Samsara Inc.

IOT

$39.06

-4.38%

2026-09-01 16:00:02 EDT-$1.79

Technology

Software - Infrastructure

NYSE

Active Trading

Samsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients ...

Price Action of IOT

$39.06

-4.38%-$1.79

High—

Low—

52W High-17.7%

Rel. vol—

Interval

Range6.5h

Volume—SMA5SMA10

—

Samsara Inc. (NYSE: IOT) is a leading provider of the Connected Operations Cloud, a platform that digitizes and connects physical operations data. Founded in 2015 by Sanjit Biswas and John Bicket, who previously co-founded Meraki (acquired by Cisco), Samsara focuses on helping businesses in transportation, logistics, construction, field services, and ...Samsara Inc. (NYSE: IOT) is a leading provider of the Connected Operations Cloud, a platform that digitizes and connects physical operations data. Founded in 2015 by Sanjit Biswas and John Bicket, who previously co-founded Meraki (acquired by Cisco), Samsara focuses on helping businesses in transportation, logistics, construction, field services, and other sectors leverage IoT devices and AI to gain real-time insights. The platform includes video-based safety, fleet telematics, driver workflows, equipment monitoring, and site visibility, with applications for safety, compliance, maintenance, routing, and sustainability. Key financial metrics (TTM) show a market cap of approximately $23.59B, revenue per share of $2.97, and a gross profit margin of 76.2%. The company has around 4,100 employees and continues to innovate with AI-powered safety tools and connected wearables. Samsara aims to digitize the physical world, reduce operational costs, and improve safety and efficiency for its customers.ExpandCollapse

Founded

2015

Employees

4100

CEO

Sanjit Biswas

Full Name

Samsara Inc.

Sector

Technology

Industry

Software - Infrastructure

ROE

6.21%

Market Cap

$22.54B

Current Ratio

1.62

WACC

10.79%

ROIC

10.01%

Contact Information

https://www.samsara.com

415 985 2400

1 De Haro Street, San Francisco, CA 94107

Key Metrics of IOT

Snapshot

Latest / TTM · 6 periods

Market Cap

$22.54B

ROCE

1.1%

EV / EBITDA

197.90x

+4.3% YoY

FCF Yield

1.1%

-0.1% YoY

Cash Conversion Cycle

79.9d

Current Ratio

1.62

Quick take

TTM —

Positive CCC

Financial Highlights of IOT

Profitability trend

Latest / TTM · 6 periods

Gross Margin

76.4%

Net Margin

4.9%

P/E Ratio

239.79x

n/a

Debt / Equity

0.04

n/a

Current Ratio

1.62

Dividend Yield

0.0%

Understanding

TTM —

Interest coverage is weak

Calendar of IOT

Upcoming

Nov 2, 2026In 59 days
Q4 2026 · Estimated results
Est. EPS $0.18 · Revenue $509.67M · 12 analysts
Jan 31, 2027
FY2027 · Estimated annual results
Est. EPS $0.72 · Revenue $2.01B · 11 analysts
Feb 2, 2027
Q1 2027 · Estimated results
Est. EPS $0.21 · Revenue $538.37M · 5 analysts
May 2, 2027
Q2 2027 · Estimated results
Est. EPS $0.21 · Revenue $569.34M · 5 analysts

Recent history

Jun 9, 2026
Q1 FY2027 · Results reported
EPS $0.08 · Revenue $478.84M
View filing
Mar 16, 2026
FY2026 · Annual results
EPS $-0.02 · Revenue $1.62B
View filing
Dec 9, 2025
Q3 FY2026 · Results reported
EPS $0.01 · Revenue $415.98M
View filing
Sep 9, 2025
Q2 FY2026 · Results reported
EPS $-0.03 · Revenue $391.48M
View filing
Jun 10, 2025
Q1 FY2026 · Results reported
EPS $-0.04 · Revenue $366.88M
View filing
Jan 31, 2025
FY2025 · Annual results
EPS $-0.28 · Revenue $1.25B

