IOT
Samsara Inc.
Last earnings -3.1% on 2026-06-04
$35.93
▲ +10.81%$35.93▼ -9.27%
over 1Y
L $24.25H $45.22
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+10.8%
1W+24.0%
1M-3.8%
3M+11.4%
YTD+5.9%
1Y-9.3%
Hold
Conviction
Horizon
Long (>12mo)
Street · 27 analysts
Buy
High-quality 76.7% gross-margin SaaS nearing breakeven, but a deeply negative P/E and steep multiple leave little margin of safety.
Revenue $1.62B · FY2026
Samsara is a high-quality connected-operations software business that has crossed an important inflection. FY2026 revenue grew 29.6% to $1.62B and the net loss collapsed from -$155M to just -$9.12M, a 94.1% improvement, while operating cash flow surged 79.4% to $236M. With ~98% of revenue from non-cancelable three-to-five-year subscriptions and 76.7% gross margins, the recurring-revenue model is durable and the path to GAAP profitability is now clearly visible after years of heavy losses (from -$355M in FY2022).
The balance sheet supports continued investment: $1.42B equity (up 32.9%), $319M cash and liabilities of only 0.79x equity. R&D spend of $345M (up 15%) is being funded without straining the business, and capex remains light at $28.8M for an asset-light platform. The deeply negative trailing P/E of -1584.5 reflects the still-negative bottom line rather than a broken business, and accumulated retained-earnings deficit of -$1.62B is the legacy of the growth-stage build-out.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:42 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Financials · annual, by fiscal year
| Line item | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | $428M | $653M | $937M | $1.25B | $1.62B |
| Gross profit | $304M | $470M | $690M | $951M | $1.24B |
| Operating income | -$354M | -$259M | -$323M | -$190M | -$52.6M |
| Net income | -$355M | -$247M | -$287M | -$155M | -$9.12M |
| Diluted EPS | -$1.28 | -$0.48 | -$0.54 | -$0.28 | -$0.02 |
| Net margin | -82.9% | -37.9% | -30.6% | -12.4% | -0.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$20.6B
EV / EBITDA—
EV / Sales12.7
EV / FCF99.4
P / FCF100.9
PEG (trailing)—
Earnings yield-0.0%
FCF yield1.0%
Quality & risk
ROIC (est.)-2.9%
Free cash flow$207M
Total debt—
Net cash$319M
Altman Z-Score11.17 safe
Piotroski F-Score6/8
Capital returns
Buyback yield0.0%
Dividend yield (est.)—
Shareholder yield0.0%
Shares Δ YoY+3.1%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsRoutine disclosure cadence — no material red flags in recent filings.
Recent filings
all on EDGAR ↗4Period ending 2026-07-012026-07-02open ↗144/AFiling2026-07-02open ↗144Filing2026-07-01open ↗144Filing2026-07-01open ↗4Period ending 2026-06-292026-06-30open ↗144Filing2026-06-29open ↗4Period ending 2026-06-222026-06-23open ↗144Filing2026-06-22open ↗4Period ending 2026-06-162026-06-18open ↗4Period ending 2026-06-162026-06-18open ↗4Period ending 2026-06-152026-06-17open ↗4Period ending 2026-06-152026-06-17open ↗
Frequently asked
- Is Samsara Inc. (IOT) a buy?
- IOT currently carries a Hold rating with 3/5 conviction, derived from its latest SEC filings. High-quality 76.7% gross-margin SaaS nearing breakeven, but a deeply negative P/E and steep multiple leave little margin of safety.
- What is Samsara Inc.'s quality score?
- IOT scores 54.11978926229554/100 (grade C-) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001642896, latest 10-Q filed 2026-06-09) · EODHD · Proprietary analysis · as of 6/21/2026, 8:42:19 PM.
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