Samsara Inc - Ordinary Shares - Class A
IOT
Market Cap$26.48B
Close$
Earnings Call Q2 2026
September 4, 2025 - AI Summary
Strong Financial Performance: Samsara achieved $1.6 billion in Annual Recurring Revenue (ARR), growing 30% year-over-year. There was a notable net new ARR of $105 million also reflecting a 19% year-over-year increase, marking a strong recovery after Q1's slower results due to elongated sales cycles.
Record Growth in Large Customers: The company added a record 17 customers generating over $1 million in ARR, with this cohort now contributing over 20% to overall ARR. Samsara's strategy to partner with large enterprises is yielding results, specifically in complex operations sectors like construction and public services.
Product Expansion and AI Integration: The company is focused on enhancing its portfolio with AI-driven products for better operational efficiency. New offerings include commercial navigation, asset maintenance, and AI multicam features which have proven to resonate well with customers. Approximately 8% of the net new ARR came from products launched within the last year.
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$-39.38
200.7% downside
Current Fair Value
200.7% downsideOvervalued by 200.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $26.48 Billion |
|---|---|
| Enterprise Value | $26.98 Billion |
| Dividend Yield | $- (-) |
| Earnings per Share | $-0.54 |
| Beta | 1.52 |
| Outstanding Shares | 553,917,926 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -99.57 |
|---|---|
| PEG | 150.56 |
| Price to Sales | 19.55 |
| Price to Book Ratio | 19.55 |
| Enterprise Value to Revenue | 18.91 |
| Enterprise Value to EBIT | -262.16 |
| Enterprise Value to Net Income | -307 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.62 |
Revenue Sources
No data
Insider Trades
ESG Score
No data