IOT Samsara Inc.
USTechnologyAs of 2026-10-08
Why IOT matters now
Samsara Inc. (IOT) is a US stock in Technology. The latest InvestLog snapshot shows $41.19 with +1.68% on the session and $23.77B in market capitalization; recent performance reads 1-month +2.92% and YTD -10.61%.
The latest financial table shown here is Q1 2027, with revenue of $478.8M, net income of $44.5M, and EPS of $0.08. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 1.3%.
InvestLog's latest related AI research is a Rating Change note titled "Jefferies initiates coverage of IOT with Buy". The latest indexable market news headline is "Samsara positioned for growth as AI expands value of proprietary data, Jefferies says" from Proactive Investors.
Additional event context on this page matters because analyst consensus is Buy with a median target of $41.00; recent insider activity includes Bicket John filing C-Conversion. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
—
PEG
—
P/B
12.23
P/S
10.57
EV/EBITDA
186.60
DCF Value
$24.72
FCF Yield
1.3%
Div Yield
0.0%
Margins & Returns
Gross Margin
76.2%
Operating Margin
-0.7%
Net Margin
3.3%
ROE
4.2%
ROA
2.2%
ROIC
-0.6%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2027 | $478.8M | $44.5M | $0.08 |
| Q4 2026 | $444.3M | $22.0M | $0.04 |
| FY 2026 | $1.62B | $-9.1M | $-0.02 |
| Q3 2026 | $416.0M | $7.8M | $0.01 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$40.33
Target (Median)
$41.00
Target Range
$30.00 - $48.00
Trading Activity
Insider Trades
Related AI Research
Jefferies initiates coverage of IOT with BuyJefferies 首次覆盖 IOT，初始评级 买入（Buy）
On 2026-10-04, Jefferies initiated coverage of IOT with a Buy rating.Jefferies 于 2026-10-04 首次覆盖 IOT，初始评级为 买入（Buy）。
Bicket John sells $10.0M of IOTBicket John 内部减持 IOT $10.0M
Bicket John (Director, Officer, 10% Owner, SEE REMARKS) sold 263,900 shares of Samsara Inc. (IOT) from 2026-09-29 to 2026-10-01, at an average price of $38.03, for approximately $10.0M.Bicket John（Director, Officer, 10% Owner, SEE REMARKS）于 2026-09-29 至 2026-10-01 卖出 Samsara Inc.（IOT）263,900 股，平均价格 $38.03，合计约 $10.0M。该交易于 2026-10-01 通过 SEC 原始 Form 4 披露。
Biswas Sanjit sells $10.0M of IOTBiswas Sanjit 内部减持 IOT $10.0M
Biswas Sanjit (Director, Officer, 10% Owner, CHIEF EXECUTIVE OFFICER) sold 263,900 shares of Samsara Inc. (IOT) from 2026-09-29 to 2026-10-01, at an average price of $38.03, for approximately $10.0M.Biswas Sanjit（Director, Officer, 10% Owner, CHIEF EXECUTIVE OFFICER）于 2026-09-29 至 2026-10-01 卖出 Samsara Inc.（IOT）263,900 股，平均价格 $38.03，合计约 $10.0M。该交易于 2026-10-01 通过 SEC 原始 Form 4 披露。
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Latest News
Company Info
Sector
Technology
Industry
Software - Infrastructure
Country
US
Exchange
—
Beta
1.34
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. Additionally, the cloud offers a suite of applications covering critical operational areas such as video-based safety protocols, vehicle fleet telematics, driver application and workflow tools, equipment performance monitoring, and enhanced site visibility. The company caters to a diverse array of sectors, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and the food and beverage industry. Established in 2015, Samsara maintains its headquarters in San Francisco, California.