Samsara Inc. logo IOT - Samsara Inc.

Price: -- -- | CONSENSUS: Buy DETAILS
STRONG
BUY
0
BUY 14
HOLD 4
SELL 0
STRONG
SELL
0
| PRICE TARGET: $45.82 DETAILS
HIGH: $57.00
LOW: $30.00
MEDIAN: $48.00
CONSENSUS: $45.82
UPSIDE: 47.09%
Metric 2026 Q4 2026 Q3 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4
Revenue
Revenue 444.3 416.0 391.5 366.9 346.3 322.0 300.2 280.7 276.3 237.5 219.3 204.3 186.6 169.8 153.5 142.6 125.8 113.8 101.0 87.7 75.9
Cost of Revenue 105.9 97.0 90.5 83.2 80.3 76.0 73.4 68.6 69.0 61.6 58.9 57.6 51.5 47.3 44.3 39.6 38.7 31.8 28.4 25.6 21.2
Gross Profit 338.4 319.0 301.0 283.7 266.0 246.0 226.8 212.1 207.2 175.9 160.4 146.8 135.0 122.5 109.3 103.0 87.0 82.0 72.7 62.1 54.7
Operating Expenses
R&D Expenses 89.5 86.2 85.6 83.2 73.3 77.0 76.5 73.0 73.4 60.8 64.0 60.4 54.6 50.0 41.8 41.0 126.5 29.7 25.5 23.5 20.2
SG&A Expenses 239.8 234.5 242.0 233.7 209.9 212.7 208.6 205.1 188.2 165.1 166.2 162.2 140.4 136.1 133.2 131.2 212.3 83.1 78.5 77.2 69.8
Other Expenses 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Operating Expenses 329.4 320.7 327.6 317.0 283.1 289.7 285.0 278.1 261.6 226.0 230.1 222.6 195.0 186.0 175.0 172.2 338.8 112.8 103.9 100.7 90.0
Operating Income
Operating Income 9.0 (1.7) (26.6) (33.3) (17.1) (43.8) (58.2) (66.0) (54.3) (50.0) (69.8) (75.8) (60.0) (63.5) (65.8) (69.1) (251.7) (30.8) (31.2) (38.6) (35.3)
Interest Expense 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Interest Income 0 10.8 11.4 12.7 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Profitability
EBITDA 16.5 15.2 (52.9) 17.2 26.7 (0.7) (15.1) (23.8) (78.6) (16.8) (33.1) (42.6) (29.1) (37.5) (46.3) (54.2) (234.6) (32.4) (31.0) (38.4) (28.3)
EBIT 9.0 9.1 (15.2) (20.5) (8.6) (37.3) (48.6) (55.9) (111.5) (45.4) (59.5) (66.9) (51.5) (57.9) (64.2) (70.3) (252.0) (32.4) (31.0) (38.4) (36.2)
Income Before Tax 27.5 9.1 (15.2) (20.5) (8.6) (37.3) (48.6) (55.9) (111.5) (45.4) (59.5) (66.9) (51.5) (57.9) (64.2) (70.3) (252.0) (32.4) (31.0) (38.4) (36.2)
Income Tax Expense 5.5 1.3 1.6 1.6 2.6 0.5 1.0 0.4 1.8 0.1 0.4 0.9 2.1 0.7 0.0 0.7 0.8 0.0 0.4 0 0.0
Net Income 22.0 7.8 (16.8) (22.1) (11.2) (37.8) (49.6) (56.3) (113.4) (45.5) (60.0) (67.9) (53.6) (58.6) (64.3) (71.0) (252.8) (32.4) (31.4) (38.4) (36.2)
Per Share Data
EPS (Basic) 0.04 0.01 -0.03 -0.04 -0.02 0.19 -0.09 -0.10 -0.21 -0.08 -0.11 -0.13 -0.10 -0.11 -0.13 -0.14 -0.50 -0.06 -0.06 -0.08 -0.07
EPS (Diluted) 0.04 0.01 -0.03 -0.04 -0.02 0.19 -0.09 -0.10 -0.21 -0.08 -0.11 -0.13 -0.10 -0.11 -0.13 -0.14 -0.50 -0.06 -0.06 -0.08 -0.07
Shares Outstanding 579.0 571.7 569.7 567.7 563.7 559.0 553.9 548.7 543.3 537.5 531.8 526.4 521.5 516.6 511.8 507.3 502.9 502.9 502.9 502.9 502.9
Metric 2026 Q4 2026 Q3 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3
Current Assets
