Added to YB: 2024-01-22
Pitch date: 2024-01-22
IOT [bearish]
Samsara Inc.
-23.33%
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
$33.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
N/A
Show full summary:
[SHORT] Samsara ($IOT)
$IOT Samsara: Saturated fleet telematics mkt, stiff competition cap TAM<2x current. Bundling HW+SW subs & aggressive acctg may distort financials. Excessive SBC enriches insiders as growth slows. Once $1.4B in 2018, now $22B but prospects dim. Q discrepancies signal struggles ahead.
Read full article (3 min)