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Samsara Inc.

IOT

Last
$40.77
Day
-1.1%
1y
+2.9%
5y
+66.9%
52w
-13.2%
SPY YTD
+13.3%
XLK
+37.1%
Earnings
—
EMA 21
40.06
EMA 50
39.06
EMA 200
36.21
20d high
-6.8%
5y high
-33.4%
5y range
61th
Website · 4,100 employees · United States

Positions held

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Score
59
Hold
swing
Signal
Strong Buy
Target
$46.37
Stop
$38.64
Stop distance
5.2%
Target vs last
+13.7%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Samsara Inc. operates in a growing industry focused on IoT solutions, which are increasingly essential for businesses seeking efficiency and data-driven insights.
  • Revenue increased by 6% compared to the prior quarter, reaching $508 million.
  • Gross margin improved to 77.2%, up from 75.4% in the previous quarter.
Bear case
  • The company's high trailing P/E ratio of 298.14 suggests that it may be overvalued relative to its earnings.
  • In 2026, Samsara reported a net income loss of $9.117 million, indicating ongoing profitability challenges.
  • Operating margin has been negative for the past three years, with a -3.25% margin in 2026.

Fundamentals

Market cap$24.14BEnterprise value$23.38BTrailing P/E294.43Forward P/E43.48
PEG—Price / book15.06Beta1.35Dividend yield0.00%
Revenue growth29.9%Earnings growth—Gross margin76.4%Operating margin1.0%
Profit margin4.9%ROE6.4%ROA0.5%Debt / equity0.04
Current ratio1.63Free cash flow$260.46MAnalyst recommendationbuyMean target$52.07
52w high$47.4752w low$23.38

Quarterly

2026-Q32026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$508M$479M$444M$416M$391M—
Op margin1.0%1.5%2.0%-0.4%-6.8%—
Net income$16.2M$44.5M$22.0M$7.8M-$16.8M—
Gross margin77.2%75.4%76.2%76.7%76.9%—
Gross profit$393M$361M$338M$319M$301M—
Operating income$4.9M$7.2M$9.0M-$1.7M-$26.6M—
  • Revenue +6% vs prior quarter ($508M vs $479M).
  • Gross margin 77.2% (was 75.4% prior quarter).

Yearly (6y)

20262025202420232022
Revenue$1.6B$1.2B$937M$653M—
Op margin-3.2%-14.8%-26.7%-39.6%—
Net income-$9.1M-$155M-$287M-$247M—
Gross margin76.7%76.1%73.6%72.0%—
Gross profit$1.2B$951M$690M$470M—
Operating income-$52.6M-$185M-$250M-$258M—
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

IOT · daily+7.7% over 13 sessions
Close EMA21 EMA50 EMA200
36.0138.1640.3042.4544.602026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
-$17M$115M$246M$377M$508M-7%35%77%2025-Q32025-Q42026-Q12026-Q22026-Q3