Could OEM Partnerships Like Daimler Signal a New Era for Samsara’s (IOT) Fleet Strategy?

• In August 2025, Samsara Inc. unveiled its Pre-Delivery Installation program, enabling Daimler Truck North America and Fontaine Modification to install Samsara’s telematics and AI cameras in new commercial trucks before they reach fleet customers.
• This initiative allows fleet operators to receive connected vehicles that are ready to use upon delivery, highlighting an evolution toward turnkey digital solutions for large-scale fleet management.
• We'll explore how deepening OEM partnerships for seamless hardware integration could shape Samsara’s long-term growth narrative in under-penetrated markets.

Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

Samsara Investment Narrative Recap

Samsara's investment thesis hinges on its ability to transform physical operations through connected, AI-enabled fleet management solutions, tapping a large, under-penetrated market in the process. The Pre-Delivery Installation program signals visible progress on OEM partnerships, which could help accelerate customer adoption, but does not materially alter the most important short-term catalyst: monetizing its AI-driven products that are still in early stages. However, uncertainty remains around enterprise sales cycles and how quickly clients will shift to these new solutions.

Of the recent company developments, the June 2025 launch of AI-powered physical operations tools stands out alongside the pre-installation announcement. Together, these signal Samsara’s commitment to deeper integration and faster time-to-value for fleet customers, strengthening its product moat and aligning with the company’s focus on increasing multi-product adoption and market penetration.

In contrast, investors should be aware of the continued unpredictability surrounding enterprise customer sales cycles, as the timing and conversion rates can...

Read the full narrative on Samsara (it's free!)

Samsara is projected to reach $2.4 billion in revenue and $309.8 million in earnings by 2028. This outlook assumes annual revenue growth of 21.2% and a $430.5 million increase in earnings from the current level of -$120.7 million.

Uncover how Samsara's forecasts yield a $47.45 fair value, a 34% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community estimate Samsara’s fair value spans from US$13.51 to US$47.50 per share. While many see upside, the company’s reliance on multi-year enterprise sales cycles could influence both sentiment and near-term financial outcomes.

Explore 7 other fair value estimates on Samsara - why the stock might be worth as much as 34% more than the current price!

Build Your Own Samsara Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Samsara research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Samsara research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Samsara's overall financial health at a glance.

Curious About Other Options?

These stocks are moving-our analysis flagged them today. Act fast before the price catches up:

• AI is about to change healthcare. These 29 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.
• Explore 23 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.
• The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 24 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com