Added to YB: 2026-09-08
Pitch date: 2026-09-04
IOT [bullish]
Samsara Inc.
Author Info
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Company Info
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally.
Market Cap
$23.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
428.08
P/E
261.43
EV/Sales
12.00
Sector
Software
Category
growth
Samsara Earnings Q2 2026
IOT (earnings): Samsara delivered a strong quarter: revenue rose 29.9% to $508.4M, 5.2% above estimates, ARR grew 29.5% to $2.12B, and non-GAAP operating margin expanded 5.6 points to 20.8%. Full-year revenue guidance increased 1.7% to $2.043B-$2.047B. Record large-customer additions and broader product adoption were additional positives, while hardware-related costs are expected to reduce FY27 free-cash-flow margin by 100 basis points.
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