IOT

rwc5078

For options expiring tomorrow OKTA IOT VRT VST Only OKTA and VST has filled for me so far

inwardPersecution

I really like IOT, but there is no option volume and apparently some inside executive issues about using cashflow to buy luxury.

TheDavidRomic

Out of those above, sofi. IOT is a good angle too. Imo. When the time comes to own 100 shares of a company you won't want it, but later you'd be happy you did - keep that in mind.

Apprehensive_Two1528

IOT is pretty good! i like it too. i’m not buying new tickers.if i were, iot is great to start at this level.

MitchCurry

I must hate money. Just added to NOW (11% more shares), VEEV (23%), IOT (12%), GWRE (11%), and NTDOY (8%). My cost basis with NOW is at a level I'll stick with until a few more quarters of data. Primarily I'm watching non-current RPO and DBGRR. Still have room to add to IOT, VEEV, and GWRE. Cash position now sits at 7.7% of my total cost basis. About to refresh my data on NET and IMAX to see how close they are to when I'd open a position.

MitchCurry

This is why I love Samsara (IOT). It's software but their deployed hardware and the trillions of real-world data points gathered from the hardware is an edge no one can replicate.

One-Difficulty5053

Short time horizon for 5-10x. IONQ could hit that in 5-7 years. DeFI has a chance of this in your time frame. 3-6x in same period- a whole bunch- ALAB, INOD, CLS, ANET, SoFI, CRWV, DASH, IOT, SEZL, SHOP to name some I think have a strong shot at 3-6x in 3 years

Stocks_N_Bondage

Closed today: - Calls: IOT • MRVL Opened today: - Call: UMAC *Disclaimer: I'm kinda hand-wavy on this one, subject to change b4 close*.

renehiguitahasaposse

IOT

MitchCurry

Software. My only green is IOT, GWRE, NOW, DDOG, CRWD, AXON, TYL and than randomly CROX.

MitchCurry

IOT up 13% at the moment. That's a pop.

_hiddenscout

Market seems happy with IOT and MRVL numbers. $IOT • Reported GAAP EPS of $0.04 up 300.00% YoY • Reported revenue of $444.3M up 28.30% YoY • Samsara projects Q1 FY2027 total revenue of $454M to $456M, a 24% increase. For FY2027, Samsara anticipates total revenue of $1.97B to $1.98B, with 21%-22% growth. Samsara achieved strong revenue growth in Q4 FY2026, with total revenue increasing 28% year-over-year to $444.3M. The company's ending Annual Recurring Revenue (ARR) grew 30% year-over-year to $1.89B. Samsara reported GAAP earnings per share of $0.04 in Q4 FY2026, marking its second consecutive quarter of GAAP profitability. GAAP income from operations was $9M for the quarter, an increase from a loss of -$18.4M in Q4 FY2025. Samsara is innovating with its AI-powered platform, leveraging its data asset that captures over 25T data points annually. The company is unleashing AI agents, such as its AI Safety coach, to automate workflows and transform customer operations. Samsara reported a GAAP net loss per share of $(0.02) for the full fiscal year 2026, despite achieving GAAP profitability in Q4 FY2026. The full fiscal year 2026 also showed a GAAP net income (loss) of -$9.12M. $MRVL • Reported GAAP EPS of $0.47 up 104.35% YoY • Reported revenue of $2.22B up 22.08% YoY • Marvell expects Q1 FY27 net revenue of $2.4B +/- 5%, GAAP diluted net income per share of $0.31 +/- $0.05, and non-GAAP diluted net income per share of $0.79 +/- $0.05.

Riskismyapellido

266% IV on IOT, show me some nice Theta decay u bitch

Stocks_N_Bondage

Closed Today: - TP on Calls: AVGO • OKTA • CBRL •  - TP on Puts: RGTI Opened Today: - Calls: IOT • MRVL • MEI • OMDA *Disclaimer: The Stockmarket is a Cruel Mistress who will peg with a strap on when you least expect it.*

Riskismyapellido

what do we think about IOT?

