{"id":292769,"date":"2026-02-11T18:08:07","date_gmt":"2026-02-11T18:08:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/292769\/"},"modified":"2026-02-11T18:08:07","modified_gmt":"2026-02-11T18:08:07","slug":"this-stock-got-caught-in-software-drawdown-goldman-says-its-insulated","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/292769\/","title":{"rendered":"This stock got caught in software drawdown. Goldman says it\u2019s insulated"},"content":{"rendered":"<p>Goldman Sachs believes that recent volatility in software stocks has created an attractive buying opportunity in shares of Samsara . The Wall Street investment bank initiated research coverage of the AI-powered, fleet management stock with a buy rating and $36 price target, implying upside of roughly 30% from current levels. Shares of Samsara have plunged 49% over the past 12 months and 30% over the past three months alone. IOT 1Y mountain IOT 1Y chart Analyst Matthew Martino acknowledged that Samsara trades at a premium valuation, but argued that its price is warranted given its burgeoning free cash flow, long runway for expansion and best-in-class unit economics. &#8220;We believe recent AI-driven volatility has created an attractive entry point into a uniquely positioned compounder,&#8221; he wrote. Martino called Samsara &#8220;one of the most defensible growth assets in software today.&#8221; &#8220;The company is digitizing physical operations at scale by combining purpose-built edge hardware with a cloud platform that turns data into action,&#8221; he wrote. &#8220;In an environment where investors are questioning the durability of many software models, we believe Samsara stands apart: its value is rooted in owned operating data, embedded processes, and daily operational dependency.&#8221; Martino applauded Samsara&#8217;s deep integration of artificial intelligence across its platform, noting that AI powers intelligent routing, predictive maintenance, automated safety coaching and real-time automation for customers, delivering hard returns on investment. &#8220;The company&#8217;s expanding data asset is a strategic engine for innovation, enabling rapid product velocity and a steady cadence of new capabilities that expands the addressable opportunity,&#8221; Martino added. &#8220;Growth is balanced across new logos, enterprise standardization and rising module attach, supporting our base case for 20%+ revenue growth with [free cash flow] compounding higher.&#8221;<\/p>\n","protected":false},"excerpt":{"rendered":"Goldman Sachs believes that recent volatility in software stocks has created an attractive buying opportunity in shares of&hellip;\n","protected":false},"author":2,"featured_media":292770,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,218,219,122,9108,61,1670,60,139973,965,80],"class_list":["post-292769","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-business-news","tag-goldman-sachs-group-inc","tag-ie","tag-investment-strategy","tag-ireland","tag-samsara-inc","tag-stock-markets","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/292769","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=292769"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/292769\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/292770"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=292769"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=292769"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=292769"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}