Samsara Inc (Pre-Reincorporation)

Samsara Inc (Pre-Reincorporation) (IOT) Stock Analysis

$40.300

+0.742 (+1.84%)At close

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High
40.690
Open
39.400
VWAP
40.08
Volume
3.07M
Mkt Cap
17.97B
Low
39.240
Amount
122.97M
EV/EBITDA, TTM
429.67

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 analysis of Samsara Inc (Pre-Reincorporation) (IOT)

Buy

Samsara Inc is a good buy right now, trading at $39.57 with a forward P/E of 52.36, indicating strong future earnings potential. The company has shown a significant revenue increase, with Q2 2026 revenue reaching $391.48 million, up 29.9% year-over-year. The main risk is its high P/E ratio of 275.43, suggesting that the stock is priced for high growth, which may not be sustainable if growth slows.

Valuation Metrics

The current forward P/E ratio for Samsara Inc (Pre-Reincorporation) (IOT) is 52.36, compared to its 5-year average forward P/E of -185.29.

Forward P/E

Fair
5Y Average P/E
-185.29
Current P/E
52.36
Overvalued
1181.64
Undervalued
-1552.22

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
-258.09
Current EV/EBITDA
429.67
Overvalued
2172.87
Undervalued
-2689.04

Forward P/S

Fair
5Y Average P/S
13.03
Current P/S
9.44
Overvalued
17.52
Undervalued
8.54

Alphio AI Price Scenarios for IOT

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%IOT

$52.17

Scenario price

B

Base

Base · 50%IOT

$52.02

Scenario price

B

Bear

Bear · 25%IOT

$50.60

Scenario price

Whales holding IOT

B

Baron Capital Group, Inc.

+ HoldingIOT

+5.50%

3M Return

O

OneDigital Investment Advisors, LLC

+ HoldingIOT

+4.46%

3M Return

S

Spyglass Capital Management LLC

+ HoldingIOT

-1.62%

3M Return

F

Freestone Grove Partners LP

+ HoldingIOT

-2.23%

3M Return

W

Westfield Capital Management Company, L.P.

+ HoldingIOT

-2.92%

3M Return

A

Atreides Management, LP

+ HoldingIOT

-8.33%

3M Return

Events Timeline

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

News

IOT FAQ — answered by Alphio AI

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, trading at $39.57 with a forward P/E of 52.36, indicating strong future earnings potential. The company has shown a significant revenue increase, with Q2 2026 revenue reaching $391.48 million, up 29.9% year-over-year. The main risk is its high P/E ratio of 275.43, suggesting that the stock is priced for high growth, which may not be sustainable if growth slows.

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$IOT was convinced this was going to move strongly to the low 30s, now thinking if it can break 42 it could make a new ATH fast.

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This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

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