7d ago
2026-10-18 04:09 7d ago
Šéf společnosti Samsara prodal akcie za 11 milionů USD
IOT Samsara
FMP Stock News 78
Original source text
Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 95,388 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The stock was sold at an average price of $41.87, for a total transaction of $3,993,895.56. Following the transaction, the chief executive officer owned 41,000 shares in the company, valued at $1,716,670. The trade was a 69.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

Sanjit Biswas also recently made the following trade(s):

On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. On Wednesday, October 14th, Sanjit Biswas sold 103,110 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,241,945.40. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The shares were sold at an average price of $38.81, for a total transaction of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The stock was sold at an average price of $37.74, for a total transaction of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total value of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12. Samsara Stock Down 7.2% IOT stock opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a P/E ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The business has a fifty day moving average of $39.95 and a 200-day moving average of $35.26.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The business had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The firm’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities research analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year. Key Stories Impacting Samsara Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Analyst Upgrades and Downgrades IOT has been the topic of several recent research reports. Piper Sandler reiterated a “neutral” rating and set a $46.00 price target (up from $40.00) on shares of Samsara in a research report on Friday, September 4th. Evercore restated an “outperform” rating and issued a $55.00 price objective on shares of Samsara in a report on Friday, September 4th. Cantor Fitzgerald began coverage on shares of Samsara in a report on Monday, September 14th. They issued an “overweight” rating and a $45.00 price objective on the stock. Jefferies Financial Group started coverage on shares of Samsara in a research note on Sunday, October 4th. They issued a “buy” rating and a $50.00 price objective on the stock. Finally, Truist Financial raised their price objective on shares of Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $51.68.

View Our Latest Stock Report on IOT

Institutional Investors Weigh In On Samsara Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp bought a new stake in Samsara in the second quarter valued at about $35,702,000. USS Investment Management Ltd acquired a new position in Samsara in the first quarter valued at about $28,232,000. Wellington Management Group LLP boosted its holdings in Samsara by 9.6% during the second quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after buying an additional 813,922 shares during the last quarter. Bank of America Corp DE boosted its holdings in Samsara by 41.5% during the first quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock worth $85,886,000 after buying an additional 794,255 shares during the last quarter. Finally, Bamco Inc. NY grew its position in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after buying an additional 741,200 shares during the period. Institutional investors own 96.02% of the company’s stock.

About Samsara (Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

Read More Five stocks we like better than Samsara Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery

Receive News & Ratings for Samsara Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Samsara and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-18 13:22 7d ago
2026-10-18 04:09 7d ago
John Bicket prodal akcie společnosti Samsara za 3 997 956,95 USD
IOT Samsara
FMP Stock News 78
Original source text
Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 95,485 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95. Following the transaction, the insider owned 41,000 shares in the company, valued at approximately $1,716,670. This trade represents a 69.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

John Bicket also recently made the following trade(s):

On Thursday, October 15th, John Bicket sold 65,209 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43.
On Wednesday, October 14th, John Bicket sold 103,206 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,245,894.84.
On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The shares were sold at an average price of $38.83, for a total transaction of $796,908.09.
On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,262,080.00.
On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The stock was sold at an average price of $37.73, for a total transaction of $5,977,450.71.
On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08.
On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,364,732.56.

Samsara Stock Performance
IOT opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a price-to-earnings-growth ratio of 9.72 and a beta of 1.35. The stock has a 50-day moving average of $39.95 and a 200-day moving average of $35.26. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. During the same period last year, the business earned $0.12 EPS. The firm’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, research analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.
More Samsara News
Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Hedge Funds Weigh In On Samsara
Several large investors have recently bought and sold shares of IOT. Wellington Management Group LLP grew its position in Samsara by 9.6% in the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after purchasing an additional 813,922 shares during the last quarter. Bamco Inc. NY increased its holdings in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after purchasing an additional 741,200 shares during the period. Spyglass Capital Management LLC raised its position in shares of Samsara by 4.7% during the second quarter. Spyglass Capital Management LLC now owns 3,085,655 shares of the company’s stock valued at $100,068,000 after buying an additional 139,009 shares during the last quarter. Bank of America Corp DE raised its position in shares of Samsara by 41.5% during the first quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock valued at $85,886,000 after buying an additional 794,255 shares during the last quarter. Finally, Bessemer Group Inc. raised its position in shares of Samsara by 3.3% during the first quarter. Bessemer Group Inc. now owns 1,675,509 shares of the company’s stock valued at $53,097,000 after buying an additional 53,576 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades
Several equities analysts have commented on IOT shares. BTIG Research lifted their price target on shares of Samsara from $45.00 to $54.00 and gave the company a “buy” rating in a research report on Friday, September 4th. TD Cowen boosted their price objective on shares of Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Bank of America upped their price objective on shares of Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, September 4th. KeyCorp upped their price objective on shares of Samsara from $46.00 to $55.00 and gave the stock an “overweight” rating in a report on Friday, September 4th. Finally, Wells Fargo & Company raised their target price on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $51.68.

