Samsara (NYSE:IOT) is nearing $2 billion in annual recurring revenue, and big customers are spending more. But the stock is down sharply, creating a strange setup where the business looks strong while the valuation still looks demanding.
Stock prices used were the market prices of June 12, 2026. The video was published on June 19, 2026. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video.
