Samsara Dirección
Dirección controles de criterios 4/4
El CEO de Samsara es Sanjit Biswas , nombrado en Feb 2015, tiene una permanencia de 11.33 años. compensación anual total es $18.18M, compuesta por 0.3% salario y 99.7% primas, incluidas acciones y opciones de la empresa. posee directamente un 16.49% de las acciones de la empresa, por valor de $3.04B. La antigüedad media del equipo directivo y de la junta directiva es de 5.1 años y 5.1 años, respectivamente.
Información clave
Sanjit Biswas
Chief Executive Officer (CEO)
US$18.2m
Compensación total
| Porcentaje del salario del CEO | 0.27% |
| Permanencia del CEO | 11.3yrs |
| Participación del CEO | 16.5% |
| Permanencia media de la dirección | 5.1yrs |
| Promedio de permanencia en la Junta Directiva | 5.1yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización de narrativa • Jun 10
IOT: Recurring Revenue And AI Demand Will Support Future Upside
Analysts modestly lowered the long term fair value estimate for Samsara to $53.00, while still raising near term price targets toward the low $40s, citing Q1 earnings strength, raised guidance, and solid annualized recurring revenue growth supported by broad customer momentum. Analyst Commentary Bullish analysts recently lifted near term price targets for Samsara into the low US$40s, framing the Q1 report and guidance update as supportive of a higher valuation, even as long term fair value estimates eased slightly.Seeking Alpha • Jun 05
Samsara: A Big Bull Run Just Got More Fuel, But Zero Reaction
Summary Samsara Inc. is evolving into a critical AI-driven connected operations platform for the physical economy, bridging SaaS with real-world asset optimization. Fiscal Q1 2027 delivered 31% revenue growth to $478.8M, 30% ARR growth, and notable margin expansion, supporting a premium valuation. IOT's aggressive cross-selling, AI product launches, and enterprise customer growth underpin robust recurring revenue and expanding profitability. We recommend waiting for a pullback in IOT stock toward $30, but strong execution and structural demand indicate long-term upside potential. Read the full article on Seeking AlphaActualización de narrativa • May 27
IOT: Recurring Revenue And AI Data Platform Will Support Future Upside
Analysts trimmed the fair value estimate for Samsara to $55.46 from $59.16, reflecting a moderation in revenue growth assumptions, higher margin expectations, and a lower future P/E multiple after a mix of higher and lower Street price targets clustered around strong recent results and recurring revenue trends. Analyst Commentary Street research around Samsara points to generally constructive sentiment, with several bullish analysts raising price targets after recent results and updated guidance.
Nueva narrativa • May 11
Samsara’s 30% ARR Growth Could Drive 70%+ Upside
Samsara is a pioneering IoT platform company focused on connecting data from physical operations such as transportation, construction, and logistics. In fiscal year 2026 (ending January 2026), Samsara’s annual recurring revenue (ARR) reached $1.89 billion, growing 30% year-over-year.
Actualización de narrativa • Apr 28
IOT: Future Returns Will Reflect AI Safety Data In Connected Fleets
The analyst price target for Samsara has been refined modestly, reflecting a mix of recent target hikes and cuts that reference strong ARR growth, expanding relationships with larger customers, and views of the company as a potential AI beneficiary, while some firms reset expectations after earlier target reductions. Analyst Commentary Recent research on Samsara reflects a generally constructive tone on growth and execution, with some pullbacks in price targets as valuation expectations reset.