Check Out Our Latest Analysis on Samsara

About Samsara
(Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.

Read More

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ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid
Does the AI Selloff Put Alphabet’s Breakout in Doubt?
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Receive News & Ratings for Samsara Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Samsara and related companies with MarketBeat.com's FREE daily email newsletter.
2026-10-15 19:00 10d ago
2026-10-15 13:00 10d ago
Samsara získala ocenění TIME za Tracking Label
IOT Samsara
FMP Stock News 72
Original source text
Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that the Samsara Tracking Label has been named to TIME’s Best Inventions of 2026 in the Logistics category. Introduced in June as part of Samsara Shipment Visibility, the disposable Bluetooth label gives businesses near-real-time visibility into shipments across carriers, extending the reach of the Samsara Network to high-value shipments, packages, and pallets.

Cargo theft costs U.S. businesses as much as $35 billion annually, yet many shippers still rely on barcode scans for shipment visibility, with location updates sometimes days apart. For companies moving pharmaceuticals, electronics, and other high-value goods, a shipment can be stolen, delayed, or misrouted long before anyone knows to intervene. Those gaps also make it harder to catch everyday exceptions, such as a missed handoff or a shipment headed to the wrong address. The Tracking Label lets teams see what happens between scans so they can prevent delays, avoid misdeliveries, and respond to potential theft before problems escalate.

“Our customers shouldn’t have to wait for a missed delivery to learn that something went wrong,” said David Gal, VP of Product & Engineering at Samsara. “We’re putting the reach of millions of connected devices to work for a single box. The Tracking Label makes that visibility simple to access, and the AI-powered Shipment Center helps teams decide which shipments need their attention. That means more time to solve a problem before it reaches the customer.”

Powering the paper-thin label is the Samsara Network: millions of connected vehicles and devices traveling across 99% of major U.S. roads. Those devices detect the label’s Bluetooth signal and report its location without requiring carrier participation. Using infrastructure already in place makes it possible to deliver that visibility through a low-cost, single-use label.

Shipping teams activate labels with a single tap in the Samsara Shipment App and manage their shipments in the AI-powered Shipment Center. Rather than manually monitoring every shipment, teams can focus on those automatically flagged for attention and respond to weather-related delays, diversions and other disruptions. Each label has a 45-day battery life and contains no lithium or hazardous materials, allowing it to travel by air, ground, or rail and be disposed of without special handling.

For DCL Logistics, an early adopter that manages fulfillment and carrier handoffs for high-value cargo, that visibility addresses a longstanding limitation in freight shipping.

“I think it’s revolutionary for the industry,” said Dave Tu, president of DCL Logistics. “The transportation industry is hungry for more data and in more real time. This is something that the world has been asking for and needing and this is the perfect time for Samsara Tracking Label.”

Samsara recently surpassed $2.1 billion in annual recurring revenue, up 30% year over year. Its platform now collects more than 30 trillion data points annually, fueling AI innovation across physical operations. The TIME honor follows the Tracking Label’s inclusion in Fast Company’s Next Big Things in Tech for 2026, where it was one of four innovations recognized in transportation, as well as FreightWaves’ 2026 AI Excellence in Supply Chain Award. Samsara additionally was named to Fortune’s Future 120 this month.

View the full list of TIME’s Best Inventions of 2026 features at ti.me/best-inventions.

Learn more about Samsara Shipment Visibility and Tracking Label here.

About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261015111930/en/
2026-10-13 15:11 12d ago
2026-10-13 09:00 12d ago
Samsara spustila Agent Studio pro AI agenty
IOT Samsara
FMP Stock News 88
Original source text
-

New Samsara data show Voice chat becoming the primary interface for frontline work as customers deploy agents that automate reporting, predict compliance risk, and reach drivers directly in the cab

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of Samsara Agent Studio, a no-code AI agent platform designed specifically for physical operations. Adoption on Samsara’s platform has accelerated 7x since June as customers expand AI from automating reports and uncovering fuel savings to anticipating compliance risk and reaching drivers through voice.

Agents built for knowledge work can wait for a prompt. In physical operations, much of the work is already moving, requiring agents to understand what’s happening in real time — and be smart enough to take action. Samsara provides that context through more than a decade of operational data on vehicles, equipment, workers, and sites including location, video, diagnostics, behavior, and environmental conditions, from customers across industries and geographies. Agent Studio turns that context into action, giving customers prebuilt AI agents and a builder for custom chat and voice agents tailored to their operations. Now available to all customers, it makes Samsara the first platform for physical operations to offer both.

“AI is quickly adopted when it’s useful, and in physical operations that means an agent has to understand the operation and meet people where the work happens,” said Johan Land, Chief Product Officer at Samsara. “In the back office that might happen through chat. On the road, it happens through a phone call. That is what brings an agent to life in the real world.”

