Samsara Inc vs iShares US Aerospace & Defense ETF — how do they compare? Samsara Inc trades at $41.5 (market cap $24.14B), while iShares US Aerospace & Defense ETF trades at $205.65 (market cap $11.87B). The key difference: Samsara Inc is far larger — about 2× iShares US Aerospace & Defense ETF's market cap, and Samsara Inc is trading nearer its 52-week high, iShares US Aerospace & Defense ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and iShares US Aerospace & Defense ETF for 18 Days on average.
| IOT | ITA | |
|---|---|---|
Market Cap | $24.14B | $11.87B |
Volume | 5,372,580 | 1,060,125 |
Sector | Technology | Sector/Thematic |
52-Week High | $45.22 | $253.22 |
52-Week Low | $24.25 | $198.23 |
Typical Hold Time | 19 Days | 18 Days |
Enterprise Value | $23.38B | — |
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $40.51, down 2.95% on the day, yet maintains a bullish technical trend with strong analyst support. The company reported robust Q2 2027 results, beating EPS estimates with $0.20 versus $0.16 expected, and achieved 30% year-over-year revenue growth. Recent partnerships and product launches, like the Laval Rocket sponsorship and Samsara MCP, highlight ongoing business expansion. The stock is supported by a consensus price target of $51.15, indicating significant upside potential from current levels.
The outlook for IOT is positive, driven by strong earnings momentum and large-customer adoption, though high valuation multiples (P/E 274.8, P/S 13.01) pose a risk if growth slows. Investors face execution risks amid competitive pressures, but institutional accumulation and a 75% buy rating from analysts suggest confidence in sustained growth. Key catalysts include continued revenue expansion and margin improvement, while monitoring cash flow trends remains critical.
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Latest headlines on both assets
Samsara provides a connected operations cloud that uses IoT data to help businesses improve efficiency and safety. Its platform offers real-time visibility for fleet management, equipment monitoring, and industrial sites.
Read more on IOT →iShares U.S. Aerospace & Defense ETF seeks to track U.S. companies in the aerospace and defense sector. Its holdings include manufacturers of commercial and military aircraft, defense systems, and related equipment.
Read more on ITA →