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Jessica

Managing Director and Senior Equity Research Analyst at Raymond James Financial Inc.

Jessica Fye is a Managing Director and Senior Equity Research Analyst at Raymond James & Associates, specializing in biotechnology and pharmaceuticals. She covers a portfolio of companies including Gilead Sciences, Vertex Pharmaceuticals, Alnylam Pharmaceuticals, and Amgen, and has established a strong track record for actionable investment calls with a TipRanks success rate historically above 60%. Jessica began her equity research career in the early 2010s, previously working at J.P. Morgan before joining Raymond James in 2017 where she advanced to her current leadership role. She is FINRA-registered, holding Series 7, 63, 86, and 87 licenses, and has been recognized multiple times by Institutional Investor for her research excellence.

Jessica's questions to Samsara (IOT) leadership

Question · Q2 2026

Jessica inquired about any structural differences in the international opportunity and competitive environment compared to domestic growth, and whether competitors are becoming more aggressive on pricing.

Answer

Sanjit Biswas (CEO) noted consistent competitors (point solutions, regional players) and differentiated Samsara through its platform approach and value unlock. He acknowledged competitors often discount heavily but stated Samsara focuses on demonstrating greater value beyond just price.

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