Jabil vs Samsara

This page compares Jabil and Samsara on their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how the two companies operate and differ, without endorsement or recommendations. Educational content, not financial advice.

This page compares Jabil and Samsara on their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how the two companies o...

Comparison Snapshot

Key Financial Metrics

JBL

Metric

IOT

$25.53B

Market Cap

$18.57B

7.00%

Potential Profit

61.78%

Buy

Analyst Rating

Buy

Why It's Moving

Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike

Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.

Sentiment:

🐃Bullish

Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.

Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.

Sentiment:

🐃Bullish

Jabil Powers Up on Stellar Q1 Earnings and Bold AI-Fueled Guidance Hike

Intelligent Infrastructure segment surged on cloud and data center strength, with AI-related revenue set to climb 35% year-over-year, affirming Jabil's prime position in the AI boom.
Raised fiscal 2026 revenue guidance by $1.1 billion—mostly hitting Q3 and Q4—thanks to new wins and Hanley Energy acquisition, with CEO calling it conservatively optimistic.
Analysts cheer the beat, lifting price targets (JPMorgan to $270, BofA to $265, Barclays to $283) on ongoing AI demand levers and potential for more quarterly surprises.

Sentiment:

🐃Bullish

Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.

Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.

Sentiment:

🐃Bullish

Investment Analysis

Jabil

JBL

Pros

Jabil has a broad global footprint with over 100 sites worldwide, enabling strong local expertise and scalable manufacturing solutions.
The company shows robust recent financial performance with Q3 FY2025 revenue up 16% year-over-year and adjusted EPS rising 35%, exceeding expectations.
Jabil’s strategic focus on AI markets, especially cloud and data center infrastructure, is driving accelerated growth and attracting positive analyst attention.

Considerations

Jabil’s valuation metrics such as P/E ratio at 40.7x and price-to-book at 18.3x are significantly higher than sector averages, indicating a potentially stretched valuation.
The company’s business is exposed to cyclical risks inherent to manufacturing and supply chain industries, which can be impacted by global economic slowdowns.
Despite growth, a limited upside of around 1.4% according to analyst price targets suggests constrained near-term share price appreciation.

Samsara

IOT

Pros

Samsara operates in the fast-growing Internet of Things (IoT) sector with increasing enterprise demand for connected operations technology.
The company benefits from recurring revenue models through subscriptions and software solutions, supporting more predictable cash flow.
Samsara is positioned well in fleet management and industrial IoT markets with ongoing product innovation and expanding customer base.

Considerations

Samsara’s stock has recently traded well below its 52-week high, reflecting volatility and investor concerns about growth sustainability.
The company faces competitive pressure from larger tech firms entering the IoT and fleet management space, which could impact market share.
As a relatively newer public company, Samsara has limited profitability history, which adds uncertainty around its long-term margin sustainability.

Related Market Insights

American Manufacturing's Tariff Tailwind: The Reshoring Revolution

Explore how 100% US tariffs on Chinese imports are driving a reshoring revolution in American manufacturing. Discover investment opportunities with Nemo's thematic Neme.