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Samsara's Data Moat Now Comes With Numbers

Seeking Alpha

2:33 AM | Monday | Jul 20, 2026

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Samsara 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, Ground Intelligence—unlocking fresh TAM and high-margin opportunities.

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2:33 AM | Monday | Jul 20, 2026

Samsara's Data Moat Now Comes With Numbers

Seeking Alpha

Samsara 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, Ground Intelligence—unlocking fresh TAM and high-margin opportunities.

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2:33 AM | Monday | Jul 20, 2026

Samsara's Data Moat Now Comes With Numbers

Seeking Alpha

Samsara 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, Ground Intelligence—unlocking fresh TAM and high-margin opportunities.

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7:16 PM | Friday | Jul 17, 2026

Why the Market Dipped But Samsara Inc. (IOT) Gained Today

Zacks Investment Research

Samsara Inc. (IOT) closed at $38.32 in the latest trading session, marking a +2.3% move from the prior day.

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9:15 AM | Wednesday | Jul 15, 2026

Samsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of $18M Annually

Business Wire

TORONTO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its 2026 State of Connected Operations (SOCO) Asset Theft & Loss Report, Quantifying the Hidden Cost of Asset Invisibility. The report finds that equipment theft and loss is not just a replacement-cost problem—it's an CAD $18M annual operational drain for mid-size organizations (majority between CAD $340M and

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3:00 AM | Wednesday | Jul 15, 2026

Samsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of £9.7M Annually

Business Wire

LONDON--(BUSINESS WIRE)--New Samsara research finds untracked operations are 70% more likely to face significant losses.

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1:21 PM | Monday | Jul 6, 2026

Software stocks have rarely seen such divergent performances. Here's how to pick winners.

Market Watch

An Evercore analyst notes that infrastructure software stocks have vastly outperformed application names. But there's still hope for companies like Salesforce.

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1:42 AM | Thursday | Jun 25, 2026

Samsara Inc. (IOT) Analyst/Investor Day Transcript

Seeking Alpha

Samsara Inc. (IOT) Analyst/Investor Day Transcript

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11:00 AM | Wednesday | Jun 24, 2026

Samsara Introduces the Tracking Label and Agentic Shipment Center to Close Supply Chain Visibility Gap

GuruFocus

[url="]Samsara Inc.[/url] (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations Platform, today introduced the Samsara Tracking Label: a smart

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11:00 AM | Wednesday | Jun 24, 2026

Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities through the Dash Cam

Business Wire

SAN FRANCISCO--(BUSINESS WIRE)-- #aicamera--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today introduced the Samsara 360 Camera, new AI Multicam capabilities, and two-way voice capabilities through the dash cam for road fleets—expanding real-time visibility for fleets and field teams. Operated equipment operations and field teams have long dealt with limited visibility. A forklift in a warehouse, a baggage tug on the ramp, an excavator on a job site: these machi.

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11:00 AM | Wednesday | Jun 24, 2026

Samsara Launches New Agentic Capabilities to Automate Tedious Operational Tasks

Business Wire

SAN FRANCISCO--(BUSINESS WIRE)-- #agent--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of new agentic tools that help teams automate monotonous tasks, reduce manual work, and respond faster across their operations. The new capabilities include a first-of-its-kind Agent Studio designed for physical operations that lets teams leverage pre-configured agents or build their own from scratch. “Samsara has spent the last 10 years deeply embe.

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11:00 AM | Wednesday | Jun 24, 2026

Samsara Introduces the Tracking Label and Agentic Shipment Center to Close Supply Chain Visibility Gap

Business Wire

SAN FRANCISCO--(BUSINESS WIRE)-- #supplychain--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. Cargo theft costs U.S.
b.

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