Samsara vs. Trimble: Which Industrial Technology Stock is a Safer Bet? – May 25, 2026

Key Takeaways

Samsara added 133 new $100K ARR customers in Q2 fiscal 2026, bringing the total to 2,771.
IOT expects fiscal 2027 revenue growth of 21-22% with non-GAAP operating margin at 19%.
Trimble reported 79% recurring revenue mix in 2025 as software and AI tools drive ARR growth.

Samsara (IOT Quick QuoteIOT – Free Report) and Trimble (TRMB Quick QuoteTRMB – Free Report) are two important players in the digitization of physical operations and industrial workflows. While Samsara provides AI-powered IoT devices, telematics systems and connected operations software for fleet management and industrial monitoring, Trimble delivers construction, geospatial, engineering and workflow solutions that connect the physical and digital worlds.

As the world is moving toward Industry 4.0, the advent of AI has transformed every industry. Samsara and Trimble are expected to gain from this shift. Considering the possibilities of multi-directional growth in physical operations led by digitization and AI implementation, both companies are likely to capitalize on the emerging trends. Given this scenario, let’s closely examine the fundamentals of the two companies, so investors can make an informed bet.

The Case for Samsara Stock

Samsara is gaining from the adoption of its Connected AI Platform and IOT trackers, telematics and video monitoring devices and is gaining market share among vehicle OEMs and fleet management companies. Samsara added 133 new $100K+ ARR customers, bringing the total to 2,771 in the second quarter of fiscal 2026. The company ended the second quarter of fiscal 2026 with 147 $1 million-plus ARR customers.

The company continues to benefit from strong adoption among large enterprise customers, with ARR from customers contributing more than $100,000 annually, rising 37% year over year to $1.2 billion. Larger customers typically adopt multiple Samsara products, which improves…

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