杰富瑞开始获得买入评级，成为焦点

2026-10-05 19:48

Samsara (IOT) was in focus on Monday as Jefferies started coverage on the tech firm with a Buy rating and a $50 price target.
Shares were little changed in premarket trading.
"IOT serves as a system of record for physical operations, helping customers reduce risk as well as asset and labor-related spend,” Jefferies analyst Samad Samana wrote in a note to clients. “Mgmt cites an ~8x ROI on asset-related operating budgets. We also believe IOT is well-positioned to benefit from AI. Its closed-loop data platform processes 30T+ annual data points, creating a flywheel effect that powers increasingly valuable AI insights, automation, and new product innovation. We view this proprietary data asset as a durable competitive advantage and a key enabler of future AI monetization. Additionally, with pricing primarily tied to assets rather than users/employees, we see less seat displacement risk.”
Samana continued: “Currently valued at 10x CY28E EV/GP$, IOT trades at a discount to data-focused peers despite similar 20%+ revenue growth expectations. We expect upward revisions to IOT's conservative FY27E guidance, supported by improving cRPO and billings coverage ratios, healthy 115%+ Core Customer NRR, and strong multi-product adoption.”

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