Samsara, Inc. Class A (IOT)
NYSE:IOT
Want to see IOT full AI Analyst Report?
IOT Stock Chart & Stats
$30.62
$1.08(2.52%)
At close: 4:00 PM EST
$30.62
$1.08(2.52%)
Day’s Range― - ―
52-Week Range$23.38 - $48.41
Previous CloseN/A
Volume1.02M
Average Volume (3M)5.14M
Market Cap
$21.77B
Enterprise Value$19.82B
Total Cash (Recent Filing)$833.79M
Total Debt (Recent Filing)$72.77M
Price to Earnings (P/E)―
Beta1.44
Next Earnings
Aug 27, 2026EPS Estimate
0.15Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-0.02
Shares Outstanding370,981,100
10 Day Avg. Volume5,783,519
30 Day Avg. Volume5,141,256
Financial Highlights & Ratios
PEG Ratio18.71
Price to Book (P/B)11.32
Price to Sales (P/S)9.94
P/FCF Ratio77.54
Enterprise Value/Market Cap0.91
Enterprise Value/Revenue12.25
Enterprise Value/Gross Profit15.96
Enterprise Value/Ebitda-4.83K
Forecast
1Y Price Target
$42.09Price Target Upside37.46% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering15
EPS Forecast (FY)0.68
Revenue Forecast (FY)$1.97B
Bulls Say, Bears Say
Bulls Say
Revenue Scale & Unit EconomicsSamsara’s multiyear revenue scale and consistently high, improving gross margins point to durable unit economics in its SaaS+hardware model. Strong gross margins across growth imply pricing power and efficient hardware economics, supporting sustainable profitability as scale benefits persist.
Improved Cash GenerationThe shift to meaningful positive operating and free cash flow signals the business has transitioned from funding growth via cash burn to internally financing operations. Strong cash conversion enhances financial flexibility for product investment, M&A, or resilience through macro cycles.
Recurring ARR Growth & Multi-product AdoptionRobust ARR growth combined with ~115% dollar retention and rapid multi-product upsells shows a sticky, expanding subscription base. Enterprise deal momentum and cross-sell deepen customer lifetime value and create predictable, recurring revenue that supports durable top-line and margin expansion.
Bears Say
Guidance Growth DecelerationManagement’s explicit guidance for materially slower revenue growth at the new scale indicates a tougher organic growth runway. Slower percent growth can pressure investor expectations and requires continued product and international expansion to sustain long-term upside versus prior higher growth rates.
Customer ConcentrationA high share of ARR concentrated in large customers increases exposure to churn or renewal/upsell cycles within a relatively small cohort. While enterprise deals drive efficiency, concentration can amplify revenue volatility and demands rigorous account success to protect recurring cash flows.
Slow Adoption/change-managementBroad customer adoption depends on operational change, training, and frontline buy-in which unfolds over multiple years. This structural friction can slow rollout velocity, delay realization of multi-product value, and make revenue per account more lumpy and dependent on implementation success.
Samsara News
IOT FAQ
What was Samsara, Inc. Class A’s price range in the past 12 months?
Samsara, Inc. Class A lowest stock price was $23.38 and its highest was $48.41 in the past 12 months.
What is Samsara, Inc. Class A’s market cap?
Samsara, Inc. Class A’s market cap is $21.77B.
When is Samsara, Inc. Class A’s upcoming earnings report date?
Samsara, Inc. Class A’s upcoming earnings report date is Aug 27, 2026 which is in 84 days.
How were Samsara, Inc. Class A’s earnings last quarter?
Samsara, Inc. Class A released its earnings results on Jun 04, 2026. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04.
Is Samsara, Inc. Class A overvalued?
According to Wall Street analysts Samsara, Inc. Class A’s price is currently Undervalued.
Does Samsara, Inc. Class A pay dividends?
Samsara, Inc. Class A does not currently pay dividends.
What is Samsara, Inc. Class A’s EPS estimate?
Samsara, Inc. Class A’s EPS estimate is 0.15.
How many shares outstanding does Samsara, Inc. Class A have?
Samsara, Inc. Class A has 370,981,100 shares outstanding.
What happened to Samsara, Inc. Class A’s price movement after its last earnings report?
Samsara, Inc. Class A reported an EPS of $0.17 in its last earnings report, beating expectations of $0.13. Following the earnings report the stock price went up 19.54%.
Which hedge fund is a major shareholder of Samsara, Inc. Class A?
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
Strong Buy
Average Price Target:
$42.09 (37.46% Upside)
$42.09 (37.46% Upside)
Blogger Sentiment
Bullish
IOT Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 3.8M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Positive
Last 7 Days ▲ 3.1%
Last 30 Days ▼ 0.2%
Last 30 Days ▼ 0.2%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-20.77%
12-Months-Change
Fundamentals
Return on Equity
-0.72%
Trailing 12-Months
Asset Growth
25.51%
Trailing 12-Months
Company Description
Samsara, Inc. Class A
Samsara Inc. provides solutions that connect physical operations data to its Connected Operations Cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy; and applications for video-based safety, vehicle telematics, apps and driver workflows, equipment monitoring, and site visibility. It serves customers across a range of industries, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and food and beverage. The company was incorporated in 2015 and is based in San Francisco, California.
IOT Company Deck
IOT Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call emphasized durable, accelerating growth at scale with significant product momentum (ending ARR $1.9B, +30% YoY; FY '26 net new ARR $432M; emerging products now >$100M ARR and 23% of Q4 net new ACV), margin expansion, GAAP profitability, and a clear AI/data-driven strategy. Headwinds noted include guidance showing slower growth rates for FY '27 compared with FY '26, component cost pressure (storage/NAND), concentration in larger customers, and ongoing change-management challenges in customer adoption. Overall, positives (strong growth, expanding margins, product/AI traction, large deal wins and conservative yet profitable guidance) materially outweigh the listed lowlights.View all IOT earnings summariesIOT Stock 12 Month Forecast
Average Price Target
$42.09
▲(37.46% Upside)
Technical Analysis
Ownership Overview
6.61% Insiders
27.84% Mutual Funds
33.63% Other Institutional Investors
16.07% Public Companies and Individual Investors