Samsara (IOT) is trading up at $43.58 (+0.77%), as of the latest quote. It is a Russell 1000 constituent in the Information Technology sector.
Analyst price targets on IOT
Current price targets from 2 firms average $54, ranging from $50 to $58 — 24% above the current $43.6. Each is tracked to its date and scored the same way a member's call is.
- Jefferies $41.1 → $50 by Oct 2027 Oct 5, 2026 via Investing.com · Jefferies's track record
- Wells Fargo $40.2 → $58 by Sep 2027 Sep 4, 2026 via Investing.com · Wells Fargo's track record
Targets published by research firms, extracted from the news, checked against independent reporting, and linked to their source. Where a firm did not state a horizon the target is tracked as 12 months, the industry convention; the rows where the firm set its own horizon are marked. Reported here as facts about what was published — not recommendations from Dalsna Finance, and no firm listed is affiliated with this site.
Samsara revenue & net income history (FY2021–FY2026)
| FY2021Jan 2021 | FY2022Jan 2022 | FY2023Jan 2023 | FY2024Feb 2024 | FY2025Feb 2025 | FY2026Jan 2026 | |
|---|---|---|---|---|---|---|
| Income statement | ||||||
| Revenue | $249.9M | $428.3M | $652.5M | $937.4M | $1.25B | $1.62B |
| Growth (year over year) | — | +71.4% | +52.3% | +43.7% | +33.3% | +29.6% |
| Gross profit | $174.5M | $303.9M | $469.9M | $690.4M | $950.9M | $1.24B |
| Gross margin | 69.8% | 70.9% | 72.0% | 73.6% | 76.1% | 76.7% |
| Operating income | −$209.5M | −$353.8M | −$259.5M | −$323.3M | −$190.0M | −$52.6M |
| Operating margin | −83.8% | −82.6% | −39.8% | −34.5% | −15.2% | −3.2% |
| Net income | −$210.2M | −$355.0M | −$247.4M | −$286.7M | −$154.9M | −$9.12M |
| Net margin | −84.1% | −82.9% | −37.9% | −30.6% | −12.4% | −0.6% |
| EPS (diluted) | −$0.92 | −$1.28 | −$0.48 | −$0.54 | −$0.28 | −$0.02 |
| Balance sheet | ||||||
| Cash and equivalents | $434.3M | $921.2M | $200.7M | $135.5M | $227.6M | $318.8M |
| Total assets | — | $1.57B | $1.62B | $1.73B | $2.02B | $2.54B |
| Total liabilities | — | $579.0M | $679.0M | $819.7M | $955.1M | $1.12B |
| Shareholders' equity | −$532.8M | $988.9M | $938.0M | $915.1M | $1.07B | $1.42B |
| Cash flow | ||||||
| Operating cash flow | −$171.8M | −$171.5M | −$103.0M | −$11.8M | $131.7M | $236.2M |
| Capital expenditure | $32.1M | $19.4M | $33.2M | $11.0M | $20.2M | $28.8M |
| Free cash flow | −$203.9M | −$190.8M | −$136.3M | −$22.8M | $111.5M | $207.4M |
| Share buybacks | $61.0K | $5.00K | $0 | $0 | — | — |
| Q3 FY25Nov 2024 | Q4 FY25†Feb 2025 | Q1 FY26May 2025 | Q2 FY26Aug 2025 | Q3 FY26Nov 2025 | Q4 FY26†Jan 2026 | Q1 FY27May 2026 | Q2 FY27Aug 2026 | |
|---|---|---|---|---|---|---|---|---|
| Income statement | ||||||||
| Revenue | $322.0M | $346.3M | $366.9M | $391.5M | $416.0M | $444.3M | $478.8M | $508.4M |
| Growth (year over year) | +35.6% | +25.3% | +30.7% | +30.4% | +29.2% | +28.3% | +30.5% | +29.9% |
| Gross profit | $246.0M | $266.0M | $283.7M | $301.0M | $319.0M | $338.4M | $361.1M | $392.6M |
| Gross margin | 76.4% | 76.8% | 77.3% | 76.9% | 76.7% | 76.2% | 75.4% | 77.2% |
| Operating income | −$47.4M | −$18.4M | −$33.3M | −$26.6M | −$1.72M | $9.02M | $7.20M | $4.88M |
| Operating margin | −14.7% | −5.3% | −9.1% | −6.8% | −0.4% | 2.0% | 1.5% | 1.0% |
| Net income | −$37.8M | −$11.2M | −$22.1M | −$16.8M | $7.77M | $22.0M | $44.5M | $16.2M |
| Net margin | −11.7% | −3.2% | −6.0% | −4.3% | 1.9% | 5.0% | 9.3% | 3.2% |
| EPS (diluted) | −$0.07 | −$0.02 | −$0.04 | −$0.03 | $0.01 | $0.04 | $0.08 | $0.03 |
| Balance sheet | ||||||||
| Cash and equivalents | $160.3M | $227.6M | $259.0M | $258.5M | $275.1M | $318.8M | $219.0M | $291.4M |
| Total assets | $1.86B | $2.02B | $2.07B | $2.21B | $2.31B | $2.54B | $2.61B | $2.77B |
| Total liabilities | $864.7M | $955.1M | $946.0M | $992.3M | $1.01B | $1.12B | $1.11B | $1.17B |
| Shareholders' equity | $999.1M | $1.07B | $1.13B | $1.21B | $1.30B | $1.42B | $1.51B | $1.60B |
| Cash flow | ||||||||
| Operating cash flow | $36.0M | $53.9M | $52.6M | $50.2M | $63.7M | $69.7M | $81.4M | $73.5M |
| Capital expenditure | $4.78M | $5.35M | $6.92M | $5.97M | $7.86M | $8.02M | $8.24M | $8.78M |
| Free cash flow | $31.2M | $48.5M | $45.7M | $44.2M | $55.8M | $61.7M | $73.2M | $64.7M |
From Samsara's 10-K and 10-Q filings with the SEC; its fiscal year ends in January. Each period shows the latest figure the company has reported for it, including restatements. Net margin is our own calculation from those reported figures (net income ÷ revenue); it is left blank where revenue is zero or missing. † Quarter derived from the company's year-to-date or full-year totals. Filings on SEC EDGAR →
About Samsara
Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.
Source: Wikipedia — Samsara (company)
- Headquarters
- San Francisco, California From SEC filings, Oct 2026
Recent News (10)
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Samsara chief accounting officer sells $87,466 in stock
Samsara chief accounting officer sells $87,466 in stock
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Samsara options flow dominated by calendar spreads as stock slides 7% from open
Samsara options flow dominated by calendar spreads as stock slides 7% from open
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Samsara EVP, CTO John Bicket sells $11 million in stock
Samsara EVP, CTO John Bicket sells $11 million in stock
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Samsara CEO Sanjit Biswas sells $11m in shares in October
Samsara CEO Sanjit Biswas sells $11m in shares in October
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Jefferies initiates Samsara stock with buy rating on AI potential
Jefferies initiates Samsara stock with buy rating on AI potential
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Wells Fargo raises Samsara stock price target on strong growth
Wells Fargo raises Samsara stock price target on strong growth
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