Samsara (IOT): Profitable Upmarket Push and a Growing Data Moat — Buy into the Recovery
Samsara just proved it can grow into profitability while moving deeper into large-enterprise accounts. With $1.89B ARR, accelerating $100K+ customer mix, and two consecutive GAAP profitable quarters, the company is trading at an attractive risk/reward for a long trade. Entry $30.00, target $42.00, stop $26.00 — long term (180 trading days).