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Samsara Inc. Stock Price

NYSE:IOT Community·US$20.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 76 Fair Values set on narratives written by author

IOT Share Price Performance

US$37.45
-17.94 (-32.39%)
US$48.20
Fair Value
US$37.45
-17.94 (-32.39%)
22.3% undervalued intrinsic discount
US$48.20
Fair Value
Price US$37.45
AnalystConsensusTarget US$48.20
AnalystHighTarget US$60.00
AnalystLowTarget US$38.00

IOT Community Narratives

AnalystConsensusTarget·
Fair Value US$48.2 22.3% undervalued intrinsic discount

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

1users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
AnalystHighTarget·
Fair Value US$59.16 36.7% undervalued intrinsic discount

Digital Transformation And OEM Integrations Will Expand IoT Adoption

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AnalystLowTarget·
Fair Value US$38 1.4% undervalued intrinsic discount

Macroeconomic Pressures Will Slow Progress Yet Spark Resilience

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
US$48.2
22.3% undervalued intrinsic discount
Revenue growth
22.14% p.a.
Profit Margin
12.43%
Future PE
116.36x
Share price in 2028
US$61.39

Updated Narratives

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

Fair Value: US$48.2 22.3% undervalued intrinsic discount
33 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
IOT logo

Macroeconomic Pressures Will Slow Progress Yet Spark Resilience

Fair Value: US$38 1.4% undervalued intrinsic discount
0 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative
IOT logo

Digital Transformation And OEM Integrations Will Expand IoT Adoption

Fair Value: US$59.16 36.7% undervalued intrinsic discount
2 users have followed this narrative
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with very low risk.

2 Risks
3 Rewards

Samsara Inc. Key Details

US$1.4b

Revenue

US$329.0m

Cost of Revenue

US$1.1b

Gross Profit

US$1.2b

Other Expenses

-US$87.9m

Earnings

Last Reported Earnings
Aug 02, 2025
Next Reporting Earnings
Dec 04, 2025
-0.15
76.94%
-6.16%
0%
View Full Analysis

About IOT

Founded
2015
Employees
3500
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 that enables customers to build a safety program and protect their teams with AI-enabled video; vehicle 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 advanced insights to manage fuel and energy costs; and workforce apps that enhance safety and productivity for frontline workers and enable regulatory compliance, capture electronic documents, perform maintenance inspections, maintain compliance logs, complete safety audits and risk assessments, submit timesheets, and message with back-office administration. The company also provides equipment monitoring, which offers visibility and management of unpowered and powered assets, including generators, compressors, and heavy construction equipment and trailers to prevent unplanned downtime and avoid critical safety and compliance issues; and 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.

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