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Earnings in 5d

IOT · NYSE · Software - Infrastructure

Samsara

Connects physical operations through devices, subscription software, workflows, and AI insights.

$41.07

After-hours close−0.09 (−0.22%)

At close$41.17(−1.68%)

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Profile

Samsara Inc.IOTInformation Technology

Pairs connected gateways, cameras, sensors, and safety devices with subscription software for managing fleets, equipment, sites, maintenance, and frontline work. Hardware collects operational data, while a common platform supplies integrations, workflows, reporting, and AI insights; subscription revenue accounts for almost all revenue.

Connects vehicles, equipment, sites, and frontline workers to a common cloud software layer through gateways, cameras, sensors, and third-party integrations. Fleet Telematics, Cameras and Video, Equipment Management, Maintenance, Workforce Management, and platform workflows turn operational signals into reporting, AI insights, and actions.

Subscription revenue accounts for almost all revenue, while dedicated hardware serves as the data-collection layer for recurring software relationships. Originating in San Francisco, the business expanded its office footprint to London and Mexico and serves physical-operations organizations across multiple industries.

Customer feedback loops support product iteration across the suite. The operating model depends on customers connecting devices and third-party systems, adopting multiple modules, and allowing data to flow through one integrated platform.

Company facts

CEOSanjit Biswas

ListedDec 15, 2021

ExchangeNYSE

HeadquartersSan Francisco, CA

CountryUnited States

Employees4,100

CIK0001642896

ISINUS79589L1061

Key statistics

Market cap$23.75B

EPS (ttm)$0.1014

P/E (ttm)405.92

ROE4.2%

P/B15.89

P/S13.72

Dividend yield—

Beta0.97vs XLK 0.05

Year to date +21.4% · Average volume (30d) 5.1M

Analysts

Price target, next 12 months$45.00+9.3%Median of 18 analysts · vs the Aug 28 close

ConsensusBuy13 of 18 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $41.16

High$50.00+21.5%

Median$45.00+9.3%

Low$38.00−7.7%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Prior rating	Rating	Prior target	Target
Aug 24, 2026	KeyBanc	Reiterate		Overweight	$55	$46
Aug 19, 2026	Truist Financial	Target			$30	$38
Aug 14, 2026	RBC Capital	Reiterate		Outperform	$42	$50
Aug 10, 2026	Piper Sandler	Downgrade	Overweight	Neutral
Aug 9, 2026	Piper Sandler	Downgrade	Overweight	Neutral

Earnings

EPS

Estimate$0.16

ReportedDue Sep 3, 2026

Revenue

Estimate$483.3M

ReportedDue Sep 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Jun 4, 2026Q1 FY27	$0.13	$0.17	+30.6%	$455.2M	$478.8M	+5.2%	−1.16%
Mar 5, 2026Q4 FY26	$0.13	$0.18	+40.1%	$422.3M	$444.3M	+5.2%	+19.54%
Dec 4, 2025Q3 FY26	$0.12	$0.15	+26.9%	$399.3M	$416.0M	+4.2%	+11.08%
Sep 4, 2025Q2 FY26	$0.07	$0.12	+65.9%	$372.2M	$391.5M	+5.2%	+17.44%

View details

Financial highlights

	Q4 FY25	Q1 FY26	Q2 FY26	Q3 FY26	Q4 FY26	Q1 FY27
Revenue	$346.3M	$366.9M	$391.5M	$416.0M	$444.3M	$478.8M
Gross profit	$266.0M	$283.7M	$301.0M	$319.0M	$338.4M	$361.1M
Operating income	−$17.1M	−$33.3M	−$26.6M	−$1.7M	$9.0M	$7.2M
Net income	−$11.2M	−$22.1M	−$16.8M	$7.8M	$22.0M	$44.5M
Diluted EPS	−$0.02	−$0.04	−$0.03	$0.01	$0.04	$0.08
Gross margin	76.8%	77.3%	76.9%	76.7%	76.2%	75.4%
Operating margin	-5.0%	-9.1%	-6.8%	-0.4%	2.0%	1.5%

Fiscal years (4-quarter sums)FY22 $428.3M · FY23 $652.5M · FY24 $937.4M · FY25 $1.25B · FY26 $1.62B

Revenue by product · Q1 FY27

Subscription And Circulation$471.0M · 98%

Product And Service, Other$7.9M · 2%

Revenue by geography · Q1 FY27

United States$406.5M · 85%

Non-US$72.3M · 15%

Balance sheet, May 2, 2026Cash & short-term investments $804.3M · Total debt $69.0M · Total assets $2.61B · Shareholders' equity $1.51B

Dividends

No dividends on record.

Ownership

Institutions 71.70%413.75M sharesInsiders 3.34%19.26M sharesOther 24.96%144.04M shares

Shares outstanding 577.06M · Float 469.37M · 81.3% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Baillie Gifford & Co	56.36M	9.77%	13F	Aug 6, 2026
Price T Rowe Associates Inc /MD/	48.69M	8.44%	13F	Aug 14, 2026
T. Rowe Price Associates, Inc.	36.68M	10.00%	13G	May 15, 2026
FMR LLC	26.41M	4.58%	13F	Aug 13, 2026
BlackRock, Inc.	23.81M	4.13%	13F	Aug 7, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
Aug 25, 2026	Adam Eltoukhy	officer: SEE REMARKS	−6,876	$39.82
Aug 20, 2026	John Bicket	director, 10 percent owner, officer: SEE REMARKS	−34,557	$39.44
Aug 19, 2026	John Bicket	director, 10 percent owner, officer: SEE REMARKS	−93,365	$39.93
Aug 18, 2026	John Bicket	director, 10 percent owner, officer: SEE REMARKS	−135,978	$39.99
Aug 20, 2026	Sanjit Biswas	director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER	−35,366	$39.43