BrobaFett_1

Thank you! I've been buying sensor stocks like STM and Murata Manufacturing recently. Will look into IOT more :)

MitchCurry

They’re at the intersection between software and hardware unlike most other SaaS companies. They have deployed real-time sensors and connected hardware that has accumulated billions of hours driving and operational data. Literally trillions of real world data points. AI alone can’t replicate that. A competitor can’t vibe code anything that would replicate that data. They’d need to deploy hardware and gather it over years and years. AI enhances the data advantage IOT already has.  On my phone so that’s the best I can do from mobile.

BrobaFett_1

Could I ask for your thesis in IOT?

MitchCurry

FWIW, I work with engineers but I run QA. I thought it'd be a beneficiary of AI. If AI is writing even more code, I figured enterprises would need GitLab's DevSecOps platform even more to test, secure, deploy, manage, etc. AI shouldn't replace GitLab. It should multiply the need for their workflow infrastructure. Of the five SaaS positions I opened during the SaaSpocalypse (GTLB, NOW, VEEV, IOT, and GWRE), GTLB is definitely on the thinnest ice now.

MitchCurry

I bought too early on GTLB, NOW, VEEV, and IOT as well but I also added as they fell and am green on all but GTLB now.

MitchCurry

Will get some pretty important information from some SaaS companies next week. CRWD, VEEV, GTLB, IOT, and GWRE all reporting for me.

OsamaBagHolding

IOT is adjacent to that

DMT1703

Today in USA market the sector that gaining are : Consumer staples , Health care , Materials , Real Estate ,Utilities ,Energy. The stock that gain the most today is : Kore , an IOT service company.

babyd42

IOT calls SKM calls

pico_rico

What are your household rules around AI tools and social media and IOT devices?

salty0waldo

I really don’t know what to make of the AI threat to software other than I know it will be disruptive lol. But, I still feel quality infosec companies are going to be critical. Not even thinking about IT, but OT is still such a huge problem for endpoints. Plus, IOT networks are still a popular buzzword lol. The issue is valuation along with sentiment shift. I still think Palo Alto and Crowdstrike are both best in the sector, and their platform transformation is showing it. But I feel like I’m really wrong on this and missing something.

semilucky75

IOT: they make sensors in everything industrial, allowing tracking of assets online

MeaningForward5290

3rd was automation? 4th was IOT

Economy_Push_8886

So $IOT is an extremely undervalued at this point and i would explain why that is. (1) Most companies in same sectors are not growing or growing 5 to 7%. SAMSARA is growing 30% and projected to grow 20% or more for next 5 years so its totally steal at this price. (2) Their FCF has improved so much and they just reported their first profitable Q. that being said that stock has massive opportunity of growth and likely to grow so well in next 5 years. (3) Samsara is likely to get in S&P 500 in late 2027 or early 2028. i mean its 11th largest insider holding company over $5B in valuation. (4) Samsara has massive massive institutional interest. Lately VANGAURD and BLACKROCK has added 10% more shares in their positions. Thats sounds so positive. i got all these information from u/Gubloinvestor on X. He is first samsara bull and keeps posting about stuff.

ricincali

I think so too. The IOT went on for how long? How many winners vs ponzi’s? That isn’t an Emperor with no clothes…..but it is dressed for the beach at best.

sorean_4

According to latest research there are 3 billion individual people that will benefit from this tech. Look it up. Thats not counting the defence sector, MNO’s l, first responders networks around the world and IOT Guess the savings when an MNO no longer has to pay roaming fees to competition? Or build terrestrial towers across the country. Now multiple each user on this telco by 5 dollars a month sent to ASTS. From now till we stop using satellites at 90% net income. You do know those are dual purpose satellites correct?

uncanneyvalley

Calls on IOT

MitchCurry

I opened positions in NOW, GTLB, and IOT two weeks ago and added to each last week. I also opened a position in VEEV last week. And I've added to existing positions in MNDY (oopsie), SNOW, and TYL.

fluffy_scoops

silent sleeper for me is $IOT

Diamonds0a

Invest in the fast follower tech companies that are cheap because the giants take most of the TAM. AI turns out to be easy to copy. Look how fast Gemini and others came about. Other AI models will be easy to copy. Look for giants that only have moats because they're ahead of the game in features, functionality etc. Now imagine their competition catching up at lightning speed because AI will do all the coding. My picks: Ford - Tesla is way ahead in terms of software, and FSD. Imagine Ford doing FSD with significantly less capital because they're copying Tesla. Bonus for them also being in the battery business. MSFT - has a huge R&D for all their different products. Imagine AI coding agents enabling a programmer to 10x their productivity. That's a lot of layoffs... IOT - most companies do in-house supply chain management, or none at all. Disruption opportunity to replace all that with one supplier. Supply chain companies will always be in demand.

