Samsara Inc. (IOT) Stock Price & Analysis
Samsara Inc. (IOT) closed at USD 44.92 on Friday, October 23, 2026, up 2.60% on the day. The US market is currently closed; this is not a live price.
The prior close was USD 43.78; the Oct 23, 2026 session ranged USD 43.25–44.99 on volume of 3,102,587 shares. Market capitalization is $26.31B, with a 52-week range of USD 23.38–47.47 (NYQ). Source: Nexqual, retrieved October 24, 2026 at 10:07 UTC.
Also available as compact Markdown for AI agents: nexqual.com/IOT.md
Key facts (IOT)
- Last four reported quarters (through Aug 1, 2026): revenue $1.85B, net income $90.6M (4.9% margin), free cash flow $255M (SEC filings).
- Valuation: P/E 290.5x.
- Earnings quality: non-operating income $83.7M vs operating income $19.4M over the last four quarters; P/E excluding non-operating income ≈1546.2x (estimate: non-operating income taxed at the company's 12.2% effective rate).
- Insider open-market sales, last ~7 months: 48 Form 4 filings, $267M; 2 not under a Rule 10b5-1 plan ($75.6M); 0 by opportunistic insiders, 38 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.15 on a 1–5 scale) (26 analysts), mean target USD 52.07 (range 39–60).
- Total return with dividends: 1Y +14.4% vs S&P 500 +13.4%; 5Y +101.3% vs S&P 500 +76.9%.
- Next earnings: 2026-12-03, EPS estimate USD 0.19, revenue estimate $515M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (IOT)
| USD | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $428M | $653M | $937M | $1.25B | $1.62B | $1.85B |
| Gross profit | $304M | $470M | $690M | $951M | $1.24B | — |
| Operating income | -$354M | -$259M | -$323M | -$190M | -$52.6M | $19.4M |
| Net income | -$355M | -$247M | -$287M | -$155M | -$9.1M | $90.6M |
| EPS (diluted) | -$1.28 | -$0.48 | -$0.54 | -$0.28 | -$0.02 | — |
| Free cash flow | -$191M | -$136M | -$22.8M | $111M | $207M | $255M |
| Gross margin | 70.9% | 72.0% | 73.6% | 76.1% | 76.7% | — |
| Operating margin | -82.6% | -39.8% | -34.5% | -15.2% | -3.2% | 1.0% |
| Net margin | -82.9% | -37.9% | -30.6% | -12.4% | -0.6% | 4.9% |
| Revenue growth | +71.4% | +52.3% | +43.7% | +33.3% | +29.6% | — |
| Cash + short-term investments | $921M | $690M | $548M | $695M | $834M | — |
Fiscal years end Jan. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Aug 1, 2026) (IOT)
P/E 290.5x · P/E ex non-operating (est.) ≈1546.2x · P/S 14.2x · P/FCF 103.0x · P/B 16.4x · FCF yield 0.97% · Earnings yield 0.34%
Insider sales (SEC Form 4, open-market, last ~7 months) (IOT)
46 of 48 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-10-19 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | 770 | $31K | 0.5% | Yes (adopted September 30, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-10-15 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | 2,165 | $87K | 1.4% | Yes (adopted September 30, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-10-13…2026-10-15 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | 263,900 | $11.0M | 11.5% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-10-13…2026-10-15 | Bicket John | SEE REMARKS | 263,900 | $11.0M | 17.8% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-10-01 | Phillips Dominic | SEE REMARKS | 29,972 | $1.2M | 1.7% | Yes (adopted December 29, 2025) | Routine (sold in Mar & Jun & Jul & Sep & Dec each year 2023–2025; this trade is outside those months) |
| 2026-09-29…2026-10-01 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | 263,900 | $10.0M | 10.6% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-09-29…2026-10-01 | Bicket John | SEE REMARKS | 263,900 | $10.0M | 15.6% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-09-25 | Eltoukhy Adam | SEE REMARKS | 7,306 | $285K | 1.4% | Yes (adopted March 27, 2026) | Routine (sold in Mar & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-09-18 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | 770 | $31K | 0.5% | Yes (adopted September 30, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-15 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | 2,165 | $92K | 1.4% | Yes (adopted September 30, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-15 | Chadwick Jonathan | Director | 10,000 | $421K | 3.2% | Yes (adopted September 25, 2025) | Routine (sold in Mar & Jun & Sep & Dec each year 2023–2025) |
