Samsara (US:IOT) Yahoo Finance·2026-01-12 15:11Group 1 - Samsara Inc. is considered a promising stock under $50, with RBC Capital lowering its price target to $46 from $50 while maintaining an Outperform rating [1] - BTIG initiated coverage of Samsara with a Buy rating and a $55 price target, recognizing the company as a top performer in the software sector with $1.7 billion in annual recurring revenue [2] - KeyBanc analyst initiated coverage with an Overweight rating and a $55 price target, emphasizing Samsara's unique position to digitize the $45 trillion physical operations industry [3] Group 2 - The software industry is expected to experience divergence in 2026, with companies prepared for enterprise AI adoption benefiting from AI tailwinds, while others may struggle [1] - RBC Capital noted that enterprise spending is stabilizing and that GenAI is driving innovation, despite conservative early 2026 guidance [1] - Samsara's end-to-end platform is highlighted as having multiple avenues for sustaining premium growth over the long term [3]