Added to YB: 2026-03-10
Pitch date: 2026-03-06
IOT [neutral]
Samsara Inc.
-9.49%
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
$20.4B
Pitch Price
$35.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
-1.8K
P/E
-1.8K
EV/Sales
11.89
Sector
Software
Category
growth
Samsara ($IOT): Bringing AI to the Real World
IOT (holding update): Physical operations intelligence platform processing 25T+ data points/yr via IoT sensors & AI dash cams. 73% crash reduction, 96% of $100K+ ARR customers use 2+ products (strong multi-product flywheel). Q4 FY26: 2nd consecutive GAAP profitable quarter, ~30% YoY growth, +10% FCF margin expansion over 2yrs. Risks: valuation compression if growth slows <20%, autonomous vehicles reducing driver safety TAM, robotics w/ embedded sensors long-term. Third largest position at ~10% allocation, $28.57 avg cost.
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