Added to YB: 2026-05-19
Pitch date: 2026-05-17
IOT [neutral]
Samsara Inc.
+5.09%
current return
Author Info
I hunt patiently for 100-baggers in the realm from small to mid-cap preferably for underfollowed companies. The goal is to find asymmetric bets, with high upside, limited downside and always exposed to additional outsized optionality. Sign up for the newsletter.
Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$17.2B
Pitch Price
$29.30
Price Target
N/A
Dividend
N/A
EV/EBITDA
-644.62
P/E
-1.9K
EV/Sales
9.92
Sector
Software
Category
growth
The 15 best stock pitches from Omaha part 3 - Samsara Inc.
IOT (overview): SaaS digitizing physical operations (trucking, construction, field service) via hardware + cloud software. $27-$33/vehicle/mo basic, up to $60+ w/ AI dashcam. 95%+ of $100K+ customers buy 2+ products. Rev & FCF/share rising while stock -40% YoY. High switching costs once deployed. 25T data points/yr positions for AI/autonomous vehicle future. Missed last Q revenue, not EPS.
Read full article (2 min)