Samsara Inc (IOT) — the peer cohort
As of 2026-10-30 — scores re-bake nightly. Cohort = shared Closelooknet index membership first, then sector. Diary readings, not advice.
Samsara Inc ranks 16 of 16 in its cohort on the Closelooknet composite (49/100) — the cohort is led by Trend Micro Inc ADR at 69/100.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| IOT Samsara Inc | 49 | 87 | 40 | 9 | watch | 12.3% |
| WDAY Workday Inc | 66 | 83 | 63 | 44 | bear | 21.8% |
| INTU Intuit Inc | 65 | 32 | 84 | 59 | neutral | 52.6% |
| PLTR Palantir Technologies Inc. | 65 | 86 | 90 | 12 | neutral | 7.8% |
| CRM Salesforce.com Inc | 65 | 83 | 75 | 54 | bear | 14% |
| MNDY Monday.Com Ltd | 62 | 63 | 51 | 49 | bear | 55% |
| RDDT Reddit, Inc. | 62 | 27 | 84 | 38 | bear | 50.8% |
| TWLO Twilio Inc | 61 | 84 | 44 | 30 | bear | 21.6% |
| QCOM Qualcomm Incorporated | 60 | 63 | 77 | 51 | bull | 28.4% |
| VEEV Veeva Systems Inc Class A | 60 | 95 | 75 | 28 | neutral | 4.8% |
| SHOP Shopify Inc | 58 | 89 | 57 | 15 | neutral | 8.4% |
| MSFT Microsoft Corporation | 57 | 85 | 82 | 27 | neutral | 3.9% |
| PTC PTC Inc | 57 | 90 | 86 | 42 | neutral | 5.8% |
| TMICY Trend Micro Inc ADR | 69 | 82 | 80 | 72 | watch | 12.4% |
| KSPI Joint Stock Company Kaspi.kz | 68 | 67 | 86 | 97 | info | 17% |
| NTAP NetApp Inc | 65 | 83 | 85 | 32 | neutral | 9.3% |
Scores are relative readings across the Closelooknet coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-10-30
Quick answers
Who are Samsara Inc's peers in the Closelooknet universe?
The cohort is drawn from shared Closelooknet index membership first, then sector: Workday Inc (WDAY), Intuit Inc (INTU), Palantir Technologies Inc. (PLTR), Salesforce.com Inc (CRM), Monday.Com Ltd (MNDY), Reddit, Inc. (RDDT), Twilio Inc (TWLO), Qualcomm Incorporated (QCOM) and others, as of 2026-10-30.
How does IOT score against its peers?
Samsara Inc's composite reads 49/100, ranking 16 of 16 in its cohort as of 2026-10-30; the cohort's highest composite is Trend Micro Inc ADR at 69/100. Closelooknet scores are research diary readings, not ratings or advice.
Mentioned on Closelooknet
Where IOT appears in the diary — 9 pieces, newest first. Every link is our own writing.
Long reads
- The Agentic Winners 25
Samsara's IoT platform connects the physical fleet, warehouse, and equipment assets that operational agents need to monitor and manage.
Dailies
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
Zscaler and Samsara are graded at the close.
- Samsara jumps 15%, Zscaler beats and goes nowhere, bitcoin tops $81,000 — Wall Street’s best day in a month lands the night before the jobs report
Samsara beat on every line, raised its forecast and jumped 13% to 15% after hours.
- Snowflake jumps 20%, Broadcom stalls, Dell soars 16% — the market is paying for faster growth, not for beats
Zscaler and Samsara report tonight, and Friday brings the first jobs report of the Warsh Fed.
- Software's day: Snowflake soars 20%, ServiceNow jumps 6% and the software ETF turns positive for the year
Lululemon, Samsara and Zscaler report after the close
- Chips up, software down: Nvidia leads a split rebound while the bond market catches its breath
The selling has spread to the whole AI-software group: Cloudflare (NET), Datadog (DDOG), ServiceNow (NOW) and Samsara (IOT), which reports tomorrow, are all lower, and together they are the main weight on the software ETF.
- Lighter Into the Print, and a Year More Time on NVDA
AI Build-Out swapped two lines for two others at Friday's closes — SHECY and MU out, Q and SKHY in, 30,560 dollars out and 34,423 in — then cut five winners smaller at Monday's closes, ATEYY, COHR, IOT, RBRK and SNOW by seventeen to…
- Two Agentic Earnings Beats
Samsara (IOT) also delivered: revenue +31% YoY to about $479M, adjusted EPS $0.17, ARR +30% to $1.99B.
- Introducing the Agentic Winners 25
25 names across 7 sectors: MAG7 Gateway (MSFT, GOOGL, AAPL), Platform (SAP, NOW, CRM, WDAY), Toll Booth (NET, DDOG, CRWD, TWLO, OKTA), Neocloud/Edge (DOCN, FSLY, QCOM), Data/Search (SNOW, MDB, ESTC), Vertical (VEEV, INTU, PTC, CSGP, IOT)…
Related in the Closelooknet universe
same Closelooknet index seat first, then Software - Infrastructure. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.
- WDAY Workday Inc
- INTU Intuit Inc
- PLTR Palantir Technologies Inc.
- CRM Salesforce.com Inc
- MNDY Monday.Com Ltd
- RDDT Reddit, Inc.
- TWLO Twilio Inc
- QCOM Qualcomm Incorporated
- VEEV Veeva Systems Inc Class A
- SHOP Shopify Inc
- MSFT Microsoft Corporation
- PTC PTC Inc
- TMICY Trend Micro Inc ADRindustry
- KSPI Joint Stock Company Kaspi.kzindustry
- NTAP NetApp Incindustry
- TDC Teradata Corpindustry
- PAYP PayPay Corporation American Depository Sharesindustry
- TOST Toast Incindustry
- TENB Tenable Holdings Incindustry
- NTSK Netskope, Inc. Class A Common Stockindustry