Added to YB: 2026-06-09
Pitch date: 2026-06-05
IOT [neutral]
Samsara Inc.
-2.46%
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
$20.3B
Pitch Price
$34.92
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.1K
P/E
349.15
EV/Sales
11.02
Sector
Software
Category
growth
Samsara Earnings Q1 2026
IOT (earnings): Q1 FY27 rev $478.8M (+30.5% YoY) beat est 5.2%; ARR $1.99B (+30%), $101M net new ARR. Non-GAAP EPS $0.17 beat 30.8%; op margin 19% (+5.1pp), FCF margin 15.3%, GAAP profitable. NRR 115%. $1M+ ARR custs +46% YoY (Hertz win). GM dipped to 76.5% (-2pp) on AI/cloud, DRAM/NAND cost pressure. Emerging products 20%+ of net new ACV. FY27 guide raised to $2.005-2.013B (+24%). Key risk: converting AI products to durable ACV.
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