--- title: "Samsara Inc. (IOT) shows durable demand as physical operations continue to digitize" description: "Samsara Inc. (NYSE:IOT) has been upgraded by BNP Paribas from Neutral to Outperform, with a price target of $40. This upgrade follows a challenging year for the stock and indicates a more favorable ri" type: "news" locale: "en" url: "https://longbridge.com/en/news/275210658.md" published_at: "2026-02-07T21:05:16.000Z" --- # Samsara Inc. (IOT) shows durable demand as physical operations continue to digitize > Samsara Inc. (NYSE:IOT) has been upgraded by BNP Paribas from Neutral to Outperform, with a price target of $40. This upgrade follows a challenging year for the stock and indicates a more favorable risk/reward profile as demand for digital solutions in physical operations continues to grow. We recently published an article titled 13 High Growth Cloud Stocks to Buy. On January 15, BNP Paribas upgraded Samsara Inc. (NYSE:IOT) to Outperform from Neutral while maintaining its $40 price target, citing a more attractive risk/reward profile following what the firm described as a “tough year” for the stock. The upgrade reflects growing confidence \[…\] ### Related Stocks - [IOT.US - Samsara](https://longbridge.com/en/quote/IOT.US.md) - [IDGT.US - iShares US Digital Infrastructure and Real Estate ETF](https://longbridge.com/en/quote/IDGT.US.md) - [SRVR.US - Pacer Data & Infrastructure Real Estate ETF](https://longbridge.com/en/quote/SRVR.US.md) - [SNSR.US - Global X Internet](https://longbridge.com/en/quote/SNSR.US.md) - [DTCR.US - Global X Data Center & Dgtl Infrs ETF](https://longbridge.com/en/quote/DTCR.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 缺电、缺水、缺人还抢地!美国数据中心建设狂潮面临阻力 | 科技巨头掀起的数据中心基建狂潮正遭遇严峻 “现实墙”:从电网容量、水资源瓶颈到技术工人短缺,执行风险急剧上升。亚马逊等巨头以惊人高价抢地,直接挤压住宅开发,甚至斥资 7 亿美元购入原定建房的地块。这场资源竞赛不仅推高了运营成本,更可能拖累 | [Link](https://longbridge.com/en/news/276290793.md) | | 公开和沃什 “唱反调”?多位美联储高官称:AI 提升生产力或意味着 “更高的中性利率” | 美联储年内降息空间或进一步收窄,目前期货市场已将首次降息预期推迟至年中之后。 | [Link](https://longbridge.com/en/news/276190662.md) | | Nyab 签署了在芬兰米凯利的数据中心项目合同 | Nyab AB:在芬兰米凯利签署数据中心项目合同,建设工程价值可能达到 1 亿欧元 | [Link](https://longbridge.com/en/news/276206984.md) | | 美联储会议纪要暴巨大分歧:一些官员支持进一步降息,一些暗示加息可能 | 一些(Several)与会者支持利率指引中用 “双向” 表述,反映若通胀持续高于 2%,可能适合加息;另一些人认为,若通胀如预期下降可能适合进一步降息;大多数人警告,通胀下行进程可能比预期更慢、更不均衡;绝大多数认为,近几个月就业下行风险缓 | [Link](https://longbridge.com/en/news/276287943.md) | | 06:00 ETDeepL 通过 AWS Marketplace 向全球企业提供 AI 翻译服务 | DeepL 是一家全球性的人工智能产品和研究公司,已宣布其 AI 翻译和写作辅助解决方案在 AWS Marketplace 上可用。客户现在可以通过 DeepL API 访问这些解决方案,从而更方便地采购并集成到现有的 IT 环境中。此举旨 | [Link](https://longbridge.com/en/news/276114786.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.