Samsara Inc. (IOT)

US — Technology Sector
Peers: VRSN  AFRM  CHKP  CYBR  TOST  FIG  TTD  PTC  NTNX  GDDY 

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Key Metrics & Ratings

  • symbol IOT
  • Rev/Share 2.6601
  • Book/Share 2.28
  • PB 11.5834
  • Debt/Equity 0.058
  • CurrentRatio 1.56
  • ROIC -0.0518

 

  • MktCap 15046763440.0
  • FreeCF/Share 0.3398
  • PFCF 77.4644
  • PE -356.4301
  • Debt/Assets 0.0327
  • DivYield 0
  • ROE -0.0359

 

  • Rating C-
  • Score 1
  • Recommendation Strong Sell
  • P/E Score 1
  • DCF Score 1
  • P/B Score 1
  • D/E Score 4

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Upgrade IOT BNP Paribas Exane Neutral Outperform -- $40 Jan. 15, 2026
Initiation IOT BTIG Research -- Buy -- $88 Dec. 17, 2025
Initiation IOT KeyBanc Capital Markets -- Overweight -- $55 Dec. 10, 2025
Reiterated IOT BMO Capital Markets -- Outperform $47 $50 Dec. 5, 2025
Upgrade IOT Evercore ISI In-line Outperform -- $50 Oct. 1, 2025
Upgrade IOT Craig Hallum Hold Buy $42 $48 Sept. 5, 2025
Reiterated IOT BMO Capital Markets -- Outperform $54 $47 Sept. 5, 2025
Reiterated IOT BMO Capital Markets -- Outperform $48 $54 June 2, 2025
Upgrade IOT BMO Capital Markets Market Perform Outperform -- $48 March 10, 2025
Upgrade IOT Piper Sandler Neutral Overweight -- $50 March 10, 2025

News

Samsara Deepens Investment in Canada With Local Data Residency, Domestic Fulfillment, and Continued Market Growth
IOT
Published: February 03, 2026 by: Business Wire
Sentiment: Neutral

TORONTO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced a significant expansion of its Canadian operations, underscoring sustained customer momentum and a long-term, in-region commitment to data localization, domestic logistics, and local investment. The expansion comes as Samsara's AI-powered operations platform continues to scale globally, with more than 15% of the company's net new annual contract value coming from it.

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image for news Samsara Deepens Investment in Canada With Local Data Residency, Domestic Fulfillment, and Continued Market Growth
Samsara Inc. (IOT) Stock Slides as Market Rises: Facts to Know Before You Trade
IOT
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Negative

In the closing of the recent trading day, Samsara Inc. (IOT) stood at $26.41, denoting a -5.85% move from the preceding trading day.

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image for news Samsara Inc. (IOT) Stock Slides as Market Rises: Facts to Know Before You Trade
Samsara to Announce Fourth Quarter and Fiscal Year 2026 Financial Results on March 5, 2026
IOT
Published: February 02, 2026 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it will release its financial results for the fourth quarter of fiscal year 2026, which ended January 31, 2026, after the U.S. market closes on Thursday, March 5, 2026. Samsara will host a live webcast that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Event: Samsara's Fourth Quarter and Fiscal Year 2026 Financial Results Date:.

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image for news Samsara to Announce Fourth Quarter and Fiscal Year 2026 Financial Results on March 5, 2026
5 Growth Stocks to Buy in January for a Stronger Portfolio
CIEN, IOT, KGC, MDB, MU
Published: January 15, 2026 by: Zacks Investment Research
Sentiment: Positive

MU, MDB, IOT, CIEN and KGC lead a January growth stock list as strong earnings outlooks and AI demand set the tone for 2026.

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image for news 5 Growth Stocks to Buy in January for a Stronger Portfolio
Samsara Is Forming a Triple Bottom—Time to Buy?
IOT
Published: January 14, 2026 by: MarketBeat
Sentiment: Neutral

Shares of Samsara Inc NYSE: IOT are starting 2026 at a familiar and increasingly important level. The Internet of Things (IoT) tech stock has once again found support around the $32 mark after a steep fall.

