Samsara Inc.
IOT · Price history
Price at last available close
$42.55
+$4.63 (+12.19%) 1M
2026-10-28
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Company & revenue
About Samsara Inc.
Primary reporting period: 2026-01-31 · Research updated Oct 12, 2026. A research update is not a new financial filing.
Who they are
Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy measures.
How they make money
Samsara generates revenue primarily by selling subscriptions to its Connected Operations Platform, which includes IoT data collection, cellular connectivity, cloud applications, and support. The company prices these subscriptions on a per-asset, per-application basis and recognizes revenue ratably over the contract term, with a smaller portion of revenue derived from hardware sales and professional services.
Products & services
The Connected Operations Platform includes applications for AI video-based safety, telematics, asset tracking, routing, commercial navigation, maintenance, connected training, connected forms, and site visibility.
Brands & revenue mix
The primary brand and platform for Samsara's IoT and data solutions.
Separate brand revenue is not available in this research.Source
Revenue share is not unit sales or a best-seller ranking. Parent brands and included sub-brands can overlap; do not add overlapping rows.
Product / operating segments
Geographic revenue
Customer types
Customer concentration
The company does not disclose specific customer concentration figures in its fiscal 2026 annual report.
Suppliers, materials & equipment
- Contract Manufacturers — The company relies on third-party contract manufacturers to produce its IoT hardware devices; specific supplier names are not disclosed.Source
Strengths
Wall Street Score
Overall investment score · Quality, value, risk and opportunity
41
Weak
View category scores →
Company Quality
How good is the actual business—regardless of today’s stock price?
69
Fair
Financial Strength
64
Business Quality / Moat
100
Management
64
Growth Quality
71
Risk / Durability
15
Uses financial strength, moat, management, growth quality and durability. It excludes share price, P/E, market cap, intrinsic value and margin of safety.
Opportunity
Opportunity Score · How does the current price compare with estimated value?
32
Avoid
Based on current valuation, company quality, recent trends, and available market signals.
View score details →
Model Outlook
12-month model · What does the model think happens next?
46/100
Building Historical Record
Model Score 46/100 — estimates relative performance potential, distinct from the overall Wall Street Score and the separate Company Quality score.
Probability unavailable — the model has not produced a calibrated probability yet.
Click for full breakdown →
WSS View
The quick read
The overall Wall Street Score is low across its combined quality, valuation and risk inputs. This can reflect an expensive share price, business weaknesses, or both; check Company Quality and the category breakdown before drawing a conclusion.
At today’s price, the WSS valuation framework currently reads as less attractive based on the available valuation and market data.
The model outlook is currently cautious.
- •Balance-sheet / debt profile scores strongly
- •Valuation is a weaker part of the current profile
- •Revenue fundamentals are weak
Company-specific research
Questions worth answering for IOT
These questions are generated from this company's current financial and score data so the page adds context instead of treating the headline score as a stand-alone conclusion.
- •Can IOT maintain its current revenue growth rate and improve the amount of that revenue that turns into earnings and cash?
- •Is IOT's positive free cash flow repeatable, or is the current level being helped by temporary working-capital or spending changes?
- •How is IOT likely to use its cash advantage: reinvestment, acquisitions, debt reduction, dividends or buybacks?
- •What future growth or profitability would be needed to justify IOT's current valuation?
Essential Investment Snapshot
Wall Street Score
41
Opportunity Score
32
Market Cap
$24.92B
P/E Ratio
236.0
EPS
$0.16
52-Week High
$47.47
52-Week Low
$23.38
Beta
1.34
Intrinsic Value
$6.22
Analyst Target
$52.50
Shares Outstanding
573.5M
Total Revenue
$1.85B
Total Debt
$69.5M
Dividend
No current dividend
Liquidation Value / Share
$2.79
Momentum & Volatility Signals
Two different market-behavior signals. Momentum measures direction and trend strength. Volatility measures how large and unstable the price moves are, regardless of direction.
Neutral / mixed momentum
Normal movement
A high momentum score means price has been trending upward with confirming short- and medium-term strength. A low score means downward or weakening momentum.
A high volatility score means larger, less stable price swings. It can happen while a stock is rising or falling, so high volatility is not automatically bullish or bearish.
Important: the volatility score above is based on realized price volatility. Implied volatility (IV) comes from options prices and represents the market's expected future movement. Wall Street Score will keep IV separate and will only display it when a verified options-chain feed is available.
Community Sentiment
0 active · 0 total callsNo personal call yet on IOT.
Potential upside factors
- +Growth opportunities may come from revenue expansion, margin improvement, new products, market-share gains, and stronger cash flow.
- +Large-scale data processing capabilities (25 trillion data points in FY26).
- +Unified Connected Operations Platform.
- +Positive free cash flow may provide capacity to invest in growth.
Potential downside factors
- −Key risks may include competition, margin pressure, debt levels, valuation risk, and changes in demand within the Software - Infrastructure industry.
- −Dependence on third-party contract manufacturers.
- −Market competition and rapid technological change.
These research factors come from saved company research and financial data, not community votes. They are starting points to verify against filings, not buy or sell recommendations.
Create a free account to make a call.
Scores
Click any score for full breakdownWas this stock page easy to understand?
One click helps us improve the research experience. This is not tied to an investment decision.
Score Changes
3 historical score records availablePrevious Score
39
Aug 14, 2026
Change
+1.8
points
Current Score
41
Oct 1, 2026
Category Changes
IOT increased 1.8 points because Revenue improved by 8.2 points, Management improved by 8 points, Buffett improved by 2.9 points.