| 2026-09-04 | Phillips Dominic | SEE REMARKS | 29,619 | $1.3M | 1.6% | Yes (adopted December 29, 2025) | Routine (sold in Mar & Jun & Jul & Sep & Dec each year 2023–2025) |
| 2026-08-25 | Eltoukhy Adam | SEE REMARKS | 6,876 | $274K | 1.2% | Yes (adopted March 27, 2026) | Routine (sold in Mar & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-18…2026-08-20 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | 263,900 | $10.5M | 9.8% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-18…2026-08-20 | Bicket John | SEE REMARKS | 263,900 | $10.5M | 8.5% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-17…2026-08-18 | Kirchhoff Benjamin Louis | CHIEF ACCOUNTING OFFICER | 3,614 | $142K | 2.2% | Yes (adopted September 30, 2025) | Too little history (no open-market trades in 2023 or 2024) |
| 2026-08-04…2026-08-06 | Biswas Sanjit | CHIEF EXECUTIVE OFFICER | 263,900 | $10.1M | 9.1% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-04…2026-08-06 | Bicket John | SEE REMARKS | 263,900 | $10.1M | 7.5% | Yes (adopted September 29, 2025) | Routine (sold in Jan & Feb & Mar & Apr & May & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
| 2026-08-03 | Phillips Dominic | SEE REMARKS | 29,618 | $1.1M | 1.5% | Yes (adopted December 29, 2025) | Routine (sold in Mar & Jun & Jul & Sep & Dec each year 2023–2025; this trade is outside those months) |
| 2026-07-27…2026-07-28 | Eltoukhy Adam | SEE REMARKS | 7,306 | $263K | 1.3% | Yes (adopted March 27, 2026) | Routine (sold in Mar & Jun & Jul & Aug & Sep & Oct & Nov & Dec each year 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (IOT)
Consensus Buy (mean 2.15 on a 1–5 scale), 26 analysts; mean target USD 52.07 (low 39, high 60).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-05 | Jefferies | Initiated | Buy | $50 |
| 2026-09-15 | Cantor Fitzgerald | Initiated | Overweight | $45 |
| 2026-09-04 | BNP Paribas | Target raised | Outperform | $40 → $55 |
| 2026-09-04 | Piper Sandler | Target raised | Neutral | $40 → $46 |
| 2026-09-04 | Truist Securities | Target raised | Hold | $38 → $48 |
| 2026-09-04 | Morgan Stanley | Target raised | Equal-Weight | $43 → $49 |
| 2026-09-04 | JP Morgan | Target raised | Neutral | $48 → $52 |
| 2026-09-04 | B of A Securities | Target raised | Buy | $47 → $55 |
| 2026-09-04 | BMO Capital | Target raised | Outperform | $44 → $54 |
| 2026-09-04 | Wells Fargo | Target raised | Overweight | $50 → $58 |
| 2026-09-04 | RBC Capital | Target raised | Outperform | $50 → $55 |
| 2026-09-04 | TD Cowen | Target raised | Buy | $48 → $53 |
Total return (dividends reinvested) (IOT)
| 1Y (from 2025-10-24) | 5Y (from 2021-12-13) | |
|---|---|---|
| Total return | +14.4% | +101.3% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +14.5% | +15.5% |
| Volatility (annualized) | 59.2% | 63.5% |
| Max drawdown | -46.4% (Dec 2025→Feb 2026) | -66.7% (Dec 2021→Nov 2022) |
IOT revenue by product line (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Subscription revenue | $499.8M | 98.3% | +30.2% |
| Other revenue | $8.7M | 1.7% | +14.3% |
| Total revenue | $508.4M | 100% | — |
IOT revenue by region (quarter ended Aug 1, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $431.1M | 84.8% | +28.7% |
| Other | $77.3M | 15.2% | +36.8% |
| Total revenue | $508.4M | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
IOT suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Competitor | Verizon (VZ) | “Our primary competitors include vendors like Avigilon, CalAmp, Fleet Complete, Geotab, Lytx, Masternaut, Michelin, Motive, Nauto, Netradyne, Omnitracs, Orbcomm, Platform Science, Skybitz, Spireon, TrackUnit, Verizon Connect, Webfleet, and Zonar.” |
| Competitor | Amazon (AMZN) | “If Amazon decided to compete with us and did not allow us to renew our commercial agreement, this may have a significant impact on our solution and would require that we allocate time and expense to setting up our Connected Operations Platform on an alternative hosting service.” |
Quoted from the company's 10-K filed Mar 16, 2026.