MitchCurry

Opened positions in NOW, IOT, GTLB last week and added to each this week. Also added to MNDY, SNOW, TYL, and CHWY. Considering a new position in VEEV as well.

snoopy_tha_noodle2

Anyone else long IOT, RBRK and ZETA and riding this bs out with their middle fingers in the air?

Charliex77

As of February 2026, analysts maintain a generally bullish outlook on XCF Global Inc. (SAFX) and Samsara Inc. (IOT), two companies often associated with this query. XCF Global Inc. (SAFX) Forecast Analysts provide a mixed but predominantly positive long-term view for SAFX, despite significant recent volatility.  Average Price Target: $285.59, based on targets from 44 analysts, implying extreme upside from current penny-stock levels of roughly $0.14–$0.21. Target Range: High estimate of $350.00 and a low estimate of $215.00. Make sure you know!

Charliex77

As of February 2026, analysts maintain a generally bullish outlook on XCF Global Inc. (SAFX) and Samsara Inc. (IOT), two companies often associated with this query. XCF Global Inc. (SAFX) Forecast Analysts provide a mixed but predominantly positive long-term view for SAFX, despite significant recent volatility.  Average Price Target: $285.59, based on targets from 44 analysts, implying extreme upside from current penny-stock levels of roughly $0.14–$0.21. Target Range: High estimate of $350.00 and a low estimate of $215.00.

MitchCurry

Trade Desk became a disaster before the AI-pocalypse sell-off kicked in. Veeva seems directly related to the AI concerns. I think they're overblown and have Veeva on my list of positions I want to do some DD on. I recently opened positions in NOW, IOT, and GTLB while adding to existing SaaS positions in TYL and MNDY.

dvdmovie1

No. Looking in the technically oversold, maybe some interesting trades but not really seeing opportunities for things to add as long-term holdings. Some mildly interesting stuff that's technically oversold: ABT, SPGI, KKR, CEG (although the IPP theme hasn't been working well for a bit), TTWO, FICO, IOT, MORN, CHDN. Maybe a couple of others.

MitchCurry

Just added to three recently opened positions: 38% more shares in IOT, 35% more in NOW, and 35% more in GTLB. Also added 15% more in TYL. Thesis remains the AI-pocalypse is overblown and these are oversold.

MitchCurry

Just opened a position in GTLB. This after opening positions in NOW and IOT yesterday and adding to my existing MNDY position. Thesis is this AI-pocalypse is overblown and the underlying businesses of those 4 are still performing well.

MitchCurry

IOT starting to look interesting. I originally bought in Sep 2022 at $12 and got too cute and sold in Oct 2023 for $23. I regretted it almost instantly. Revenue's up 60% since I sold while share price is now up 26%. Close to turning profitable now. Time to update my DD on them.

AmblerApe

WATT is deploying their products to WalMart..all of them, in 2026. Another Fortune 10 customer is also deploying their product. More in the pipeline. I recently bought stock also, expecting to make 5x within a few years. Excellent interview that discusses the use case for ambient IOT, which is what WATT's products are helping to enable. WATT is a key infrastructure partner to this very large emerging theme. [https://www.youtube.com/watch?v=uuh-fGX0q5k](https://www.youtube.com/watch?v=uuh-fGX0q5k)

second-lenko

Not a financial advice. Personally, I think it is an interesting company. Now EQPT is a rental company which uses software to promote its services. However, in the long run - it can be a high-margin software company which used rental and equipment selling businesses to popularize its technology. Now EQPT competes with giants like United Rental. But if its software becomes widespread (we do not know if that true, of course), its largest competitors can become its customers. And even if it does not become a dominant player on software side - being a company in quickly expanding market is still not a bad thing. About the competitors - people often mention Samsara (IOT) and United Rental (URI). An edge EQPT has over IOT is that it actually rents and sells equipment with its software. There will be competition with giants of industry, but still - as market of such software is exploading, they will win.