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image for news Samsara Is Forming a Triple Bottom—Time to Buy?
Samsara Inc. (IOT) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
IOT
Published: January 14, 2026 by: Zacks Investment Research
Sentiment: Positive

Samsara Inc. (IOT) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

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image for news Samsara Inc. (IOT) Could Find a Support Soon, Here's Why You Should Buy the Stock Now
Long-Term Bullish Signal Hasn't Failed Samsara Stock
IOT
Published: January 13, 2026 by: Schaeffers Research
Sentiment: Positive

Industrial Internet of Things (IIoT) platform Samsara Inc (NYSE:IOT) is up 0.4% to trade at $33.60 at last check, but carries a 23% year-over-year deficit.

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image for news Long-Term Bullish Signal Hasn't Failed Samsara Stock
5 Momentum Stocks to Buy for January After a Mixed December
CIEN, CNM, HOOD, IOT, MDB
Published: January 07, 2026 by: Zacks Investment Research
Sentiment: Positive

January momentum looks intact as HOOD, MDB, IOT, CIEN and CNM stand out after December's mixed finish.

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image for news 5 Momentum Stocks to Buy for January After a Mixed December
January Effect 2026: 4 Beaten-Down Stocks Poised for a Strong Rebound
GLBE, GTLB, IOT, NCNO
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Positive

January Effect 2026 spotlights GitLab, nCino, Samsara, and Global-e Online as beaten-down stocks eye AI-driven rebounds after a volatile 2025.

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image for news January Effect 2026: 4 Beaten-Down Stocks Poised for a Strong Rebound
Wall Street Analysts Predict a 25.71% Upside in Samsara Inc. (IOT): Here's What You Should Know
IOT
Published: December 17, 2025 by: Zacks Investment Research
Sentiment: Positive

The consensus price target hints at a 25.7% upside potential for Samsara Inc. (IOT). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.

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image for news Wall Street Analysts Predict a 25.71% Upside in Samsara Inc. (IOT): Here's What You Should Know
Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage
IOT
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Positive

Samsara (IOT) is a Strong Buy, supported by robust ARR growth, expanding margins, and exceptional product stickiness in a massive, underpenetrated TAM. IOT consistently outperforms conservative guidance, with EPS growth expected to outpace revenue at 40%+ CAGR, making forward valuation highly attractive. Elite LTV/CAC ratio above 8 and multi-product adoption drive durable customer retention, supporting compounding EPS and potential multiple expansion.

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image for news Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage
Can Samsara Inc. (IOT) Run Higher on Rising Earnings Estimates?
IOT
Published: December 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Samsara Inc. (IOT) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

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image for news Can Samsara Inc. (IOT) Run Higher on Rising Earnings Estimates?
Samsara: Record ARR, Strong Margins, And AI Potential, $65 In Play
IOT
Published: December 10, 2025 by: Seeking Alpha
Sentiment: Positive

Samsara earns a reiterated "Buy" rating, driven by robust growth and strong Q3 results, despite recent volatility. IOT posted Q3 revenue of $416 million (+29% YoY), with record enterprise customer additions and net new ARR up 19% YoY. Non-GAAP gross margin improved to 78%, net retention rate held at 115%, and new products fueled 20% of net new annual contract revenue.

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image for news Samsara: Record ARR, Strong Margins, And AI Potential, $65 In Play
Samsara Expands Aviation Industry Success as Swissport Achieves Strong Safety and Efficiency Results
IOT
Published: December 10, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced new impactful results with Swissport, the global leader in airport ground operations, air cargo services, and airport hospitality. To establish an even higher standard for operations in the high-stakes aviation ground handling industry, Swissport North America leveraged Samsara's AI-powered platform and achieved impressive results, including a 60% reduction in.

