Added to YB: 2025-09-10
Pitch date: 2025-09-08
IOT [neutral]
Samsara Inc.
+3.48%
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
$40.00
Price Target
47.00 (+14%)
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
growth
Show full summary:
$IOT | Samsara Q2 2026 Highlights
IOT (earnings update): Q2 beat w/ 30% ARR growth to $1.64B, 140% adj EPS growth to $0.12 vs $0.07 est. Large customers ($100K+ ARR) +31% to 2,771, contributing 35% growth. AI-driven platform digitizes real economy sectors. FY26 guidance raised: $1.57-1.58B rev, $0.45-0.47 EPS. Valuation $37-47 target.
Read full article (7 min)