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IOT vs PLTR
Which Stock Would AI Choose? Samsara Inc. (IOT) vs. Palantir Technologies Inc. (PLTR) Stock Comparison
Key Takeaways
- IOT and PLTR operate in the software-infrastructure segment of the technology sector, with both companies leveraging data platforms and artificial intelligence capabilities.
- Over recent weeks, both stocks experienced modest declines of approximately 4% in the trailing one-month period amid broader market volatility, while delivering stronger gains of 15-28% over the preceding three months.
- IOT reported second-quarter fiscal 2027 revenue of $508.4 million, representing 30% year-over-year growth, and raised full-year guidance following the earnings release in early September 2026.
- PLTR maintains a substantially larger market capitalization exceeding $380 billion compared with IOT’s approximately $22.5 billion, reflecting differences in scale and investor valuation multiples.
- Both companies have shown resilience in annual recurring revenue expansion and enterprise adoption, though PLTR benefits from broader government and commercial contract momentum.
- Relative performance highlights trade-offs between IOT’s focused operations platform growth and PLTR’s established position in large-scale data analytics and artificial intelligence deployments.
Introduction
This comparison examines IOT and PLTR to provide traders and investors with an objective view of their relative positioning in the current market environment. Both stocks represent high-growth technology companies that integrate data platforms with artificial intelligence, making the analysis relevant for those evaluating exposure to enterprise software, operational efficiency tools, and AI-driven analytics. The discussion focuses on verifiable fundamentals, recent price behavior, and sector dynamics without offering forward-looking projections.
IOT Overview and Recent Performance
Samsara Inc. develops a connected operations platform that combines Internet of Things devices, cloud software, and video analytics to improve safety, efficiency, and sustainability for physical operations across industries such as transportation and logistics. In recent market activity, the stock traded near $38.38 with a market capitalization of approximately $22.5 billion. Over the past month, shares declined about 4.8%, following a stronger 19% advance in the prior three months. Second-quarter fiscal 2027 results released in early September showed revenue of $508.4 million, up 30% year over year, alongside an increase in annual recurring revenue to more than $2.1 billion. The company raised its full-year revenue outlook, which contributed to positive analyst sentiment and subsequent price stabilization.
PLTR Overview and Recent Performance
Palantir Technologies Inc. provides software platforms for data integration, analytics, and artificial intelligence applications, serving government agencies and large commercial enterprises. As of mid-September 2026, the stock traded near $167.23 with a market capitalization exceeding $384 billion. Recent weeks saw a decline of roughly 4.4% over one month, offset by gains of approximately 28% over the preceding three months. The company has maintained strong revenue expansion driven by U.S. commercial and government segments, with ongoing contract momentum supporting its positioning. Elevated valuation multiples reflect investor focus on its scale in artificial intelligence deployments, though the stock has experienced volatility consistent with broader technology sector movements.
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Head-to-Head Comparison
IOT focuses on a subscription-based connected operations platform targeting physical asset management, while PLTR emphasizes enterprise-scale data analytics and artificial intelligence platforms with significant government exposure. Growth drivers differ accordingly: IOT benefits from expanding annual recurring revenue in fleet and industrial applications, whereas PLTR draws strength from broad artificial intelligence adoption across commercial and public-sector contracts. Recent momentum shows both stocks posting comparable one-month declines amid market-wide pressures, yet PLTR has delivered larger three-month gains. Risk factors include IOT’s narrower sector focus versus PLTR’s higher valuation multiples and larger absolute market capitalization. Market sentiment remains constructive for both on the basis of verifiable revenue growth, though relative positioning favors scale advantages for PLTR and operational specialization for IOT.
Tickeron AI Verdict
Based on observable factors such as trend consistency over multiple timeframes, revenue stability, and relative positioning within the software-infrastructure sector, Tickeron’s AI models currently assign a modestly higher probabilistic preference to PLTR. This assessment reflects its larger scale, broader contract base, and sustained three-month momentum relative to IOT, while acknowledging comparable recent monthly performance and sector headwinds affecting both names.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is IOT is a Hold and PLTR is a Hold.
| IOT | PLTR | IOT / PLTR | |
| Capitalization | 23.4B | 419B | 6% |
| EBITDA | 49.2M | 2.66B | 2% |
| Gain YTD | 11.566 | -0.062 | -18,689% |
| P/E Ratio | 266.67 | 150.63 | 177% |
| Revenue | 1.85B | 6.16B | 30% |
| Total Cash | 829M | 9.41B | 9% |
| Total Debt | 69.5M | 211M | 33% |
IOT | PLTR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 33 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 90 Overvalued | 91 Overvalued | |
PROFIT vs RISK RATING 1..100 | 53 | 31 | |
SMR RATING 1..100 | 80 | 27 | |
PRICE GROWTH RATING 1..100 | 41 | 41 | |
P/E GROWTH RATING 1..100 | 70 | 98 | |
SEASONALITY SCORE 1..100 | 60 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
IOT's Valuation (90) in the Real Estate Development industry is in the same range as PLTR (91) in the null industry. This means that IOT’s stock grew similarly to PLTR’s over the last 12 months.
