BTIG has initiated coverage on Samsara Inc (IOT) with a Buy rating as of December 16, 2025. This marks the firm's first assessment of the company's investment potential, following a thorough analysis of its business and industry dynamics.
Samsara, headquartered in San Francisco, develops internet-connected sensor systems, boasting a market cap of $21.1 billion. The company employs 3,500 people and offers a Connected Operations Platform that integrates data from IoT devices, enhancing operational efficiency with AI capabilities. Its applications span various sectors, including construction, transportation, and logistics.
Currently priced at $38.45, Samsara's recent earnings performance reflects a positive trend, with Q3 2026 EPS of $0.15 exceeding estimates by 25.1%. The upcoming earnings report on June 3, 2026, is anticipated to show an EPS of $0.12, with revenue estimates at $448.5 million.
Analyst ratings provide insights based on research and financial models, but they are just one element in the investment decision-making process. Investors should also consider company fundamentals and market conditions. As analyst opinions can evolve with new information, it’s essential to stay informed about changes in coverage and ratings.