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AnalystConsensusTarget
Consensus Narrative from 18 Analysts
AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets
Key Takeaways Strong growth in recurring revenue and large enterprise customer acquisition signals future expansion opportunities and increased market share. Continued innovation, platform expansion, and international focus enhance product diversification, boost customer retention, and provide revenue stability.
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US$48.80
FV
21.0% undervalued
intrinsic discount
21.23%
Revenue growth p.a.
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Your Valuation for
IOT
IOT
Samsara
Your Fair Value
US$
Current Price
US$38.53
158.1% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-389m
3b
2015
2018
2021
2024
2025
2027
2030
Revenue US$3.2b
Earnings US$424.4m
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