IOT
Samsara Inc.
IOT
43.78USD
+3.28%
Oct 23, 2026
Price
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Price Action
An early price trend
Longer-term context reads early trend, with a near-term setup of daily advance.
EntryConstructive
Structure is constructive on both timeframes without excessive extension — a reasonable entry location.
Key Financials
- Market Cap
- $25.5B
- Avg Volume (60D)
- 6.1M
- Revenue Growth YoY
- +29.6%
- Gross Margin
- +76.4%
- Operating Margin
- +1.0%
- Free Cash Flow Yield
- +1.0%
- Distance from 200DMA
- +29.0%
- Next Earnings
- 2026-12-03
- P/E
- 281.3x
60 sessions
FY2026 vs FY2025
Trailing twelve months
Trailing twelve months
Market metrics as of Oct 21, 2026
Financial results for the period ended Aug 1, 2026
Filed balance-sheet data as of Aug 1, 2026
Fundamentals & Valuation
Both valuation perspectives agree this company is expensive.
Samsara Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at a 1.0% free-cash-flow yield, which requires sustained delivery to be justified.
Company Research
Thesis
Samsara is a direct connected-operations platform provider, supplying IoT hardware, cellular connectivity, cloud applications, video safety, telematics, asset tracking, maintenance, workflow, and AI-enabled coaching to physical-operations customers.
Opportunity
Moderate opportunity
Fleet, field-service, construction, utility, and industrial operators are deploying connected sensors, video, workflow software, and AI analytics to reduce accident risk, control operating costs, improve asset utilization, and automate frontline operations.
Key risk
Competition from other IoT and telematics providers.
Narrative & Theme
Digital Transformation of Physical Operations
Part of AI-Enabled Fleet Safety and Connected Operations, with strong fit.
IOT has a genuine and direct exposure to the multi-company digitization of fleets and other physical operations, particularly the shift from basic telematics toward AI-assisted video safety, risk management, asset visibility, and workflow automation.
Narrative HeatUnavailable
Theme HeatNeutral5.9 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Technology · Software - Infrastructure
What they do
Samsara Inc. provides a connected operations platform that collects and analyzes data from IoT devices and third-party systems to improve physical operations for customers in the US and internationally.
How it earns
The company primarily generates revenue through subscription-based services tied to its software platform and connected devices.
Products & services
Connected Operations Platform
Video-based safety applications
Telematics solutions
Customers & end markets
Fleet operators and logistics companies
Industrial and infrastructure operators
Market position
Samsara is a leader in the IoT-connected operations software space with a broad platform and integrated device ecosystem.
Demand drivers
Medium cyclicality
Demand is linked to capital spending and operational budgets in transportation and industrial sectors, which can fluctuate with economic cycles.