Companies /Technology

Samsara Inc - Class A

NYSE: IOT Software - Infrastructure
$41.73
▼ $0.66 (−1.56%) today
Markets closed · 4:40pm ET

24/7 Wall St. View

IOT at a Glance

Valuation
Market cap
$24.8B
P/E ratio
302.8
Profitability
Revenue (TTM)
$1.8B
Profit margin
4.9%
EPS (TTM)
$0.14
Price
52-week range
$23 – $47
24/7 target
$56.84
Street target
$52.16
Earnings
Q2 2027 EPS
$0.20
vs. $0.16 est.
+27.4%

Headquartered in San Francisco, CA Fiscal year ends January NYSE: IOT samsara.com

About Samsara

Samsara Inc. (NYSE: IOT) is the developer of the Connected Operations Platform, an open platform that connects people, assets, and systems across complex physical operations. The platform serves tens of thousands of customers across North America and Europe, spanning industries including construction, transportation, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, and food and beverage. Samsara's solutions leverage IoT hardware and software, including AI-powered features, to provide actionable insights that improve safety, efficiency, and sustainability for organizations that power the global economy. The company operates on a subscription-based model generating over $2.1 billion in annual recurring revenue. Updated

Latest Activity

Biggest movers · On the open
  • PBR-APetrobras$21.83+11.4%
  • PBRPetrobras$24.01+10.9%
  • IOTSamsara$44.03+7.1%
  • MELIMercadoLibre$1,795.34+5.8%
  • DKNGDraftKings$19.45+4.6%
  • NVTSNavitas Semiconductor$11.88-4.2%
  • CVECenovus Energy$31.34-3.3%
  • HPEHewlett Packard Enterprise$67.09-3.2%
  • OPENOpendoor Technologies$2.38-2.5%
  • APLDApplied Digital$24.76-2.5%

Both Petrobras lines are up double digits at the open, with the preferred shares leading at 11.4%, a rare size of move for a mega-cap oil name. The worst loser, Navitas Semiconductor, is off just 4.2%.

Biggest movers · At the close
  • ZSZscaler$192.17+16.8%
  • RBRKRubrik$99.51+14.8%
  • SSentinelOne$22.64+14.6%
  • PANWPalo Alto Networks$374.56+13.3%
  • IOTSamsara$42.98+12.0%
  • COHRCoherent$267.13-12.5%
  • ALABAstera Labs$257.28-11.7%
  • HPEHewlett Packard Enterprise$55.59-10.5%
  • ARMArm$240.05-9.3%
  • AAOIApplied Optoelectronics$96.14-8.8%

Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.

IOTSamsara
Regular session
$42.27
+8.01%open $39.14

An 8% intraday jump to $42.28 adds roughly $1.2 billion to Samsara's $16.1 billion market cap in a single session. Moves this size are rare for this name, so keep an eye on whether it holds into the close.

IOTSamsara
Regular session
$40.30
-10.26%open $44.90

A 10.3% slide to $40.30 the day after a Q2 FY27 earnings beat says holders are repricing the guidance. Keep an eye on whether the stock stabilizes above the open.

IOTSamsara
Q2 2027
EPS
$0.20
est $0.16+27.4%
Revenue
$508M
est $483M+5.2%

Samsara's growth is now concentrated in its largest accounts: million-dollar customers make up over $500 million of $2.12 billion ARR and are growing more than 50% year over year, the third straight quarter at that pace. Management raised full-year revenue guidance to as much as $2.047 billion with a 21% non-GAAP operating margin.

Quarterly EPS — reported vs estimate

IOT Coverage

4:49pm ET
Investing

Samsara (IOT) Delivers Its First Quarter of Profitability

Samsara (NYSE: IOT | IOT Price Prediction) delivered a milestone quarter after the close on Dec. 4, reporting its first period of GAAP profitability alongside strong revenue and earnings beats. The company…

IOT
Joel South
3:00pm ET
Investing

Live: Is Samsara (IOT) Ready to Jump Post-Earnings Tonight?

Live Updates Final Reactions4:36pm ET Metric Prior Street New Company Guide Δ FY26 Revenue $1.55B $1.574–1.578B ▲ FY26 EPS $0.41 $0.45–0.47 ▲ Sentiment Signals: Bullish: 30% ARR growth, big customer expansion, raised…

IOT
Joel South

Frequently Asked Questions

What does Samsara do?

Samsara Inc. (NYSE: IOT) is the developer of the Connected Operations Platform, an open platform that connects people, assets, and systems across complex physical operations.

What is the IOT stock price target?

24/7 Wall St.'s 12-month price target for IOT is $56.84, rated Buy. The Wall Street consensus target is $52.16. IOT price prediction →