Samsara Inc.
IOT
NYSE·Technology·Software - Infrastructure·Mkt cap $23.2B
$40.20
▲ +3.74%
P/E
248.76
Mkt Cap
$23.2B
52-Wk Range
$23.38–$47.47
52-Week Range
$23.38 - $47.47
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Down 4.5% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Comprehensive integrated platform combining hardware, software, and AI
- Proprietary data ingestion and enrichment technology
- Strong embedded AI and machine learning capabilities
- Sticky, mission-critical applications across multiple use cases
Bear Case
2 risks
- Average volatility.
- High premium - requires strong execution
Growth
Stable outlook
Increasing digital transformation adoption in physical operations
Value
High premium - requires strong execution
Momentum
Strong
+15.5% over 3m
Quality
Excellent
Strong fundamentals
Dividend
None
No dividend
Smart-money signal
Who's buying IOT right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Dec 3, 2026
SEP 3, 2026
Reported EPS of $0.20 vs $0.16 consensus (+25.0% surprise). Revenue of $508.4M vs $483.3M expected (+5.2%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+25.0%
Revenue trend · last 8Q
—
—
+31%
+30%
+29%
+28%
+31%
+30%
Q3 24
Q4 25
Q1 25
Q2 25
Q3 25
Q4 26
Q1 27
Q2 27
$322.0M
$346.3M
$366.9M
$391.5M
$416.0M
$444.3M
$478.8M
$508.4M
Margins · last 8Q
Gross
77.2%
Operating
1.0%
Profit
3.2%
Wall Street consensus
14 analysts · 93% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
93%
Hold
7%
Sell
0%
Median Price Target
—
Latest: BMO Capital · Sep 4, 2026
vs Industry
How IOT stacks vs Software - Infrastructure
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
Related