Samsara Inc. is a San Francisco-based technology company that provides IoT-enabled telematics software and operational insights to organizations across North America and Europe. Its Connected Operations Cloud helps businesses in industries such as transportation, construction, energy, utilities, government, and retail improve safety and efficiency. Samsara is publicly traded on the New York Stock Exchange under the ticker symbol IOT.
| Revenue (TTM) | $1.85B |
| Gross Profit (TTM) | $1.41B |
| EBITDA | $31.41M |
| Operating Margin | 0.96% |
| Return on Equity | 6.43% |
| Return on Assets | 0.49% |
| Revenue/Share (TTM) | $3.19 |
| Book Value | $2.74 |
| Price-to-Book | 15.02 |
| Price-to-Sales (TTM) | 12.99 |
| EV/Revenue | 12.61 |
| EV/EBITDA | 473.51 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 29.90% |
| Shares Outstanding | $380.27M |
| Float | $368.31M |
| % Insiders | 3.76% |
| % Institutions | 107.80% |
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SAN FRANCISCO and SCOTTSDALE, Ariz., Oct. 19, 2026 (GLOBE NEWSWIRE) -- Mandl , a new AI company, launched today to rebuild the full engine of commercial insurance from the inside out and, with it, advance economic ambition and abundance.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of Samsara Agent Studio, a no-code AI agent platform designed specifically for physical operations. Adoption on Samsara's platform has accelerated 7x since June as customers expand AI from automating reports and uncovering fuel savings to anticipating compliance risk and reaching drivers through voice. Agents built for knowledge work can wait for a.
Jefferies initiated coverage of connected-operations platform Samsara (NYSE: IOT) with a 'buy' rating and a $50 price target, saying the company is well positioned to gain share in a large, underpenetrated market for physical operations technology. Samsara's platform combines software, proprietary hardware, artificial intelligence, analytics and automation to help businesses reduce liability and improve productivity across physical operations.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that Asplundh, a global leader in vegetation management and infrastructure services, has selected Samsara to increase the safety and efficiency of its North American operations. The partnership spans tens of thousands of vehicles and pieces of specialty equipment across the Asplundh family of companies and includes Samsara AI Dash Cams, Vehicle Gateways, Power.
IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.
IOT pairs 26% fiscal 2027 revenue growth guidance with rising AI adoption and large-customer expansion, even as free cash flow margin faces pressure.
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Samsara NYSE: IOT reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today reported Q2 FY27 results showing that large organizations are increasingly standardizing on Samsara across their vehicles, equipment, sites and frontline workflows. The company crossed $2.1 billion in annual recurring revenue and added 242 $100,000-plus ARR customers and 20 $1 million-plus ARR customers, both quarterly records. Additional highlights include: $2.1 billion in ARR, up.
Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
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