Added to YB: 2026-07-10
Pitch date: 2026-07-08
IOT [bullish]
Samsara Inc.
+3.88%
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
$21.2B
Pitch Price
$35.61
Price Target
N/A
Dividend
N/A
EV/EBITDA
1.3K
P/E
364.60
EV/Sales
11.54
Sector
Software
Category
growth
Samsara Is Turning Physical Operations Into an AI Platform
IOT (added to position): Connected Operations Cloud, Q1 FY27 rev +30.5% YoY, ~$2B ARR (+30%), 115% NRR, record Q1 net new ARR ($101M, +30%). $137B TAM expanding via AI/emerging products (>20% net new ACV). CAC payback 17.5mo, FCF margin 15.3%. Fwd EV/S 9.7 vs 12.6 avg, near lows. Risk: gross margin pressure from AI/DRAM/NAND. 5% position.
Read full article (16 min)