Samsara Inc vs L3Harris Technologies Inc — how do they compare? Samsara Inc trades at $40.49 (market cap $23.49B), while L3Harris Technologies Inc trades at $290.16 (market cap $53.26B). The key difference: L3Harris Technologies Inc is far larger — about 2.3× Samsara Inc's market cap, and L3Harris Technologies Inc pays a 1.75% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | LHX | |
|---|---|---|
Market Cap | $23.49B | $53.26B |
Sector | Technology | Industrials |
52-Week High | $45.22 | $378.48 |
52-Week Low | $24.25 | $270.21 |
Enterprise Value | $22.76B | $63.71B |
Dividend Yield | — | 1.75% |
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $39.34, down 1.3% over 24 hours, with a bullish technical outlook supported by moving averages and recent price action above key support levels. The company reported strong earnings beats in recent quarters, with Q2 2026 results pending. Revenue growth is robust, projected to rise from $1.25B in 2025 to $1.7B in 2026, though profitability remains a concern with a negative net income in 2025 turning positive in 2026. Analyst sentiment is positive, with a consensus price target of $44.50.
The stock presents a growth opportunity driven by expanding AI adoption and strong institutional interest, but risks include high valuation multiples, competitive pressures in software, and execution challenges in scaling profitability. Investors should weigh the bullish analyst consensus against the company's transition to sustained earnings growth.
LHX trades at $290.66, up 0.32% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q2 2026 earnings, beating estimates with revenue up 8% and a record $42 billion backlog. Recent news highlights contract wins, including a U.S. Space Force satellite deal and PAC-3 production expansion, supporting growth prospects. Fundamentals show steady revenue growth to $21.87 billion in 2025 and improving net margins, though valuation ratios like P/E of 28.89 are elevated relative to historical averages.
Outlook is positive with analyst consensus favoring buys (73%) and a $319.33 price target implying ~10% upside. Risks include execution on large contracts, debt levels, and geopolitical dependencies. The stock offers a dividend yield near 1.7%, with cash flow strength supporting shareholder returns amid defense sector tailwinds.
Trailing returns across standard periods
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 →L3Harris Technologies was created in 2019 from the merger of L3 Technologies and Harris, two defense contractors that provide products for the command, control, communications, computers, intelligence, surveillance, and reconnaissance (C4ISR) market. The firm also has smaller operations serving the civil government, particularly the Federal Aviation Administration's communication infrastructure, and produces various avionics for defense and commercial aviation.
Read more on LHX →