Samsara Named No. 1 Supply Chain Software by G2 in 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 20 2026
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Should l Buy IOT?
Source: Newsfilter
- Customer Satisfaction Leader: Samsara has been named the No. 1 Best Supply Chain & Logistics Software Product of 2026 by G2, based on over 2,100 verified customer reviews, affirming its leadership in customer satisfaction and scale as an AI operations management company.
- Multiple Category Recognition: In addition to the top software designation, Samsara ranked highly in various categories, including Best ERP Software and Best Software for Mid-Market Businesses, showcasing the platform's flexibility to meet diverse operational needs.
- Significant ROI: Customer feedback highlights that Samsara consistently rolls out new features and improvements, enhancing ROI, with users reporting increased value even after five years of use, which strengthens their reliance on the platform.
- Global Market Impact: Samsara ranks among the top 30 software companies globally based on a weighted evaluation of customer satisfaction and market presence, indicating its unique position in the physical operations industry and driving business growth worldwide.
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Analyst Views on IOT
Wall Street analysts forecast IOT stock price to rise
15 Analyst Rating
12 Buy
3 Hold
0 Sell
Strong Buy
Current: 28.900
Low
35.00
Averages
46.79
High
57.00
Current: 28.900
Low
35.00
Averages
46.79
High
57.00
About IOT
Samsara Inc. operates a Connected Operations Platform, which enables organizations that depend on physical operations to harness Internet of Things (IoT) data to develop actionable insights and improve their operations. The Company’s Connected Operations Platform includes its Data Platform, which ingests, aggregates, and enriches data from its IoT devices and an ecosystem of connected assets and third-party systems, and which has embedded capabilities for artificial intelligence (AI), workflows and analytics, alerts, application programming interface (API) connections, and data security and privacy; and applications for video-based safety, vehicle telematics, workforce apps, equipment monitoring, and site visibility. Its video-based safety enables customers to build a safety program and protect their teams with AI-enabled video. It serves organizations across construction, transportation and warehousing, field services, manufacturing, retail, logistics, and the public sector.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Samsara Expands Network and Introduces New AI Asset Management
- Network Expansion: Over the past two years, Samsara's network density has doubled, covering 99% of major U.S. roads and leveraging millions of connected devices, significantly enhancing asset tracking capabilities and reinforcing the company's leadership in industrial-grade Bluetooth networks.
- AI-Driven Asset Recovery: The newly launched asset tags are equipped with an AI-powered theft and loss workflow that enables customers to identify and investigate asset loss incidents in real time, improving recovery efficiency and helping clients avoid potential operational disruptions.
- Importance of Small Assets: Research indicates that 77% of organizations have experienced significant operational shutdowns due to missing critical assets, with companies lacking asset tracking solutions losing over $13 million annually, underscoring the strategic importance of managing small assets effectively.
- Innovative Hardware Design: The new asset tags offer up to six years of battery life and are designed for various equipment, particularly small high-value tools, showcasing Samsara's ongoing innovation in asset tracking technology aimed at enhancing operational efficiency and productivity for customers.
See More
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- Market Leadership: As a pioneer of the Connected Operations Cloud, Samsara Inc. leverages IoT sensors and AI cameras to track and analyze assets in real-time, driving digital transformation in industries like transportation, construction, and utilities, which is expected to yield substantial long-term growth for the company.
- Strong Revenue Growth: The company's 'land and expand' strategy encourages adoption across trucks, warehouses, and equipment, resulting in high net retention and robust recurring revenue growth, further solidifying its market position.
- Regulatory Demand Drivers: With increasing regulatory mandates for digital logging and safety tracking, Samsara's platform faces strong near-term demand, although risks from economic sensitivity and competition remain; however, its technological edge allows it to stand out in the market.
- Investor Attention: Despite IOT's stock price depreciating by approximately 33.68% since the last coverage, analysts maintain an optimistic view on its platform capabilities, regulatory tailwinds, and operational leverage, believing these factors will drive future growth potential.
See More
Samsara Inc. Rated as One of the Best Buy Stocks
- Analyst Rating Boost: On February 11, 2026, Goldman Sachs analyst Matthew Martino initiated coverage of Samsara Inc. (NYSE:IOT) with a Buy rating and a $36 price target, calling it one of the 'most defensible growth assets in software today,' indicating strong market recognition of its future growth potential.
- Target Price Adjustment: On the same day, RBC Capital lowered its price target for Samsara from $46 to $35 while maintaining an Outperform rating, reflecting negative investor sentiment towards the software sector and a preference for companies with clearer AI monetization paths, showcasing market caution towards the stock.
- Market Reaction Expectations: On February 6, 2026, Piper Sandler reduced its price target for Samsara from $49 to $37, yet analysts believe that despite muted sentiment in software, the stock could respond favorably to earnings given current upside levels and operational budget stickiness, supporting mid-20s growth.
- Platform Strengths: Samsara's platform connects and analyzes physical operations data by integrating IoT devices with cloud-based software that includes AI, workflows, analytics, alerts, APIs, and data security capabilities, demonstrating its robust ability to digitize physical operations and further solidifying its market position.
See More
Major Retailers Continue Earnings Season This Week
- AST SpaceMobile Earnings Outlook: AST SpaceMobile, Inc. (NASDAQ:ASTS) is set to report its Q4 results after Monday's close, with Wall Street anticipating a loss of 16 cents per share on revenue of $41.11 million, indicating competitive pressures in the market.
