Samsara Inc vs First Trust Cloud Computing ETF — how do they compare? Samsara Inc trades at $41.5 (market cap $23.72B), while First Trust Cloud Computing ETF trades at $170.82 (market cap $3.46B). The key difference: Samsara Inc is far larger — about 6.9× First Trust Cloud Computing ETF's market cap, and First Trust Cloud Computing ETF is trading nearer its 52-week high, Samsara Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Samsara Inc for 19 Days and First Trust Cloud Computing ETF for 84 Days on average.
| IOT | SKYY | |
|---|---|---|
Market Cap | $23.72B | $3.46B |
Volume | 4,096,683 | 180,124 |
Sector | Technology | — |
52-Week High | $45.22 | $171.01 |
52-Week Low | $24.25 | $104.16 |
Typical Hold Time | 19 Days | 84 Days |
Enterprise Value | $22.96B | — |
Signals from Pluang's Aura AI — not financial advice
Samsara Inc. (IOT) trades at $40.51, down 2.95% on the day, but maintains a bullish technical outlook with strong analyst support. The company reported robust Q2 2027 results, beating earnings estimates with $0.20 EPS 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 offers upside to the $51.15 consensus price target, driven by solid fundamentals and institutional accumulation. However, elevated valuation multiples (P/E 270.07, P/S 12.79) and negative net income in 2025 pose risks if growth moderates. Positive cash flow trends and a 75% buy rating from analysts support a constructive outlook, though investors should monitor competitive pressures and execution on profitability goals.
SKYY, the First Trust Cloud Computing ETF, trades at $170.78, near its 52-week high, with a slight daily decline of 0.13%. Technical indicators show a bullish trend from moving averages, while oscillators are neutral. Recent news highlights the ETF reaching new highs, driven by AI and cloud computing demand, with institutional adjustments in holdings. Financial ratios are not applicable as this is an ETF tracking a basket of cloud computing stocks.
The outlook for SKYY is positive, supported by secular trends in AI adoption and cloud infrastructure spending. Risks include market volatility and sector concentration, but the ETF offers diversified exposure without heavy reliance on mega-cap tech. Analyst sentiment is generally favorable, focusing on long-term growth opportunities in the cloud computing sector.
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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 →The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks and depositary receipts that comprise the index. The index is designed to track the performance of companies involved in the cloud computing industry.
Read more on SKYY →