Dashboard Portfolios Watchlist Community Discover Screener

Community
/
United States
/
Software

Published

05 Aug 25

Updated

24 Jun 26

Views

92

Not Invested

Fair Value

US$33.04

Share price24 Jun

US$39.0618.2% overvalued intrinsic discount

Loading

1Y10.06%

7D-0.20%

Macroeconomic Pressures Will Slow Progress Yet Spark Resilience

AN

AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published

05 Aug 25

Updated

24 Jun 26

Views

92

Not Invested

Fair ValueUS$33.04

Share priceUS$39.06

18.2% overvalued intrinsic discount

Shared on 24 Jun 26

Fair value Increased 1.45%

IOT: AI Workflow Automation And ARR Strength Will Shape Future Returns

Samsara’s outlook gets a small lift after a strong quarter and higher guidance, with customers still signing on and recurring revenue holding up. But the company keeps spending heavily on growth, and some watchers say expectations are already high—so the next moves may depend on whether new AI-driven products can keep momentum without squeezing profits.

7 viewsusers have viewed this narrative update

Shared on 14 Apr 26

Fair value Increased 8.57%

IOT: AI Safety Workflow Automation Will Shape Future Returns

The updated analyst price target for Samsara moves to an implied fair value of $32.57 from $30.00, as analysts highlight stronger annualized recurring revenue trends, growing traction with larger enterprise customers, and what they view as a solid position to benefit from AI driven workflow automation across a broad customer base. Analyst Commentary Street research around Samsara reflects a mix of optimism on growth metrics and AI positioning alongside more cautious views on valuation and future execution.

11 viewsusers have viewed this narrative update

Shared on 02 Mar 26

Fair value Decreased 14%

IOT: AI Safety Tools And Cautious Sector Sentiment Will Shape Returns

Samsara's analyst fair value has shifted from $35.00 to $30.00 as analysts recalibrate price targets and growth assumptions in light of recent sector research and increased focus on which software names are viewed as clearer AI beneficiaries. Analyst Commentary Recent Street research on Samsara has leaned more cautious, with several bearish analysts trimming price targets and emphasizing the need to reassess how clearly the company fits into the current AI narrative across software.

10 viewsusers have viewed this narrative update

Shared on 16 Feb 26

Fair value Decreased 10%

IOT: Higher Revenue Guidance And AI Safety Tools Will Support Upside

The analyst price target for Samsara has shifted from $39 to $35, as analysts balance updated assumptions for revenue growth, profit margins, and future P/E with recent mixed Street research that includes both lowered targets and a fresh bullish initiation. Analyst Commentary The recent shift in the consensus price target to $35 sits against a backdrop of mixed Street commentary, with several bearish analysts trimming their targets while one major firm has started coverage with a bullish stance.

7 viewsusers have viewed this narrative update

Shared on 19 Jan 26

Fair value Increased 2.63%

IOT: Higher Revenue Guidance And New Safety Tools Will Support Upside

Analysts have nudged their fair value estimate for Samsara up from US$38.00 to US$39.00, tying this shift to small tweaks in the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Samsara issued earnings guidance for the fourth quarter of fiscal 2026, with expected total revenue of US$421 million to US$423 million and year on year revenue growth of 22% (Corporate guidance).

5 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$33.04

vs US$39.0618.2% overvalued intrinsic discount

19%

Revenue growth

8.9%

Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on Samsara

Fair value estimate changes
Narrative and analyst updates
Key company announcements

Company analysis

Flawless balance sheet with reasonable growth potential.

Market capUS$23.8b

PB15.1x

Estimated Growth17.9%

Dividend YieldN/A

CEO & management

Sanjit Biswas

CEO

5.3yrs

CEO Tenure

Provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Make Better Investing Decisions Anywhere

Scan to download

Open AppStore Open Google Play

Chrome Web Store

Level 5, 320 Pitt Street, Sydney

Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.

View Data Sources

Markets

US: NYSE & NASDAQ
UK: FTSE
Australia: ASX
India: NIFTY
Canada: TSX
South Africa: JSE
Japan: NIKKEI
South Korea: KOSPI
Germany: DAX

Investing Ideas

Undervalued Companies
Dividend Powerhouses
Insider Buying
Nuclear Energy
Autonomous Vehicles
Artificial Intelligence
Crypto and Blockchain
Cybersecurity
More ideas

Stock Communities

AstraZeneca
HSBC Holdings
Shell
Unilever
Diageo
Rio Tinto Group
RELX
BP
Barclays

Features & Tools

Portfolio Tracker
Stock Screener & Alerts
Narratives & Fair Values
Dividend Calculator

News & Discovery

Latest Stock News
Global Market Insights
The Foxhole
Investing Ideas
Community Narratives
What's New

Simply Wall St

Plans & Pricing
Advertising
About Us
Contact Us
Careers

Help Center
Learn Stock Investing
Affiliate Program
Business & Enterprise
Charlie AI

Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206

Terms and Conditions
Privacy Policy
AI Terms
Financial Services Guide