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Added to YB: 2025-10-03

Pitch date: 2025-10-01

IOT [neutral]

Samsara Inc.

+7.51%

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

$38.50

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:
My Stock Portfolio Review, September 2025 - Samsara Inc.

IOT (holding update): Q2 revenue $391.5M (+30% YoY) beat by 5.2%, EPS $0.12 beat by 71%; ARR $1.64B (+30%); gross margin 78.1%, op margin 15.2% (+9.4pts YoY); raised FY26 guide to $1.574-1.578B (+26%); 17 new $1M+ ARR customers; negatives include 22% SBC/revenue ratio, -4.3% net margin, longer large deal cycles

Read full article (2 min)