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Added to YB: 2025-09-09

Pitch date: 2025-09-05

IOT [neutral]

Samsara Inc.

-6.04%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

$42.22

Price Target

N/A

Dividend

N/A

EV/EBITDA

-231.92

P/E

-244.60

EV/Sales

14.58

Sector

Software

Category

growth

Show full summary:
Samsara Q2 2025 Earnings Analysis

IOT (earnings update): Strong Q2 with $391.5M rev (+30% YoY) beat by 5.2%, EPS $0.12 beat by 71%. ARR $1.64B (+30% YoY), operating margin 15.2% (+9.4 pts YoY), FCF margin 11.3%. CAC payback improved to 21.7 months. 17 new $1M+ ARR customers. FY26 revenue guide raised to $1.574-1.578B (+26% YoY).

Read full article (7 min)