Added to YB: 2025-03-11
Pitch date: 2025-03-07
IOT [neutral]
Samsara Inc.
+15.13%
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
$35.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
-231.92
P/E
-244.60
EV/Sales
14.58
Sector
Software
Category
growth
Samsara Q4 2024 Earnings Analysis - Samsara Inc.
IOT (earnings overview): Q4 rev $346.3M (+25.3% YoY), ARR $1.46B (+32.3% YoY). OM 16.1% (+11.3pp), FCF 14%. 2,506 $100k+ customers (+35.6% YoY). AI driving safety & efficiency gains. FY26 guide $1.52-1.53B (+22-23% YoY). Challenges: long sales cycles, macro uncertainty. Strong growth, expanding margins.
Read full article (8 min)