Samsara Inc.

• IOT Stock Price 24h change: +1.84%. Closed at 34.89 USD on January 16, 2026. The gain was driven by strong sector momentum and reports of increased enterprise adoption of its AI-powered Connected Operations platform.• Technical indicators present a "triple bottom" formation near the $32 support level, suggesting a potential trend reversal. While the short-term outlook remains cautious with RSI at 55.8 (Neutral), the stock is testing its 20-day moving average (34.46) as a new support floor.• Samsara (IOT) announced that Swissport North America reduced incidents by 60% using its AI platform, demonstrating strong real-world ROI for large-scale fleet customers.• Chief Accounting Officer Benjamin Kirchhoff sold 1,683 shares at $34.53 on January 15, part of a series of scheduled executive transactions.• BMO Capital and RBC Capital maintain "Outperform" ratings, citing Samsara's consistent 30% revenue growth and market-leading position in the fleet management software space.• TSMC reported record Q4 profits on January 15, forecasting 30% revenue growth for 2026, which signaled robust global demand for the AI and IoT hardware that powers software ecosystems.• Apple and Google announced a multi-year partnership to integrate Gemini AI models into Siri, underscoring the shift toward cloud-based AI services in the broader technology and software sector.

• IOT Stock Price 24h change: +1.24%. From 33.85 USD to 34.27 USD. The price rose primarily due to a rating upgrade from BNP Paribas to "Outperform" with a $40 target, citing an attractive risk/reward profile and stabilized demand.
• Technical indicators show a "potential bottom reversal": while the stock remains under its 50-day ($38.26) and 200-day ($38.91) SMAs, it is forming a "triple bottom" near the $32 support level. The RSI (35-36) is near oversold territory, suggesting selling pressure is exhausted and a technical bounce is likely.
• BNP Paribas upgraded Samsara to "Outperform," noting that demand has stabilized following early 2025 supply chain disruptions and that its hardware moat limits replacement risks by AI.
• Samsara released its 2025 "Year in Review," reporting that its community drove over 90 billion miles and achieved a 73% reduction in crash rates through its connected operations platform.
• Zacks Rank #1 (Strong Buy) was assigned to IOT on January 14, as consensus earnings estimates for the current year rose 14.4% over the last month, reflecting growing analyst optimism.
• The broader IoT and Software sector saw a rotation into "beaten-down" growth stocks in mid-January, driven by the "January Effect" as investors seek high-growth targets after a mixed December.
• Competitive dynamics in the fleet management space intensified as rival Motive filed for an IPO (S-1), though analysts suggest Samsara’s early-mover advantage among large enterprise fleets remains a significant barrier to entry.