--- title: "IOT Samsara" canonical: "https://supercyclehq.com/stock/samsara" type: "stock" dataAsOf: "2026-11-06" ticker: "IOT" license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset." disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI." --- # Samsara (IOT) Samsara sells a connected operations platform. ## AI Exposure Score **18/100, Peripheral.** Samsara sells connected operations subscriptions, using AI video analytics on dash cams and equipment data to reduce accidents and downtime. AI is core to the product's value proposition, but customers buy fleet safety and operations outcomes, not AI infrastructure. ## Quote | Field | Value | | --- | --- | | Price (EOD close) | $40.98 | | Change 1d | -0.27% | | Change 7d | -2.59% | | Change 30d | -0.58% | | Change 1y | +5.54% | | 52-week high | $45.22 | | 52-week low | $24.25 | | Market cap | $24.0B | | P/E | 292.71 | | EPS | $0.14 | | Next earnings | 2026-12-03 | Quote as of 2026-11-06. ## Company | Field | Value | | --- | --- | | Exchange | NYSE | | Sector | Technology | | Headquarters | San Francisco, California | | CEO | Sanjit Biswas II | | Employees | 4,100 | | Website | https://www.samsara.com | | Buildout layers | [AI Applications](https://supercyclehq.com/category/ai-saas), [AI Software & Platforms](https://supercyclehq.com/category/ai-software) | ## What the company does Samsara sells a connected operations platform. It makes money from subscriptions that link vehicles, equipment, and worksites to its cloud, giving companies with physical operations visibility into their fleets and facilities. AI is what turns that sensor data into value. AI dash cam analytics detect risky driving and coach drivers, AI route optimization plans fleet movements, equipment AI monitoring flags problems before failures, and site visibility AI watches physical locations. Founded in 2015 and headquartered in San Francisco, Samsara trades on the NYSE and employs about 4,100 people. ## Role in the AI buildout Samsara sits in the AI Applications and AI Software & Platforms layers of the AI buildout, applying AI video analytics and machine learning to the physical economy: trucks, equipment, and worksites. AI is core to the product's value, spotting unsafe driving and predicting equipment trouble from streams of real-world data. Customers, though, buy safety and operational outcomes, not AI infrastructure, so Samsara's exposure comes from using AI well rather than supplying the buildout. ## Tracked investors holding it (13F) | Investor | Fund | Position value | Portfolio % | Change | Period | | --- | --- | --- | --- | --- | --- | | [Gavin Baker](https://supercyclehq.com/investors/gavin-baker) | Atreides Management | $74.9M | 0.67% | new | 2026-06-30 | ## Recent news - [Samsara Inc. (IOT) Stock Moves -4.02%: What You Should Know](https://finance.yahoo.com/markets/stocks/articles/samsara-inc-iot-stock-moves-221502204.html?.tsrc=rss) (source, 2026-11-05) - [Samsara to Announce Third Quarter Fiscal Year 2027 Financial Results on December 3, 2026](https://finance.yahoo.com/markets/stocks/articles/samsara-announce-third-quarter-fiscal-220300640.html?.tsrc=rss) (source, 2026-11-02) - [Samsara Inc. (IOT) Falls More Steeply Than Broader Market: What Investors Need to Know](https://finance.yahoo.com/markets/stocks/articles/samsara-inc-iot-falls-more-211502435.html?.tsrc=rss) (source, 2026-10-29) - [Samsara (IOT) Launches Agent Studio, Is The Upside Already Priced In?](https://finance.yahoo.com/markets/stocks/articles/samsara-iot-launches-agent-studio-051423649.html?.tsrc=rss) (source, 2026-10-24) - [Samsara Inc. (IOT) Advances While Market Declines: Some Information for Investors](https://finance.yahoo.com/markets/stocks/articles/samsara-inc-iot-advances-while-211504934.html?.tsrc=rss) (source, 2026-10-23) ## FAQ ### What does Samsara do? Samsara sells subscriptions to its connected operations platform, which links vehicles, equipment, and sites to the cloud. Companies use it for fleet management, driver safety, and monitoring physical operations. ### How is Samsara exposed to AI? AI video analytics and machine learning are core to its product, powering driver coaching, route optimization, and equipment monitoring. Customers buy operational outcomes, and Supercycle rates it an AI Exposure Score of 18 out of 100. ### What are Samsara's main AI products? AI dash cam analytics for driver safety, AI route optimization for fleets, equipment AI monitoring that flags issues early, and site visibility AI for physical locations. ### What sector and categories is IOT in? Samsara is in the Technology sector. On Supercycle it is categorized under AI Applications and AI Software & Platforms, reflecting the AI analytics at the heart of its connected operations platform. ### Where is Samsara based and who leads it? Samsara is headquartered in San Francisco, California, and is led by CEO Sanjit Biswas. The company was founded in 2015 and employs about 4,100 people. --- Source: https://supercyclehq.com/stock/samsara. Data as of 2026-11-06. Prices are end-of-day closes, never live. Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI. Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.