NYSE
39.20USD
-3.39 (-7.96%)
We have scored 37 news catalysts on Samsara Inc. (IOT) over the past 12 months. The biggest single-day move next to one of them came Dec 7, 2025, when IOT closed +11.1%: “AST SpaceMobile, Dollar General, CoreWeave Are Among Top 10 Large Cap Gainers Last Week (Dec. 1-Dec. 5): Are the Others in Your Portfolio?”. Coverage across the window leans positive (average ticker sentiment +0.24). Most of the impact sits in price momentum and sector technology.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
23.1B
P/E
—
EPS
—
Beta
1.35
52W range
23.38-47.47
Day range
38.98–43.75
Open
43.00
Prev close
42.59
Volume
2.4M
Avg volume
5.9M
Dividend
0.00
IPO
2021-12-15
Analysts publish price targets on IOT, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
17 analyst price targets from $38 to $58
as of 2026-09-24
The market is 20% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Samsara Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Samsara Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for IOT: .
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Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy measures. Additionally, the cloud offers a suite of applications covering critical operational areas such as video-based safety protocols, vehicle fleet telematics, driver application and workflow tools, equipment performance monitoring, and enhanced site visibility. The company caters to a diverse array of sectors, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and the food and beverage industry. Established in 2015, Samsara maintains its headquarters in San Francisco, California.
The reconstruction
The price sits at the 6% percentile of published models, meaning the market largely rejects the bullish consensus and only pays for the most conservative targets near $38-$42.
What the disagreement turns on
Can Samsara's revenue growth sustain 28-30% without requiring a significant expansion in free-cash-flow margins, and the available unit volume data can test the top-line trajectory but cannot test the margin assumption.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
