Added to YB: 2025-10-09
Pitch date: 2025-10-07
IOT [bullish]
Samsara Inc.
-0.22%
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
$39.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
growth
Samsara: Growth Stabilizing at a High Level—But why Is the Stock Lagging S&P500?
IOT: Q2 delivered ~30% revenue growth with stabilization signs. Record 17 customers >$1M ARR, Alaska Airlines win, accelerating public sector. Asset Tags & AI driving 8% of net new ACV. 78% gross margin, 15% op margin, rising FCF. EV/Sales 12.4x below norms vs vast TAM. Risks: billings trail revenue, GAAP op margin negative, elevated SBC dilution.
Read full article (13 min)