From automating reports to anticipating risk

Agents built in Agent Studio are taking on work that once required hours of manual analysis or a dedicated specialist. Reporting is where many customers start, but adoption is quickly expanding into more complex work — finding opportunities to reduce fuel costs, predicting compliance risk before a violation occurs, diagnosing the cause of operational issues, and giving drivers immediate access to company-specific guidance.

That expansion is also happening within individual organizations. Deployed use cases include:

Inspection and compliance reporting. Grand Isle Shipyard's agent compiles forms, inspection reports, and asset data into a monthly report in about five minutes per division, a 99% reduction in report generation time that returns roughly $100,000 a year in specialist capacity to the team. Predictive compliance. S. Bertram Foods' agent tracks remaining stops, drive time, and shift time to flag hours-of-service risk three hours before it becomes a violation, cutting weekly manual review time by 84%. Driver identification. StreamTech Industrial's agent identifies every trip where a driver has not logged in, reducing unassigned drive time by 500 hours in two months. Fuel efficiency. A leading North American passenger transit provider's agent analyzes idle time to distinguish fuel waste caused by driver behavior from regeneration cycles, maintenance, and weather, so managers know which vehicles to act on and why. Company-specific driver support. A major food distributor built a Driver Wingman agent that answers new drivers' questions about parking, personal conveyance rules, and fuel stops from the company's own policies, in seconds and at any hour. “We were spending more than six figures a year on reporting and data compilation, work that’s now fully automated,” said Derek Champagne, VP of Corporate Security, Asset Management & Housing at Grand Isle Shipyard. “The real benefit isn’t just efficiency; it’s the ability to focus our people on solving bigger problems, driving innovation, and creating value that simply wasn’t possible before.”

Voice becomes the primary interface for frontline workers

In physical operations, AI and its workers cannot depend on a screen to get a job done. A driver has their eyes on the road; a utility crew is repairing power lines. Voice gives agents an interface built for those environments — allowing workers to ask questions, receive instructions, and share information without stepping away from the work.

Customers are building agents that make and take phone calls, bringing live operational information and company-specific guidance into those conversations and extending support beyond the hours an office team can cover.

That can turn a physical event into an AI-powered workflow. When a truck crosses a geofence around an unfamiliar job site or distribution center, for example, a voice agent can immediately call the driver with site-specific instructions — which entrance to use, where to park, the yard speed limit and required safety equipment. The driver can ask follow-up questions using information from company policies and live operational data. When the truck leaves, the agent can capture details from the visit, while managers can use Samsara Assistant to analyze patterns such as which sites are creating the longest dwell times.

Across Samsara’s platform, voice has quickly become the dominant way people interact with agents. Within four weeks of launch, voice agents surpassed chat in interaction volume and have led every week since. Among organizations using voice agents, ~75% have increased their weekly usage since they began deploying them — more than half have at least doubled it.

“Start of Day Briefings help us get set for the shift, and two-way audio helps tackle drowsiness in the cab. It gives us the support we need in the moment to stay sharp, stay safe, and become better drivers,” said Tiny Kirby, a driver at Clyde Companies.

From understanding to action — wherever the work happens

For more than a decade, Samsara has built the technology to see and understand physical operations, now collecting more than 30 trillion data points annually from vehicles that traverse 99.9% of U.S. roads. Agents extend that foundation from understanding to action — and increasingly allow people to access Samsara’s operational context without sitting in front of a reporting dashboard.

Samsara’s agentic capabilities now reach people wherever the work happens:

Samsara Assistant answers questions inside the dashboard and turns them into action. Prebuilt agents cover common safety, maintenance, and compliance work. Agent Studio gives teams a builder for custom chat and voice agents specific to their operation, extending AI beyond the dashboard and into the field. Samsara MCP, recently launched, carries live Samsara data, under each customer’s existing permissions, into the AI tools their teams already use, including Claude, ChatGPT, and Copilot. Each draws on the same operational context and permission model, whether someone is talking to an agent on the road, working in the Samsara dashboard, or using another AI tool.

“Every day, our customers make thousands of decisions that determine whether people get home safely, deliveries arrive on time, and essential services keep running,” said Brendan O’Driscoll, VP of Platform at Samsara. “Our ambition is to make AI part of how that work gets done — anticipating what needs to happen and coordinating the people, equipment, and systems to act. That’s the future we’re building at Samsara.”

Agent Studio is now available to all Samsara customers. Watch the Agent Studio demo and learn more about the Samsara platform here.

About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.

More News From Samsara

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2026-10-05 18:05 20d ago
2026-10-05 13:40 20d ago
Jefferies zahájila pokrytí Samsara s doporučením koupit
IOT Samsara
FMP Stock News 88
Original source text
Jefferies initiated coverage of connected-operations platform Samsara (NYSE: IOT) with a 'buy' rating and a $50 price target, saying the company is well positioned to gain share in a large, underpenetrated market for physical operations technology.