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image for news Samsara Expands Aviation Industry Success as Swissport Achieves Strong Safety and Efficiency Results
Samsara Inc. (IOT) Suffers a Larger Drop Than the General Market: Key Insights
IOT
Published: November 17, 2025 by: Zacks Investment Research
Sentiment: Negative

In the most recent trading session, Samsara Inc. (IOT) closed at $36.45, indicating a -3.6% shift from the previous trading day.

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image for news Samsara Inc. (IOT) Suffers a Larger Drop Than the General Market: Key Insights
Samsara Earns ISO 42001 Certification, Reinforces Commitment to Responsible AI
IOT
Published: October 21, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it has obtained the prestigious ISO 42001 certification for Artificial Intelligence Management Systems. Samsara is one of the first 100 organizations globally to receive this certification. This globally recognized standard affirms Samsara's commitment to the responsible, secure, and ethical development and deployment of AI technologies. ISO 42001 is the world.

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image for news Samsara Earns ISO 42001 Certification, Reinforces Commitment to Responsible AI
Samsara: Long-Term Growth Story De-Risked
IOT
Published: September 30, 2025 by: Seeking Alpha
Sentiment: Positive

Samsara (IOT) remains a Buy, with upmarket traction, new product validation, and a growing AI-driven moat supporting long-term growth. IOT's enterprise push is driving record million-dollar ARR customer additions, with strategic wins and a sustainable, high-touch sales model. New Asset Tag product and platform expansion create network effects and high switching costs, strengthening IOT's competitive position.

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image for news Samsara: Long-Term Growth Story De-Risked
Samsara Named Most Trusted Brand in Fleet Management Technology
IOT
Published: September 17, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it has been recognized as the most trusted brand in fleet management technology, ranking No. 1 in support and customer service. The recognition comes as a new study shows that 85% of fleet managers prioritize support and customer service when choosing a technology provider. The study also revealed that 83% of respondents that use Samsara are highly satisfied with the company's.

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image for news Samsara Named Most Trusted Brand in Fleet Management Technology
Samsara Announces Inaugural “Samsara Verified Safest Drivers” List, Honoring Global Top Performers
IOT
Published: September 15, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the inaugural Samsara Verified Safest Drivers list. The new program honors a select group of its customers' drivers with exceptional safety records, celebrating a commitment to safety and operational excellence in a variety of industries, including transportation, construction, field services, and the public sector. Each driver has traveled thousands of miles.

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image for news Samsara Announces Inaugural “Samsara Verified Safest Drivers” List, Honoring Global Top Performers
Samsara Stock Soars on 'Internet of Things' Firm's Results, Outlook
IOT
Published: September 05, 2025 by: Investopedia
Sentiment: Positive

Shares of Samsara (IOT) surged more than 15% Friday, a day after the "internet of things" platform company reported better-than-expected results and boosted its guidance as its base of big customers grew.

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image for news Samsara Stock Soars on 'Internet of Things' Firm's Results, Outlook
Samsara's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
IOT
Published: September 05, 2025 by: Zacks Investment Research
Sentiment: Positive

IOT's Q2 earnings beat estimates with strong revenues and ARR growth, boosted by new high-value customers and margin expansion.

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image for news Samsara's Q2 Earnings Surpass Expectations, Revenues Rise Y/Y
Samsara Set to Report Q2 Earnings: What's in Store for the Stock?
IOT
Published: September 01, 2025 by: Zacks Investment Research
Sentiment: Positive

IOT gears up for Q2 earnings with projected revenue growth, strong AI adoption, and OEM partnerships driving momentum.

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image for news Samsara Set to Report Q2 Earnings: What's in Store for the Stock?
Samsara: A Cautious Buy Helping Companies Escape Inefficiency
IOT
Published: August 27, 2025 by: Seeking Alpha
Sentiment: Positive

Samsara stands out among AI companies by delivering clear, quantifiable ROI for customers, with strong fundamentals like rising revenue, low debt, and solid cash reserves. Despite a high P/E ratio, Samsara's rapid growth and consistent earnings beats make it attractive, especially near its current $30-$40 price range. Risks include potential overvaluation and a broader AI bubble, but Samsara's proven value proposition positions it as a likely survivor if the bubble bursts.

