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IOT

Samsara Inc.

IOT

NYSE·Technology·Software - Infrastructure·Mkt cap $19.7B

$35.93

+5.12%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$23.38 - $47.47

P/E

Fwd P/E

50.61

Beta

1.34

Div Yield

0.00%

Avg Vol

6.3M

Shares Out

573.6M

Mkt Cap

$19.7B

Price action

Price chart

Down 10.9% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

Turning profitable

Increasing digital transformation adoption in physical operations

Value

High premium - requires strong execution

Momentum

Strong

+6.0% over 3m

Quality

Excellent

Strong fundamentals

Dividend

None

No dividend

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Sep 3, 2026

Q2 26 RECAP

JUN 4, 2026

Reported EPS of $0.17 vs $0.13 consensus (+30.6% surprise). Revenue of $478.8M vs $455.2M expected (+5.2%). Beat on both top and bottom lines.

EPS beat +30.6%
Rev beat +5.2%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+30.6%

Next: Sep 3, 2026

Revenue trend · last 8Q

+31%

+30%

+29%

+28%

Q1 24

Q2 24

Q3 24

Q4 25

Q1 25

Q2 25

Q3 25

Q4 26

$280.7M

$300.2M

$322.0M

$346.3M

$366.9M

$391.5M

$416.0M

$444.3M

Margins · last 8Q

Gross

76.2%

Operating

2.0%

Profit

5.0%

Wall Street consensus

9 analysts · 89% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

89%

Hold

1

11%

Sell

0%

Median Price Target

Latest: KeyBanc · Jun 26, 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.