Cash & Cash Equivalents 318.8 275.1 258.5 259.0 227.6 160.3 159.3 162.5 135.5 208.1 196.0 192.1 200.7 447.0 826.1 859.8 921.2 267.5
Short-Term Investments 515.0 486.7 443.3 439.1 467.2 511.6 513.4 431.9 412.1 451.7 528.8 533.9 489.2 291.8 0 0 0 0
Net Receivables 321.4 256.7 246.1 216.5 234.0 178.7 178.8 143.8 161.8 119.5 115.4 105.2 122.9 90.8 77.4 84.9 82.0 59.4
Inventory 48.2 55.0 47.6 37.9 38.9 39.4 38.6 30.5 22.2 27.1 21.8 32.4 40.6 44.5 39.1 42.0 33.1 22.3
Other Current Assets 303.7 184.5 190.5 180.4 177.4 149.4 149.6 155.1 155.2 134.5 112.8 107.0 104.2 72.7 79.1 67.5 63.9 56.8
Total Current Assets 1,507.1 1,258.0 1,186.0 1,132.9 1,145.2 1,039.4 1,039.6 923.7 887.0 940.9 978.0 970.6 957.5 963.0 1,036.0 1,068.6 1,100.2 406.0
Non-Current Assets
Property, Plant & Equipment 141.9 140.7 134.4 102.6 98.9 104.1 110.1 133.2 120.4 142.1 151.1 156.1 171.9 175.9 180.1 179.2 171.2 168.8
Goodwill 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Intangible Assets 0 0 0 27.2 24.1 21.5 20.0 0 16.6 13.0 11.2 9.6 8.7 8.2 7.2 7.1 6.7 5.9
Long-Term Investments 403.1 385.3 386.3 325.1 282.7 241.1 207.7 250.6 276.2 189.4 109.7 87.8 113.1 63.7 23.1 0 23.1 31.8
Other Non-Current Assets 488.5 529.7 500.5 485.8 473.5 457.7 448.6 441.8 434.8 400.9 392.6 374.5 365.7 339.2 282.6 290.0 266.7 227.1
Total Non-Current Assets 1,033.6 1,055.7 1,021.1 940.7 879.1 824.5 786.5 825.7 847.9 745.5 664.7 628.0 659.5 586.9 493.0 476.4 467.8 433.5
Total Assets 2,540.7 2,313.7 2,207.1 2,073.6 2,024.3 1,863.9 1,826.1 1,749.4 1,734.8 1,686.4 1,642.6 1,598.5 1,617.0 1,550.0 1,529.0 1,545.0 1,567.9 839.5
Current Liabilities
Account Payables 47.7 19.8 30.1 22.3 64.0 31.5 47.3 41.2 46.3 38.3 34.7 29.2 30.1 43.4 20.4 40.8 54.7 42.3
Short-Term Debt 12.6 12.8 12.8 14.2 15.7 18 19.4 20.0 20.7 20.5 16.5 10.2 22.0 21.7 21.6 21.5 21.4 20.4
Deferred Revenue 679.3 620.9 611.3 576.5 563.3 505.6 485.9 447.0 426.4 367.4 348.8 319.1 300.1 255.4 239.0 220.8 203.2 183.0
Other Current Liabilities 177.5 94.6 86.2 84.5 75.0 63.0 59.6 60.6 61.4 51.9 49.5 55.7 53.8 34.8 40.3 51.9 31.8 20.9
Total Current Liabilities 917.0 806.4 791.6 741.2 761.3 654.1 647.2 601.3 591.8 506.5 479.3 440.9 442.2 377.8 341.8 352.3 338.3 284.4
Non-Current Liabilities
Long-Term Debt 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Deferred Tax Liabilities 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 949.1
Other Non-Current Liabilities 13.3 7.3 7.2 7.4 6.6 8.5 9.2 9.6 9.9 9.3 9.3 9.1 9.5 7.4 6.5 3.6 6.7 3.1
Total Non-Current Liabilities 203.2 203.9 200.7 204.9 193.8 210.6 214.3 224.2 227.9 229.0 226.9 235.1 236.8 232.4 234.1 230.3 240.7 1,184.3
Total Liabilities 1,120.2 1,010.3 992.3 946.0 955.1 864.7 861.5 825.5 819.7 735.4 706.3 676.0 679.0 610.2 575.9 582.5 579.0 1,468.7
Stockholders' Equity