IOT analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Oct 2026) | $0.19 | $0.18 | +5.7% | $515.2M | 22 |
| Next quarter (ends Jan 2027) | $0.21 | $0.21 | +3.3% | $543.0M | 22 |
| Current fiscal year (ends Jan 2027) | $0.77 | $0.71 | +8.6% | $2.05B | 24 |
| Next fiscal year (ends Jan 2028) | $0.95 | $0.89 | +5.9% | $2.45B | 25 |
Key Statistics (as of October 24, 2026 at 10:07 UTC)
| Price | USD 44.92 |
|---|---|
| Change | ▲ 2.60% (up) |
| Previous Close | USD 43.78 |
| Open | USD 43.65 |
| Day Range | USD 43.25 – 44.99 |
| 52-Week Range | USD 23.38 – 47.47 |
| Volume | 3,102,587 shares |
| Market Cap | $26.31B |
| Exchange | NYQ |
Technical Analysis (IOT)
Nexqual's technical model rates IOT "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 24, 2026 at 10:07 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 63.33 (neutral) |
| vs SMA50 | Above (USD 40.21) |
| MACD | 1.01 (positive) |
Analyst Ratings (IOT)
Wall Street analysts rate IOT "Buy" based on 26 analysts, with a mean price target of USD 52.07 (range USD 39–60), per Nexqual as of October 24, 2026 at 10:07 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 26 |
| Mean Target | USD 52.07 |
| High Target | USD 60 |
| Low Target | USD 39 |
| Buy / Hold / Sell | 20 / 6 / 0 |
Earnings (IOT)
| Next Earnings Date | 2026-12-03 |
|---|---|
| EPS Estimate | USD 0.19 |
| Revenue Estimate | $515.21M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-07-31 | USD 0.2 vs est 0.16 ▲ beat |
| 2026-04-30 | USD 0.17 vs est 0.13 ▲ beat |
| 2026-01-31 | USD 0.18 vs est 0.13 ▲ beat |
| 2025-10-31 | USD 0.15 vs est 0.12 ▲ beat |
Source: Nexqual, October 24, 2026 at 10:07 UTC.
Financials & Fundamentals (IOT)
| Total Revenue | $1.85B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +29.90% |
| Gross Margin | +76.43% |
| Operating Margin | +0.96% |
| Profit Margin | +4.90% |
| ROE | +6.43% |
| Debt / Equity | 0.04 |
| Current Ratio | 1.63 |
| Total Cash | $828.93M |
| Total Debt | $69.49M |
| Free Cash Flow (last four quarters to Aug 2026, SEC 10-Q / 10-K) | $255.48M (13.8% of revenue) |
Source: Nexqual, October 24, 2026 at 10:07 UTC.
Financial Health Score (IOT)
Nexqual rates Samsara Inc.'s overall financial health "Solid" across five dimensions, as of October 24, 2026 at 10:07 UTC.
| Growth | Strong — Revenue +30% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 76%, operating 1% (last 12 months) |
| Balance Sheet | Strong — $829M cash vs $69M debt, net cash position |
| Cash Flow | Solid — FCF $255M (last 4 quarters to Aug 2026, SEC), 14% margin |
| Efficiency | Mixed — ROE 6%, ROA 0.5% |
Ownership (IOT)
| Insider Ownership | +3.76% |
|---|---|
| Institutional Ownership | +107.58% |
| Shares Outstanding | 380.27M |
| Float | 367.75M |
| Short % of Float | +9.77% |
Source: Nexqual, October 24, 2026 at 10:07 UTC.
