Added to YB: 2026-04-21
Pitch date: 2026-04-18
IOT [neutral]
Samsara Inc.
+1.27%
current return
Author Info
No bio for this author
Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$17.8B
Pitch Price
$30.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
-666.96
P/E
-1.9K
EV/Sales
10.27
Sector
Software
Category
growth
Day twenty-three: Samsara $IOT
IOT (overview): Fleet mgmt dashcam + connected ops platform. $1.9B ARR +30% YoY, 115% NRR, $16.3B EV at 8.6x ARR. AI-native w/ hardware moat vs pure software. Launched AI Safety Coach agent for real-time driver coaching. Bear: CV tech commoditizing, autonomy threatens long-term value. Bull: unique physical data moat, cross-sell momentum, technical founder investing in AI edge.
Read full article (4 min)