IOT
Samsara Inc.
IOT's fundamentals are strong: revenue grew 30% and its operating margin went from −8.8% to 1%. Its PE isn't a useful guide right now because of how its recent earnings were reported.
IOT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Strong | |
| Strong |
IOT's revenue, profitability, cash flow and balance sheet are all currently healthy.
IOT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 46x | $41.32 | — |
| Cheap | 250x | $40.07 | -3% |
| Current | 258x | $41.32 | — |
| Fair | 314x | $50.16 | +21% |
| Expensive | 385x | $61.52 | +49% |
Historical ranges are pointers, not guarantees.
IOT's PE is 258x, but its earnings don't support one, so it isn't a reliable read right now.
IOT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
Analysts expect strong earnings and revenue growth for IOT, with profitability improving.
IOT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.90 | +460% |
| Q3 2026 | $0.16 | +$0.32 |
| Q2 2026 | $0.10 | +$0.32 |
| Q1 2026 | -$0.02 | +$0.26 |
| Q4 2025 | -$0.08 | +$0.40 |
| Q3 2025 | -$0.16 | +$0.33 |
| Q2 2025 | -$0.22 | +$0.29 |
| Q1 2025 | -$0.28 | +$0.26 |
| Q4 2024 | -$0.48 | -$0.06 |
IOT has returned to profit: it earned $0.16 per share over the past year, after losing money the year before.
IOT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $508.4M | +30% |
| Q2 2026 | $478.8M | +31% |
| Q1 2026 | $444.3M | +28% |
| Q4 2025 | $416M | +29% |
| Q3 2025 | $391.5M | +30% |
| Q2 2025 | $366.9M | +31% |
| Q1 2025 | $346.3M | +25% |
| Q4 2024 | $322M | +36% |
IOT's revenue has grown year over year every quarter since early 2022: $508M last quarter, up 30% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1% | +7.8 points |
| Q2 2026 | 1.5% | +11 points |
| Q1 2026 | 2% | +7.3 points |
| Q4 2025 | -0.4% | +14 points |
| Q3 2025 | -6.8% | +13 points |
| Q2 2025 | -9.1% | +15 points |
| Q1 2025 | -5.3% | +39 points |
| Q4 2024 | -15% | +8.3 points |
IOT's operating margin was 1% last quarter, up 7.8 points from the same quarter a year ago.
IOT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $64.7M | +46% |
| Q2 2026 | $73.2M | +60% |
| Q1 2026 | $61.7M | +27% |
| Q4 2025 | $55.8M | +79% |
| Q3 2025 | $44.2M | +237% |
| Q2 2025 | $45.7M | +146% |
| Q1 2025 | $48.5M | +$92.5M |
| Q4 2024 | $31.2M | +266% |
IOT generated $255M in free cash flow over the past year, up 51% from the year before.
IOT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.5% | +2.8M shares |
| 1 year | +3.3% | +18.7M shares |
| 3 years | +11% | +58.7M shares |
| 5 years | +17% | +87.5M shares |
IOT has 590M diluted shares, up 3.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | — |
| Q1 2022 | — |
| Q4 2021 | $4,000 |
| Q3 2021 | — |
| Q2 2021 | $1,000 |
IOT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -5.9x | Net Cash |
| Q2 2026 | -14.9x | Net Cash |
IOT has more cash than debt.
IOT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.4 | Neutral |
| Stochastic | 59.4 | Neutral |
IOT's weekly RSI is 55 (neutral) and its Stochastic is 59 (neutral).
IOT PE vs Technology Sector
| Metric | IOT | Sector median | Relative |
|---|---|---|---|
| PE | 258x | 28x | 827% above |
| PE % | 30 | 47 | 17 pts below |
IOT is trading at 258x earnings, a 827% premium to the Technology sector's median of 28x, though its earnings don't support one.
IOT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $41.2 | 0.3% above |
| 20 week MA | $39.5 | 4.5% above |
| 50 week MA | $35.2 | 17% above |
| 100 week MA | $38.2 | 8.3% above |
| 200 week MA | $34.9 | 18% above |
IOT is in an uptrend: it's above all five of its weekly moving averages, and 18% above its 200-week average.
IOT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $22.3 | $27.6 | +24% |
| 2022 | $27.6 | $12.3 | -56% |
| 2023 | $12.3 | $33.4 | +172% |
| 2024 | $33.4 | $44.4 | +33% |
| 2025 | $44.4 | $36.5 | -18% |
| 2026 YTD | $36.5 | $41.3 | +13% |
IOT's yearly returns have swung widely, from +172% in 2023 to −56% in 2022. It's up 13% so far in 2026.