SURVYR

IOT

Samsara Inc.
$43.51
−$1.14 (2.55%)Oct 27 close
Technology CompareTechnicals
1M3M6M1Y2Y
-41%-26%-11%+4%+19%Oct 2025Oct 2026Apr 202652w high $47.4752w low $23.38
IOTSPY
Wall St. Highest PT $60.00 (+37.9%) Wall St. Avg PT $52.07 (+19.7%)
$24$34$43$52$62POC $38Hi $60Avg $52
Underwater Drawdown %Max DD -46.4%Current -3.8%
0.0%-46.4%
Relative Strength vs SPY-4.5% vs SPYUnderperforming
+46%0%-46%
1W
+$1.12 (2.64%)
1M
+$5.55 (14.62%)
3M
+$6.01 (16.03%)
6M
+$14.18 (48.35%)
YTD
+$8.06 (22.74%)
1Y
+$3.60 (9.02%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
26 analysts · mean score 2.15
1 = Strong Buy · 5 = Sell
Strong Buy28%
Buy1869%
Hold623%
Underperform00%
Sell00%
Wall Street consensus
Analyst price targets
Current price$43.51
Average target$52.07
+$8.56 (+19.7%) upsideaverage target vs current price
CurrentAverageMedian
Low$39.00
Median$52.50
High$60.00
12-month Wall Street target range
Recent analyst rating changes · 30
Initiated
2026-10-05 · Jefferies started covering IOT at Buy
Initiated
2026-09-15 · Cantor Fitzgerald started covering IOT at Overweight
Reiterated
2026-09-04 · BNP Paribas reiterated Outperform on IOT
Reiterated
2026-09-04 · Piper Sandler reiterated Neutral on IOT
Reiterated
2026-09-04 · Truist Securities reiterated Hold on IOT
Reiterated
2026-09-04 · Morgan Stanley reiterated Equal-Weight on IOT
All analyst rating changes ›

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$25.5B
P/E (last 12 months)310.8
P/E (next 12 months, estimated)45.9
52-week range$23.38 – $47.47
Revenue growth (latest quarter vs a year ago)+29.9%
Dividend yieldNo dividend
Average analyst price target$52.07 (+20%)

What they do

Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking.

Technology · Software - Infrastructure
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

No sector grades for IOT yet. Grades rank S&P 1500 stocks within their sector and refresh after each daily data run, so a stock outside that index or newly covered has none.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
Outside this model's universe or screens
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

IOT earningsNext report in 36 days
Next report
Thu Dec 3, 2026Time not confirmed
EPS consensus$0.19 range $0.18–$0.19
Revenue consensus$515.2M 21 analysts
Last 4 quarters · EPS vs estimate
Sep 3, 2026$0.20est $0.16+27.4%Above estimates
Jun 4, 2026$0.17est $0.13+30.4%Above estimates
Mar 5, 2026$0.18est $0.13+40.9%Above estimates
Dec 4, 2025$0.15est $0.12+26.4%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:04:35 ET
24-1225-0325-0625-0925-1226-0326-0626-090.000.20
EstimateActual (beat)Actual (miss)

Quarterly revenue

QuarterRevenueYoY
2026-07-31$508.4M+29.9%
2026-04-30$478.8M–
2026-01-31$444.3M–
2025-10-31$416.0M–
2025-07-31$391.5M–

News & catalysts

More news
BofA names top application software stocks heading into Q3 earnings
Investing.com · Oct 26
Samsara (IOT): Does a Fourth Straight Profitable Quarter Ensures its Entry into the Index?
Insider Monkey · Oct 20
Rating changes
Initiated
2026-10-05 · Jefferies started covering IOT at Buy
Initiated
2026-09-15 · Cantor Fitzgerald started covering IOT at Overweight
Reiterated
2026-09-04 · BNP Paribas reiterated Outperform on IOT
Reiterated
2026-09-04 · Piper Sandler reiterated Neutral on IOT
Reiterated
2026-09-04 · Truist Securities reiterated Hold on IOT
Reiterated
2026-09-04 · Morgan Stanley reiterated Equal-Weight on IOT

Third-party analyst actions, not SURVYR.'s views. All rating changes

Insider trades
Kirchhoff Benjamin Louis
CHIEF ACCOUNTING OFFICER · 2026-10-19
Sell
$30.6K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-15
Sell
$432.4K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-15
Sell
$2.1M
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-15
Sell
$246.3K
Biswas Sanjit
Director, CHIEF EXECUTIVE OFFICER, 10% owner · 2026-10-15
Sell
$146.8K
Biswas Sanjit
Director, CHIEF EXECUTIVE OFFICER, 10% owner · 2026-10-15
Sell
$2.4M
Biswas Sanjit
Director, CHIEF EXECUTIVE OFFICER, 10% owner · 2026-10-15
Sell
$246.7K
Kirchhoff Benjamin Louis
CHIEF ACCOUNTING OFFICER · 2026-10-15
Sell
$87.5K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-14
Sell
$263.7K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-14
Sell
$712.8K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-14
Sell
$808.6K
Bicket John
Director, SEE REMARKS, 10% owner · 2026-10-14
Sell
$2.5M

Stats refreshed 2026-10-27 18:04:35 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

Morning Brief (8 AM ET) & Market Close (4:30 PM ET), weekdays

Indexes, sectors, biggest movers, rates, top news, SURVYR. model changes and what's ahead. Free, two short emails each weekday.

Editions

Free. Not investment advice. Unsubscribe anytime.

SURVYR

Free to use. No card, no ads, no auto-renew.

Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

How it worksOur promiseTermsPrivacyData statusSend feedback
Coteau 0.9 · Oct 21, 2026