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Samsara Inc. logo

Samsara Inc.

IOT

NYSETechnologySoftware - Infrastructure

Open in GoAI

Previous close

$39.94

+$0.96 · +2.46%

Aug 21, 4:00 PM ET

IOT company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

43

Fair Value

Momentum

50

Neutral

Sentiment

48

Mixed

Risk resilience

47

Elevated Risk

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Thesis, catalysts, evidence, and risk analysis.

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AI-generated, informational only, and not investment advice.

Company profile

Company website

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.

Industry
Software - Infrastructure
Sector
Technology
Headquarters
US
CEO
Sanjit Biswas
Listed since
Dec 15, 2021
Employees
4,100

Market position

Day range

Current $39.94

52-week range

Current $39.94

Open
$39.085
Previous close
$38.98
Volume
2.55M
0.43× average
Average volume
5.86M
Average daily volume
Market cap
23.05B USD
Beta
1.34
Market reference 1
50-day average
$36.0338
+10.84% above average
200-day average
$33.5934
+18.89% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
15.84B USD
P/E (TTM)
390.8×
P/B (TTM)
15.41×
P/S (TTM)
13.32×
EV / EBITDA
634.78×
Earnings yield
-0.06%
Free cash flow yield
1.29%
Dividend yield
0.00%

Profitability & efficiency

Gross margin
76.25%
Operating margin
-0.70%
Net margin
3.32%
Return on equity
-0.64%
Return on assets
-0.36%
Return on invested capital
32.34%

Financial health

Debt / equity
0.05×
Current ratio
1.64×
Altman Z-score
12.67
Piotroski F-score
6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends93%29%-35%-99%Gross margin, FY2022: 70.94%Gross margin, FY2023: 72.01%Gross margin, FY2024: 73.65%Gross margin, FY2025: 76.12%Gross margin, FY2026: 76.74%Operating margin, FY2022: -82.25%Operating margin, FY2023: -39.60%Operating margin, FY2024: -26.66%Operating margin, FY2025: -15.21%Operating margin, FY2026: -3.25%Net margin, FY2022: -82.88%Net margin, FY2023: -37.92%Net margin, FY2024: -30.59%Net margin, FY2025: -12.40%Net margin, FY2026: -0.56%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 70.94%. Gross margin FY2023 72.01%. Gross margin FY2024 73.65%. Gross margin FY2025 76.12%. Gross margin FY2026 76.74%. Operating margin FY2022 -82.25%. Operating margin FY2023 -39.60%. Operating margin FY2024 -26.66%. Operating margin FY2025 -15.21%. Operating margin FY2026 -3.25%. Net margin FY2022 -82.88%. Net margin FY2023 -37.92%. Net margin FY2024 -30.59%. Net margin FY2025 -12.40%. Net margin FY2026 -0.56%.

Income trends

Revenue

1.62B USD+29.57%

Operating income

−52.58M USD+72.32%

Net income

−9.12M USD+94.11%
Income trends across reported periods1.82B USD1.03B USD237.07M USD−552.39M USDRevenue, FY2022: 428.35M USDRevenue, FY2023: 652.55M USDRevenue, FY2024: 937.39M USDRevenue, FY2025: 1.25B USDRevenue, FY2026: 1.62B USDOperating income, FY2022: −352.32M USDOperating income, FY2023: −258.4M USDOperating income, FY2024: −249.92M USDOperating income, FY2025: −189.97M USDOperating income, FY2026: −52.58M USDNet income, FY2022: −355.02M USDNet income, FY2023: −247.42M USDNet income, FY2024: −286.73M USDNet income, FY2025: −154.91M USDNet income, FY2026: −9.12M USDFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 428.35M USD. Revenue FY2023 652.55M USD. Revenue FY2024 937.39M USD. Revenue FY2025 1.25B USD. Revenue FY2026 1.62B USD. Operating income FY2022 −352.32M USD. Operating income FY2023 −258.4M USD. Operating income FY2024 −249.92M USD. Operating income FY2025 −189.97M USD. Operating income FY2026 −52.58M USD. Net income FY2022 −355.02M USD. Net income FY2023 −247.42M USD. Net income FY2024 −286.73M USD. Net income FY2025 −154.91M USD. Net income FY2026 −9.12M USD.
Metric (USD)FY2026FY2025FY2024FY2023FY2022
Revenue1.62B USD1.25B USD937.39M USD652.55M USD428.35M USD
Cost of goods sold376.55M USD298.32M USD247.03M USD182.66M USD124.48M USD
Gross profit1.24B USD950.88M USD690.35M USD469.89M USD303.86M USD
Research and development344.59M USD299.72M USD258.58M USD187.41M USD205.13M USD
Selling, general, and administrative950.07M USD836.26M USD681.69M USD540.88M USD451.05M USD
Operating expenses1.29B USD1.14B USD940.27M USD728.29M USD656.18M USD
Depreciation and amortization24.05M USD20.65M USD112.31M USD76.74M USD49.46M USD
Operating income−52.58M USD−189.97M USD−249.92M USD−258.4M USD−352.32M USD
Net income−9.12M USD−154.91M USD−286.73M USD−247.42M USD−355.02M USD

