📡 Samsara Inc. (NYSE: IOT) 🚛 
$38.26 ▼ –0.43 (–1.11%)
As of Sep-12-2025, 4:10 PM ET

📡 What’s Samsara? The Internet of Trucks, Trailers, and… Everything

Samsara connects the physical world 🌎 to the digital world 💻 via its Connected Operations Platform. Think: trucks with GPS, cameras on worksites, IoT sensors in factories, and dashboards pulling it all together with AI insights.

Its platform covers:

• 🎥 Video Safety: AI dashcams to keep fleets accident-free.

• 🚛 Telematics: Track vehicles, fuel, EV charging, routing, and driver habits.

• 🏗️ Equipment Monitoring: From generators to compressors to trailers — no excuses for unplanned downtime.

• 🏭 Site Visibility: Cameras + AI = security and incident response on steroids.

• 👷 Workforce Apps: Digital compliance logs, inspections, timesheets, and messaging for frontline teams.

This is IoT on steroids — or, as they like to brag:

“We now process ~20 TRILLION data points annually — growing 50% year-over-year. This isn’t internet fluff; it’s hardwired IoT data from gateways, cameras, and sensors across industries.” (Q2 FY26 Shareholder Letter)

🏦 Wall Street’s Big Dogs Are Sniffing Around

Institutions own a whopping 87% of Samsara shares — and it’s a who’s who lineup:

When Baillie Gifford (famous for early bets on Tesla, Nvidia, MercadoLibre) loads up — investors pay attention. They specialize in disruptive, long-term growth bets. Samsara fits the bill.

For Samsara (IOT)'s Institutional Ownership breakdown, 🔍 see here

📈 Growth Story: Rocket Fuel for the Fourth Industrial Revolution

Q2 FY26 Results 🚀:

• Revenue: $391.5M, up 30% YoY

• Annual Recurring Revenue (ARR): $1.64B, up 30% YoY

• Customers w/ >$100K ARR: 2,771 (+30% YoY)

• Free Cash Flow: $44.2M (up 3x from last year)

• GAAP Net Loss: only –$0.03 per share (getting close to breakeven!)

Translation: still unprofitable, but burning way less cash while scaling like crazy.

👉 Want the full picture? Dive into Samsara (IOT)'s financials here.

💸 Valuation: Pricey, but “Fair” for Hyper-Growth?

Valuation measures (7/31/25):

• Forward P/E: 83.3 (down from 200+ last year!)

• Price/Sales: 15.2 (steep, but shrinking as revenue explodes)

• Price/Book: 18.1

• EV/Revenue: 14.9

👉 Not cheap — but compared to other AI/IoT names, Samsara might actually be “less overvalued.” Think of it as Tesla’s early days, but for connected trucks and industrial IoT.

⚠️ Risks & Road Bumps

1. High Valuation — still trading at lofty multiples; any slowdown = big drop.

2. Not Yet Profitable — GAAP losses remain, though much smaller.

3. Competition — ADAS (advanced driver assist systems) & autonomous vehicles could disrupt Samsara’s vehicle tech.

4. Macro Risk — A downturn or AI/tech selloff could slam high-growth names.

5. Customer Dependence — heavy reliance on fleet/industrial adoption cycles.

💡💡💡 Curious about another deep oil exploration play?
Check our takes on UnitedHealth Group or even Oscar Health.

🤔 The Fun Take

• IOT doesn’t mean “Invest Out Terribly.”

• It might actually mean “Invest Over Time”.

• Or, as Samsara processes trillions of data points: “I Owe Trillions (of data)”.

Baillie Gifford seems to think this one’s worth the ride. The question: Do you? 🧐

✅ FAQ

Q: Why is Samsara stock popular with big funds?
A: Explosive growth, sticky IoT platform, and data moat.

Q: Is Samsara profitable?
A: Not yet GAAP profitable, but free cash flow is positive and losses are shrinking.

Q: Is the valuation too high?
A: Expensive by classic measures, but growth makes it more palatable compared to AI peers.

Q: What industries does Samsara serve?
A: Transportation, construction, logistics, energy, retail, healthcare, government, food & beverage, and more.

⚡ Quick Take / TL;DR

• Institutions love it: Baillie Gifford, Vanguard, BlackRock all piled in.

• Growth rocket: 30%+ YoY revenue, $1.6B ARR.

• Valuation high: but cheaper than last year.

• Risks: still unprofitable (but hardly), competitive space (but IOT leads).

• Verdict: Could be a long-term IoT giant. Worth nibbling on dips.

🧾⚠️📢 Disclaimer: 🧾⚠️📢

IOT may not stand for “Invest Out of This world”, but it could still beam up 🚀 over the long haul.

Still, investing in IOT may get bumpy. 🎢

Always DYOR, hold the FOMO, and don’t invest what you can’t afford to lose.

We laugh, we analyze, we meme. We sell jokes and opinions — and yes, we’re billing your sense of humor. 🎪💸 
We’re not financial advisors. We’re FUNancial advisors. 

Invest at your own risk.

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