Samsara/$IOT
1D1W1MYTD1Y5YMAX
Capital at risk
About Samsara
Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers range from small and medium-sized businesses to state and local governments.
- Ticker
- $IOT
- Sector
- Software & Cloud Services
- Primary listing
- NYSE
- Employees
- 4,100
- Headquarters
- San Francisco, United States
- Website
- www.samsara.com
Samsara Metrics
BasicAdvanced
$23B
260.13
$0.15
1.34
-
Price and volume
Market cap
$23B
Beta
1.34
52-week high
$47.47
52-week low
$23.38
Average daily volume
6.8M
Financial strength
Current ratio
1.625
Quick ratio
1.214
Long term debt to equity
0.036
Total debt to equity
0.043
Profitability
EBITDA (TTM)
35.114
Gross margin (TTM)
76.43%
Net profit margin (TTM)
4.90%
Operating margin (TTM)
1.05%
Effective tax rate (TTM)
12.16%
Revenue per employee (TTM)
$450,000
Management effectiveness
Return on assets (TTM)
0.49%
Return on equity (TTM)
6.43%
Valuation
Price to earnings (TTM)
260.127
Price to revenue (TTM)
12.559
Price to book
14.61
Price to tangible book (TTM)
14.59
Price to free cash flow (TTM)
90.827
Free cash flow yield (TTM)
1.10%
Free cash flow per share (TTM)
0.44
Growth
Revenue change (TTM)
29.50%
Earnings per share change (TTM)
-197.83%
3-year revenue growth (CAGR)
33.30%
3-year earnings per share growth (CAGR)
-30.49%
Bulls say / Bears say
Samsara sustained strong scale economics in Q2 FY2027, with revenue up 30% year over year to $508.4 million and ARR up 30% to $2.125 billion. Customers generating more than $1 million of ARR grew their ARR by over 50% for the third consecutive quarter, supporting continued enterprise expansion. (SEC filing)
Profitability and cash generation continue to improve: Q2 non-GAAP operating margin reached 21%, GAAP EPS was positive for the fourth consecutive quarter, and free-cash-flow margin was 13%. (SEC filing)
Samsara’s AI strategy is gaining traction within its installed base: management reported that adoption of some newer AI features increased more than fourfold in the two months before the Q2 report. This could support cross-selling and raise the value of Samsara’s connected-operations data platform. (SEC filing)
Management’s Q3 FY2027 revenue guidance implies 24% year-over-year growth and full-year guidance implies 26%, slowing from Q2’s 30% growth and Q1’s 31% growth. (SEC filing)
Gross-margin performance is showing limited expansion: Q1 FY2027 GAAP gross margin fell two percentage points year over year to 75%, while Q2 remained at 77%. Sustained hardware, connectivity, and product-investment costs could constrain operating leverage. (SEC filing)
Q2 stock-based compensation expense-related charges were approximately $101.1 million, versus only $4.9 million of GAAP operating income; this creates dilution and means reported profitability may understate the cost of compensation. (SEC filing)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.
Upcoming events
No upcoming events
Samsara News
AllArticlesVideos
Funds containing Samsara
AllEURGBPUSD
Fund name | Fund size | $IOT weighting |
|---|---|---|
SPDR MSCI World Technology€WTCH | €1.1B | 0.05% |
SPDR MSCI World Technology£TECW | £923M | 0.05% |
Amundi S&P 500£500G | £6.6B | 0.05% |
iShares Core MSCI World$IWDA | $149B | 0.02% |
iShares Core MSCI World€IWDA | €129B | 0.02% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.