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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.

Pixabay/Public Domain

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.

While we acknowledge the risk and potential of IOT as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than IOT and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 15 Most Promising Mid-Cap Healthcare Stocks Under $50 and 11 Most Promising Small-Cap Industrial Stocks Under $50.

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

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

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