Technology
Samsara Inc.(IOT)
Live Price
Offline$31.11
-1.55% today
1Y Change
-18.24%
Window
Jun 25, 2025 โ Jun 17, 2026
- Market Cap
- $16.48B
- Revenue Growth
- +29.6%
- EPS Growth
- +94.3%
- Dividend Yield
- 0.0%
Coverage: 246 bars ยท Jun 25, 2025 โ Jun 17, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Samsara Inc. (IOT) is a Technology stock with a market cap of $16.48B and listed on NYSE. The stock last traded around $31.11 and down 18.2% across the available one-year price window (Jun 25, 2025 โ Jun 17, 2026). Baseline metrics include revenue growth of +29.6%, EPS growth of +94.3%, a dividend yield of 0.0%. What stands out right now is revenue +29.6%, EPS +94.3%, free cash flow +86.1% with operating margin -3.2% and ROIC 32.3%. Valuation already assumes a fairly strong business story at price/sales 10.2. Overall, the current profile looks closer to a higher-growth but lower-margin setup than a generic broad-market placeholder. Stock Foundry combines IOT price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+29.6% vs +11.9% peer median
Operating Margin
Below sector median
-3.2% vs +22.0% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Jun 4, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +29.6% and EPS at +94.3%, with operating margin around -3.2%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.3% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Jun 4, 2026 | โ | -1.2% | -8.4% | โ |
2026 Mar 5, 2026 | +40.1% | +19.5% | +7.7% | +9.1% |
2025 Dec 4, 2025 | +26.9% | +11.1% | +7.7% | -14.1% |
Benchmark Edge
IOT vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
IOT
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
IOT Max Drawdown
-46.37%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for IOT and SPY.
Company Overview
Samsara Inc.
New York Stock Exchange
Samsara Inc. provides solutions that connect physical operations data to its Connected Operations Cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy; and applications for video-based safety, vehicle telematics, apps and driver workflows, equipment monitoring, and site visibility. It serves customers across a range of industries, including transportation and logistics, construction, field services, utilities and energy, government, healthcare and education, manufacturing, wholesale and retail trade, and food and beverage. The company was incorporated in 2015 and is based in San Francisco, California.
- Leadership
- Sanjit Biswas
- IPO Date
- Dec 15, 2021
- Employees
- 3.5k
- Street Address
- South Building
- Mailing
- San Francisco, CA, 94103
- Region
- San Francisco, CA, US
- Reporting Currency
- USD
- Investor Line
- 415 985 2400
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- โ
- Price/Sales
- 10.2
- Price/Book
- 11.7
Growth
- Revenue
- +29.6%
- EPS
- +94.3%
- Free Cash Flow
- +86.1%
Profitability
- Gross Margin
- 76.7%
- Operating Margin
- -3.2%
- Net Margin
- -0.6%
- ROE
- -0.7%
- ROIC
- 32.3%
Balance Sheet
- Debt/Equity
- 0.05
- Current Ratio
- 1.64
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.