TheFoolishNeuron

thanks for the DD- who exactly would they compete with/replace for supplying power chips or AI wearables? I will look at their revenue from AI wearables type products. have you an idea who META is using for their glasses? and along with that, good use cases I imagine would be industrial sensors, IOT devices etc and work into the edge computing industry. I don't understand chips at all but familiar with all the major players names lol

shobogenzo93

IOT (samsara)

teslastats

In the B2B daily lives but still it well known: 1) Figma - within the industry it's well known, but not sure if many non-tech investors follow it 2) DECK owns Hoka shoes which have taken away some of Nike's splash. 3) again in B2B space, Samsara (IOT) is on many industrial vehicles. I noticed their dash-cam on a bus in Alaska, and then saw the same on the trash truck in my neighborhood a few weeks later. Looked the same, I wasn't sure and then I asked the garbage collector about it and he said samsara. I don't think he liked it though (the Alaska bus driver did). 4) Liquid Death water (still private). I had a chance to get this early in their startup days, I think 2017 / 2018 but I didn't get it, it's just water from Austria in a tallboy can. But it's everywhere and will likely IPO soon.

FIThrowaway2738

IOT

Jsalz

Actually no, rushing a shitty tacked on service to market to claim you’re first isn’t a better long term strategy. Go do some research of how Starlinks D2D solution came to be. They saw what ASTS was doing in 2022 and rushed to acquire an IOT satellite company called Swarm and then tacked their tech onto their existing satellites. This tech isn’t built for mobile broadband, it doesn’t scale well, and it causes interference. They had to get a special waiver from the FCC to even use it. It’s a shitty solution that can’t be improved until they redesign the entire architecture. There is ZERO evidence that customers are switching to Tmobile to use their satellite service. In fact there’s tons of reports online about how poorly it operates. I’ll say it again, you have no idea what you’re taking about and are very confidently wrong in your replies. Luckily these big companies who have done extensive research and then partnered with ASTS aren’t as ignorant as you.

spleen23

IOT

ricincali

How is anyonecgoing to bet against Trump at this point? It is clear he will defend the economy and the markets at all cost. This includes crypto, which has easily the most upside. Beware the AI unless you stick with the companies chosen as winners via government intervention. This is no IOT replay where companies had to fight it out.

Mammoth-Demand-2

AMZN, HON, PANW, AMD, IOT, RDW Strong 2026 plays

mojojojo_joe

They're digitizing the physical world. Winning massive contracts with outdated equipment/ operations at massive organizations. Think about the physical operations of universities or corporations - IOT builds the hardware and manages the software to optimize operations. An extremely sticky business model. They trade at a premium but have offered attractive entry points over the past 6 mos. This was a buy and forgot stock for me. I strongly urge you to do some DD.

Apprehensive_Two1528

Why IOT? It's not foing well this year 

lostsurfer24t

He tried to short pltr recently and it plowed right back up I know it's bad out there I'm thankful ten years ago I bought ai stocks, PLTR at $27, IOT, BB, 200 oz of silver and gold and and MNMD biotechnology about to change medicine for ppl w mental issues

UpsetKoalaBear

Such a ridiculous take. The US moves quicker, yes. I won’t deny that. However, if you’re implying that the EU doesn’t innovate and just regulates, that is ridiculous. - STMicro - No doubt you’ve used a device with a STM32. - NXP - No doubt their chips are somewhere in your car. - ASML - Self explanatory. - Nordic Semi - Most IOT devices have this in there somewhere. If you own a Tile tracker, it most likely has one of these inside. - Infineon - Also partnered with Nvidia for robotics. - Bosch - Self explanatory. - Kuka - Literally responsible for those videos of robots in car factories. Ford, Chrysler etc all use them. - Novo Nordisk - Half you mfers use Ozempic anyways. - Airbus - Self explanatory. - Spotify - Self explanatory. - Ericsson - Responsible for most the world’s 5G connectivity (including the US). - Nokia - As above. - Siemens - Self explanatory. Most of those descriptions are facetious, I won’t deny, but I cba do write a full DD on these companies. Software side of things, yeah. I won’t deny there are deficiencies there. However, there are still relatively large companies here that have huge impacts. SAP for instance, as shit as it is, is one of the only things capable of doing what it does. Like just saying that the EU doesn’t innovate is some of the most ignorant statements you can make and you know it. If this comment was ragebait, you have outplayed me.