Samsara’s platform combines software, proprietary hardware, artificial intelligence, analytics and automation to help businesses reduce liability and improve productivity across physical operations.

Jefferies estimates Samsara can deliver a 22% revenue compound annual growth rate through fiscal 2029, reaching nearly $3 billion of revenue while maintaining a Rule of 40 margin profile.

The analyst said Samsara’s platform processes more than 30 trillion data points annually, creating a proprietary data asset that supports increasingly valuable AI insights, automation and new product development.

Jefferies also sees limited risk from AI-related employee displacement because Samsara’s pricing is primarily linked to physical assets rather than users or employees.

Samsara has captured about 1% of its self-defined $175 billion global addressable market, while penetration of its core product opportunity remains below 5%, leaving room for new customer wins, enterprise share gains and international expansion.

Jefferies highlighted Samsara’s 115% or higher core customer net revenue retention, supported by customers adding products beyond telematics and video safety to include equipment monitoring, asset tracking, routing, maintenance and workflow automation.

The analyst said 96% of large customers use at least two Samsara products, while 72% use three or more, with emerging products contributing more than 20% of new annual contract value.

Jefferies expects upward revisions to Samsara’s conservative fiscal 2027 guidance, supported by improving cRPO and billings coverage, strong customer retention and multi-product adoption.

The shares trade at 10 times calendar 2028 enterprise value to gross profit, according to Jefferies, which sees its $50 target, equivalent to 12.7 times, as justified by comparable growth and profitability.
2026-09-15 10:54 1mo ago
2026-09-15 03:25 1mo ago
California Teachers zvýšil podíl v Samsara, akcie rostou
IOT Samsara
FMP Stock News 78
Original source text
California State Teachers Retirement System raised its holdings in Samsara Inc. (NYSE:IOT – Free Report) by 3,119.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,704,422 shares of the company’s stock after purchasing an additional 15,216,568 shares during the quarter. California State Teachers Retirement System owned 2.70% of Samsara worth $484,256,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. USS Investment Management Ltd purchased a new stake in Samsara in the 1st quarter worth $28,232,000. Spyglass Capital Management LLC increased its stake in Samsara by 25.5% during the 1st quarter. Spyglass Capital Management LLC now owns 2,946,646 shares of the company’s stock worth $93,379,000 after buying an additional 599,651 shares in the last quarter. Allen Operations LLC raised its holdings in shares of Samsara by 83.3% during the fourth quarter. Allen Operations LLC now owns 66,020 shares of the company’s stock valued at $2,340,000 after acquiring an additional 30,000 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Samsara by 17.8% in the fourth quarter. Geode Capital Management LLC now owns 6,196,703 shares of the company’s stock valued at $219,035,000 after acquiring an additional 935,855 shares in the last quarter. Finally, Brown Advisory Inc. lifted its position in shares of Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Insider Buying and Selling In other Samsara news, CEO Sanjit Biswas sold 244,805 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,001,479.85. Following the sale, the chief executive officer owned 94,000 shares in the company, valued at approximately $3,456,380. This represents a 72.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 245,925 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the transaction, the insider directly owned 94,000 shares of the company’s stock, valued at approximately $3,456,380. This represents a 72.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 2,219,206 shares of company stock valued at $83,821,258. Corporate insiders own 35.13% of the company’s stock.

Samsara Trading Up 12.0% Shares of NYSE:IOT opened at $42.97 on Tuesday. The company has a market capitalization of $25.04 billion, a PE ratio of 268.57, a P/E/G ratio of 9.45 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The firm has a 50 day simple moving average of $38.38 and a 200-day simple moving average of $33.83. Samsara (NYSE:IOT – Get Free Report) last announced its earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The business had revenue of $508.44 million during the quarter, compared to analysts’ expectations of $483.29 million. During the same period in the prior year, the company earned $0.12 earnings per share. The business’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities research analysts predict that Samsara Inc. will post 0.13 EPS for the current fiscal year.

Analysts Set New Price Targets Several brokerages have issued reports on IOT. Bank of America upped their target price on Samsara from $47.00 to $55.00 and gave the company a “buy” rating in a report on Friday, September 4th. Truist Financial boosted their price target on shares of Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a research report on Friday, September 4th. Wells Fargo & Company upped their price objective on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a report on Friday, September 4th. BNP Paribas Exane lifted their target price on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a research note on Friday, September 4th. Finally, Morgan Stanley boosted their target price on shares of Samsara from $43.00 to $49.00 and gave the company an “equal weight” rating in a report on Friday, September 4th. Sixteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $52.05.

