Samsara Förvaltning
Förvaltning kriterier kontrolleras 2/4
Samsara VD är Sanjit Biswas, utsedd i Feb 2015, har en mandatperiod på 11.25 år. totala årliga ersättningen är $ 19.83M, bestående av 0.3% lön 99.7% bonusar, inklusive företagsaktier och optioner. äger direkt 16.69% av företagets aktier, värda $ 2.97B. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.2 år respektive 5 år.
Viktig information
Sanjit Biswas
Verkställande direktör
US$19.8m
Total ersättning
| VD-lön i procent | 0.25% |
| Anställning som VD | 11.3yrs |
| Ägande av VD | 16.7% |
| Ledningens genomsnittliga anställningstid | 5.2yrs |
| Styrelsens genomsnittliga mandatperiod | 5yrs |
Senaste uppdateringar av ledningen
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 13Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| 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$220m |
Ersättning vs marknad: Sanjit s total kompensation ($USD 19.83M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 14.58M ).
Ersättning vs inkomst: Ersättningen för Sanjit har ökat samtidigt som företaget är olönsamt.
VD OCH KONCERNCHEF
Sanjit Biswas (43 yo)
11.3yrs
Anställning
US$19,828,902
Kompensation
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...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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% $ 47.8m | |
| Executive VP | no data | US$6.07m | 0.057% $ 10.1m | |
| Chief Accounting Officer | less than a year | inga uppgifter | 0.00044% $ 78.2k | |
| Chief Information Officer | 5yrs | inga uppgifter | inga uppgifter | |
| Vice President of Corporate Development & Investor Relations | 5.3yrs | inga uppgifter | inga uppgifter | |
| Chief Marketing Officer | 1.8yrs | inga uppgifter | inga uppgifter | |
| Chief People Officer | 3.6yrs | inga uppgifter | inga uppgifter | |
| Executive VP and CTO of Hardware & Operations | 5.3yrs | inga uppgifter | inga uppgifter | |
| Chief Operating Officer of Go To Market | no data | inga uppgifter | inga uppgifter | |
| Chief Information Security Officer | 4.2yrs | inga uppgifter | inga uppgifter |
5.2yrs
Genomsnittlig anställningstid
44yo
Genomsnittlig ålder
Erfaren ledning: IOT s ledningsgrupp är erfaren och erfaren ( 5.2 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| 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 | inga uppgifter | 0.78% $ 138.1m | |
| Non-Employee Independent Director | 4.9yrs | US$306.74k | 0.040% $ 7.1m | |
| Non-Employee Independent Director | 5.2yrs | US$304.99k | 0.036% $ 6.5m | |
| Independent Director | 2.8yrs | US$301.39k | 0.0030% $ 529.5k | |
| 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% $ 143.9k | |
| Member of North America Customer Advisory Board | less than a year | inga uppgifter | inga uppgifter | |
| Member of North America Customer Advisory Board | less than a year | inga uppgifter | inga uppgifter | |
| Member of North America Customer Advisory Board | less than a year | inga uppgifter | inga uppgifter |
5.0yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder
Erfaren styrelse: IOT s styrelse anses vara erfaren ( 5 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/05 03:07 |
| Aktiekurs vid dagens slut | 2026/05/05 00:00 |
| Intäkter | 2026/01/31 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Samsara Inc. bevakas av 23 analytiker. 22 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Elisha Simonetti | Arete Research Services LLP |
| Nay Soe Naing | Berenberg |
| Daniel Jester | BMO Capital Markets Equity Research |