Positive Contributors
- + Revenue improved by 8.2 points
- + Management improved by 8 points
- + Buffett improved by 2.9 points
Projected Score
Projected Score
43
Projected Change
+2.8 points
Preliminary comparable-period financial changes suggest improvement of approximately 2.8 points. This is a projected estimate, not the official WallStreetScore.
Price vs. Value
OvervaluedCurrent Price
$42.56
Model Intrinsic Value
$6.22
Difference
+$36.34
+584.1% vs IV
Margin of Safety
-584.1%
Financial Charts
Revenue
Additional Metrics
Operating Cash Flow
Total Debt
Total Assets
Net Margin %
Free includes 3 annual periods plus available TTM; Premium includes up to 10 annual periods. History depends on available company filings. Swipe the table horizontally to see older periods. A dash means unavailable, not zero.
| Line Item | TTM | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.85B | $1.62B | $1.25B | $937.4M | ···· | ···· | ···· | ···· |
| Cost of Revenue | $436.4M | $376.5M | $298.3M | $247.0M | ···· | ···· | ···· | ···· |
| Gross Profit | $1.41B | $1.24B | $950.9M | $690.4M | ···· | ···· | ···· | ···· |
| Research & Development | $375.9M | $344.6M | $299.7M | $258.6M | ···· | ···· | ···· | ···· |
| SG&A Expenses | $1.02B | $950.1M | $836.3M | $681.7M | ···· | ···· | ···· | ···· |
| Operating Expenses | $1.39B | $1.29B | $1.14B | $940.3M | ···· | ···· | ···· | ···· |
| EBITDA | $132.9M | $25.0M | -$164.4M | -$171.1M | ···· | ···· | ···· | ···· |
| Operating Income | $19.4M | -$52.6M | -$190.0M | -$249.9M | ···· | ···· | ···· | ···· |
| Interest Expense | $0.00 | $0.00 | $0.00 | $0.00 | ···· | ···· | ···· | ···· |
| Income Before Tax | $103.1M | $906K | -$150.4M | -$283.4M | ···· | ···· | ···· | ···· |
| Income Tax Expense | $12.5M | $10.0M | $4.5M | $3.3M | ···· | ···· | ···· | ···· |
| Net Income | $90.6M | -$9.1M | -$154.9M | -$286.7M | ···· | ···· | ···· | ···· |
| Basic EPS | $0.16 | $-0.02 | $-0.28 | $-0.54 | ···· | ···· | ···· | ···· |
| Basic Shares | 584M | 573M | 556M | 535M | ···· | ···· | ···· | ···· |
| Diluted Shares | 590M | 573M | 556M | 535M | ···· | ···· | ···· | ···· |
Earnings Summary
Revenue
$508.4M
Estimate unavailable.
Revenue Beat/Miss
Not available (no estimate stored)
EPS
$0.03
Estimate unavailable.
EPS Beat/Miss
Not available (no estimate stored)
Debt Change
-10.0%
Cash Change
+12.7%
Margin Change
+7.5 pp
Debt and cash show percentage changes versus the comparison period; margin shows the change in percentage points (pp). These are company-wide changes, not per-share amounts.
Financial Changes Since Prior Period
What Improved
- Margins expanded
- Cash position grew
- Debt reduced
Potential Score Impact
Positive indicators included revenue growth, cash levels, debt levels, net income margin. Pressure indicators included EPS growth. These factors may support or pressure the Revenue, Management, Financial, and Debt categories; this summary does not claim that the stored scores changed.
Stored Earnings Analysis
Revenue increased 29.9%. EPS declined 202.0%. Cash increased 12.7%. Total debt declined 10.0%. Net income margin improved by 7.5 percentage points.
Earnings-Call Transcript
Earnings-call transcript analysis is not currently available.
These results may influence future scores when the next evaluation is completed.
Insider Activity
Guru / Smart Money
Guru Score
Smart Money
Number of Gurus
Total Guru Value
Avg Portfolio Weight
Largest Holder
Largest Holder %
New Positions
Increased Positions
Reduced Positions
Exited Positions
Net Guru Sentiment
Short Interest
Dividend History
Dividend data is not available yet. Missing data does not mean this company pays no dividend.
Conservative Projected Values
3 Years
$———.——
5 Years
$———.——
10 Years
$———.——
Conservative Projection Rate
——%
Conservative Projected Values — price projections derived from actual 10-year adjusted historical returns, conservatively adjusted and capped at 8% annually. These are distinct from the Outperformance Model Score and WallStreetScore.
Conservative Projected Values
Premium unlocks the 3-year, 5-year, and 10-year conservative projected values with full calculation breakdowns based on actual historical returns.
Start 7-Day Free TrialHistorical Outperformance Record
Premium includes stored forecasts and any available evaluated results. Completed results, win rates and calibrated probabilities are shown only when supported records exist; access does not create historical outcomes.
Start 7-Day Free TrialHistorical Trends
3 historical recordsHistorical Score Chart
3 of 3 records shownWall Street Score
Debt Score
Revenue Score
Asset Score
Capital Score
Management Score
Moat Score
Valuation Score
Buffett Score
Intrinsic Value
Value Reference
Margin of Safety %
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Rumor Mill · IOT
Corporate developments & opportunities
No reviewed developments match this filter.
Evidence credibility is not a forecast of stock performance. Rumor Mill is separate from the WSS score.
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