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Samsara Inc. Stock Price

NYSE:IOT Community·US$16.0b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 100 Fair Values set on narratives written by author

IOT Share Price Performance

US$27.99
-18.94 (-40.36%)
US$44.17
Fair Value
US$27.99
-18.94 (-40.36%)
36.6% undervalued intrinsic discount
US$44.17
Fair Value
Price US$27.99
AnalystConsensusTarget US$44.17
FundamentalFlow US$65.00
AnalystLowTarget US$32.57

IOT Community Narratives

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Fair Value US$44.17 36.6% undervalued intrinsic discount

AI-Driven Telematics Will Transform Under-Penetrated Commercial Vehicle Markets

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39users have followed this narrative
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Fair Value US$65 56.9% undervalued intrinsic discount

Samsara’s 30% ARR Growth Could Drive 70%+ Upside

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1users have followed this narrative
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Fair Value US$32.57 14.1% undervalued intrinsic discount

Macroeconomic Pressures Will Slow Progress Yet Spark Resilience

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2users have followed this narrative
US$65
56.9% undervalued intrinsic discount
Profit Margin
12.06%
Future PE
24.02x
Price in 2031
US$97.77
US$44.17
36.6% undervalued intrinsic discount
Profit Margin
8.1%
Future PE
151.9x
Price in 2029
US$56.33
US$32.57
14.1% undervalued intrinsic discount
Profit Margin
5.16%
Future PE
174.78x
Price in 2029
US$41.48

Trending Discussion

Updated Narratives

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Samsara’s 30% ARR Growth Could Drive 70%+ Upside

Fair Value: US$65 56.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IOT: Future Returns Will Reflect AI Safety Data In Connected Fleets

Fair Value: US$44.17 36.6% undervalued intrinsic discount
39 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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IOT: AI Safety Workflow Automation Will Shape Future Returns

Fair Value: US$32.57 14.1% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
4 Rewards

Samsara Inc. Key Details

US$1.6b

Revenue

US$375.5m

Cost of Revenue

US$1.2b

Gross Profit

US$1.3b

Other Expenses

-US$9.1m

Earnings

Last Reported Earnings
Jan 31, 2026
Next Reporting Earnings
Jun 04, 2026
-0.016
76.80%
-0.56%
0%
View Full Analysis

About IOT

Founded
2015
Employees
4100
CEO
Sanjit Biswas
WebsiteView website
www.samsara.com

Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company’s Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.

Recent IOT News & Updates

New Narrative 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.

Recent updates

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