Read Our Latest Stock Report on IOT

Samsara Profile (Free Report)

Samsara, Inc is a technology company that provides a cloud-based Connected Operations Platform for organizations that rely on physical operations. Its platform helps businesses monitor vehicles, equipment, worksites and employees, while using connected devices, software and data analytics to improve safety, efficiency and productivity.

The company’s products and services include vehicle telematics, GPS tracking, electronic logging and fleet management tools; video-based safety and security systems; equipment and asset monitoring; workforce and workflow management applications; and tools for dispatching, routing, maintenance and site visibility.

Featured Stories Five stocks we like better than Samsara Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding IOT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Samsara Inc. (NYSE:IOT – Free Report).

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2026-09-04 02:53 1mo ago
2026-09-03 22:19 1mo ago
Samsara oznámila výsledky za 2. fiskální čtvrtletí 2027
IOT Samsara
FMP Stock News 78
Original source text
Samsara Inc. (IOT) Q2 2027 Earnings Call September 3, 2026 5:00 PM EDT

Company Participants

Sanjit Biswas - Co-Founder, CEO & Chairman
Dominic Phillips - Executive VP & CFO

Conference Call Participants

Dylan Becker - William Blair & Company L.L.C., Research Division
Michael Turrin - Wells Fargo Securities, LLC, Research Division
Aleksandr Zukin - Wolfe Research, LLC
Matthew Hedberg - RBC Capital Markets, Research Division
Matthew Martino - Goldman Sachs Group, Inc., Research Division
S. Kirk Materne - Evercore ISI Institutional Equities, Research Division
Matthew Bullock - BofA Securities, Research Division
Nicholas Altmann - BTIG, LLC, Research Division
Mark Schappel - Loop Capital Markets LLC, Research Division
Jason Celino - KeyBanc Capital Markets Inc., Research Division
Isabella Camaj - JPMorgan Chase & Co, Research Division

Presentation

Unknown Executive

[Presentation]

Good afternoon. Welcome to Samsara's Second Quarter Fiscal 2027 Earnings Call. I'm Marty Winick, Director of Finance and Strategy at Samsara. Joining me today are Samsara's Chief Executive Officer and Co-Founder, Sanjit Biswas; and our Chief Financial Officer, Dominic Phillips. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our Investor Relations website at investors.samsara.com.

The matters we'll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings. Any forward-looking statements that we make on this call are based on assumptions as of today, September 3, 2026, and we undertake no obligation to update these statements as a result of new information or future events unless required by law.

During today's call, we will discuss our second quarter fiscal 2027 financial results. We'd like to point out that the company reports non-GAAP results in addition to and not as a substitute for or superior
2026-09-03 22:00 1mo ago
2026-09-03 17:00 1mo ago
Samsara překonala odhady, akcie po výsledcích rostou
IOT Samsara
FMP Stock News 92
Original source text
Samsara Inc. (NYSE:IOT) posted its fiscal 2027 second-quarter results after Thursday’s closing bell, beating expectations across the board. Here’s a look at the details inside the report. 

IOT stock is moving. Watch the price action here. Samsara Q2 Details     Samsara reported quarterly earnings of 20 cents per share, which beat the Street estimate of 16 cents by 25%, per Benzinga Pro data. 

Quarterly revenue came in at $508.44 million, beating the analyst estimate of $483.26 million and up from $391.480 million in the same period last year.

The company also announced it has crossed $2.1 billion in annual recurring revenue and added 242 $100,000-plus ARR customers and 20 $1 million-plus ARR customers.

Samsara’s additional highlights include:

$2.1 billion in ARR, up 30% year-over-year $134 million in net new ARR, up 28% year-over-year ARR from $100,000-plus ARR customers accelerated for the fourth consecutive quarter ARR from $1 million-plus ARR customers surpassed $500 million, growing more than 50% year over year for the third consecutive quarter Emerging products contributed more than 20% of net new ACV for the third consecutive quarter Read Next

“Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter,” said CEO Sanjit Biswas.

Trending

“Our large customers continue to drive our momentum, and customer adoption of some of our latest AI features is up more than 4x in the last two months,” Biswas added.

IOT Stock Price: According to data from Benzinga Pro, Samsara stock was up 13.32% to $43.91 in Thursday’s extended trading.  

Photo: Shutterstock

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2026-08-31 16:05 1mo ago
2026-08-31 09:46 1mo ago
Samsara očekává tržby 482 až 484 mil. USD a EPS 15 až 16 centů
IOT Samsara
FMP Stock News 78
Original source text
Key Takeaways Samsara expects Q2 revenues of $482-$484 million, with consensus at $483.3 million.Samsara's upmarket and land-and-expand strategies are driving adoption across operational workflows.AI monetization and higher AI and cloud costs could influence adoption, margins and profitability. Samsara Inc. (IOT - Free Report) is scheduled to report second-quarter fiscal 2027 results on Sept. 3, after market close.