Financial Statements of IOT

5Y Trend (Revenue, Earnings, FCF)

Metric	Latest	YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength.	QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes.
RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three).	$1.6B	+29.6%	+7.8%
Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day.	$-9.1M	+94.1%	+102.0%
Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials.	+76.7%	+0.8%	-1.0%
Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on).	-3.2%	+78.6%	-26.0%
Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales.	-0.6%	+95.5%	+87.4%
Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock.	$207.4M	+86.1%	+18.6%
FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine.	+12.8%	+43.6%	+10.0%
Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe.	5.1%	-31.8%	-10.6%
Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking.	1.64x	+9.3%	-1.4%
Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground.	$2.5B	+25.5%	+2.9%

Actual vs Estimate

A Jan 31Q Nov 2

Metric	Annual (A vs E)	Annual Surprise	Quarter (A vs E)	Quarter Surprise
EPS Surprise	-0.02 vs 0.51	-103.1%	0.08 vs 0.18	-56.0%
Revenue Surprise	$1.6B vs $1.6B	+1.4%	$478.8M vs $509.7M	-6.0%

Insider Transactions of IOT

Acquisitions (A)

Since Aug 19, 2026

Disposals (D)

Since Aug 19, 2026

Monthly shares of acquisitions/disposals with close price trend (shared daily price source)

Insider Trading Snapshot

Date	Executive	Title	Security	Side	Shares	Price
Aug 25, 2026	Eltoukhy Adam	officer: SEE REMARKS	Class A Common Stock	D	6,876	$39.82
Aug 20, 2026	Biswas Sanjit	director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER	Class A Common Stock	D	35,266	$39.43
Aug 20, 2026	Biswas Sanjit	director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER	Class A Common Stock	D	100	$40.08
Aug 20, 2026	Bicket John	director, 10 percent owner, officer: SEE REMARKS	Class A Common Stock	D	34,557	$39.44
Aug 19, 2026	Biswas Sanjit	director, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER	Class A Common Stock	D	49,625	$39.61

Earnings Call Transcript of IOT

1 transcript segments

Q1 2027

Unknown Speaker

Mike Chang: Good afternoon, and welcome to Samsara's First Quarter Fiscal 2027 Earnings Call. I'm Mike Chang, Samsara's Senior Vice President of Finance. Joining me today are Samsara Chief Executive Officer and Co-Founder, Sanjit Biswas, and our Chief Financial Officer, Dominic Phillips. . In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our investor relations website at investors.samsara.com. The matters we'll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings. Any forward-looking statements that we make on this call are based on assumptions as of today, June 04, 2026, and we undertake no obligation to update these statements as a result of new information or future events unless required by law. During today's call, we'll discuss our first quarter fiscal 2027 financial results. We'd like to point out that the company reports non-GAAP results in addition to and not as a substitute for or superior to financial measures calculated in accordance with GAAP. We also report both actual and constant currency growth rates for certain metrics. On the call, we'll only provide constant currency commentary when there's a difference. Reconciliations of GAAP to non-GAAP financial measures and additional information on constant currency are provided in our press release and investor presentation. We'll make opening remarks, dive into highlights for the quarter and then open the call for Q&A. With that, I'll hand over the call to Sanjit. Sanjit Biswas: Thanks, Mike, and thank you, everyone, for joining us today. Samsara delivered a strong start to FY '27 with another quarter of durable and efficient growth. We ended Q1 with nearly $2 billion in ARR, growing 30% year-over-year and achieving our second -- our third consecutive quarter of GAAP EPS profitability. We added $101 million in net new ARR, also growing 30% year-over-year or 27% in constant currency. Our largest customers continue to drive strong growth. We now have over $1.2 billion in ARR from our customers spending $100,000 or more, growing 37% year-over-year and accelerating for the third straight quarter. In Q1, we added 169 customers with $100,000 or more in ARR and 15 customers with $1 million or more in ARR. Large customer wins in the quarter include Hertz, one of the world's largest car rental companies; Foundation Building Materials, a leading North American specialty building materials distributor; the State of Connecticut; and one of the world's largest pizza companies. Over the past few months, I visited dozens of our top customers and prospects in North America and Europe. These operators are being asked to do more than ever, and they're turning to Samsara for help. 3 themes emerged as consistent …

