BlackBerry Radar Targets 100,000 DCLI Chassis as Asset Intelligence Push Grows

Samsara Inc. announced a major partnership with Asplundh to deploy its safety and efficiency technologies across tens of thousands of North American vehicles and assets, alongside the launch of Samsara MCP, which links customers' operational data directly into third-party AI assistants including ChatGPT, Claude, and Microsoft Copilot. The company also announced its first professional hockey sponsorship with the Laval Rocket for the 2026–27 season, featuring Samsara-equipped Zamboni ice resurfacers. Samsara's narrative projects $3.2 billion in revenue and $348.4 million in earnings by 2029, requiring 20.1% yearly revenue growth and about a $257.8 million earnings increase from $90.6 million today. Before this news, the most optimistic analysts were already expecting revenue to reach about US$3.3 billion and earnings near US$593.8 million by 2029. The company's forecasts yield a $52.16 fair value, a 27% upside to its current price.

Morgan Stanley analyst Andrew Percoco estimates autonomous Tesla Semis could generate roughly $17 billion in annual software revenue by 2040, a scenario that assumes about 82,000 Semis operating by then and a 13.5% share of the autonomous trucking market. At that scale, the firm estimates Semi software could produce about $7.5 billion in EBIT, roughly 10% upside to its base case. Percoco estimates Tesla could charge roughly $0.85 to $1 per mile for autonomous Semi software, which at about 18,000 miles a month works out to approximately $12,000 to $18,000 in monthly software revenue per vehicle, far above the roughly $100 per month Tesla charges consumers for Full Self-Driving. Morgan Stanley views its 82,000-vehicle assumption as relatively modest against Tesla's manufacturing ambitions, with the company's 1.8 million-square-foot Semi factory in Sparks, Nevada, designed to eventually produce about 50,000 trucks annually. Early Semi customers include PepsiCo, DHL and US Foods, while a recently announced shipper coalition has ordered 2,500 trucks; the $17 billion estimate covers software rather than Semi vehicle sales and excludes potential additional revenue from charging.

Four analysts revisited Aurora Innovation between September 11 and September 24, 2026, around the company's Investor Day, with price targets ranging from $7 to $18 as shares rallied roughly 60% so far in 2026. Morgan Stanley raised its target to $18 from $14 on September 11, keeping Overweight, while Canaccord lifted its target to $17 from $15 on September 24, keeping Buy, and Evercore ISI added Aurora to its Tactical Outperform list on September 15, citing potential for a 10% to 15% near term move. Goldman Sachs raised its target to just $7 from $6 on September 24, the lowest of the four, maintaining a Neutral rating and calling the Investor Day an incremental positive but saying the driverless demos and OEM participation pointed to a slower, costlier ramp than previously modeled. At the September 23 Investor Day, Aurora set a target of more than 30,000 driverless trucks by 2030 at gross margins CFO David Maday compared to a software business, and said it expects to exit 2026 with 200 driverless trucks under Transportation as a Service contracts, roughly $80 million annualized, plus a Hirschbach deal for 500 Driver as a Service trucks starting 2027. In July, Aurora reported second-quarter results with $2 million in revenue, a $266 million operating loss, and roughly $225 million in operating cash used, ending the quarter with nearly $1.2 billion in cash after issuing 30 million shares for $215 million net, and reaffirmed full year revenue guidance of $14 million to $16 million, up 400% at the midpoint. Aurora lost more than $800 million in 2025 and targets exiting 2028 with positive free cash flow on a run-rate basis, while short interest stood at 17.98% of the float as of September 15, 2026, up from 174.94 million shares a month earlier to 198.26 million shares.