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Samsara Inc. (IOT)

40.20 +1.45 (+3.74%)
At close: September 4 at 4:00:02 PM EDT
40.08 -0.12 (-0.30%)
After hours: September 4 at 7:59:29 PM EDT
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IOT Q2 2027 earnings call
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What's happening with IOT?

9m ago
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Samsara (IOT) reported impressive Q2 2026 results, with revenue rising 30% year-over-yearto $508.4 millionand a significant increase in annual recurring revenue (ARR) to $2.125 billion. The company raised its full-year revenue guidance, leading to positive market reactions and analyst upgrades.

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  • Previous Close 38.75
  • Open 44.90
  • Bid 40.09 x 140000
  • Ask 40.20 x 30000
  • Day's Range 39.32 - 45.09
  • 52 Week Range 23.38 - 47.47
  • Volume 25,492,059
  • Avg. Volume 5,738,317
  • Market Cap (intraday) 23.425B
  • Beta (5Y Monthly) --
  • PE Ratio (TTM) 251.25
  • EPS (TTM) 0.16
  • Earnings Date (est.) Dec 3, 2026
  • Forward Dividend & Yield --
  • Ex-Dividend Date --
  • 1y Target Est 52.48

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.

www.samsara.com

4,100

Full Time Employees

January 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 9/4/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

IOT
13.40%
S&P 500 (^GSPC)
12.75%

1-Year Return

IOT
12.17%
S&P 500 (^GSPC)
18.71%

3-Year Return

IOT
29.97%
S&P 500 (^GSPC)
70.93%

5-Year Return

IOT
61.45%
S&P 500 (^GSPC)
70.18%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q1 FY27
Revenue 478.84M
Earnings 44.51M
Profit Margin 9.29%

Q3

FY26

Q4

FY26

Q1

FY27

0
100M
200M
300M
400M
2.0%
4.0%
6.0%
8.0%

Analyst Insights

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Analyst Price Targets

39.00
52.48 Average
40.20 Current
60.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 9/4/2026
Analyst BNP Paribas
Rating Action Maintains
Rating Outperform
Price Action Raises
Price Target 40 -> 55

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    4.90%

  • Return on Assets (ttm)

    0.49%

  • Return on Equity (ttm)

    6.43%

  • Revenue (ttm)

    1.85B

  • Net Income Avi to Common (ttm)

    90.55M

  • Diluted EPS (ttm)

    0.16

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    828.93M

  • Total Debt/Equity (mrq)

    4.34%

  • Levered Free Cash Flow (ttm)

    244.81M

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