Actualización de narrativa • Apr 14
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.Actualización de narrativa • Mar 30
IOT: Future Returns Will Reflect AI Safety Data Moat In Connected Fleets
Analysts made a modest upward revision to the Samsara price target to around $44, reflecting a mix of higher targets from several firms and lower targets from others. The underlying rationale centers on strong recurring revenue trends, large enterprise customer traction, and confidence in the durability of its software growth profile.Actualización de narrativa • Mar 16
IOT: Future Returns Will Reflect AI Safety Data Moat In Fleet Operations
Analysts have adjusted the Samsara fair value estimate down from $48.93 to $44.17, reflecting a mix of higher and lower Street price targets as they weigh strong recurring revenue trends, large customer momentum, and AI-related opportunities against updated growth and margin assumptions. Analyst Commentary Street research around Samsara reflects a blend of optimism on growth execution and recurring revenue, alongside some valuation and competitive caution that has led to mixed price target revisions.Actualización de narrativa • Mar 02
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.Actualización de narrativa • Feb 16
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.Actualización de narrativa • Feb 02
IOT: Future Returns Will Reflect Expanding Safety And Compliance Outcomes In Fleet Operations
Analysts have trimmed their price target for Samsara to about $48.93, citing updated assumptions around modestly lower profit margin expectations, a slightly adjusted discount rate, and a very large future P/E multiple in their models. What's in the News Samsara highlighted growing use of its platform across the Food and Beverage industry, with customers using Fleet Telematics, AI Dash Cams, Asset Tracking, and Workflows to support safety, cold chain compliance, operational efficiency, and driver retention.Actualización de narrativa • Jan 19
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).Artículo de análisis • Jan 10
Samsara Inc.'s (NYSE:IOT) Popularity With Investors Under Threat As Stock Sinks 25%
Samsara Inc. ( NYSE:IOT ) shareholders won't be pleased to see that the share price has had a very rough month...Actualización de narrativa • Jan 05
IOT: Future Returns Will Reflect Expanding Connected Fleet Safety And Compliance Adoption
Analysts have maintained their fair value estimate for Samsara at approximately US$50.36 per share, making only minor adjustments to discount rate, revenue growth, profit margin, and long-term P/E assumptions. This reflects fine-tuning of their models rather than a significant change in outlook.Actualización de narrativa • Dec 20
IOT: Future Returns Will Reflect Expanding Connected Operations Platform Adoption
Analysts have nudged their price target for Samsara higher to approximately $50.36 from about $49.72, citing slightly lower perceived risk and more favorable long term valuation assumptions, despite moderating growth and margin expectations. What's in the News Samsara issued fourth quarter and full fiscal year 2026 guidance, targeting revenue of $421 million to $423 million for Q4 (22 percent year over year growth) and $1.595 billion to $1.597 billion for the year (28 percent year over year growth) (company guidance).Actualización de narrativa • Dec 06
IOT: Future Returns Will Balance ARR Momentum And Rising Competition Risk
Analysts have nudged their price target on Samsara higher by about $1.50 to roughly $49.70, citing faster net new ARR growth, offset by rising competitive risks following a recent patent ruling. Analyst Commentary Recent research suggests that sentiment on Samsara is balanced, with higher upside scenarios tied to sustained acceleration in net new ARR and downside risk linked to intensifying competition in AI driven fleet and operations software.Actualización de narrativa • Sep 19
AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets
Samsara's price target was revised upward as bullish analysts cited strong Net New ARR momentum, improved enterprise traction, robust recurring revenue growth, and expanding margins, while bears pointed to rising competition and macro risks; as a result, the consensus fair value increased slightly from $47.45 to $48.20. Analyst Commentary Bullish analysts highlight strong acceleration in Net New ARR, notably outperforming expectations with improved momentum in large enterprise accounts and resulting upward revision of revenue and free cash flow guidance.Actualización de narrativa • Sep 04
AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets
Despite ongoing digitization and innovation supporting Samsara’s long-term outlook, near-term headwinds from elongated deal cycles and macroeconomic uncertainty, along with concentrated exposure to GDP-sensitive sectors, have led analysts to maintain the consensus price target unchanged at $47.45. Analyst Commentary Ongoing digitization of physical operations and a strong pace of innovation are seen as long-term growth drivers, but near-term demand is impacted by elongating deal cycles and macroeconomic uncertainty.Seeking Alpha • Apr 22
Samsara's AI Brain Is Its Real Moat For Future Growth