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
100%
11 beats, 0 misses, 0 met estimates
Average EPS surprise
+134.18%
11 comparable reports
Latest EPS result
0.17
Estimate 0.13 · Beat by 30.57%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.220.160.10.03Q4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26Estimate
Q4 2024, reported Dec 5, 2024: actual 0.07, estimate 0.04, surprise +75.00%, Beat. Q1 2025, reported Mar 6, 2025: actual 0.11, estimate 0.07, surprise +56.07%, Beat. Q2 2025, reported Jun 5, 2025: actual 0.11, estimate 0.058, surprise +89.85%, Beat. Q3 2025, reported Sep 4, 2025: actual 0.12, estimate 0.072, surprise +65.86%, Beat. Q4 2025, reported Dec 4, 2025: actual 0.15, estimate 0.118, surprise +26.90%, Beat. Q1 2026, reported Mar 5, 2026: actual 0.18, estimate 0.129, surprise +40.08%, Beat. Q2 2026, reported Jun 4, 2026: actual 0.17, estimate 0.13, surprise +30.57%, Beat. Q3 2026, reported Sep 3, 2026: actual —, estimate 0.163, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates502.62M432.16M361.69M291.23MQ4 '24BeatQ1 '25BeatQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26Estimate
Q4 2024, reported Dec 5, 2024: actual 321.98M USD, estimate 310.56M USD, surprise +3.68%, Beat. Q1 2025, reported Mar 6, 2025: actual 346.29M USD, estimate 335.33M USD, surprise +3.27%, Beat. Q2 2025, reported Jun 5, 2025: actual 366.88M USD, estimate 351.41M USD, surprise +4.40%, Beat. Q3 2025, reported Sep 4, 2025: actual 391.48M USD, estimate 372.23M USD, surprise +5.17%, Beat. Q4 2025, reported Dec 4, 2025: actual 415.98M USD, estimate 399.34M USD, surprise +4.16%, Beat. Q1 2026, reported Mar 5, 2026: actual 444.3M USD, estimate 422.31M USD, surprise +5.21%, Beat. Q2 2026, reported Jun 4, 2026: actual 478.84M USD, estimate 455.21M USD, surprise +5.19%, Beat. Q3 2026, reported Sep 3, 2026: actual —, estimate 483.29M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$44.83

12.24% upside
Past 12 months12-month forecastHigh $50.00Average $44.83Low $38.00

Rating distribution

18 ratings
Strong buy00%
Buy1372%
Hold528%
Sell00%
Strong sell00%

Recent analyst actions

12 institutions

IOT news

businesswire.com

Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility

SAN FRANCISCO--(BUSINESS WIRE)-- #dieselprices--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today launched the Samsara Fuel Command Center, a centralized experience that brings its fuel…

Read source
zacks.com

Samsara Inc. (IOT) Increases Despite Market Slip: Here's What You Need to Know

Samsara Inc. (IOT) concluded the recent trading session at $39.58, signifying a +1.49% move from its prior day's close.

Read source
zacks.com

Why Samsara Inc. (IOT) is a Top Momentum Stock for the Long-Term

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Read source
zacks.com

Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know

In the most recent trading session, Samsara Inc. (IOT) closed at $39.34, indicating a -2.43% shift from the previous trading day.

Read source
defenseworld.net

Samsara Inc. (NYSE:IOT) Receives Consensus Rating of “Moderate Buy” from Analysts

Samsara Inc. (NYSE: IOT - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twenty-one ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell…

Read source
zacks.com

Samsara Inc. (IOT) Registers a Bigger Fall Than the Market: Important Facts to Note

Samsara Inc. (IOT) closed at $38.22 in the latest trading session, marking a -1.32% move from the prior day.

Read source

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ETFs holding IOT

Funds reporting this stock among their holdings, ordered by reported position size.

Vanguard Morningstar Total Stock Market ETF logoVanguard Morningstar Total Stock Market ETFVTI
Market value
396.4M
Weight
0.02%
AUM
2.3T USD
Expense ratio
0.03%
Price / 1D
$378.24+0.44%
Vanguard Morningstar Small-Cap ETF logoVanguard Morningstar Small-Cap ETFVB
Market value
286.06M
Weight
0.15%
AUM
183.4B USD
Expense ratio
0.03%
Price / 1D
$304.76+0.64%
Vanguard Information Technology ETF logoVanguard Information Technology ETFVGT
Market value
168.25M
Weight
0.10%
AUM
160.2B USD
Expense ratio
0.09%
Price / 1D
$118.42+0.05%
Vanguard Morningstar Small-Cap Growth ETF logoVanguard Morningstar Small-Cap Growth ETFVBK
Market value
165.53M
Weight
0.37%
AUM
43.8B USD
Expense ratio
0.05%
Price / 1D
$358.65+0.70%
Vanguard Extended Market ETF logoVanguard Extended Market ETFVXF
Market value
159.28M
Weight
0.17%
AUM
93.7B USD
Expense ratio
0.05%
Price / 1D
$245.53+0.82%
iShares Russell Mid-Cap Growth ETF logoiShares Russell Mid-Cap Growth ETFIWP
Market value
77.22M
Weight
0.38%
AUM
20.62B USD
Expense ratio
0.23%
Price / 1D
$143.66+0.99%
iShares Expanded Tech-Software Sector ETF logoiShares Expanded Tech-Software Sector ETFIGV
Market value
69.48M
Weight
0.49%
AUM
14.26B USD
Expense ratio
0.38%
Price / 1D
$103.37+1.43%
Schwab U.S. Small-Cap ETF logoSchwab U.S. Small-Cap ETFSCHA
Market value
69.08M
Weight
0.30%
AUM
23.1B USD
Expense ratio
0.03%
Price / 1D
$34.83+0.52%

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