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 Q4 2025 Earnings Analysis
IOT (earnings): Q4 rev $444.3M (+28% YoY) beat est 5.3%; ARR $1.89B (+30% YoY); EPS $0.18 beat 38.5%. Net new ARR $145M (+33% YoY), 3rd qtr acceleration. Op margin 20.7% (+4.5pp), FCF margin 13.9% flat YoY. 184 $1M+ customers (+56% YoY). Emerging products 23% new ACV, Asset Tags ARR tripled. FY26 guide $1.97B (+22%), 19% op margin, GAAP profitable. Risks: GM 77.2% (-0.6pp) on hardware mix, supply chain cost pressure, SBC 19% rev.
Read full article (9 min)