Samsara, Inc. Class A (IOT)
NYSE:IOT
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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 - $47.47
Previous CloseN/A
Volume1.02M
Average Volume (3M)6.39M
Market Cap
$19.67B
Enterprise Value$19.82B
Total Cash (Recent Filing)$804.32M
Total Debt (Recent Filing)$69.02M
Price to Earnings (P/E)339.3
Beta1.44
Next Earnings
Aug 27, 2026EPS Estimate
0.16Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)0.10
Shares Outstanding372,784,500
10 Day Avg. Volume9,280,445
30 Day Avg. Volume6,385,512
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 Cap1.01
Enterprise Value/Revenue11.45
Enterprise Value/Gross Profit15.02
Enterprise Value/Ebitda203.95
Forecast
1Y Price Target
$44.20Price Target Upside44.35% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering13
EPS Forecast (FY)0.72
Revenue Forecast (FY)$2.01B
Bulls Say, Bears Say
Bulls Say
Large And Growing ARR ScaleArriving at roughly $2.0B ARR with 30% YoY growth and accelerating net new ARR demonstrates a durable subscription base. Large, growing ARR provides predictable recurring revenue, improves forecasting visibility, and supports multi-year cash flow compounding that underpins long-term investment and scale.
High Multiproduct Adoption And RetentionVery strong multi-product penetration and elevated dollar-based retention indicate robust cross-sell economics and stickiness. Customers adopting multiple modules raise lifetime value, reduce churn sensitivity, and make revenue growth more durable as expansions drive recurring revenue beyond initial sales.
Strong Cash Generation And Low LeverageMaterial positive operating and free cash flow combined with minimal leverage provide financial flexibility. Self-funded growth reduces refinancing risk, enables continued product and go-to-market investment, and supports margin improvement initiatives without relying on external capital.
Bears Say
Operational AI Monetization RiskEmerging AI and agent offerings are still early-stage with customers described as "very early" adopters. This creates execution and timing risk: material monetization may lag, requiring continued investment and sales effort, and could delay expected revenue diversification and margin benefits.
Gross Margin Pressure From AI/cloud InvestmentsIncreased AI and cloud costs have already compressed gross margins by ~200bps. If infrastructure and inference costs remain elevated, structural margin headwinds could persist, making it harder to sustainably lift operating margins despite revenue growth unless efficiency gains offset higher COGS.
Hardware Supply And Component Cost UncertaintyTighter memory and component markets raise hardware cost and fulfillment uncertainty. As hardware remains a revenue and gross-margin driver, persistent supply volatility or higher component prices can erode product margins, slow device deployments, and introduce execution risk into recurring revenue growth.
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 $47.47 in the past 12 months.
What is Samsara, Inc. Class A’s market cap?
Samsara, Inc. Class A’s market cap is $19.67B.
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 71 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 0.16.
How many shares outstanding does Samsara, Inc. Class A have?
Samsara, Inc. Class A has 372,784,500 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 down -1.164%.
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
Underperform
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Analyst Consensus
Strong Buy
Average Price Target:
$44.20 (44.35% Upside)
$44.20 (44.35% Upside)
Blogger Sentiment
Bullish
IOT Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 3.8M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $75.6M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.7%
Last 30 Days ▲ 5.8%
Last 30 Days ▲ 5.8%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-14.46%
12-Months-Change
Fundamentals
Return on Equity
-0.72%
Trailing 12-Months
Asset Growth
26.06%
Trailing 12-Months
Company Description
Samsara, Inc. Class A
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
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call portrayed a strong operational and financial quarter with durable ARR and revenue growth, expanding enterprise account base, robust multiproduct adoption, meaningful contribution from emerging products, and consecutive GAAP profitability — all supporting an upgraded full-year outlook. Counterbalancing risks include near-term gross margin pressure from AI/cloud investments, supply-chain and component cost uncertainty, early-stage monetization risk for operational AI, and potential volatility from large deal timing. Overall, positives substantially outweigh the highlighted challenges.View all IOT earnings summariesIOT Stock 12 Month Forecast
Average Price Target
$44.20
▲(44.35% Upside)
Technical Analysis
Ownership Overview
6.61% Insiders
27.70% Mutual Funds
33.46% Other Institutional Investors
16.36% Public Companies and Individual Investors