PLTR's Profit vs Risk Rating (31) in the null industry is in the same range as IOT (53) in the Real Estate Development industry. This means that PLTR’s stock grew similarly to IOT’s over the last 12 months.
PLTR's SMR Rating (27) in the null industry is somewhat better than the same rating for IOT (80) in the Real Estate Development industry. This means that PLTR’s stock grew somewhat faster than IOT’s over the last 12 months.
PLTR's Price Growth Rating (41) in the null industry is in the same range as IOT (41) in the Real Estate Development industry. This means that PLTR’s stock grew similarly to IOT’s over the last 12 months.
IOT's P/E Growth Rating (70) in the Real Estate Development industry is in the same range as PLTR (98) in the null industry. This means that IOT’s stock grew similarly to PLTR’s over the last 12 months.
| IOT | PLTR | |
|---|---|---|
| RSI ODDS (%) | N/A | 1 day ago 73% |
| Stochastic ODDS (%) | 2 days ago 90% | 1 day ago 82% |
| Momentum ODDS (%) | 2 days ago 84% | 1 day ago 73% |
| MACD ODDS (%) | 2 days ago 79% | 1 day ago 67% |
| TrendWeek ODDS (%) | 2 days ago 80% | 1 day ago 87% |
| TrendMonth ODDS (%) | 2 days ago 76% | 1 day ago 86% |
| Advances ODDS (%) | 15 days ago 78% | 1 day ago 86% |
| Declines ODDS (%) | 2 days ago 80% | 9 days ago 80% |
| BollingerBands ODDS (%) | 2 days ago 86% | 1 day ago 74% |
| Aroon ODDS (%) | 2 days ago 77% | 1 day ago 86% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
IOT’s FA Score shows that 0 FA rating(s) are green while PLTR’s FA Score has 2 green FA rating(s).
- IOT’s FA Score: 0 green, 5 red.
- PLTR’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
IOT’s TA Score shows that 5 TA indicator(s) are bullish while PLTR’s TA Score has 4 bullish TA indicator(s).
- IOT’s TA Score: 5 bullish, 3 bearish.
- PLTR’s TA Score: 4 bullish, 5 bearish.
Price Growth
IOT (@Computer Communications) experienced а +3.05% price change this week, while PLTR (@Computer Communications) price change was +6.22% for the same time period.
The average weekly price growth across all stocks in the @Computer Communications industry was +6.70%. For the same industry, the average monthly price growth was -4.22%, and the average quarterly price growth was +19.61%.
Reported Earning Dates
IOT is expected to report earnings on Nov 26, 2026.
PLTR is expected to report earnings on Nov 09, 2026.
Industries' Descriptions
@Computer Communications (+6.70% weekly)Computer communications industry develops technology that allows computing devices to exchange data with each other using connections/data links between nodes. Common types of computer network include Cloud (IAN), Internet, Wide (WAN, Local (LAN)/Wireless(WLAN) etc. The industry is an ever-more important part of technology, and is set to become even bigger as the Internet of Things (IoT) rapidly forays into the various aspects of our lives. Cisco Systems, Inc., Palo Alto Networks, Inc. and Arista Networks, Inc., Fortinet, Inc. are some of the major computer communications companies.
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IOT and
Correlation & Price change
A.I.dvisor indicates that over the last year, IOT has been loosely correlated with RBRK. These tickers have moved in lockstep 63% of the time. This A.I.-generated data suggests there is some statistical probability that if IOT jumps, then RBRK could also see price increases.
| Ticker / NAME | Correlation To IOT | 1D Price Change % | ||
|---|---|---|---|---|
| IOT | 100% | -1.13% | ||
| RBRK - IOT | 63% Loosely correlated | -1.04% | ||
| COIN - IOT | 59% Loosely correlated | +11.66% | ||
| HUBS - IOT | 58% Loosely correlated | -5.86% | ||
| GWRE - IOT | 57% Loosely correlated | -0.48% | ||
| OKTA - IOT | 55% Loosely correlated | -4.03% | ||
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PLTR and
Correlation & Price change
A.I.dvisor indicates that over the last year, PLTR has been closely correlated with COIN. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if PLTR jumps, then COIN could also see price increases.
| Ticker / NAME | Correlation To PLTR | 1D Price Change % | ||
|---|---|---|---|---|
| PLTR | 100% | +0.79% | ||
| COIN - PLTR | 69% Closely correlated | +11.66% | ||
| CLSK - PLTR | 66% Loosely correlated | +8.39% | ||
| RIOT - PLTR | 63% Loosely correlated | +8.55% | ||
| COMP - PLTR | 52% Loosely correlated | -3.82% | ||
| IOT - PLTR | 51% Loosely correlated | -1.13% | ||
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