Samsara Inc vs Twilio Inc — how do they compare? Samsara Inc trades at $35.99 (market cap $22.46B), while Twilio Inc trades at $196.29 (market cap $31.15B). The key difference: Twilio Inc is the larger of the two by market cap, and Twilio Inc is trading nearer its 52-week high, Samsara Inc nearer its low. Which is the better fit depends on your goals.
| IOT | TWLO | |
|---|---|---|
Market Cap | $22.46B | $31.15B |
Sector | Technology | Technology |
52-Week High | $45.22 | $236.64 |
52-Week Low | $24.25 | $92.44 |
Enterprise Value | $21.73B | $29.87B |
Signals from Pluang's Aura AI — not financial advice
Samsara (IOT) trades at $38.55, up 0.6% with strong technical momentum and bullish analyst sentiment. The stock shows robust earnings momentum with three consecutive quarterly beats, while revenue growth accelerated to $1.7B in 2026 with positive net income of $58M. Technical indicators show bullish moving averages despite overbought RSI readings, with key resistance at $39-$41. Recent product launches including AI agentic tools and tracking labels demonstrate continued innovation in connected operations.
The outlook remains positive with 78% analyst buy ratings and $44.40 consensus target offering 15% upside. However, elevated valuations (P/E 383) and negative 2025 cash flow (-$59M) present risks. Growth sustainability depends on maintaining large customer momentum and margin expansion amid AI investments. The stock presents a growth opportunity but requires monitoring of execution and valuation compression risks.
No Aura AI signal available yet.
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 →Twilio Inc. is a cloud-based communication platform-as-a-service company offering communication building blocks that allow for a fully customized customer engagement experience spanning voice, video, chat, and SMS messaging. It does this through various application programming interfaces, or APIs, and prebuilt solution applications aimed at improving customer engagement. The company leverages its Super Network, a global network of carrier relationships, to facilitate high-speed, cost-effective communication.
Read more on TWLO →