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    Do New Analyst Endorsements Validate Samsara (IOT) As A Core AI Operations Platform?

    Simply Wall St·01/05/2026 08:23:29
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    • In recent days, Samsara Inc. was highlighted by Evercore as a favored AI name and received new positive analyst coverage from BTIG and TD Cowen, which emphasized its large recurring revenue base and multi-product growth momentum.
    • This cluster of endorsements underscores how Samsara’s AI-enabled connected operations platform is increasingly being viewed as a core software asset for physical operations customers.
    • Next, we’ll examine how this wave of analyst recognition around Samsara’s AI capabilities could influence the existing investment narrative.

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    Samsara Investment Narrative Recap

    To own Samsara, you need to believe its AI powered connected operations platform can keep converting large, often slow moving physical operations customers into durable, growing recurring revenue. The recent round of analyst endorsements reinforces that AI narrative, but does not materially change the key near term catalyst, which remains execution on ARR growth, or the biggest risk, which is how successfully Samsara can monetize its early stage AI products at scale.

    Against that backdrop, Samsara’s Q3 FY2025 results, with revenue rising to US$415.98M and a move to a small net profit, are especially relevant. They show the company progressing toward improved efficiency while still investing heavily in AI powered features, which ties directly into the analyst focus on its AI capabilities and how these products might support future adoption, especially as management continues to guide for double digit percentage revenue growth into FY2026.

    Yet, despite the optimism around AI, investors should be aware that Samsara is still in the early stages of monetizing its AI driven products and...

    Read the full narrative on Samsara (it's free!)

    Samsara's narrative projects $2.4 billion revenue and $311.3 million earnings by 2028. This requires 21.2% yearly revenue growth and a $432 million earnings increase from -$120.7 million today.

    Uncover how Samsara's forecasts yield a $50.36 fair value, a 48% upside to its current price.

    Exploring Other Perspectives

    IOT 1-Year Stock Price Chart
    IOT 1-Year Stock Price Chart

    Nine private investors in the Simply Wall St Community have published fair value estimates for Samsara, ranging from US$13.66 to US$59.16 per share. When you weigh those views against the uncertainty around monetizing Samsara’s early stage AI products, it becomes clear why many market participants look at several different scenarios before deciding how this business might perform.

    Explore 9 other fair value estimates on Samsara - why the stock might be worth as much as 74% more than the current price!

    Build Your Own Samsara Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.