Samsara Inc - Ordinary Shares - Class A

Samsara Inc - Ordinary Shares - Class A

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Market Cap$19.42B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Samsara Inc - Ordinary Shares - Class ASamsara Inc - Ordinary Shares - Class A340.5-4%16.80.5

Earnings Call Q1 2027

June 4, 2026 - AI Summary

Strong Q1 momentum at scale (revenue + ARR + profitability) - Ended Q1 FY27 with ~\$2.0B ARR, up 30% YoY (same as prior quarter growth rate). - Net new ARR: \$101M, up 30% YoY (27% constant currency)—their second-highest net new ARR growth rate over the past 9 quarters. - Revenue: \$479M, up 31% YoY (29% constant currency), with sequential acceleration. - GAAP EPS profitability: 3rd consecutive quarter (GAAP EPS +\$0.08); included a \$30M arbitration award—and they stated EPS would be positive even excluding it.
Large-customer engine accelerating (durability + mix) - \$100K+ customers: \$1.2B ARR, up 37% YoY, with third consecutive quarter of sequential acceleration. - Added 169 \$100K+ customers and 15 \$1M+ customers in the quarter. - \$1M+ customers: ARR up 62% YoY, 4th consecutive quarter of sequential acceleration. - Customer bundling trend remains strong: 96% of \$100K+ customers subscribed to 2+ products and 70% to 3+.
Emerging products + platform expansion are driving incremental value - Emerging products contributed >20% of net new ACV for the 2nd consecutive quarter; in the quarter, no single emerging product dominated (suggesting broad uptake). - Hertz won a large connected asset maintenance deal (framed as a major validation; also described as a software-only deployment across North America). - Examples highlighted: - Multi-product expansions (e.g., a large food distributor replacing telematics and adding asset gateways/navigation/connected workflows). - Connected asset maintenance expansion at a large Canadian supermarket chain, enabling automated work orders and deeper maintenance digitization. - Surprising angle/opportunity: “Operational AI and agents” interest is rising, but they repeatedly emphasized customers are still early—so the upside is not yet fully realized.

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$41.25

Target Price by Analysts

22.5% upsideSamsara Target Price DetailsTarget Price
$29.86

Current Fair Value

11.3% downside

Overvalued by 11.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.42 Billion
Enterprise Value$19.98 Billion
Dividend Yield$- (-)
Earnings per Share$-0.02
Beta1.34
Outstanding Shares581,835,917

Return

Return on Equity3.81%ROE
Return on Assets2.20%
Return on Invested Capital3.05%

Valuation & Multiples

P/E Ratio340.53P/E Ratio
PEG-113.06PEG
Price to Sales16.83Price to Sales
Price to Book Ratio16.83Price to Book Ratio
Enterprise Value to Revenue11.54
Enterprise Value to EBIT385.31
Enterprise Value to Net Income347
Total Debt to Enterprise0.04
Debt to Equity0.51Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
June 4, 2026
EPS Estimate
$0.13
Average shareholder expectation
Revenue Estimate
$455.21 M
Average shareholder expectation

Next Earnings Call

Expected Date
September 3, 2026
EPS Estimate
$0.17
Average shareholder expectation
Revenue Estimate
$483.26 M
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio0.5833 15.83%
Total Calls4,751,300 11.07%
Total Puts2,771,500 30.05%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %63.16% 5.47%
Total Invested$11.48B 1.83%
Investors Holding566 14.00%

ESG Score

No data

About Samsara Inc

Relevant Senate Committees

Finance

Controls trade and tariff policy; as Samsara relies on hardware (sensors/gateways) often manufactured overseas, tariff changes significantly impact its cost of goods sold.

Appropriations

This committee controls the specific discretionary funding for agencies like the DOT and DOD, which are major potential or current customers for Samsara's platforms.

Armed Services

The NDAA authorizes funding for military logistics and supply chain security; Samsara's fleet and asset tracking technology is increasingly relevant to modern military logistical operations.

Commerce, Science, and Transportation

This committee oversees the FAA, FTC, and interstate commerce; its jurisdiction over data privacy, IoT safety, and transportation technology makes it a primary regulator for Samsara's operations.

Homeland Security and Governmental Affairs

Samsara provides fleet management and AI solutions to government agencies; this committee's oversight of federal procurement and AI risk management directly impacts Samsara's public sector revenue.