Feeling_Syllabub_270

AI is the next IOT. I remember that hype

Dangerous-Ad-9001

Lol you can get 3-5% 15% OTM nowadays. Rbrk IOT CRDO(was 8%) 15% otm

bdfcarpenter

I went in hard on path and it paid off, saw this comment and decided to roll all of that into IOT. This has been my most profitable week OAT 🙏🏻

Holiday_Lab_6766

Everyone here sleeping on IOT. Next potential palantir PLTR for unsexy Gov contracts. they have a huge data and platform moat and are expanding into fed and state next year.

ElFantasmo42

$IOT up 15% and no mentions anywhere. Not gambling enough I guess.

_hiddenscout

IOT is moving off earnings. 

Rango698

Its still discounted and so is IOT.

cowboycookie1337

IOT fucking flat as a pancake

saranwrapx211

IOT has amazing ARR and banks were curious at this quarters stock price in comparison to Q1 vs Q2 after liberation day. They laughed. I put this on here and was downvoted.

Defiant-Tonight-5298

Let’s gooo IOT yeeeee

OptionsHuduga

absolute garbage stock. so is IOT. both had earnings today - total garbage.

Ok-Kaleidoscope-4808

you are right, I bought them at 12$ years ago, <2 couple years ago and they are on their way to really capitalize, not only with datacenters, but 6G comms, IOT, and EV cars.. Tommy only knows them as a internet provider. I do find it curious people always want to know how to find big wins then criticize the move when it hits them in the face..

_hiddenscout

$IOT * *Q3 revenue of $416.0 million, representing 29% year-over-year growth in actuals and in constant currency* * *Ending ARR of $1.745 billion, representing 29% year-over-year growth in actuals and in constant currency* * *2,990 customers with ARR over $100,000, including an increase of 219 in Q3, a quarterly record* * *164 customers with ARR over $1,000,000, including an increase of 17 in Q3, tying a quarterly record* * *Achieved the first quarter of GAAP profitability* “Samsara had another strong quarter of durable and efficient growth, ending Q3 with $1.75 billion in ARR,” said Sanjit Biswas, CEO and co-founder of Samsara. “Our momentum is driven by our partnership with some of the world’s largest and most complex physical operations organizations. We delivered a milestone large customer quarter, and our $100K+ ARR customers now represent over $1 billion in ARR, growing 36% year-over-year. As we enter the Age of Intelligence, we’re helping our customers use AI to operate smarter and improve the safety, efficiency, and sustainability of their operations.”

Late_Ocelot7619

Playing IOT($38 12/12) & DOCU ($68 12/12)

PeddyCash

The IV on IOT is insane. They report after the bell

saranwrapx211

Holding PATH and IOT calls for earnings

saranwrapx211

IOT

saranwrapx211

Picked up so IOT monthlyish calls

a_human_21

Same goes to $IOT this company beats every quarter, easy 10% pump

RangerAtMidnight

IOT play. Interesting. Thanks!

preezy23

NYSE: IOT You are welcome

Green4311

Can someone educate me a bit here? I'm a holder at this point and understand the IOT among other things of the company, but is this a merger news/dilution, consolidation, and streamline play? What is the projected time frame on growth? Value? I'll do some digging and reading but curious of others input here. Thanks

JongJong999

I think you're underestimating the sheer compute required for AI (Thats Aggregate Inference, for LLM or otherwise) versus ANY other IOT function. Without a need for NV AI cores to perform inference at scale, Google becomes a direct competitor to NV except with their own infrastructure and OS to deliver, at scale, inference of all types.