- CrowdStrike Growth Target: CrowdStrike Holdings, Inc. (NASDAQ:CRWD) will release its earnings after Tuesday's close, with investors keen to see if it can achieve at least 50% year-over-year growth in net new ARR, confirming its 20% growth trajectory and justifying its premium valuation.
- Broadcom Earnings Focus: Broadcom Inc. (NASDAQ:AVGO) is expected to report its Q1 results on Wednesday afternoon, with analysts forecasting EPS of $2.02 on revenue of $19.14 billion, while investors will be watching if AI semiconductor revenue doubles to $8.2 billion.
- JD.com Earnings Preview: JD.com, Inc. (NASDAQ:JD) is expected to release its results before Thursday's open, with Wall Street predicting a loss of 3 cents per share and revenue of $50.22 billion, reflecting the challenges and opportunities in the Chinese e-commerce market.
See More
Key Companies to Monitor This Week: Jobs, CrowdStrike, Target, Broadcom, Costco, and Others
- Stock Market Performance: The S&P 500 index fell by 0.4% last week, marking a 0.9% decline for February, which is only the second monthly drop since April.
- Trading Range: The S&P 500 has been trading within a narrow range this year, with a low of approximately 6800 and a high of around 7000.
See More
Wall Street's First Trading Day of March Outlook
- Middle East Impact: The U.S.-Israeli attack on Iran is likely to ripple through financial markets, with oil prices rising due to geopolitical risk premiums, as Brent crude has surged from the low $60s to around $73, indicating potential for further volatility.
- CrowdStrike Earnings Preview: CrowdStrike is set to report its quarterly results after Tuesday's close, with Wall Street expecting fiscal 2026 Q4 revenue of $1.3 billion and EPS of $1.10, providing CEO George Kurtz an opportunity to highlight the cybersecurity sector's unique position amidst AI disruption fears.
- Broadcom Earnings Expectations: Broadcom will release its earnings on Wednesday, with anticipated fiscal 2026 Q1 revenue of $19.14 billion and EPS of $2.02, as market sentiment remains optimistic about AI chip demand despite concerns over potential disruptions to infrastructure software.
- Costco Quarterly Report: Costco is expected to report its fiscal 2026 Q2 results after Thursday's close, with projected revenue of $69.22 billion and EPS of $4.56, as management will address consumer spending trends and membership renewal rates amid high price pressures.
See More
Samsara Expands Network and Introduces New AI Asset Management
- Network Expansion: Over the past two years, Samsara's network density has doubled, covering 99% of major U.S. roads and leveraging millions of connected devices, significantly enhancing asset tracking capabilities and reinforcing the company's leadership in industrial-grade Bluetooth networks.
- AI-Driven Asset Recovery: The newly launched asset tags are equipped with an AI-powered theft and loss workflow that enables customers to identify and investigate asset loss incidents in real time, improving recovery efficiency and helping clients avoid potential operational disruptions.
- Importance of Small Assets: Research indicates that 77% of organizations have experienced significant operational shutdowns due to missing critical assets, with companies lacking asset tracking solutions losing over $13 million annually, underscoring the strategic importance of managing small assets effectively.
- Innovative Hardware Design: The new asset tags offer up to six years of battery life and are designed for various equipment, particularly small high-value tools, showcasing Samsara's ongoing innovation in asset tracking technology aimed at enhancing operational efficiency and productivity for customers.
See More
Analysis of Growth Potential for Samsara Inc.
- Market Leadership: As a pioneer of the Connected Operations Cloud, Samsara Inc. leverages IoT sensors and AI cameras to track and analyze assets in real-time, driving digital transformation in industries like transportation, construction, and utilities, which is expected to yield substantial long-term growth for the company.
- Strong Revenue Growth: The company's 'land and expand' strategy encourages adoption across trucks, warehouses, and equipment, resulting in high net retention and robust recurring revenue growth, further solidifying its market position.
- Regulatory Demand Drivers: With increasing regulatory mandates for digital logging and safety tracking, Samsara's platform faces strong near-term demand, although risks from economic sensitivity and competition remain; however, its technological edge allows it to stand out in the market.
- Investor Attention: Despite IOT's stock price depreciating by approximately 33.68% since the last coverage, analysts maintain an optimistic view on its platform capabilities, regulatory tailwinds, and operational leverage, believing these factors will drive future growth potential.
See More
Samsara Inc. Rated as One of the Best Buy Stocks
- Analyst Rating Boost: On February 11, 2026, Goldman Sachs analyst Matthew Martino initiated coverage of Samsara Inc. (NYSE:IOT) with a Buy rating and a $36 price target, calling it one of the 'most defensible growth assets in software today,' indicating strong market recognition of its future growth potential.
- Target Price Adjustment: On the same day, RBC Capital lowered its price target for Samsara from $46 to $35 while maintaining an Outperform rating, reflecting negative investor sentiment towards the software sector and a preference for companies with clearer AI monetization paths, showcasing market caution towards the stock.
- Market Reaction Expectations: On February 6, 2026, Piper Sandler reduced its price target for Samsara from $49 to $37, yet analysts believe that despite muted sentiment in software, the stock could respond favorably to earnings given current upside levels and operational budget stickiness, supporting mid-20s growth.
- Platform Strengths: Samsara's platform connects and analyzes physical operations data by integrating IoT devices with cloud-based software that includes AI, workflows, analytics, alerts, APIs, and data security capabilities, demonstrating its robust ability to digitize physical operations and further solidifying its market position.
See More
