Samsara Inc (Pre-Reincorporation)

Samsara Inc (Pre-Reincorporation)(IOT)股票分析

$41.270

-0.347 (-0.84%)收盤時

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最高
43.000
開盤
41.490
成交量加權均價
41.83
成交量
3.23M
市值
17.97B
最低
41.215
成交金額
135.10M
企業價值/稅息折舊攤銷前利潤(TTM)
452.15

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)

買進

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.

估值指標

Samsara Inc (Pre-Reincorporation)(IOT)目前預期本益比為 52.36,5 年平均預期本益比為 -186.08。

預期本益比

合理
5 年均值 P/E
-186.08
目前P/E
52.36
高估
1183.05
低估
-1555.21

預期 EV/EBITDA

合理
5 年均值 EV/EBITDA
-260.42
目前EV/EBITDA
452.15
高估
2174.22
低估
-2695.07

預期股價營收比

合理
5 年均值 P/S
13.04
目前P/S
9.93
高估
17.54
低估
8.55

Alphio AI 對 IOT 的價格情境

情境價格取自當年最後一個月度預測區間。機率為固定的模型權重(25 / 50 / 25),不構成保證。

樂

樂觀

樂觀 · 25%IOT

$52.17

情境價格

基

基準

基準 · 50%IOT

$52.02

情境價格

悲

悲觀

悲觀 · 25%IOT

$50.60

情境價格

持有 IOT 的大戶

Z

Zevenbergen Capital Investments LLC

+ 持有IOT

+7.75%

3個月報酬率

S

Sands Capital Management, LLC

+ 持有IOT

+6.75%

3個月報酬率

B

Baillie Gifford

+ 持有IOT

+5.95%

3個月報酬率

B

Baron Capital Group, Inc.

+ 持有IOT

+0.85%

3個月報酬率

F

Freestone Grove Partners LP

+ 持有IOT

-3.03%

3個月報酬率

S

Spyglass Capital Management LLC

+ 持有IOT

-4.53%

3個月報酬率

事件時間軸

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

資訊

IOT 常見問題 —— 由 Alphio AI 解答

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.

$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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本頁僅供研究參考,不構成投資建議。模型可能出錯。過往表現不代表未來結果。

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