CascoBayButcher

This comment is pretty funny. You write like you're skeptical and proven right on this, but every one of those things are massive changes. Metaverse excluded. 1. IOT -[21.1 billion devices are connected to the IoT.](https://iot-analytics.com/number-connected-iot-devices/). 50 billion predicted in 9 years 2. With the rise in IoT and digification of business, cloud data is printing money. [$225 billion industry in 2022](https://edgedelta.com/company/blog/data-storage-statistics), growing exponentially. AWS and cloudfare going down didnt teach you this? 3. Crypto - 1[3.2 Trillion market cap as of this comment](https://www.kraken.com/prices) 4. Renewables - [10% growth even with US pooping on them, $380 billion](https://www.canarymedia.com/articles/clean-energy/chart-global-renewable-energy-investment-breaks-records) growing exponentially 5. Quantum - Everyone knows quantum will revolutionize certain areas, and we're seeing AI [create and invent new quantum chips](https://blog.google/technology/research/google-willow-quantum-chip/) that are proving to speed up quantim research

teru91

ARBB IOT is the play.. it’s ripping

Negative_Win_5117

This isn’t the same thing. AI, self driving cars, IOT, 6G, cloud services, etc, etc, etc. Explain how we have less chips being manufactured in 5 years than we do now?

Working-Active

I can agree with you on that, my Air Fryer has a wifi chip so it can be considered IOT, but is a complete waste.

Negative-River-2865

Samsara is a company with the ticker IOT and has quite nice growth actually. :)

GrumpyScroogy

They are just laying foundation for the IOT (Internet of things) with AI sauce on it. Idea 15/20 years ago was that everything would become connected with "smart" stuff. Having CPU inside it. Turned out GPU's were scaling better for tasks and keeping the stuff lean with the "think" work being done elsewhere was even better. Flash forward to now where we have render farms with GPU's doing the work and all the other stuff needs is just a connection to the internet. NVDA will be the backbone of the entire internet / ai scene moving forward. Easiest nobrain investment in history since \~2010/2015

Exiledfromxanth

Walmart went up a lot a couple weeks ago on news of new AI and IOT tech I think

Royal_Airport7940

There are future mass hyperscaler events. Consider any tech that replaces infrastructure as a matter of corporate effeciency. Fusion, quantum, biotech are a few examples of tech that could underpin our way of life We"d pay good monthly sums for guaranteed health benefits, fingertip compute, IOT interfaces, telepresentation, etc

NorCalAthlete

Solid idea to look at it this way. Cyber-physical systems are something of an interest to me as a logical expansion of existing IOT devices and such. But I wonder who / what company is actually worth investing in from this angle. I know there are some MIT / DARPA / etc projects that exist but public companies…?

ufdlim

Boomer AI stock. I was here when they were C3 IOT. And whatever buzz word salad they were pitching.

saranwrapx211

This is interesting. IOT customers do like the platform… From what I’ve seen their hardware is good and they are trying to expand. Ticker is up.

leomeng

Apple will acquire IOT. You heard it here first

DonaldDuck2012

LDI , WULF and IOT are all going to make you super rich. I don't know what they are or what they do but load up on some short expiration OTM calls and then in like 3 weeks you'll have unlimited money

jabberw0ckee

I did some research on this stock and here’s what I found: 1. The current average analyst price target is $3.19 and the high is $5.00. The upside to the average price target is 255%. 2. Sold on Home Depot, Wayfair, Amazon, Kichler 3. It looks like they had a promotion on Wayfair and Home Depot to collect customer reviews and almost all of the reviews are from the promotion and high ratings. The reviews on Amazon are much less and mixed but looks like older product 4. Revenue of Q2 2025 Revenue of $23.1M was a 15% increase over Q1 5. Gross profit increased by 23% 6. CAGR of IOT home lighting is 18-22% 7. Market will grow from $18.57B to $43.38B by 2030

Aretardinvestor

Maybe, but on the other hand that compute could be redirected to more IOT, robotics, medical applications. I do think the markets are being hyper optimistic but as a doctor AI is live changing for the field. The growth in AI applications is pretty much infinite if you ask me. 🤷🏻🤷🏻

AntoniaFauci

I had been meaning to buy some as close as I could get to $30 but then sort of forgot about it. Maybe this is a good level but I’ll probably try to be more greedy. If something spooks the market this month or next, stocks like IOT will go on sale indiscriminately.

BrobaFett_1

There were some folks here talking about $IOT jumping on earnings and possibly entering on a pullback. That might be now. Just fyi. It fell on the Motiv lawsuit decision. But seems to have started turning around near yesterday's close

Inside_Variation1594

IOT

Deetwizzie

Samsara Inc - $IOT They provide software and insights for physical operations. Constantly beating their earnings, by ALOT! Seems niche too and the stock chart looks like it’s done it’s ABC pull back and is ready to go higher.