Common Stock 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Retained Earnings (1,619.1) (1,641.2) (1,648.9) (1,632.1) (1,610.0) (1,598.8) (1,561.0) (1,511.4) (1,455.1) (1,341.7) (1,296.2) (1,236.2) (1,168.4) (1,114.8) (1,056.2) (991.9) (921.0) (668.2)
Accumulated Other Comprehensive Income 4.4 2.8 2.2 0.7 (0.8) 0 1.6 0.0 1.6 (1.4) (1.0) (1.6) (0.7) (1.0) 0.0 0.1 (0.1) 0.0
Total Stockholders' Equity 1,420.4 1,303.4 1,214.8 1,127.6 1,069.2 999.1 964.7 923.9 915.1 950.9 936.4 922.6 938.0 939.8 953.1 962.4 988.9 (629.2)
Total Liabilities & Equity 2,540.7 2,313.7 2,207.1 2,073.6 2,024.3 1,863.9 1,826.1 1,749.4 1,734.8 1,686.4 1,642.6 1,598.5 1,617.0 1,550.0 1,529.0 1,545.0 1,567.9 839.5
Debt Metrics
Total Debt 72.8 75.6 77.2 82.1 80.3 86.0 87.7 93.6 99.5 103.9 105.9 105.4 122.9 127.9 133.6 139.2 145.0 149.0
Net Debt (246.0) (199.5) (181.3) (176.9) (147.3) (74.4) (71.6) (68.8) (36.0) (104.2) (90.1) (86.7) (77.8) (319.2) (692.5) (720.7) (776.3) (118.5)
Metric 2026 Q4 2026 Q3 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4
Operating Activities
Net Income 22.0 7.8 (16.8) (22.1) (11.2) (37.8) (49.6) (56.3) (113.4) (45.5) (60.0) (67.9) (53.6) (58.6) (64.3) (71.0) (252.8) (32.4) (31.4) (38.4) (36.2)
Depreciation & Amortization 7.4 6.1 5.4 5.1 4.8 6.8 4.6 4.5 33.0 3.6 3.7 3.5 3.4 3.3 2.6 2.4 2.2 2.9 2.8 2.5 2.4
Stock-Based Compensation 78.9 77.8 81.1 77.1 69.0 72.6 71.6 64.7 64.7 59.8 59.7 52.9 44.0 45.5 44.3 43.6 224.7 1.2 1.3 1.5 3.8
Change in Working Capital (35.6) (30.0) (16.5) (4.6) (3.3) (7.5) (4.6) 13.5 (4.9) (8.6) 6.7 28.0 3.0 (3.7) (20.4) (26.9) (23.6) (13.7) (21.3) (5.1) (6.1)
Other Non-Cash Items (3.1) 2.0 (3.1) (2.9) (5.4) 2.0 (3.9) (2.7) 127.9 2.6 (2.4) (6.2) (1.2) 0.5 0.8 3.2 0.4 (5.9) 3.7 2.5 (0.8)
Operating Cash Flow 69.7 63.7 50.2 52.6 53.9 36.0 18.1 23.7 (41.9) 11.9 7.7 10.5 (4.4) (12.9) (37.0) (48.8) (48.3) (41.3) (44.8) (37.1) (33.5)
Investing Activities
Capital Expenditure (8.0) (7.9) (6.0) (6.9) (5.3) (4.8) (5.0) (5.1) (2.1) (3.4) (3.0) (2.5) (6.0) (10.3) (6.3) (10.7) (9.4) (3.7) (2.8) (3.5) (2.7)
Acquisitions 0 0 0 0 0 0 0 0 40.5 (1.9) 0 0 0 0 0 0 0 0 0 0 0
Purchases of Investments (230.3) (221.2) (248.8) (173.1) (123.4) (196.0) (187.7) (142.3) (199.1) (167.0) (182) (192.4) (329.9) (355.7) 0 0 0 0 0 0 0
Sales/Maturities of Investments 183.7 181.8 186.6 162.0 129.2 167.0 156.5 150.4 158.6 168.9 168.2 177.2 0 0 0 0 0 0 0 0 0
Other Investing Activities (0.1) (1) 0 (0.2) 0 (0.1) (0.1) 0 (40.5) 1.9 (0.1) 0 86.6 0.4 0 0 (0.1) (0.1) (0.5) 0 (0.1)
Investing Cash Flow (54.8) (48.3) (68.2) (18.3) 0.5 (33.9) (36.3) 3.1 (42.6) (1.5) (16.9) (17.7) (249.3) (365.6) (6.3) (10.7) (9.5) (3.8) (3.2) (3.5) (2.8)
Financing Activities
Net Debt Issuance 0 0.7 (0.3) (0.4) (0.4) (0.4) (0.4) (0.5) (0.8) (0.5) (0.5) (0.4) (0.4) (0.4) (0.2) (0.2) (0.2) (0.2) (0.1) (0.1) (0.2)
Stock Repurchased 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 (0.0) 0 (0.0) (0.1)
