Added to YB: 2025-09-09
Pitch date: 2025-09-05
IOT [neutral]
Samsara Inc.
-6.04%
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
$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
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)