Samsara Set To Disrupt $19B Telematics Industry: Analyst Predicts AI Dash Cam Expansion
Samsara Set To Disrupt $19B Telematics Industry: Analyst Predicts AI Dash Cam Expansion
Earlier this month, Samsara Inc (NYSE:IOT) reported higher-than-expected earnings for its fiscal first-quarter.
本月早些時候，物聯網公司 Samsara Inc（紐交所：IOT）公佈了其財務第一季度的超預期盈利報告。
The company has emerged as a leader in AI dash cam and software for real-time driver coaching and is disrupting the vehicle telematics industry, according to BofA Securities.
據美銀證券稱，該公司已成爲人工智能行車記錄儀和實時駕駛員指導軟件領域的領導者，並正在顛覆車輛遠程監控行業。
The Samsara Analyst: Matt Bullock initiated coverage of Samsara with a Buy rating and price target of $37.
Samsara 分析師 Matthew Bullock 給 Samsara 發佈買入評級，並設定了37美元的目標價。
The Samsara Thesis: The AI dash cam and software market is likely to double in three years, Bullock said in the initiation note.
Bullock 在初始評論中表示，AI 行車記錄儀和軟件市場有望在三年內翻番。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
The vehicle telematics industry, in which the company is capturing a market share of around 1% in North America annually "with its easy to use and feature-rich solution," is valued at over $19 billion, the analyst stated. Each of Samsara's fleet-focused offerings generates over $450 million in annual recurring revenues, he added.
該分析師指出，在車輛遠程監控行業中，該公司每年在北美的市場份額約爲1％，擁有易於使用且功能豐富的解決方案，該行業市值超過190億美元。他補充說，Samsara 的每個面向車隊的產品均可產生超過4.5億美元的年度循環收入。
"Telematics (software using GPS & sensors to monitor location/fuel use/idling for greater efficiency) is littered with clunky legacy products – and we are in the early stages of a widespread replacement cycle," Bullock wrote.
Bullock 表示：“遙測（使用 GPS 和傳感器監控位置 / 燃料使用 / 怠速以實現更高效率的軟件）充斥着低端的傳統產品，而我們正在開啓這一領域的替換週期初期。”
A lower-than-expected beat-and-raise quarter has exerted pressure on the stock, "but we view shares as oversold given little change to our LT growth thesis post-print," the analyst said. "We are 2%/4% above consensus for FY25/FY26 revenues," he added.
該分析師說，低於預期的季度業績表現對該股施加了壓力，但“考慮到我們的長期增長預期未受到影響，我們認爲該股被超賣了”。他還說：“我們對FY25 / FY26的收入比共識高2％/ 4％”。
IOT Price Action: Shares of Samsara were down 0.84% to $29.39 at the time of publication on Thursday.
截至週四發佈時，Samsara 的股價下跌0.84％，報29.39美元。
Now Read: Summer Solstice Blues: Market History Of Underperformance On Longest Day Of The Year
現在閱讀：夏至的憂鬱：一年中最長的一天市場表現不佳的歷史
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圖像由Midjourney通過人工智能創建。
譯文內容由第三人軟體翻譯。