Added to YB: 2025-07-18
Pitch date: 2025-07-16
IOT [neutral]
Samsara Inc.
+4.42%
current return
Author Info
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Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$21.8B
Pitch Price
$37.99
Price Target
N/A
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
growth
Samsara Targets $200B Market—But Why Is the Stock Down -13.9% YTD?
IOT (holding update): Samsara connects physical operations via IoT platform w/ 30.7% YoY revenue growth. $1.54B ARR (+31% YoY), 120% NRR for $100K+ customers. Expanded position June 2025. Valuation: 12.55x fwd EV/Sales, 90x P/E. Strong moat via switching costs (95% retention). Concerns: slowing RPO/billings growth, high SBC (23%). TAM expanding to $200B by 2026.
Read full article (14 min)