Samsara Inc (Pre-Reincorporation)

Samsara Inc (Pre-Reincorporation)(IOT)の株式分析

$40.800

-0.465 (-1.14%)終値時点

Loading chart…
高値
42.120
始値
40.650
出来高加重平均価格
41.13
出来高
4.07M
時価総額
17.97B
安値
40.470
売買代金
167.51M
EV/EBITDA(TTM)
448.31

Samsara Inc. operates a Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world’s complex operations, allowing them to develop actionable insights and improve their operations. Connected Operations Platform consolidates data from its internet of things (IoT) devices, connected assets and third-party systems, and enables organizations to access, analyze and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps and workflows. Its suite of applications and agents enables organizations to deploy a digital, cloud-connected strategy across operations. Its solution connects physical operations data to its Connected Operations Platform, which consists of its data platform, applications, and agents. Data Platform ingests, aggregates and enriches data from its IoT devices and connected assets and third-party systems, and makes the data actionable for use cases through its applications and agents.

AI分析 of Samsara Inc (Pre-Reincorporation) (IOT)

買い

Samsara Inc is a good buy right now due to its current price of $41.55 being below the average analyst target of $48.75, indicating a potential upside of 16.5%. The company has shown strong revenue growth, with a 29.9% year-over-year increase, and a positive earnings surprise of 50% in its last report. However, the high forward P/E ratio of 52.36 indicates that the stock may be overvalued if growth does not continue as expected, which is a key risk.

バリュエーション指標

Samsara Inc (Pre-Reincorporation)(IOT)の現在の予想PERは52.36で、5年平均は-185.88です。

予想PER

適正
5年平均 P/E
-185.88
現在のP/E
52.36
割高
1182.69
割安
-1554.46

予想EV/EBITDA

適正
5年平均 EV/EBITDA
-259.84
現在のEV/EBITDA
448.31
割高
2173.88
割安
-2693.56

予想PSR

適正
5年平均 P/S
13.04
現在のP/S
9.84
割高
17.53
割安
8.54

Alphio AI による IOT の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%IOT

$52.17

シナリオ価格

基

基本

基本 · 50%IOT

$52.02

シナリオ価格

弱

弱気

弱気 · 25%IOT

$50.60

シナリオ価格

IOT を保有するクジラ

S

Sands Capital Management, LLC

+ を保有IOT

+6.47%

3か月リターン

Z

Zevenbergen Capital Investments LLC

+ を保有IOT

+5.89%

3か月リターン

B

Baillie Gifford

+ を保有IOT

+5.61%

3か月リターン

B

Baron Capital Group, Inc.

+ を保有IOT

+1.32%

3か月リターン

F

Freestone Grove Partners LP

+ を保有IOT

-2.75%

3か月リターン

S

Spyglass Capital Management LLC

+ を保有IOT

-5.72%

3か月リターン

イベントタイムライン

2026-10-13 (ET)

09:30:00

Samsara Launches No-Code AI Agent Platform

2026-09-28 (ET)

09:30:00

Samsara Partners with Laval Rocket for Hockey Sponsorship

2026-09-24 (ET)

12:30:00

Anthropic Delays IPO to November

09:30:00

Asplundh Selects Samsara to Enhance North American Operations Safety

2026-09-22 (ET)

09:30:00

Samsara Launches MCP for AI Assistants

ニュース

IOT のよくある質問 — Alphio AI が回答

Samsara Inc. operates a Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world’s complex operations, allowing them to develop actionable insights and improve their operations. Connected Operations Platform consolidates data from its internet of things (IoT) devices, connected assets and third-party systems, and enables organizations to access, analyze and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps and workflows. Its suite of applications and agents enables organizations to deploy a digital, cloud-connected strategy across operations. Its solution connects physical operations data to its Connected Operations Platform, which consists of its data platform, applications, and agents. Data Platform ingests, aggregates and enriches data from its IoT devices and connected assets and third-party systems, and makes the data actionable for use cases through its applications and agents. It operates in the Technology sector (SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN industry).

Samsara Inc is a good buy right now due to its current price of $41.55 being below the average analyst target of $48.75, indicating a potential upside of 16.5%. The company has shown strong revenue growth, with a 29.9% year-over-year increase, and a positive earnings surprise of 50% in its last report. However, the high forward P/E ratio of 52.36 indicates that the stock may be overvalued if growth does not continue as expected, which is a key risk.

コミュニティ

もっと見る ↗
登録またはログインして議論に参加

本ページは調査目的であり、投資助言ではありません。モデルは誤ることがあります。過去の実績は将来の成果を保証しません。

取引を始める