For the second quarter of fiscal 2027, Samsara expects non-GAAP earnings per share between 15 cents and 16 cents. The consensus mark is pegged at 17 cents per share, indicating an increase of 23.5% from the prior-year quarter’s reported figure. The estimate has remained unchanged over the past 60 days.

Samsara’s earnings beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, delivering an average earnings surprise of 41.4%.

For the second quarter of fiscal 2027, Samsara expects revenues between $482 million and $484 million. The Zacks Consensus Estimate is pegged at $483.3 million, suggesting growth of approximately 23.5% from the year-ago quarter’s reported figure.

Factors to Consider for IOT StockSamsara is expected to maintain a healthy growth trajectory in the second-quarter fiscal 2027 results, supported by continued demand for its Connected Operations Platform. The company’s expanding presence among large enterprises, combined with increasing adoption of multiple applications, might have sustained customer engagement and strengthened recurring revenue trends. The upmarket strategy remains an important growth driver as larger customers broaden their use of Samsara’s platform across operational workflows.

The company’s land-and-expand strategy is also likely to have supported the business in the to-be-reported quarter, as customers increasingly adopt emerging products alongside core telematics and safety offerings. Operational AI, Connected Asset Maintenance and other newer applications are expected to have broadened Samsara’s addressable market, created additional opportunities within existing accounts and remained a tailwind in the fiscal second quarter.

Recent product launches targeting government services, waste management and transportation are likely to have expanded the platform’s use cases and supported adoption momentum in the fiscal second quarter. Furthermore, AI monetization will remain a key area of investor focus. Samsara’s profitability trend is likely to have remained favorable in the to-be-reported quarter as revenue growth increasingly translates into operating leverage.

Samsara has been emphasizing disciplined spending and improved efficiency while continuing to invest in artificial intelligence and product development. Strong cash generation should provide flexibility to fund innovation and go-to-market initiatives. However, higher AI and cloud-related costs could continue to pressure gross margins and limit the pace of overall margin expansion.

Samsara is experimenting with different pricing models for operational AI and agent-based capabilities, but customer adoption remains relatively early. The quarter might have provided further indications of whether these offerings are moving from experimentation toward broader commercial adoption. At the same time, privacy and labor regulations surrounding location, video and driver-behavior data are likely to have remained potential constraints on deployment and could have lengthened sales cycles in certain markets.

What Our Proven Model Says for IOT’s Q2 EarningsOur proven model does not conclusively predict an earnings beat for Samsara this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.

Samsara has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:

Dell Technologies (DELL - Free Report) has an Earnings ESP of +6.20% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

Dell Technologies shares have skyrocketed 275.1% in the year-to-date period. Dell Technologies is set to report second-quarter fiscal 2027 results on Sept. 1.

Docusign (DOCU - Free Report) has an Earnings ESP of +1.73% and a Zacks Rank #2 at present.

Shares of Docusign have lost 6.8% year to date. Docusign is scheduled to report the second-quarter fiscal 2027 results on Sept. 3.

Hewlett Packard Enterprise (HPE - Free Report) has an Earnings ESP of +6.54% and a Zacks Rank #2 at present.

Shares of Hewlett Packard Enterprise have rallied 126.5% year to date. Hewlett Packard Enterprise is slated to report fiscal third-quarter 2026 results on Sept. 2.
2026-08-19 13:15 2mo ago
2026-08-19 09:00 2mo ago
Samsara spustila centrum pro řízení palivových nákladů
IOT Samsara
FMP Stock News 78
Original source text
New centralized experience brings fuel usage, driver behavior, routing, and card controls into a single pane of glass for operations and finance teams

SAN FRANCISCO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today launched the Samsara Fuel Command Center, a centralized experience that brings its fuel management capabilities into a single pane of glass. It combines a consolidated view of total and recoverable fuel spend with intelligent fuel-stop recommendations in Commercial Navigation and Coast fuel card controls, giving operations and finance teams one place to identify waste, guide drivers to lower-cost fuel, and prevent card misuse.

“After implementing Coast through Samsara, we saw our fuel expenses drop by nearly $15,000 a month,” said Kyle Stewart, CFO at Trades Holding.

Share “We used to worry about fraud all the time. Cards went missing, PINs were shared, and we had no way to verify transactions,” said Tim Weisser, Fleet Operations Manager at Milestone Home Services. “Now with Coast and Samsara, the system takes care of it. If the truck's not there, the card doesn't work. Simple.”

Commercial fleets have contended with sustained fuel misuse and price volatility throughout 2026, as diesel prices have moved by more than $0.20 per gallon in a single week seven times since late February, according to data from the Samsara Fuel Spend Index. The latest swing erased three consecutive months of declines in just four weeks, pushing diesel to $5.23 per gallon by the end of July—16% above where the month began—while gasoline climbed from $3.93 to $4.25. This unpredictability heightens the need for cost controls and presents a significant opportunity. Internal data shows that U.S. customers had roughly $2 billion in potential fuel-spend savings in the first six months of the year. The Fuel Command Center gives operators the tools to capture those savings as conditions change.

