Samsara Q2 Earnings Surpass Estimates, Revenues Rise Y/Y
IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.
Zacks Investment Research9/4/2026Positive
IOT
Samsara IncNYSETECHNOLOGYSOFTWARE - INFRASTRUCTURE
Key Statistics
Market Cap
$23.42B
P/E Ratio
268.00
EPS
$0.15
Beta
1.34
52W High
$47.47
52W Low
$23.38
50-Day MA
$37.63
200-Day MA
$33.65
Dividend Yield
—
Profit Margin
4.90%
Forward P/E
54.64
PEG Ratio
0.00
About Samsara Inc
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.
Fundamentals
| Revenue (TTM) | $1.85B |
| Gross Profit (TTM) | $1.41B |
| EBITDA | $35.11M |
| Operating Margin | 0.96% |
| Return on Equity | 6.43% |
| Return on Assets | 0.49% |
| Revenue/Share (TTM) | $3.19 |
| Book Value | $2.59 |
| Price-to-Book | 14.98 |
| Price-to-Sales (TTM) | 12.68 |
| EV/Revenue | 11.81 |
| EV/EBITDA | 443.38 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 29.90% |
| Shares Outstanding | $372.78M |
| Float | $360.14M |
| % Insiders | 3.87% |
| % Institutions | 109.95% |
Historical Volatility
HV 10-Day
62.06%
HV 20-Day
50.95%
HV 30-Day
59.91%
HV 60-Day
59.92%
HV Rank
42.9%
Volatility is currently expanding
Analyst Ratings
Consensus ($52.48 target)
2
Strong Buy16
Buy6
HoldLatest News
Samsara Q2 Earnings Call Puts AI Growth Against Cash Flow Pressure
IOT pairs 26% fiscal 2027 revenue growth guidance with rising AI adoption and large-customer expansion, even as free cash flow margin faces pressure.
Zacks Investment Research9/4/2026Negative
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Seeking Alpha9/4/2026Neutral
Samsara Q2 Earnings Call Highlights
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.
MarketBeat9/3/2026Positive
Samsara Crosses $2.1 Billion in ARR as Large Enterprises Standardize on Its Platform
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.
Business Wire9/3/2026Neutral
Baron Focused Growth Fund Q2 2026 Portfolio Update
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.
Seeking Alpha9/3/2026Positive
Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
24/7 Wall Street9/2/2026Positive
Samsara Vision Promotes Jason Herod to President and Chief Executive Officer
FAR HILLS, N.J.--(BUSINESS WIRE)-- #AMD--Samsara Vision promoted Jason Herod to President and CEO. Having joined Samsara Vision in 2021, Mr. Herod was most recently Chief Commercial Officer.
Business Wire9/1/2026Neutral
Samsara Set to Report Q2 Earnings: What's in Store for the Stock?
IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.
Zacks Investment Research8/31/2026Positive
The Week Ahead: August Jobs Report Takes Center Stage
Next week brings another wave of key economic data ahead of the Federal Reserve's Sept.
Schaeffers Research8/27/2026Neutral
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Data last updated: 9/7/2026