Samsara Inc. (IOT) AI Stock Analysis

Samsara Inc. provides solutions that integrate physical operations data into its Connected Operations Cloud for domestic and international clients. Its core offering is the Data Platform, which ingests, aggregates, and enriches data from IoT devices with AI-driven insights, workflows, analytics, real-time alerts, and API integrations. The company offers applications including video-based safety, vehicle telematics, driver workflow mobile applications, equipment monitoring, and site visibility. These solutions serve industries such as transportation and logistics, construction, field services, utilities, healthcare, education, manufacturing, retail trade, and food and beverage.

Samsara's revenue grew from $428.3M in FY2022 to $652.5M in FY2023, $937.4M in FY2024, $1.25B in FY2025, and $1.62B in FY2026, delivering a 5-year revenue CAGR of 45.3%. Annual revenue growth was 29.6% in FY2026. Gross margin expanded from 70.9% in FY2022 to 76.7% in FY2026. Operating margin improved from -82.3% in FY2022 to -3.2% in FY2026, while net income improved from -$355.0M to -$9.1M over the same period. For the latest quarter ended July 31, 2026, quarterly revenue growth was 29.9% year-over-year, and trailing twelve months revenue reached $1.85B with an operating margin of 1.0% and profit margin of 4.9%.

As of July 31, 2026, Samsara held $828.9M in cash and short-term investments and total debt of $69.5M, leaving a net cash position of $759.4M. Its current ratio stood at 1.62 and debt-to-equity ratio was 0.04 against shareholders' equity of $1.60B. For FY2026, operating cash flow reached $236.2M and free cash flow was $207.4M. Capital expenditures for FY2026 were $28.8M, while share issuance totaled $30.9M.

Samsara trades at a trailing P/E of 282.6x and a forward P/E of 52.4x, well above the US-listed Technology peers median of 28.1x and 18.8x, respectively. Its price-to-sales multiple is 12.5x compared to the peer median of 2.8x, and its EV-to-revenue ratio is 12.1x with a market cap of $23.17B. Over the past year, Samsara shares gained 8.6%, trailing the S&P 500 (SPY) return of 16.8%, while its year-to-date return stood at 11.6%.

Wall Street coverage consists of 18 Strong Buy, 2 Buy, and 6 Hold recommendations, with no Sell or Strong Sell ratings. The mean price target is $52.07, representing a 31.6% upside compared to the last close of $39.57. For the fiscal year ending January 31, 2027, analysts estimate EPS of $0.77 and revenue of $2.05B. Samsara has beaten EPS estimates in each of the last 4 quarters, and its next earnings date is December 3, 2026.

This page is an AI-written research summary of Samsara Inc. (IOT). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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