“Fuel is one of the biggest costs a fleet carries—30% to 40% of total marginal operating costs,” said Ryan Yu, VP of Product at Samsara. “Prices have swung hard the past several months, and when they rise, fuel fraud rises with them. Customers told us pump-price visibility isn't enough. They need fraud, driver behavior, and vendor choices in one view, so they can cut costs before they add up. That's why we built Fuel Command Center: to give operators and finance leaders a way to turn their operations data into action and find immediate savings.”

The Fuel Command Center centralizes the data and controls fleets use to manage fuel across three core areas:

See total and recoverable fuel spend in one place

Fuel Command Center gives operations and finance teams a consolidated view of total and recoverable fuel spend. It identifies where money is being lost across idling, fueling location, driver efficiency, fraud, and suspicious fuel drops, then recommends the highest-impact actions. Managers can track quarterly trends and act from the same dashboard—for example, by turning on in-cab idling alerts or adding preferred fuel vendors.

Route drivers to the right fuel stop with Commercial Navigation

Commercial Navigation extends the centralized fuel strategy to the road by building preferred fuel stops into a route before a driver leaves the yard, so drivers do not have to toggle between telematics and third-party fuel apps. It accounts for corporate negotiated rates, responds when fuel runs low mid-route, and reroutes to the nearest preferred station. In a 90-day analysis of more than 2,000 Samsara customers, organizations cut a median of 4% in fuel spend by fueling at preferred vendors.

Stop card misuse before the transaction with Coast

Fuel card misuse rises with fuel prices: a Samsara analysis found that detected fraud incidents increase roughly 9% for every $0.10 increase in the price of diesel. Through the Samsara Coast integration, Fuel Command Center connects card authorization to vehicle location, allowing fleets to manage policies in one place and block transactions when the assigned vehicle is not present. “After implementing Coast through Samsara, we saw our fuel expenses drop by nearly $15,000 a month,” said Kyle Stewart, CFO at Trades Holding.

While fleets cannot control the price of fuel, they can control more of what they ultimately spend, and by centralizing fuel performance, routing, driver behavior, and card controls in Fuel Command Center, Samsara gives operations and finance teams one place to manage the variables that determine that cost. The result is a more direct way to offset external price volatility with savings generated inside their own operations.

Learn more about Samsara’s Fuel Command Center here. Learn more about Samsara’s Commercial Navigation here. Learn more about the Samsara and Coast integration here. Explore current Samsara Fuel Spend Index data here. Read about 8 ways to manage surging fuel costs here. About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world's most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world's leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
2026-07-20 08:07 3mo ago
2026-07-20 02:33 3mo ago
Samsara po silném 1. čtvrtletí drží doporučení Buy
IOT Samsara
FMP Stock News 78
Original source text
HomeStock IdeasLong IdeasTech 

SummarySamsara maintains a Buy rating after robust Q1 results and a successful Investor Day, with price targets of $52 (base) and $61 (bull).Net new ARR grew 30% YoY, large customer momentum remains strong, and margins continue expanding despite modest gross margin pressure from AI/cloud investments.IOT's proprietary data moat and scaled hardware network underpin new product launches—Tracking Label, Waste Intelligence, and Ground Intelligence—unlocking fresh TAM and high-margin opportunities.With only ~1% TAM penetration and 6% core customer reach, IOT's growth runway remains substantial barring macro or execution risks.metamorworks/iStock via Getty Images

Investment Thesis In my debut article for Samsara (IOT) published two months ago (recommended read before this one), I laid out my thesis on the company: Samsara was down ~50% from its all-time high despite the previous Q4 FY26

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of IOT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-06-24 15:41 4mo ago
2026-06-24 11:00 4mo ago
Samsara uvádí štítek pro sledování zásilek
IOT Samsara
FMP Stock News 78
Original source text
Powered by the Samsara Network, disposable smart label delivers continuous visibility into any shipment, across any carrier

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara Tracking Label: a smart, single-use Bluetooth label that delivers near-real-time shipment visibility, powered by the Samsara Network. The Tracking Label can be managed within Samsara’s new Shipment Center and Shipment App, which seamlessly plug into an organization's existing infrastructure, regardless of shipping carrier.

"Providing a persistent, wide-area network for Bluetooth assets could dramatically shift this landscape, enabling scale where infrastructure has previously been the bottleneck," said Zoe Roth, Senior Research Analyst, 451 Research from S&P Global.

Share Cargo theft costs U.S. businesses roughly $35 billion annually — up 60% year over year — and the problem is compounded by a fundamental lack of visibility. Current solutions, such as RFID and cellular connectivity, struggle with cost and coverage problems that Bluetooth and the Samsara Network solve.