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image for news Samsara: A Cautious Buy Helping Companies Escape Inefficiency
Samsara Launches Pre-Delivery Installation Program to Streamline Fleet Technology Deployment
IOT
Published: August 26, 2025 by: Business Wire
Sentiment: Neutral

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of a new Pre-Delivery Installation program. This initiative enables the installation of Samsara's devices prior to delivery through the original equipment manufacturer (OEM) Daimler Truck North America LLC, or the aftermarket upfitter Fontaine Modification. Now, fleet customers can receive new trucks with telematics and cameras pre-installed and ready to use fr.

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image for news Samsara Launches Pre-Delivery Installation Program to Streamline Fleet Technology Deployment
HERE Technologies and Samsara partner to deliver mapping and geolocation capabilities for fleets and logistics operations
IOT
Published: August 19, 2025 by: GlobeNewsWire
Sentiment: Neutral

SAN FRANCISCO & CHICAGO – HERE Technologies, the leading location data and technology platform, today announced it has partnered with Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, to deliver HERE mapping and geolocation services within Samsara's Platform. The Samsara Platform helps to improve the safety, efficiency and sustainability of physical operations.

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image for news HERE Technologies and Samsara partner to deliver mapping and geolocation capabilities for fleets and logistics operations
Vp Brandon Hire Station Cuts Accident Costs by 40% with Samsara
IOT
Published: July 31, 2025 by: Business Wire
Sentiment: Neutral

LONDON--(BUSINESS WIRE)--Vp Brandon Hire Station, the UK's leading tool and equipment hire specialist, has reduced accident-related costs by 40%, saving £192,000 annually, after adopting AI-powered solutions from Samsara, the pioneer of the Connected Operations® Platform. Before using Samsara, the company – which operates a 500-vehicle fleet across 125 UK locations – was rapidly scaling, but struggling to build on existing safety initiatives. A lack of visibility, insight and operational struct.

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image for news Vp Brandon Hire Station Cuts Accident Costs by 40% with Samsara
Bet on 5 Top-Ranked Stocks With Rising P/E
G, IOT, KGS, OMC, PTON
Published: July 31, 2025 by: Zacks Investment Research
Sentiment: Positive

Tap five stocks with increasing P/E ratios to try out an out-of-the-box approach. These stocks include Peloton Interactive, Genpact, Samsara Inc., Kodiak Gas Services Inc. and Omnicom Group.

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image for news Bet on 5 Top-Ranked Stocks With Rising P/E
Samsara Inc. (IOT) Declines More Than Market: Some Information for Investors
IOT
Published: July 29, 2025 by: Zacks Investment Research
Sentiment: Neutral

Samsara Inc. (IOT) closed at $39.24 in the latest trading session, marking a -1.06% move from the prior day.

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image for news Samsara Inc. (IOT) Declines More Than Market: Some Information for Investors
Samsara Inc. (IOT) Upgraded to Strong Buy: Here's What You Should Know
IOT
Published: July 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Samsara Inc. (IOT) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

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image for news Samsara Inc. (IOT) Upgraded to Strong Buy: Here's What You Should Know
Samsara: Product, Strategy, And The Business Environment Are Pointing In A Positive Direction
IOT
Published: July 17, 2025 by: Seeking Alpha
Sentiment: Positive

Samsara's valuation has compressed, profitability improved, and growth expectations are now more reasonable, making shares attractive for long-term investors. Recent product launches and the One Big Beautiful Bill act should accelerate customer adoption and drive sustained revenue growth above consensus estimates. The business model is showing strong margin expansion and cash flow improvements, with new enterprise features enhancing competitive differentiation.

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image for news Samsara: Product, Strategy, And The Business Environment Are Pointing In A Positive Direction

About Samsara Inc. (IOT)

  • IPO Date 2021-12-15
  • Website https://www.samsara.com
  • Industry Software - Infrastructure
  • CEO Sanjit Biswas
  • Employees 3500

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.