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Friday 6 November 2026
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Samsara Inc.
IOT Technology Software Infrastructure
Samsara Inc.’s revenue for fiscal 2026 (year ended January 2026) was $1.6 billion, up 29.6% from fiscal 2025.
- Revenue
- +29.9%
- EPS
- +200.0%
- Free cash flow
- +46.5%
Quarter to July 2026, against a year earlier
41.36
1.45
−3.39%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to January
| Ten-year view | Analyst estimates Powerpack | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Group | Line | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | TTM Jul ’26 | Trend | 10 yrs | 2027e | 2028e | 2029e | Next 3/yr |
| Income, $m | ||||||||||||||||||
| Income, $m | Revenue | — | — | — | 120 | 250 | 428 | 653 | 937 | 1,249 | 1,619 | 1,848 | +54.3% | 2,045 | 2,455 | 2,919 | +21.7% | |
| Gross margin, % | — | — | — | 59.69 | 69.83 | 70.94 | 72.01 | 73.65 | 76.12 | 76.74 | 76.38 | +17.0 pt | ||||||
| EBT | — | — | — | (225) | (210) | (354) | (244) | (283) | (150) | 1 | 103 | n/m | ||||||
| EBT margin, % | — | — | — | (187.61) | (84.08) | (82.61) | (37.37) | (30.23) | (12.04) | 0.06 | 5.58 | +187.7 pt | ||||||
| Net income | — | 0 | — | (225) | (210) | (355) | (247) | (287) | (155) | (9) | 91 | n/m | ||||||
| Per share, $ | ||||||||||||||||||
| Per share, $ | Revenue | — | — | — | 0.52 | 1.04 | 1.54 | 1.27 | 1.75 | 2.25 | 2.82 | 3.16 | +32.6% | |||||
| Earnings | — | — | — | (0.98) | (0.88) | (1.28) | (0.48) | (0.54) | (0.28) | (0.02) | 0.16 | (49.7%) | ||||||
| Cash flow | — | — | — | (0.84) | (0.72) | (0.62) | (0.20) | (0.02) | 0.24 | 0.41 | 0.49 | n/m | ||||||
| Capex | — | — | — | (0.13) | (0.13) | (0.07) | (0.06) | (0.02) | (0.04) | (0.05) | (0.06) | (14.7%) | ||||||
| Free cash flow | — | — | — | (0.97) | (0.85) | (0.69) | (0.26) | (0.04) | 0.20 | 0.36 | 0.44 | n/m | ||||||
| Book value | — | — | — | 0.00 | (2.23) | 3.56 | 1.82 | 1.71 | 1.92 | 2.48 | 2.74 | n/m | ||||||
| Shares, m | — | — | — | 230 | 239 | 278 | 514 | 535 | 556 | 573 | 579 | +16.4% | ||||||
| Valuation, × | ||||||||||||||||||
| Valuation, × | P/E | — | — | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 252.97 | 0.0 | |||||
| P/S | — | — | — | 16.11 | 16.11 | 15.71 | 10.75 | 17.92 | 22.94 | 9.36 | 13.08 | 15.6 | ||||||
| P/B | — | — | — | 0.00 | 0.00 | 6.80 | 7.48 | 18.35 | 26.80 | 10.66 | 15.08 | 10.0 | ||||||
| EV/Sales | — | — | — | 15.40 | 15.40 | 13.56 | 9.69 | 17.33 | 22.38 | 8.84 | 12.63 | 14.7 | ||||||
| EV/FCF | — | — | — | (17.29) | (17.29) | (30.44) | (46.42) | (713.61) | 250.76 | 68.99 | 91.32 | (72.2) | ||||||
| Cash, $m | ||||||||||||||||||
| Cash, $m | Operating cash flow | — | — | — | (193) | (172) | (171) | (103) | (12) | 132 | 236 | 288 | n/m | |||||
| Capex | — | — | — | (30) | (32) | (19) | (33) | (11) | (20) | (29) | (33) | (0.7%) | ||||||
| Free cash flow | — | — | — | (223) | (204) | (191) | (136) | (23) | 111 | 207 | 255 | n/m | ||||||
| Balance, $m | ||||||||||||||||||
| Balance, $m | Working capital | — | — | — | 115 | 279 | 762 | 515 | 295 | 451 | 590 | 605 | +31.3% | |||||
| Net debt | — | — | — | (201) | (400) | (921) | (690) | (548) | (695) | (840) | (829) | +26.9% | ||||||
| Shareholders’ equity | — | — | — | — | (533) | 989 | 938 | 915 | 1,069 | 1,420 | 1,602 | n/m | ||||||
| Returns, % | ||||||||||||||||||
| Returns, % | ROA | — | — | — | 0.00 | (47.42) | (28.93) | (15.54) | (17.11) | (8.24) | (0.40) | 3.64 | (0.4) pt | |||||
| ROIC | — | — | — | 0.00 | 0.00 | (326.53) | (65.35) | (54.99) | (31.71) | (5.66) | 1.57 | (5.7) pt | ||||||
| ROE | — | — | — | 51.54 | 48.11 | (155.66) | (25.68) | (30.94) | (15.61) | (0.73) | 6.43 | (52.3) pt | ||||||
| People | ||||||||||||||||||
| People | Employees | — | — | — | — | 1,490 | 1,616 | 2,266 | 2,895 | 3,500 | 4,100 | — | +22.4% | |||||
| Revenue/emp, $m | — | — | — | 0.00 | 0.17 | 0.27 | 0.29 | 0.32 | 0.36 | 0.39 | — | n/m | ||||||
Negative figures in brackets.
estimates
Fiscal years to Jan 2026 · latest quarter Jul 2026
Business profile
Samsara Inc. vs peers in Software Infrastructure (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| TWLO Twilio Inc. | $31.1B | 24.3× | 22.8× | +19.93% (above 0%: growing) | +333.33% (above 0%: growing) | +54.25% (above 0%: growing) | 48.77% | 9.53% | Compare |
| CPAY Corpay, Inc. | $29.4B | 24.5× | 20.1× | +17.86% (above 0%: growing) | +45.06% (above 0%: growing) | −71.00% (below 0%: shrinking) | 100.00% | 44.96% | Compare |
| VRSN VeriSign, Inc. | $28.0B | 33.5× | 32.3× | +5.70% (above 0%: growing) | +3.51% (above 0%: growing) | −13.96% (below 0%: shrinking) | 88.76% | 66.93% | Compare |
| GPN Global Payments Inc. | $25.1B | — (loss-making) | — (loss-making) | +68.63% (above 0%: growing) | −94.95% (below 0%: shrinking) | −35.83% (below 0%: shrinking) | 61.04% | 10.15% | Compare |
| MDB MongoDB, Inc. | $24.5B | 413× | 544× | +30.50% (above 0%: growing) | n/m | +94.79% (above 0%: growing) | 73.83% | 3.68% | Compare |
| CRWV CoreWeave Inc. | $24.1B | — (loss-making) | — (loss-making) | +112.46% (above 0%: growing) | n/m | −112.39% (below 0%: shrinking) | 65.86% | (1.90%) | Compare |
| IOT Samsara Inc. | $24.1B | 253× | 223× | +29.88% (above 0%: growing) | n/m | +46.50% (above 0%: growing) | 77.21% | 0.96% | |
| RBRK Rubrik, Inc. | $21.9B | — (loss-making) | — (loss-making) | +37.89% (above 0%: growing) | n/m | +14.13% (above 0%: growing) | 78.44% | (16.83%) | Compare |
| TOST Toast, Inc. | $20.4B | 37.6× | 33.1× | +21.31% (above 0%: growing) | +62.17% (above 0%: growing) | +18.30% (above 0%: growing) | 27.41% | 8.33% | Compare |
| Median of peers | $24.8B | 33.5× | 32.3× | +25.91% | +45.06% | +0.09% | 69.85% | 8.93% |
Largest institutional holders 13F, quarter to 30 June 2026
Held by institutions
67.67%
Held by the ten largest
41.62%
| Holder | Shares | Stake | Change |
|---|---|---|---|
| Baillie Gifford | 56.36m | 9.67% | −1.17m |
| T. Rowe Price | 48.69m | 8.36% | +12.10m |
| Vanguard | 36.11m | 6.20% | +1.60m |
| Fidelity (FMR) | 26.41m | 4.53% | +2.63m |
| BlackRock | 23.81m | 4.09% | +1.47m |
| Morgan Stanley | 12.35m | 2.12% | +3.93m |
| SANDS CAPITAL MANAGEMENT, LLC | 11.35m | 1.95% | −4.31m |
| Goldman Sachs | 10.12m | 1.74% | +421.06k |
| Wellington Management | 9.33m | 1.60% | +813.92k |
| State Street | 7.98m | 1.37% | +717.78k |
13F filings for the quarter to 30 June 2026: long positions in US-listed shares reported by managers with $100m or more, ~45 days after the quarter.
Pay and ownership Proxy statement filed 1 June 2026
Chief executive’s pay
| Year | Total pay | Actually paid | $100 invested |
|---|---|---|---|
| 2026 | 18.18m | (3.32m) | 113.56 |
| 2025 | 19.83m | 51.98m | 208.50 |
| 2024 | 18.36m | 79.23m | 131.62 |
| 2023 | 10.12m | (129.54k) | 55.71 |
| 2022 | 1.06m | 30.64m | 67.45 |
Ownership
Directors and executive officers, together
77.50% of the votes
Sanjit Biswas
39.60% of the votes
John Bicket
38.40% of the votes
Baillie Gifford & Co.
2.30% of the votes
T. Rowe Price Associates, Inc.
1.50% of the votes
FMR LLC
less than 1% of the votes
BlackRock, Inc
less than 1% of the votes
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards
at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s
shares at the start of the earliest year shown was worth at each year’s end.
Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more.
Read the proxy statement
Samsara Inc. (IOT) Latest News
25 Oct
5 Oct
22 Sep
12 Sep
IOT metrics, ten years each
- Revenue
- Net income
- EPS (diluted)
- EBITDA
- Free cash flow
- Operating cash flow
- Gross margin
- Operating margin
- Net margin
- Free cash flow margin
- P/E ratio
- P/S ratio
- P/B ratio
- Price to free cash flow
- EV/EBITDA
- EV/Sales
- EV/FCF
- Return on equity
- Return on assets
- Return on invested capital
- Debt to equity
- Current ratio
- Total debt
- Shares outstanding
- Book value per share
- Revenue growth
- Piotroski F-score
- Altman Z-score
- Beneish M-score
Samsara sells software and connected devices that help organizations monitor and manage physical operations. Its customers operate vehicles, equipment, facilities and field workforces in industries such as transportation, construction, manufacturing and logistics. The company was founded in 2015, and Sanjit Biswas is its chief executive officer.
Its Connected Operations Platform brings together information from Samsara devices, connected assets and other business systems. Devices such as cameras, sensors and internet gateways can collect data from assets that are not already connected. The platform also receives information through connections with equipment manufacturers and other software providers. Customers access the resulting data through a cloud dashboard, alerts, reports and mobile applications.