Leadership (IOT)
Samsara Inc. is led by Sanjit Biswas, Co-Founder, CEO & Chairman, per Nexqual as of October 24, 2026 at 10:07 UTC.
| Co-Founder, CEO & Chairman | Sanjit Biswas |
|---|---|
| Co-Founder, Executive VP, CTO & Director | John Bicket |
| Executive VP & CFO | Dominic Phillips |
| Chief Operating Officer | Robert Stobaugh |
| Vice President of Corporate Development & Investor Relations | Mike Chang |
Major Backers & Investors (IOT)
Notable institutional backers of Samsara Inc. include Baillie Gifford, Price (T.Rowe) Associates Inc, FMR, LLC, according to Nexqual as of October 24, 2026 at 10:07 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Baillie Gifford | 14.82% |
| Price (T.Rowe) Associates Inc | 12.8% |
| FMR, LLC | 6.94% |
| Morgan Stanley | 3.25% |
| Fidelity | 3.08% |
| Sands Capital Management, LLC | 2.98% |
| Goldman Sachs | 2.66% |
| Wellington Management | 2.45% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 8.73% |
| BlackRock | 6.26% |
Source: Nexqual, October 24, 2026 at 10:07 UTC.
From Samsara Inc.'s Latest SEC 10-K Filing (filed 2026-03-16)
Key Strengths & Strategy (as disclosed to the SEC)
- Our customers can also customize and control privacy features to help meet their compliance requirements under laws and regulations such as the European Union ("EU") General Data Protection Regulation ("GDPR"), UK General Data Protection Regulation ("UK GDPR"), and UK Data Protection Act ("UK DPA") in Europe, as well as those in the United States such as the California Consumer Privacy Act ("CCPA"). •Growing Proprietary Data Asset Feeds AI-Powered Platform.
- Our Connected Operations Platform consolidates disparate systems into a single, integrated platform, giving customers the ability to unlock actionable, AI-driven insights from their operations at a scale and speed that was previously impossible.
- We know it takes a significant effort across all teams to build an industry-leading company for the long term.
- Our Connected Operations Platform is broadly applicable across verticals, and we provide customizability with over 350 partner integrations, including numerous OEM partnerships.
Partnerships
- We innovate quickly in partnership with our customers, we focus on durable, long-term solutions, and we've built a curious and collaborative employee community that wins as a team.
Legal & Regulatory Risks (Item 1A, quoted)
- Failure to comply with laws, regulations, executive orders, and directives applicable to our business could subject us to fines and penalties and could also cause us to lose customers or otherwise harm our business, financial condition, and results of operations.
- We are subject to stringent and changing laws, regulations, standards, and contractual obligations related to privacy, data protection, and cybersecurity. Any actual or perceived failure to comply with such obligations could harm our business.
- Failure to comply with anti-corruption and anti-money laundering laws, including the FCPA and similar laws associated with our activities outside of the United States, could subject us to penalties and other adverse consequences.
- Failure to comply with laws, regulations, policies, or contractual provisions applicable to our business could cause us to lose government customers or our ability to contract with the U.S. and other governments.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| RBRK | Rubrik, Inc. | USD 128.74 | ▲ 6.62% |
| FFIV | F5, Inc. | USD 455.42 | ▲ 1.19% |
| CPAY | Corpay, Inc. | USD 408.46 | ▼ 1.58% |
| VRSN | VeriSign, Inc. | USD 300.32 | ▼ 1.4% |
| MDB | MongoDB, Inc. | USD 371.09 | ▲ 2.44% |
| CRWV | CoreWeave, Inc. | USD 54.24 | ▼ 2.46% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 10:07 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt