Samsara

Company www.samsara.com ● Covered in 6 stories + Follow ✴ AI Graph LinkedIn

Samsara is a physical operations management platform that has expanded its use of AI to automate tasks across fleet management, warehouses, and field operations. The company introduced Agent Studio, a tool allowing operations teams to configure custom AI agents for workflows like maintenance scheduling and driver assignment, and deployed AI-powered dash cams and smart tracking labels that process real-time operational data to predict accidents and optimize logistics without requiring separate tools.

Updated 5 August 2026

Signals

0 stories (-100%)

Media momentum

As of 18 Sep 2026 · Visible stories in the last 30 days, compared with the 30 days before.

2 sources

Source diversity

As of 18 Sep 2026 · Distinct publications behind this entity's visible coverage.

1 event

Release activity

As of 18 Sep 2026 · Model, product and open-source release events in the last 90 days whose coverage involves this entity.

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Funding signals

As of 18 Sep 2026 · Funding and acquisition events in the last 90 days whose coverage involves this entity.

Jul 2026 → Aug 2026

Coverage span

As of 18 Sep 2026 · First to most recent month of TLDRocket coverage of this entity.

Market context

IOT · NYSE · last close $40.00 (17 Sep 2026)

+3.6% over this window · S&P 500 -1.1% (dashed line)

Price moves around recent events

15 Jul Samsara deploys AI agents for autonomous fleet management and physical operations Product launch

— insufficient price data

Correlation does not establish causation. Market moves have many simultaneous causes — macro news, sector rotation, earnings and unrelated company events — and the timing of our daily closes may not align with when an event actually reached the market (pre-announcements, leaks, after-hours trading). Moves are shown next to the S&P 500 (SPY) over the same window so market-wide swings are visible, not hidden. None of this is investment advice.

Price history

IOT · daily closes

$40.00 +2.9% · 12 months 52-week high $47.47 · low $23.38

12-month span · monthly close · 17 Sep 2025–17 Sep 2026

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Sep ’26

Daily · last 90 trading days

Previous 24 hours · 5-minute close -0.66%

Candlestick · last 30 trading days

Read IOT is up 2.9% over twelve months, trading -15.7% from its 52-week high ($47.47, 5 Dec) — the strongest month was May at +21.7%.

Not investment advice. TLDRocket's market and earnings analysis is automated editorial commentary on public information. It can be wrong or out of date, it is never a recommendation to buy, sell or hold any security, and it should not be relied on for investment decisions.

Latest earnings

IOT · quarterly EPS

Q2 2027 latest

0.20 EPS

est 0.16 +23.9%

Q1 2027

0.17 EPS

est 0.13 +29.0%

Q4 2026

0.18 EPS

est 0.13 +38.8%

Q3 2026

0.15 EPS

est 0.12 +25.1%

The TLDRocket take Q2 2027 · written 4 Sep 2026

Samsara’s quarter says the same thing the last three did: beat. Q2 2027 EPS came in at $0.20 versus $0.16 expected, a 23.9% surprise, extending a four-quarter streak after beats of 29.0%, 38.8%, and 25.1%. The pattern is notable because the surprises are staying solid even as they bounce around a bit, which is usually a cleaner signal than one flashy quarter on its own.

The operating story behind that streak lines up with what Samsara has been shipping. It has been pushing AI deeper into physical operations — not just chatbots in an office, but Agent Studio for custom workflow agents, AI dash cams, and smart tracking labels that work off real-time fleet, warehouse, and field data. That fits the company’s heavy exposure to agentic AI, and specifically to AI efficiency: tools that are supposed to reduce manual dispatching, maintenance scheduling, and safety guesswork without adding another separate system for customers to manage.

The obvious caveat is that the broader AI spending mood is getting tighter. Recent coverage showed CIOs and CTOs, including at Samsara, putting more limits on AI budgets and usage as costs rise and some tools underdeliver. So the interesting question is not whether Samsara can say “AI” more times on stage — it clearly can — but whether these physical-world agents keep proving they save time or prevent accidents in ways buyers will keep paying for. The EPS line says momentum is intact; the spending environment says it still has to earn that the hard way.

Read alongside: John Bicket