Samsara (IOT) Aperçu de l'action
Samsara Inc. fournit des solutions pour connecter les données des opérations physiques à sa plateforme d'opérations connectées aux États-Unis et à l'international. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
IOT Community Fair Values
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Analyst Price Targets
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Samsara Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$33.11 |
| Plus haut sur 52 semaines | US$47.47 |
| Plus bas sur 52 semaines | US$23.38 |
| Bêta | 1.35 |
| Variation sur 1 mois | 5.99% |
| Variation sur 3 mois | 10.51% |
| Variation sur 1 an | -15.08% |
| Variation sur 3 ans | 19.49% |
| Variation sur 5 ans | n/a |
| Évolution depuis l'introduction en bourse | 34.05% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 24
IOT: AI Use Cases And Recurring Revenue Will Drive Future Upside
The analyst price target for Samsara has been trimmed slightly, with the model-based fair value estimate moving from $56.52 to $55.18 as analysts balance recent supportive research on AI-driven use cases and recurring revenue with a modestly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Samsara has leaned constructive, with several bullish analysts highlighting AI use cases, recurring revenue and operational execution as key supports for the stock's valuation framework.
Nouveau récit • Jul 23
Samsara's Future PE Will Soar to 337.7x and the Future is Bright
I can tell you right now that drivers don't want to be spyed on 24/7. RisksO Are there any risks that your catalysts won't play out as expected?Seeking Alpha • Jul 20
Samsara's Data Moat Now Comes With Numbers
Summary Samsara maintains a Buy rating after robust Q1 results and a successful Investor Day, with price targets of $52 (base) and $61 (bull). Net new ARR grew 30% YoY, large customer momentum remains strong, and margins continue expanding despite modest gross margin pressure from AI/cloud investments. IOT's proprietary data moat and scaled hardware network underpin new product launches—Tracking Label, Waste Intelligence, Ground Intelligence—unlocking fresh TAM and high-margin opportunities. With only ~1% TAM penetration and 6% core customer reach, IOT's growth runway remains substantial barring macro or execution risks. Read the full article on Seeking AlphaMise à jour du récit • Jul 08
IOT: AI Product Adoption And Recurring Revenue Will Support Future Upside
Analysts have lifted their Samsara target in this update, with fair value moving from $53.00 to about $56.52. This is supported by research that points to steady assumptions for revenue growth, profit margins and future P/E, alongside recent price target increases into the low $40s after Q1 results and guidance.Recent updates
Mise à jour du récit • Jul 24
IOT: AI Use Cases And Recurring Revenue Will Drive Future Upside
The analyst price target for Samsara has been trimmed slightly, with the model-based fair value estimate moving from $56.52 to $55.18 as analysts balance recent supportive research on AI-driven use cases and recurring revenue with a modestly lower assumed future P/E multiple. Analyst Commentary Recent research coverage on Samsara has leaned constructive, with several bullish analysts highlighting AI use cases, recurring revenue and operational execution as key supports for the stock's valuation framework.Nouveau récit • Jul 23
Samsara's Future PE Will Soar to 337.7x and the Future is Bright
I can tell you right now that drivers don't want to be spyed on 24/7. RisksO Are there any risks that your catalysts won't play out as expected?Seeking Alpha • Jul 20
Samsara's Data Moat Now Comes With Numbers
Summary Samsara maintains a Buy rating after robust Q1 results and a successful Investor Day, with price targets of $52 (base) and $61 (bull). Net new ARR grew 30% YoY, large customer momentum remains strong, and margins continue expanding despite modest gross margin pressure from AI/cloud investments. IOT's proprietary data moat and scaled hardware network underpin new product launches—Tracking Label, Waste Intelligence, Ground Intelligence—unlocking fresh TAM and high-margin opportunities. With only ~1% TAM penetration and 6% core customer reach, IOT's growth runway remains substantial barring macro or execution risks. Read the full article on Seeking AlphaMise à jour du récit • Jul 08
IOT: AI Product Adoption And Recurring Revenue Will Support Future Upside
Analysts have lifted their Samsara target in this update, with fair value moving from $53.00 to about $56.52. This is supported by research that points to steady assumptions for revenue growth, profit margins and future P/E, alongside recent price target increases into the low $40s after Q1 results and guidance.
Mise à jour du récit • Jun 24
IOT: AI Workflow Automation And ARR Strength Will Shape Future Returns
Samsara's analyst price target edges higher as fair value estimates move from about $32.57 to $33.04, with analysts pointing to recent Q1 results, raised guidance, and continued annualized recurring revenue and large customer momentum as key supports for their updated outlook. Analyst Commentary Recent research on Samsara highlights a mix of optimism around execution and recurring revenue, alongside some restraint as analysts weigh valuation, margins, and the impact of investment spending.Mise à jour du récit • 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.Mise à jour du récit • 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.Nouveau récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| IOT | US Software | US Marché | |
|---|---|---|---|
| 7D | -13.6% | -4.4% | -1.1% |
| 1Y | -15.1% | -26.4% | 15.1% |
Rendement vs Industrie: IOT a dépassé le secteur US Software qui a rapporté -26.4 % au cours de l'année écoulée.
Rendement vs marché: IOT a sous-performé le marché US qui a rapporté 15.1 % au cours de l'année écoulée.
Volatilité des prix
| IOT volatility | |
|---|---|
| IOT Average Weekly Movement | 8.7% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: IOT n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de IOT ( 9% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2015 | 4,100 | Sanjit Biswas | www.samsara.com |
Samsara Inc. fournit des solutions pour connecter les données des opérations physiques à sa plateforme d'opérations connectées aux États-Unis et à l'international. La plateforme d'opérations connectées de l'entreprise comprend la plateforme de données, qui ingère, regroupe et enrichit les données provenant de ses appareils IoT et d'un écosystème croissant d'actifs connectés et de systèmes tiers, et qui dispose de capacités intégrées pour l'IA, les flux de travail et l'analyse, les alertes, les connexions API, ainsi que la sécurité et la confidentialité des données. Ses applications comprennent la sécurité basée sur la vidéo ; et la télématique, qui offre une visibilité sur la localisation et le diagnostic des véhicules en temps réel avec le suivi GPS, le routage et la répartition, la gestion du carburant, la reconnaissance des conducteurs, l'utilisation des véhicules électriques et la planification de la charge, la maintenance préventive, et des idées pour gérer les coûts du carburant et de l'énergie.
Samsara Inc. Résumé des fondamentaux
| IOT statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$18.35b |
| Bénéfices(TTM) | US$57.51m |
| Recettes(TTM) | US$1.73b |
335.5x
Ratio P/E11.1x
Ratio P/SLe site IOT est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| IOT compte de résultat (TTM) | |
|---|---|
| Recettes | US$1.73b |
| Coût des recettes | US$410.18m |
| Marge brute | US$1.32b |
| Autres dépenses | US$1.26b |
| Les revenus | US$57.51m |
Derniers bénéfices déclarés
May 02, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 0.099 |
| Marge brute | 76.30% |
| Marge bénéficiaire nette | 3.32% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de IOT?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/24 05:00 |
| Cours de l'action en fin de journée | 2026/07/24 00:00 |
| Les revenus | 2026/05/02 |
| Revenus annuels | 2026/01/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Samsara Inc. est couverte par 26 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Elisha Simonetti | Arete Research Services LLP |
| Nay Soe Naing | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |