Samsara, Inc. Class A IOT

From commerce to culture, software is digitizing every aspect of our lives. This secular theme has materialized in superior earnings growth and stock price performance for most SaaS companies, and over the last six months, the industry’s 47.5% return has topped the S&P 500 by 29.1 percentage points.

Samsara (NYSE:IOT) introduced its Model Context Protocol, or MCP, at the Beyond 2026 conference, enabling live operational data access within AI assistants. The MCP framework lets customers connect Samsara data into third-party tools such as HR, finance, and procurement systems without custom integrations. MCP launched alongside Agent Studio, which is designed to help enterprises build tailored AI workflows on top of Samsara’s operational data platform. Samsara’s new Model Context Protocol...

SAN FRANCISCO, September 22, 2026--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced Samsara MCP (Model Context Protocol), a direct connection that enables customers to bring their Samsara operational data into the AI assistants, agents, and applications of their choosing without requiring a custom integration. Authorized users can analyze live information from their Samsara environment alongside data from other business systems, extending the company’s open

On September 3, 2026, Samsara Inc. (NYSE:IOT) reported second-quarter fiscal 2027 results. Revenue reached $508.4 million, up 30% year-over-year, annual recurring revenue crossed $2.1 billion at the same growth rate, and GAAP net income came in at $0.03 per share, the company’s fourth consecutive profitable quarter. Bulls: Record Large-Customer Adds and a Still-Untapped Dash Cam […]

Samsara (IOT) trades near $40, about 88% of its 52-week high. Over the past year the stock has gone nowhere, up 1.3% against 17% for the S&P 500. The easy read is that the AI that analysts keep asking about is not showing up in the money. It is showing up. It arrives bolted to hardware, and paying upfront for more of that hardware as growth accelerates is why Samsara now expects a thinner cash margin and a fatter operating margin for fiscal 2027.

Looking back on data analytics stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Samsara (NYSE:IOT) and its peers.

A number of stocks jumped in the afternoon session after shares of enterprise software and SaaS companies rallied broadly as investors rotated capital out of semiconductor and AI-hardware stocks following calls for an artificial intelligence development slowdown.

The latest results indicate that Samsara Inc. (NYSE:IOT)’s growth engine remains solid. That prompted BNP Paribas Exane to raise its price target on Samsara to $55 from $40 on September 4. The firm also maintained an Outperform rating on the stock. The price target raise followed another quarter of 30% YoY revenue growth at Samsara. […]

On September 3, Samsara (NASDAQ:IOT) told investors it had crossed $2.1 billion in annual recurring revenue, growing 30% year over year, while quarterly revenue reached $508.4 million at the same growth rate. The company also logged its fourth straight quarter of GAAP profitability, with GAAP net income of $0.03 per share. For a company built […]

SAN FRANCISCO, September 10, 2026--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced Samsara Driver Perks, the first rewards program built for professional drivers that is free to drivers and at no cost to the fleet. Millions of professional drivers in the Samsara network—from long-haul trucking to passenger transit and last-mile delivery—can access exclusive offers and discounts from leading brands spanning food and beverage, wellness, fitn

Wall Street has issued downbeat forecasts for the stocks in this article. These predictions are rare - financial institutions typically hesitate to say bad things about a company because it can jeopardize their other revenue-generating business lines like M&A advisory.

SAN FRANCISCO, September 08, 2026--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its Compounding Risk Report, new research based on Samsara’s patent-pending Risk Model that shows the top 10% of risk-ranked drivers account for 47% of crashes. The report evaluates approximately 50 factors spanning driving behavior, exposure, context and driver development. By analyzing how these factors interact over time, the model gives safety leaders a w

Samsara (NYSE:IOT) reports annual recurring revenue over US$2.1b, reflecting wider use of its AI powered Connected Operations Platform. Large enterprises and international customers are key contributors to the company’s current ARR milestone. Management highlights AI driven products as a central factor in the latest scale and market presence shift. Readers who are tracking how AI focused business models affect revenue quality and growth potential may want to explore a broader peer set...

Shares of ioT solutions provider Samsara (NYSE:IOT) jumped 4.9% in the afternoon session after the company reported second-quarter 2026 financial results that exceeded expectations and raised its full-year revenue outlook.