Should You Buy This Blue Chip Stock Now-IOT

Acrobull Canada Advisory Inc.

December 23			2025
Name	Ticker	Sector/Industry		Market Cap	Risk Factor
Samara Inc.	IOT-NYSE	Technology		$22.14 Billion	Medium

Samsara Inc. offers solutions that link physical operations data to its Connected Operations Platform, both in the U.S. and globally. The platform includes a Data Platform that collects, consolidates, and enhances data from IoT devices, as well as an expanding network of connected assets and third-party systems. It also features built-in capabilities for AI, workflows, analytics, alerts, API integrations, and robust data security and privacy.

Recent Highlights

CEO Statement- Samsara delivered another quarter of strong, efficient, and sustainable growth, closing Q3 with $1.75 billion in ARR,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our continued momentum is fueled by deep partnerships with some of the world’s largest and most complex physical operations organizations.

This quarter marked a major milestone in large customer growth, with customers generating over $100,000 in ARR now contributing more than $1 billion in total ARR, representing 36% year-over-year growth. As we move into the Age of Intelligence, we are empowering our customers to harness AI to operate more intelligently while enhancing the safety, efficiency, and sustainability of their operations

Third Quarter 2026 Financial Highlights

Revenue soared to a groundbreaking $416.0 million, reflecting an impressive 29% year-over-year growth, both in actuals and in constant currency, cementing Samsara's strong market position.

Annual Recurring Revenue (ARR) reached a monumental $1.745 billion, marking a spectacular 29% year-over-year growth in actuals and constant currency, demonstrating the company's sustained, scalable success.

The company’s customer base continues to expand rapidly, with 2,990 customers now generating over $100,000 in ARR, including an extraordinary 219 new customers added in Q3—setting a new quarterly record.

Samsara also boasts an elite group of 164 customers with ARR surpassing $1,000,000, which includes 17 new additions in Q3 alone, tying the company's all-time highest quarterly growth in this prestigious category.

And perhaps most notably, Samsara has achieved its first-ever quarter of GAAP profitability, a milestone that marks a major turning point in the company's financial journey and signals its sustainable growth moving forward.

Stock Observation-With $416.0 million in revenue this quarter, reflecting a strong 29% year-over-year growth in both actuals and constant currency, Samsara is well-positioned for continued success. Looking ahead, we are poised to maintain this momentum, driving further expansion and deepening our leadership in the connected operations space. Our commitment to innovation, strategic partnerships, and leveraging AI to enhance customer operations will position us for even stronger growth in the coming quarters, as we capitalize on the increasing demand for smarter, more efficient solutions.

Risk Involved- Financial performance of the company may have an impact on the company stock performance.

Considering all the factors and financials of the company Acrobull Canada Advisory Inc. maintains Customer Choose Buy for the stock.

Disclaimer- Though our research is fundamentally and technically based on Acrobull Canada Advisory Inc. only provides general advice on the stocks and it is imperative for the investors to do the risk assessment for themselves before investing as Acrobull Canada Advisory Inc. would not be liable for any loss or profit arising out through the investment made by the investors on our recommendations.

It is also advisable for the investors to consult with Financial Advisor, Broker or to seek any legal assistance as the research conducted by Acrobull Canada Advisory Inc. is factually based and recommendations are given in accordance with that, but it is imperative to understand that Acrobull Canada Advisory Inc. does not guarantee returns.

Acrobull Recommendation Based on Evaluation

Current Market Price	$38.37 USD
Acrobull Recommendation	Buy
Target Price	$42.25 USD
RSI Level	36 RSI
Total Shares Outstanding	358.19 Million
Shares Held by Insiders Shares Held by Institutions Risk Factor Stop Loss	4.07% 90.04% Medium 5%