Samsara Inc vs STMicroelectronics NV — how do they compare? Samsara Inc trades at $40.16 (market cap $23.23B), while STMicroelectronics NV trades at $55.16 (market cap $49.31B). The key difference: STMicroelectronics NV is far larger — about 2.1× Samsara Inc's market cap, and STMicroelectronics NV pays a 0.66% dividend while Samsara Inc pays none. Which is the better fit depends on your goals.
| IOT | STM | |
|---|---|---|
Market Cap | $23.23B | $49.31B |
Sector | Technology | Financials |
52-Week High | $45.22 | $79.91 |
52-Week Low | $24.25 | $21.20 |
Enterprise Value | $22.49B | $47.30B |
Dividend Yield | — | 0.66% |
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.
STM trades at $56.10, up 5.29% with a bullish technical signal despite recent earnings misses. The stock shows mixed fundamentals with a high P/E of 110 but improving revenue outlook to $13.1B for 2026. Recent news highlights AI data center growth potential targeting $2B by 2027, though Q3 2026 revenue guidance missed estimates causing volatility.
Analyst consensus remains positive with $74.63 price target (51.72% buy ratings), but execution risks in AI expansion and margin pressure from Power & Discrete segments warrant caution. The stock offers growth exposure to semiconductor recovery with balanced risk-reward near current levels.
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 →A merger between Italian firm SGS Microelettronica and the nonmilitary business of Thomson Semiconductors in France formed STMicroelectronics in 1987. STMicro is a leader in a variety of semiconductor products, including analog chips, discrete power semiconductors, microcontrollers, and sensors. STMicro is an especially prominent chip supplier into the industrial and automotive industries.
Read more on STM →