Samsara 과거 순이익 실적
과거 기준 점검 3/6
Samsara은 연평균 33.7%의 비율로 수입이 증가해 온 반면, Software 산업은 수입이 24.9% 증가했습니다. 매출은 연평균 30.6%의 비율로 증가했습니다. Samsara의 자기자본이익률은 3.8%이고 순이익률은 3.3%입니다.
핵심 정보
33.68%
순이익 성장률
45.62%
주당순이익(EPS) 성장률
| Software 산업 성장률 | 17.33% |
| 매출 성장률 | 30.59% |
| 자기자본이익률 | 3.81% |
| 순이익률 | 3.32% |
| 최근 순이익 업데이트 | 02 May 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha매출 및 비용 세부 내역
매출 및 비용 세부 내역
Samsara가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 02 May 26 | 1,731 | 58 | 973 | 359 |
| 31 Jan 26 | 1,619 | -9 | 950 | 345 |
| 01 Nov 25 | 1,521 | -42 | 920 | 328 |
| 02 Aug 25 | 1,427 | -88 | 898 | 319 |
| 03 May 25 | 1,335 | -121 | 865 | 310 |
| 01 Feb 25 | 1,249 | -155 | 836 | 300 |
| 02 Nov 24 | 1,179 | -257 | 815 | 300 |
| 03 Aug 24 | 1,095 | -265 | 767 | 284 |
| 04 May 24 | 1,014 | -275 | 725 | 271 |
| 03 Feb 24 | 937 | -287 | 682 | 259 |
| 28 Oct 23 | 848 | -227 | 634 | 240 |
| 29 Jul 23 | 780 | -240 | 605 | 229 |
| 29 Apr 23 | 714 | -244 | 572 | 207 |
| 28 Jan 23 | 653 | -247 | 541 | 187 |
| 29 Oct 22 | 592 | -447 | 613 | 259 |
| 30 Jul 22 | 536 | -420 | 560 | 239 |
| 30 Apr 22 | 483 | -388 | 505 | 223 |
| 29 Jan 22 | 428 | -355 | 451 | 205 |
| 30 Oct 21 | 379 | -138 | 309 | 99 |
| 30 Jan 21 | 250 | -220 | 277 | 100 |
| 01 Feb 20 | 120 | -225 | 229 | 70 |
양질의 수익: IOT는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: IOT는 과거에 흑자전환했습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: IOT는 지난 5년 동안 흑자전환하며 연평균 33.7%의 수익 성장을 기록했습니다.
성장 가속화: IOT는 지난해 흑자전환하여 5년 평균과 수익 성장률을 비교하기 어렵습니다.
수익 대 산업: IOT는 지난해 흑자전환하여 지난 해 수익 성장률을 Software 업계(14.4%)와 비교하기 어렵습니다.
자기자본이익률
높은 ROE: IOT의 자본 수익률(3.8%)은 낮음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/13 11:21 |
| 종가 | 2026/07/13 00:00 |
| 수익 | 2026/05/02 |
| 연간 수익 | 2026/01/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Samsara Inc.는 24명의 분석가가 다루고 있습니다. 이 중 22명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Elisha Simonetti | Arete Research Services LLP |
| Nay Soe Naing | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |