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Added to YB: 2026-07-10

Pitch date: 2026-07-08

IOT [bullish]

Samsara Inc.

+3.88%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

Company Info

Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.

Market Cap

$21.2B

Pitch Price

$35.61

Price Target

N/A

Dividend

N/A

EV/EBITDA

1.3K

P/E

364.60

EV/Sales

11.54

Sector

Software

Category

growth

Show full summary:
Samsara Is Turning Physical Operations Into an AI Platform

IOT (added to position): Connected Operations Cloud, Q1 FY27 rev +30.5% YoY, ~$2B ARR (+30%), 115% NRR, record Q1 net new ARR ($101M, +30%). $137B TAM expanding via AI/emerging products (>20% net new ACV). CAC payback 17.5mo, FCF margin 15.3%. Fwd EV/S 9.7 vs 12.6 avg, near lows. Risk: gross margin pressure from AI/DRAM/NAND. 5% position.

Read full article (16 min)