"Our customers have been using asset tags to track critical shipments, and that works, but it's not purpose-built for cargo. What they've been asking for is a label they can slap on a box and walk away. That's exactly what the Tracking Label is,” said David Gal, VP of Connected Equipment at Samsara. “Unlike traditional barcode scanning that simply says 'departed facility,' the Samsara Network tells you exactly where that shipment is, hundreds of miles down the road. With AI-powered exceptions in the Shipment Center, a shipping manager can instantly see which shipments need attention, get ahead of delays, weather events, and proactively resolve issues before they reach the customer."

The low-cost connectivity powering the Tracking Label

The Tracking Label is an adhesive-backed, flexible, paper-thin label with a 45-day battery life after activation, that contains no lithium or hazardous materials, making it cleared for air, ground, and rail shipments and suitable for disposal without special handling. The Bluetooth label is interoperable with the Samsara Network, which leverages millions of Samsara-connected devices, including trucks, trailers, buses, construction equipment, warehouse scanners, and phones across 99% of major U.S. roads and tens of thousands of worksites. The network continuously 'listens' for Tracking Labels, enabling a single label to be detected in near real time, without requiring carrier involvement.

“Our data shows that organizations rely heavily on GPS and cellular technologies—adopted by over half the market—to track non-powered assets, often absorbing higher hardware costs to guarantee visibility,” said Zoe Roth, Senior Research Analyst, 451 Research from S&P Global. “Meanwhile, lower-cost alternatives like RFID and BLE currently sit at around 39% adoption, historically constrained by fragmented infrastructure, according to our 451 Research Supply Chain Digital Transformation Survey 2026. Providing a persistent, wide-area network for Bluetooth assets could dramatically shift this landscape, enabling scale where infrastructure has previously been the bottleneck.”

Real-time supply chain visibility through the Samsara Shipment Center

Leveraging the new Shipment Center, supply chain teams can view mission-critical and high-value goods — from a single box to a shipment of pallets to a reel of copper wire — that have a Tracking Label on the dashboard and click into any shipment for deeper insight. Through the Shipment Center, operations teams can:

Deter cargo theft and speed up resolution. Near real-time Bluetooth location data makes it significantly harder for bad actors to divert or steal cargo undetected, and gives operations teams evidence to involve authorities quickly when something goes wrong. Get ahead of shipping delays and exceptions. Stay ahead of late or missed deliveries by posing the question in the Shipment Center, “Which packages are at risk of being late due to the storm in Texas?” By leveraging AI to surface shipments that need attention, ops teams can focus on exceptions such as late delivery rather than monitoring every shipment manually. Coverage extends to cross-border shipments. Freight has historically gone dark the moment it crosses a border. These capabilities enable operations teams to keep jobs running on schedule, recover lost shipments in near real time, and deliver a better overall customer experience. Improve customer experiences with quicker dispute resolution. Automated delivery notifications and geofence-based delivery notifications provide clear proof of arrival, helping prevent and resolve shipping disputes with full location transparency across the shipment's journey. Make better supply-chain decisions with AI. Through the Shipment Center, ops teams can surface insights into warehouse performance, carrier on-time performance, declined delivery analytics, and more. This information allows them to analyze performance and costs to identify efficiencies. 3PL provider DCL Logistics, one of Tracking Label’s early adopters, is now managing the fulfillment and carrier handoff of high-value cargo for some of the world’s leading brands across consumer electronics, CPG, enterprise hardware, and GPUs.

“In LTL and truckload shipping, you typically only hear about your shipment twice — when it’s picked up and when it’s delivered," said Dave Tu, President, DCL Logistics. “Samsara’s Tracking Label changes that. It gives us a level of visibility that just didn’t exist before, and when you’re moving high-value cargo, that’s a big deal. It’s like watching your Uber driver on the way to pick you up — you can see every move, every turn, right up until it pulls up to the door.”

Plug into any existing workflow with the new Samsara Shipment App

The new Samsara Shipment App allows teams to activate the Tracking Label with a single tap, no hardware or manual entry required. Scan any barcode — a Bill of Lading, carrier tracking number, or warehouse license plate number — and the app automatically links it to the existing shipment ID.

Through the App, high-volume operations can print and pre-populate labels in bulk. Teams can also connect directly to an existing TMS or ERP to write shipment data at print time. No rip-and-replace of existing systems required.

All of these capabilities combined enable operations teams to keep jobs running on schedule, recover lost shipments in near real-time, and deliver a better overall customer experience.

Learn more about Samsara’s latest innovations in physical operations, including:

The new AI camera capabilities for fleets and equipment operators. The new Agent Studio and agentic AI capabilities. The full set of Beyond 2026 announcements on the Samsara blog. Follow Beyond 2026 news and developments on Samsara's LinkedIn and X pages, or by using the #SamsaraBeyond hashtag.

About Samsara

Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.

Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.