Samsara (IOT) Positioned to Benefit from AI Adoption

Samsara Inc (NYSE:IOT) is one of the best large cap stocks under $100 with huge upside potential.

On January 15, BNP Paribas shared its bullish view of Samsara Inc (NYSE:IOT), upgrading its rating from Neutral to Outperform. The firm maintained its estimated price target of $40, leading to an upside potential of nearly 25% from the prevailing level. It reflected on a tough landscape in 2025 but anticipates an improved risk/reward scenario going forward.

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Back on January 5, Matthew Hedberg from RBC Capital had also shared his continued optimism on Samsara Inc (NYSE:IOT). The analyst reiterated his Outperform rating on the stock but lowered his price target from $50 to $46. Despite this revision, he still predicts above 43% upside potential for investors.

Hedberg pointed out the “AI is the death of software” narrative, which will keep certain companies under pressure during 2026. This is because he sees AI tailwinds to become evident, which will adversely affect enterprises that have not prepared themselves for such evolution. On the other hand, some businesses will capitalize on these opportunities by adopting such advancements and leading themselves towards innovation.

Samsara Inc (NYSE:IOT) manages a Connected Operations Cloud platform that helps in data-driven management of a business’s physical operations. It serves various segments such as construction, transportation, and logistics. The company delivers both hardware and cloud-based software solutions, including video-based safety, vehicle telematics, workforce apps, and more.

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Disclosure: None. This article is originally published at Insider Monkey.