IOT Stock - Samsara Inc.
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Financial Statements
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $1.25B | $937.38M | $652.54M | $428.35M | $249.91M |
| Gross Profit | $950.88M | $690.35M | $469.89M | $303.86M | $174.51M |
| Gross Margin | 76.1% | 73.6% | 72.0% | 70.9% | 69.8% |
| Operating Income | $-189,973,000 | $-249,920,000 | $-258,399,000 | $-352,316,000 | $-202,711,000 |
| Net Income | $-154,907,000 | $-286,726,000 | $-247,422,000 | $-355,024,000 | $-210,208,000 |
| Net Margin | -12.4% | -30.6% | -37.9% | -82.9% | -84.1% |
| EPS | $-0.28 | $-0.54 | $-0.48 | $-0.70 | $-0.42 |
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.
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Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 17th 2025 | BTIG Research | Initiation | Buy | $88 |
| December 10th 2025 | KeyBanc Capital Markets | Initiation | Overweight | $55 |
| December 5th 2025 | BMO Capital Markets | Reiterated | Outperform | $50← $47 |
| October 1st 2025 | Evercore ISI | Upgrade | Outperform | $50 |
| September 5th 2025 | BMO Capital Markets | Reiterated | Outperform | $47← $54 |
| September 5th 2025 | Craig Hallum | Upgrade | Buy | $48← $42 |
| June 2nd 2025 | BMO Capital Markets | Reiterated | Outperform | $54← $48 |
| March 10th 2025 | Piper Sandler | Upgrade | Overweight | $50 |
| March 10th 2025 | BMO Capital Markets | Upgrade | Outperform | $48 |
| March 7th 2025 | BMO Capital Markets | Reiterated | Market Perform | $48← $57 |
| February 26th 2025 | Raymond James | Initiation | Market Perform | - |
| February 3rd 2025 | Berenberg | Initiation | Hold | $57 |
| December 6th 2024 | BMO Capital Markets | Reiterated | Market Perform | $57← $44 |
| October 22nd 2024 | Craig Hallum | Initiation | Hold | $48 |
| October 8th 2024 | Exane BNP Paribas | Initiation | Neutral | $46 |
Earnings History & Surprises
IOTEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q1 2026 | Mar 5, 2026 | $0.13 | — | — | — |
Q4 2025 | Dec 4, 2025 | $0.12 | $0.15 | +26.9% | ✓ BEAT |
Q3 2025 | Sep 4, 2025 | $0.07 | $0.12 | +65.9% | ✓ BEAT |
Q2 2025 | Jun 5, 2025 | $0.06 | $0.11 | +89.9% | ✓ BEAT |
Q1 2025 | Mar 6, 2025 | $0.07 | $0.11 | +56.1% | ✓ BEAT |
Q4 2024 | Dec 5, 2024 | $0.04 | $0.07 | +75.0% | ✓ BEAT |
Q3 2024 | Sep 5, 2024 | $0.01 | $0.05 | +400.0% | ✓ BEAT |
Q2 2024 | Jun 6, 2024 | $0.01 | $0.03 | +222.9% | ✓ BEAT |
Q1 2024 | Mar 7, 2024 | $0.03 | $0.04 | +48.6% | ✓ BEAT |
Q4 2023 | Nov 30, 2023 | $0.01 | $0.04 | +420.2% | ✓ BEAT |
Q3 2023 | Aug 31, 2023 | $0.00 | $0.01 | +146.3% | ✓ BEAT |
Q2 2023 | Jun 1, 2023 | $-0.05 | $-0.02 | +60.0% | ✓ BEAT |
Q1 2023 | Mar 2, 2023 | $-0.05 | $-0.02 | +60.0% | ✓ BEAT |
Q4 2022 | Dec 1, 2022 | $-0.06 | $-0.02 | +66.7% | ✓ BEAT |
Q3 2022 | Aug 31, 2022 | $-0.06 | $-0.04 | +33.3% | ✓ BEAT |
Q2 2022 | Jun 2, 2022 | $-0.06 | $-0.05 | +16.7% | ✓ BEAT |
Q1 2022 | Mar 2, 2022 | $-0.07 | $-0.05 | +28.6% | ✓ BEAT |
Q4 2021 | Dec 15, 2021 | — | $-0.13 | — | — |
Q4 2021 | Oct 31, 2021 | — | $-0.13 | — | — |
Q2 2021 | Apr 30, 2021 | — | $-0.17 | — | — |
Latest News
BTIG Initiates Coverage On Samsara with Buy Rating, Announces Price Target of $55
📈 PositiveKeybanc Initiates Coverage On Samsara with Overweight Rating, Announces Price Target of $55
📈 PositivePiper Sandler Maintains Overweight on Samsara, Raises Price Target to $49
📈 PositiveTD Cowen Maintains Buy on Samsara, Raises Price Target to $55
📈 PositiveWells Fargo Maintains Overweight on Samsara, Raises Price Target to $52
📈 PositiveSamsara shares are trading higher after the company raised its FY2026 adjusted EPS and sales guidance following a Q3 earnings beat.
📈 PositiveJP Morgan Maintains Neutral on Samsara, Raises Price Target to $48
➖ NeutralSamsara soars as BNP Paribas suggest 'inflection' may be near
📈 PositiveRBC Capital Maintains Outperform on Samsara, Raises Price Target to $50
📈 PositiveB of A Securities Maintains Buy on Samsara, Raises Price Target to $55
📈 PositiveBMO Capital Maintains Outperform on Samsara, Raises Price Target to $50
📈 PositiveSamsara Raises FY2026 Adj EPS Guidance from $0.45-$0.47 to $0.50 vs $0.47 Est; Raises FY2026 Sales Guidance from $1.574B-$1.578B to $1.595B-$1.597B vs $1.579B Est
📈 PositiveSamsara Sees Q4 Adj EPS $0.12-$0.13 vs $0.12 Est; Sees Sales $421.000M-$423.000M vs $419.150M Est
📈 PositiveSamsara Q3 Adj. EPS $0.15 Beats $0.12 Estimate, Sales $415.975M Beat $398.471M Estimate
📈 PositiveSamsara Unveils Smart Compliance, Weather Intelligence, And Samsara Avatar; Company Partners With AUMOVIO/VDO To Bolster EU Tachograph Compliance At Go Beyond London 2025
📈 PositiveShares of broader software stocks are trading higher amid a broader market rebound after Senate leaders approved a deal clearing the path to end the US government shutdown.
📈 PositiveSamsara shares are trading higher. The compnay earned an ISO 42001 AI management systems certification and is among first 100 globally to do so.
📈 PositiveSamsara Says It Earned ISO 42001 AI Management Systems Certification, Among First 100 Globally, After Schellman Audit, Underscoring Responsible AI Governance
📈 PositiveSamsara Signs Software Licensing Program Contracts With State Of California To Optimize Connected Operations Platform Adoption
📈 PositiveSamsara slides after Motive wins patent infringement case
📉 NegativeFrequently Asked Questions about IOT
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