Summary Samsara's unique AI and data platform, combined with advanced IoT devices, provides significant competitive advantages and operational efficiency for customers in physical operations sectors. . The company demonstrated strong fiscal 2025 results with 32% ARR growth, 25% revenue growth, and improved margins, indicating a healthy and profitable business model. . Despite trading at high multiples, Samsara's robust growth, competitive moat, and large market potential justify its valuation and support a target price of $50. . Key risks include high stock multiples, competitive pressures, growth sustainability, supply chain dependencies, and potential security breaches, but the competitive advantage outweighs these risks. Read the full article on Seeking Alpha
Nueva narrativa • Mar 19
AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets
Strong growth in recurring revenue and large enterprise customer acquisition signals future expansion opportunities and increased market share.Seeking Alpha • Mar 14
Samsara: From Explosive Growth To Growing Pains
Summary Samsara excels in AI-powered IoT solutions for fleet management, showing strong revenue growth, high ARR, and expanding gross margins. The firm’s FCF margin expanded significantly in Q4, but high SBC expenses and a lack of GAAP profitability raise concerns about efficient capital use and valuation. Key risks include potential revenue growth slowdown and challenges in upselling to existing customers, which could impact future ARR and net revenue retention. Despite strong financials and market position, Samsara's high valuation and growth uncertainties lead to a hold rating until GAAP profitability and SBC discipline improve. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| May 02 2026 | n/a | n/a | US$58m |
| Jan 31 2026 | US$18m | US$50k | -US$9m |
| Nov 01 2025 | n/a | n/a | -US$42m |
| Aug 02 2025 | n/a | n/a | -US$88m |
| May 03 2025 | n/a | n/a | -US$121m |
| Feb 01 2025 | US$20m | US$50k | -US$155m |
| Nov 02 2024 | n/a | n/a | -US$257m |
| Aug 03 2024 | n/a | n/a | -US$265m |
| May 04 2024 | n/a | n/a | -US$275m |
| Feb 03 2024 | US$18m | US$51k | -US$287m |
| Oct 28 2023 | n/a | n/a | -US$227m |
| Jul 29 2023 | n/a | n/a | -US$240m |
| Apr 29 2023 | n/a | n/a | -US$244m |
| Jan 28 2023 | US$10m | US$52k | -US$247m |
| Oct 29 2022 | n/a | n/a | -US$447m |
| Jul 30 2022 | n/a | n/a | -US$420m |
| Apr 30 2022 | n/a | n/a | -US$388m |
| Jan 29 2022 | US$1m | US$448k | -US$355m |
| Oct 30 2021 | n/a | n/a | -US$138m |
| Jan 30 2021 | US$30m | US$270k | -US$220m |
Compensación vs. Mercado: La compensación total ($USD18.18M) de Sanjit está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.67M).
Compensación vs. Ingresos: La compensación de Sanjit ha sido consistente con los resultados de la empresa en el último año.
CEO
Sanjit Biswas (44 yo)
11.3yrs
Permanencia
US$18,184,645
Compensación
Mr. Sanjit Biswas serves as Chief Executive Officer and Chairman of the Board of Directors at Samsara Inc. since February 2015. He co-founded Samsara Inc. in 2015. Mr. Biswas serves as President of Samsara...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 11.3yrs | US$18.18m | 16.49% $ 3.0b | |
| Co-Founder | 11.3yrs | US$5.52m | 16.33% $ 3.0b | |
| Executive VP & CFO | 6.5yrs | US$10.23m | 0.18% $ 33.7m | |
| Executive VP | no data | US$5.64m | 0.10% $ 18.7m | |
| Chief Operating Officer | less than a year | sin datos | sin datos | |
| Chief Accounting Officer | 1yr | sin datos | 0% $ 0 | |
| Chief Information Officer | 5.1yrs | sin datos | sin datos | |
| Vice President of Corporate Development & Investor Relations | 5.4yrs | sin datos | sin datos | |
| Chief Marketing Officer | 1.8yrs | sin datos | sin datos | |
| Executive VP and CTO of Hardware & Operations | 5.4yrs | sin datos | sin datos | |
| Chief Information Security Officer | 4.3yrs | sin datos | sin datos | |
| Chief Revenue Officer | 1.4yrs | sin datos | sin datos |
5.1yrs
Permanencia media
45yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de IOT es experimentado (5.1 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Co-Founder | 11.3yrs | US$18.18m | 16.49% $ 3.0b | |
| Co-Founder | 11.3yrs | US$5.52m | 16.33% $ 3.0b | |
| Non-Employee Independent Director | 11.1yrs | sin datos | 0.39% $ 71.3m | |
| Non-Employee Independent Director | 5yrs | US$306.74k | 0.040% $ 7.3m | |
| Non-Employee Independent Director | 5.3yrs | US$304.99k | 0.036% $ 6.7m | |
| Independent Director | 2.8yrs | US$301.39k | 0.0039% $ 708.9k | |
| Non-Employee Independent Director | 5.6yrs | US$306.99k | 0.077% $ 14.1m | |
| Lead Independent Director | 5.8yrs | US$331.39k | 0.053% $ 9.8m | |
| Independent Director | 1.8yrs | US$522.51k | 0.0016% $ 296.5k | |
| Member of North America Customer Advisory Board | 1yr | sin datos | sin datos | |
| Member of North America Customer Advisory Board | 1yr | sin datos | sin datos | |
| Member of North America Customer Advisory Board | 1yr | sin datos | sin datos |
5.1yrs
Permanencia media
58yo
Promedio de edad
Junta con experiencia: La junta directiva de IOT se considera experimentada (5.1 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/06/18 15:49 |
| Precio de las acciones al final del día | 2026/06/18 00:00 |
| Beneficios | 2026/05/02 |
| Ingresos anuales | 2026/01/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también contamos con guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Samsara Inc. está cubierta por 24 analistas. 22 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Elisha Simonetti | Arete Research Services LLP |
| Nay Soe Naing | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |