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NYSE:IOT

Samsara (IOT)

40.05
+0.91 (2.31%)
as of Aug 26, 2026, 6:54:21 pm Market Open.
4 watching
0
Investor Insights
star iconAug 26, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Samsara, represented by the IOT-N symbol, has demonstrated impressive growth in its recent earnings report, with a 29% revenue increase attributed to momentum with large customers across diverse sectors such as energy, government, and transportation. The company achieved its first profitable GAAP quarter, posting a net income of $7.8 million and a non-GAAP operating margin of 19%. Despite a hefty valuation at 92X earnings and 10X sales, experts acknowledge Samsara’s strength as a debt-free company with $700 million in cash. The total annual recurring revenue reached $1.745 billion, reflecting a significant year-over-year growth and suggesting robust performance within its client base, particularly with large enterprises. Overall, while it is viewed as a solid long-term investment, it remains to be seen how the price will adjust to its premium valuation as the company continues to expand its market presence.

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Consensus
Positive
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Valuation
Overvalued
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Similar
Vewr,VRIO
BUY ON WEAKNESS
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

IOT is quite expensive at 92X earnings, and about 10X sales. It is debt free with $700M cash. It has not really enjoyed the tech party this year, the stock is flat. Still, the recent quarter was solid. Samsara topped consensus, posting 29% revenue growth in 3Q on large-customer momentum and expansion across sectors. Management raised fiscal 2026 sales-growth guidance to 28%. Total annual recurring revenue reached $1.745 billion, up 29% from a year ago, underscoring traction with larger enterprises. Customers with over $100,000 in ARR remain a key driver, up 31% year over year to 2,990. Those with $1 million-plus ARR contributed more than 20% of the total. Recent wins across energy, government, media, infrastructure, transportation and distribution highlight inroads into complex operational industries. The company delivered its first profitable GAAP quarter, with $7.8 million in net income and a 19% non-GAAP operating margin supported by operating efficiency. We think it is a solid company and will be a good long term holding. It just needs a while to grow into its (very) premium valuation. 
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BUY

They delivered a great company and is run by a fine CEO.

BUY ON WEAKNESS

Software infrastructure connecting businesses to the cloud and the internet of things. Is -9% this year on worries that this economy will make enterprise customers less likely to buy their products.

DON'T BUY

The selling of shares by the CEO was large. Also, enterprise software is in a bear market.

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Samsara (IOT) Frequently Asked Questions

What is Samsara stock symbol?

Samsara is a American stock, trading under the symbol IOT (previously IOT-N on Stockchase) on the New York Stock Exchange (IOT). It is usually referred to as NYSE:IOT or IOT

Is Samsara a buy or a sell?

In the last year, 2 stock analysts issued a Buy, Sell, or Hold rating on IOT (previously IOT-N on Stockchase). 2 analysts recommended to BUY and 0 analysts recommended to SELL the stock. The latest stock analyst rating is BUY on WEAKNESS. Read the latest stock experts' ratings for Samsara.

Is Samsara a good investment or a top pick?

Samsara was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Samsara.

Why is Samsara stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for Samsara.

Is Samsara worth watching?

Samsara is covered by Stockchase experts and is worth watching.

What is Samsara stock price?

On 2026-08-26, Samsara (IOT) stock closed at a price of $40.05.