Dividends Paid 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Other Financing Activities (0.1) (0.8) 0 0 0 (0.0) 0 0 0 0 0 0 0 0 0 0 (143.4) (0.2) (1.2) 0.3 1.8
Financing Cash Flow 12.0 (0.1) 18.4 (0.4) 11.5 (0.4) 15.7 0.3 9.0 (0.2) 12.5 (0.3) 6.7 (0.5) 9.7 (1.7) 703.0 (0.4) (1.3) 0.3 1.6
Cash Position
Net Change in Cash 28.5 14.9 0.6 35.1 65.2 1.9 (3.0) 26.9 (75.0) 9.7 3.8 (7.4) (246.4) (379.1) (33.7) (61.4) 645.0 (45.4) (49.4) (40.3) (34.8)
Cash at Beginning 296.4 281.5 280.9 245.8 180.6 178.7 181.7 135.5 229.8 220.1 216.3 223.8 470.1 849.2 882.9 944.3 299.3 344.6 394.0 434.3 469.1
Cash at End 324.8 296.4 281.5 280.9 245.8 180.6 178.7 162.5 154.7 229.8 220.1 216.3 223.8 470.1 849.2 882.9 944.3 299.3 344.6 394.0 434.3
Free Cash Flow 61.7 55.8 44.2 45.7 48.5 31.2 13.1 18.6 (44.0) 8.5 4.7 8.0 (10.4) (23.2) (43.2) (59.5) (57.7) (44.9) (47.6) (40.6) (36.3)
Key Metrics 2026 Q4 2026 Q3 2026 Q2 2026 Q1 2025 Q4 2025 Q3 2025 Q2 2025 Q1 2024 Q4 2024 Q3 2024 Q2 2024 Q1 2023 Q4 2023 Q3 2023 Q2 2023 Q1 2022 Q4 2022 Q3 2022 Q2 2022 Q1 2021 Q4
Income Statement
Revenue 444.3 416.0 391.5 366.9 346.3 322.0 300.2 280.7 276.3 237.5 219.3 204.3 186.6 169.8 153.5 142.6 125.8 113.8 101.0 87.7 75.9
Gross Profit 338.4 319.0 301.0 283.7 266.0 246.0 226.8 212.1 207.2 175.9 160.4 146.8 135.0 122.5 109.3 103.0 87.0 82.0 72.7 62.1 54.7
Operating Income 9.0 (1.7) (26.6) (33.3) (17.1) (43.8) (58.2) (66.0) (54.3) (50.0) (69.8) (75.8) (60.0) (63.5) (65.8) (69.1) (251.7) (30.8) (31.2) (38.6) (35.3)
Net Income 22.0 7.8 (16.8) (22.1) (11.2) (37.8) (49.6) (56.3) (113.4) (45.5) (60.0) (67.9) (53.6) (58.6) (64.3) (71.0) (252.8) (32.4) (31.4) (38.4) (36.2)
EPS (Diluted) 0.04 0.01 -0.03 -0.04 -0.02 0.19 -0.09 -0.10 -0.21 -0.08 -0.11 -0.13 -0.10 -0.11 -0.13 -0.14 -0.50 -0.06 -0.06 -0.08 -0.07
Balance Sheet
Cash & Equivalents 318.8 275.1 258.5 259.0 227.6 160.3 159.3 162.5 135.5 208.1 196.0 192.1 200.7 447.0 826.1 859.8 921.2 267.5
Total Assets 2,540.7 2,313.7 2,207.1 2,073.6 2,024.3 1,863.9 1,826.1 1,749.4 1,734.8 1,686.4 1,642.6 1,598.5 1,617.0 1,550.0 1,529.0 1,545.0 1,567.9 839.5
Total Debt 72.8 75.6 77.2 82.1 80.3 86.0 87.7 93.6 99.5 103.9 105.9 105.4 122.9 127.9 133.6 139.2 145.0 149.0
Stockholders' Equity 1,420.4 1,303.4 1,214.8 1,127.6 1,069.2 999.1 964.7 923.9 915.1 950.9 936.4 922.6 938.0 939.8 953.1 962.4 988.9 (629.2)
Cash Flow
Operating Cash Flow 69.7 63.7 50.2 52.6 53.9 36.0 18.1 23.7 (41.9) 11.9 7.7 10.5 (4.4) (12.9) (37.0) (48.8) (48.3) (41.3) (44.8) (37.1) (33.5)
Capital Expenditure (8.0) (7.9) (6.0) (6.9) (5.3) (4.8) (5.0) (5.1) (2.1) (3.4) (3.0) (2.5) (6.0) (10.3) (6.3) (10.7) (9.4) (3.7) (2.8) (3.5) (2.7)
Free Cash Flow 61.7 55.8 44.2 45.7 48.5 31.2 13.1 18.6 (44.0) 8.5 4.7 8.0 (10.4) (23.2) (43.2) (59.5) (57.7) (44.9) (47.6) (40.6) (36.3)