Want to see IOT full AI Analyst Report?
IOT Stock Chart & Stats
$39.14
$1.75(5.29%)
At close: 4:00 PM EDT
$39.14
$1.75(5.29%)
Day’s Range― - ―
52-Week Range$23.38 - $47.47
Previous CloseN/A
Volume254.40K
Average Volume (3M)6.70M
Market Cap
$23.45B
Enterprise Value$21.24K
Total Cash (Recent Filing)$828.93M
Total Debt (Recent Filing)$69.49M
Price to Earnings (P/E)254.5
Beta1.63
Next Earnings
Nov 26, 2026EPS Estimate
0.19Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.16
Shares Outstanding380,273,040
10 Day Avg. Volume5,076,636
30 Day Avg. Volume6,702,166
Financial Highlights & Ratios
PEG Ratio18.70
Price to Book (P/B)11.32
Price to Sales (P/S)9.94
P/FCF Ratio77.54
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$51.47Price Target Upside31.50% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering18
EPS Forecast (FY)0.77
Revenue Forecast (FY)$2.05B
Bulls Say, Bears Say
Bulls Say
Recurring SaaS Model And ExpansionSamsara combines recurring software subscriptions with hardware-enabled data capture, creating a durable monetization model. Cross-selling applications and expanding device deployments within existing customers can increase revenue per account while supporting retention and deeper operational integration.
Strong Growth In Large CustomersAccelerating growth among larger customers strengthens revenue quality and demonstrates adoption beyond smaller initial deployments. The expanding high-value customer base can support durable ARR growth, larger contract opportunities, and deeper platform penetration across complex operating environments.
Improving Cash Generation And Low LeveragePositive operating and free cash flow provide internal funding for product development, customer expansion, and device investment without significant reliance on external financing. Combined with very low leverage, this gives Samsara flexibility to absorb volatility and pursue growth while its economics mature.
Bears Say
Hardware Investment Pressures Free Cash FlowGrowth is requiring more devices to be purchased upfront while subscription revenue is recognized over customer contracts. Higher inventory commitments and elevated component and shipping costs can therefore suppress near-term cash conversion and make profitability more dependent on disciplined execution.
Profitability Remains Relatively ModestAlthough Samsara has reached GAAP profitability, the current earnings cushion remains limited relative to its revenue base. A history of substantial losses means slower growth or weaker execution could delay further margin expansion and make the transition to consistently durable profitability more sensitive.
AI Agent Adoption Is Still EarlyAI agents could expand Samsara’s product value, but early deployment creates execution and adoption risk over the next several quarters. Customer configuration, change management, and driver interaction requirements may slow commercialization before these features become repeatable, scaled contributors.
Samsara News
IOT FAQ
What was Samsara’s price range in the past 12 months?
Samsara lowest stock price was $23.38 and its highest was $47.47 in the past 12 months.
What is Samsara’s market cap?
Samsara’s market cap is $23.45B.
When is Samsara’s upcoming earnings report date?
Samsara’s upcoming earnings report date is Nov 26, 2026 which is in 54 days.
How were Samsara’s earnings last quarter?
Samsara released its earnings results on Sep 03, 2026. The company reported $0.2 earnings per share for the quarter, beating the consensus estimate of $0.16 by $0.04.
Is Samsara overvalued?
According to Wall Street analysts Samsara’s price is currently Undervalued.
Does Samsara pay dividends?
Samsara does not currently pay dividends.
What is Samsara’s EPS estimate?
Samsara’s EPS estimate is 0.19.
How many shares outstanding does Samsara have?
Samsara has 380,273,040 shares outstanding.
What happened to Samsara’s price movement after its last earnings report?
Samsara reported an EPS of $0.2 in its last earnings report, beating expectations of $0.16. Following the earnings report the stock price went up 3.742%.
Which hedge fund is a major shareholder of Samsara?
Currently, no hedge funds are holding shares in IOT
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Samsara Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$51.47 (31.50% Upside)
$51.47 (31.50% Upside)
Blogger Sentiment
Bullish
IOT Sentiment 84%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 1.6M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▼ 0.6%
Last 30 Days ▲ 1.8%
Last 30 Days ▲ 1.8%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
5.08%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
25.46%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Samsara
Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy measures. Additionally, the cloud offers a suite of applications covering critical operational areas such as video-based safety protocols, vehicle fleet telematics, driver application and workflow tools, equipment performance monitoring, and enhanced site visibility. The company caters to a diverse array of sectors, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and the food and beverage industry. Established in 2015, Samsara maintains its headquarters in San Francisco, California.
IOT Company Deck
IOT Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call was strongly positive, characterized by 30% ARR and revenue growth, accelerating large-customer expansion, record customer additions, strong emerging-product adoption, improving operating leverage, consecutive GAAP profitability and constructive FY27 guidance. The primary negatives were a projected approximately 100-basis-point reduction in full-year free cash flow margin, higher upfront hardware and inventory requirements, rising supply chain costs and the early stage of AI-agent deployment.View all IOT earnings summariesIOT Stock 12 Month Forecast
Average Price Target
$51.47
▲(31.50% Upside)
Technical Analysis
Ownership Overview
2.38% Insiders
26.65% Mutual Funds
<0.01% Other Institutional Investors
55.04% Public Companies and Individual Investors