Leadership Team of IOT

10 executives

Name	Title	Compensation	Gender	Year Born	Status
Dominic Phillips	Executive Vice President & Chief Financial Officer	USD 1,199,816	Male	1983	Active
Adam Eltoukhy	Executive VP, CAO & Corporate Secretary	USD 767,847	Male	1984	Active
John Bicket	Co-Founder, Executive Vice President, Chief Technology Officer & Director	USD 116,984	Male	1980	Active
Sanjit Biswas	Co-Founder, Chief Executive Officer & Chairman	USD 115,486	Male	1982	Active
Benjamin Calderon	Executive Vice President and Chief Technology Officer of Hardware & Operations	—	Male	1974	Active
Meagen Eisenberg	Chief Marketing Officer	—	Female	1975	Active
Stephen Franchetti	Chief Information Officer	—	Male	—	Active
Robert Stobaugh	Chief Operating Officer	—	Male	—	Active
Ben Kirchhoff	Chief Accounting Officer	—	Male	—	Active
Mike Chang	Vice President of Corporate Development & Investor Relations	—	Male	—	Active

Recent News of IOT

Zacks Investment Research8/6/2026Neutral

Samsara Inc. (IOT) Registers a Bigger Fall Than the Market: Important Facts to Note

Samsara Inc. (IOT) closed at $38.22 in the latest trading session, marking a -1.32% move from the prior day.

Business Wire8/5/2026Neutral

Samsara to Announce Second Quarter Fiscal Year 2027 Financial Results on September 3, 2026

SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced it will release its financial results for the second quarter of fiscal year 2027, which ended August 1, 2026, after the U.S. market closes on Thursday, September 3, 2026. Samsara will host a live webcast that day at 2:00 p.m. Pacific time (5:00 p.m. Eastern time) to discuss the results. Event: Samsara's Second Quarter Fiscal Year 2027 Financial Results Date: T.

Zacks Investment Research7/30/2026Neutral

Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know

Samsara Inc. (IOT) closed the most recent trading day at $35.8, moving 7.61% from the previous trading session.

Defense World7/29/2026Neutral

Arrowstreet Capital Limited Partnership Buys 546,082 Shares of Samsara Inc. $IOT

Arrowstreet Capital Limited Partnership increased its stake in shares of Samsara Inc. (NYSE: IOT) by 77.1% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,254,257 shares of the company's stock after buying an additional 546,082 shares during the

Zacks Investment Research7/28/2026Neutral

Samsara Inc. (IOT) Crossed Above the 200-Day Moving Average: What That Means for Investors

From a technical perspective, Samsara Inc. (IOT) is looking like an interesting pick, as it just reached a key level of support. IOT recently overtook the 200-day moving average, and this suggests a long-term bullish trend.

Historical Employee Count of IOT

Current

4,100

Change

+17.14%

Minimum

1,616

Maximum

4,100

Recent Filings

Report Date	Employees	Form Type	Filing Date	SEC Filing
Jan 31, 2026	4,100	10-K	Mar 16, 2026	View
Feb 1, 2025	3,500	10-K	Mar 25, 2025	View
Feb 3, 2024	2,895	10-K	Mar 26, 2024	View
Jan 28, 2023	2,266	10-K	Mar 21, 2023	View
Jan 29, 2022	1,616	10-K	Mar 30, 2022	View

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Samsara Inc.