Samsara Beheer
Beheer criteriumcontroles 2/4
De CEO Samsara is Sanjit Biswas, benoemd in Feb2015, heeft een ambtstermijn van 11.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 19.83M, bestaande uit 0.3% salaris en 99.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 16.69% van de aandelen van het bedrijf, ter waarde $ 2.95B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5.2 jaar en 5 jaar.
Belangrijke informatie
Sanjit Biswas
Algemeen directeur
US$19.8m
Totale compensatie
| Percentage CEO-salaris | 0.25% |
| Dienstverband CEO | 11.3yrs |
| Eigendom CEO | 16.7% |
| Management gemiddelde ambtstermijn | 5.2yrs |
| Gemiddelde ambtstermijn bestuur | 5yrs |
Recente managementupdates
Recent updates
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.
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.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.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.
Samsara Inc (IOT): The StreetSense Catalyst – Digitizing the Physical World in 2026.
Samsara (IOT) is currently the premier "pure-play" on the Industrial Internet of Things, trading at $35.44 as of the March 6, 2026, market close. The stock skyrocketed 19.79% today, marking its best single-day performance since its IPO, following a "triple-beat" earnings report that signaled a major inflection point in profitability.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.Samsara: Margin Machine Awakens, But AI Clouds The Upside
Feb 17IOT: 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.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.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).Samsara Inc.'s (NYSE:IOT) Popularity With Investors Under Threat As Stock Sinks 25%
Jan 10
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.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).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.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.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.Market Participants Recognise Samsara Inc.'s (NYSE:IOT) Revenues Pushing Shares 28% Higher
May 15Samsara's AI Brain Is Its Real Moat For Future Growth
Apr 22
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.Samsara: From Explosive Growth To Growing Pains
Mar 14Samsara Q4 Earnings: Why I'm Still Bullish Despite Slowing Growth
Mar 07Samsara: Very High Valuation And Long-Term Risks
Feb 13Samsara: Though Expensive, You Get What You Pay For
Dec 24Analyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | -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$220m |
Compensatie versus markt: De totale vergoeding ($USD 19.83M ) Sanjit } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.60M ).
Compensatie versus inkomsten: De vergoeding van Sanjit is gestegen terwijl het bedrijf verliesgevend is.
CEO
Sanjit Biswas (43 yo)
11.3yrs
Tenure
US$19,828,902
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 11.3yrs | US$19.83m | 16.69% $ 3.0b | |
| Co-Founder | 11.3yrs | US$5.52m | 16.57% $ 2.9b | |
| Executive VP & CFO | 6.4yrs | US$20.68m | 0.27% $ 47.7m | |
| Executive VP | no data | US$6.07m | 0.057% $ 10.0m | |
| Chief Accounting Officer | less than a year | geen gegevens | 0.00044% $ 77.9k | |
| Chief Information Officer | 5yrs | geen gegevens | geen gegevens | |
| Vice President of Corporate Development & Investor Relations | 5.3yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 1.8yrs | geen gegevens | geen gegevens | |
| Chief People Officer | 3.6yrs | geen gegevens | geen gegevens | |
| Executive VP and CTO of Hardware & Operations | 5.3yrs | geen gegevens | geen gegevens | |
| Chief Operating Officer of Go To Market | no data | geen gegevens | geen gegevens | |
| Chief Information Security Officer | 4.2yrs | geen gegevens | geen gegevens |
5.2yrs
Gemiddelde duur
44yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van IOT is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5.2 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-Founder | 11.3yrs | US$19.83m | 16.69% $ 3.0b | |
| Co-Founder | 11.3yrs | US$5.52m | 16.57% $ 2.9b | |
| Non-Employee Independent Director | 11yrs | geen gegevens | 0.78% $ 137.6m | |
| Non-Employee Independent Director | 4.9yrs | US$306.74k | 0.040% $ 7.0m | |
| Non-Employee Independent Director | 5.2yrs | US$304.99k | 0.036% $ 6.4m | |
| Independent Director | 2.8yrs | US$301.39k | 0.0030% $ 527.6k | |
| Non-Employee Independent Director | 5.5yrs | US$306.99k | 0.077% $ 13.6m | |
| Lead Independent Director | 5.8yrs | US$331.39k | 0.053% $ 9.4m | |
| Independent Director | 1.8yrs | US$522.51k | 0.00081% $ 143.4k | |
| Member of North America Customer Advisory Board | less than a year | geen gegevens | geen gegevens | |
| Member of North America Customer Advisory Board | less than a year | geen gegevens | geen gegevens | |
| Member of North America Customer Advisory Board | less than a year | geen gegevens | geen gegevens |
5.0yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van IOT wordt beschouwd als ervaren (gemiddelde ambtstermijn 5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/04 07:33 |
| Aandelenkoers aan het einde van de dag | 2026/05/01 00:00 |
| Inkomsten | 2026/01/31 |
| Jaarlijkse inkomsten | 2026/01/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Samsara Inc. wordt gevolgd door 23 analisten. 22 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Elisha Simonetti | Arete Research Services LLP |
| Nay Soe Naing | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |