Compare Samsara Inc (IOT) vs MobilEye Global Inc (MBLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Samsara Inc vs MobilEye Global Inc — how do they compare? Samsara Inc trades at $40.16 (market cap $23.23B), while MobilEye Global Inc trades at $8.9 (market cap $7.44B). The key difference: Samsara Inc is far larger — about 3.1× MobilEye Global Inc's market cap, and Samsara Inc is trading nearer its 52-week high, MobilEye Global Inc nearer its low. Which is the better fit depends on your goals.
| IOT | MBLY | |
|---|---|---|
Market Cap | $23.23B | $7.44B |
Sector | Technology | Technology |
52-Week High | $45.22 | $15.54 |
52-Week Low | $24.25 | $6.56 |
Enterprise Value | $22.49B | $6.00B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $40.88, up 6.96% in the last session, with a bullish technical signal from moving averages. The company reported revenue of $1.25B in 2025 but a net loss of $154.91M, though it has beaten EPS estimates for three consecutive quarters. Analyst sentiment is strongly positive, with 14 of 18 analysts rating it a Buy and a consensus price target of $44.50. Recent news highlights institutional buying and the company's focus on AI-driven growth.
The outlook is optimistic due to strong analyst support and consistent earnings beats, but risks include high valuation multiples and ongoing profitability challenges. Investors should weigh the growth potential in AI and connected operations against the current negative net income and elevated P/E ratio of 398.6.
Mobileye Global (MBLY) trades at $8.73, up 3.68% with a bullish technical outlook despite negative profitability metrics. The stock shows strong analyst support with 61.5% buy ratings and an $11.40 consensus target, representing 30.6% upside potential. Recent Q2 2026 earnings beat expectations with $0.19 EPS versus $0.06 estimate, while the company faces leadership transition as founder Amnon Shashua steps down after 27 years.
The investment case balances strong revenue growth and market positioning in autonomous driving technology against significant profitability challenges and leadership uncertainty. While the company benefits from expanding partnerships like the Stellantis ADAS deal, investors must weigh the -201.49% net margin and negative cash flow projections for 2026 against the substantial upside potential indicated by analyst targets.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
About Samsara Inc
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 →About MobilEye Global Inc
Mobileye Global Inc. is a global leader in the development and deployment of Advanced Driver Assistance Systems (ADAS) and autonomous driving technologies. The company specializes in computer vision, machine learning, and data analysis to create sensing, mapping, and driving policy solutions. Mobileye's technology, including its EyeQ system-on-chips and its crowd-sourced mapping platform (REM), is integrated into vehicles worldwide, aiming to improve road safety and enable the future of autonomous mobility.
Read more on MBLY →
