Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$18.1B
583M shares
52-week range
$23.38 – $47.47
37% from low
Sector
SERVICES-COMPUTER INTEGRATED SYSTEMS DESIGN
Exchange
NYSE
CS
Borrow rate
0.40%
Easy to borrow
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| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|
| Revenue | $119.9M | $249.9M | $428.3M | $652.5M | $937.4M | $1.25B | $1.62B |
| Cost of revenue | $48.3M | $75.4M | $124.5M | $182.7M | $247.0M | $298.3M | $376.5M |
| Gross profit | $71.5M | $174.5M | $303.9M | $469.9M | $690.4M | $950.9M | $1.24B |
| Gross margin | 59.7% | 69.8% | 70.9% | 72.0% | 73.6% | 76.1% | 76.7% |
| R&D | $70.5M | $99.7M | $205.1M | $187.4M | $258.6M | $299.7M | $344.6M |
| Operating income | −$227.8M | −$202.7M | −$352.3M | −$258.4M | −$249.9M | −$190.0M | −$52.6M |
| EBITDA | −$200.1M | −$173.0M | −$304.4M | −$167.1M | −$171.1M | −$164.4M | $25.0M |
| Net income | −$225.2M | −$210.2M | −$355.0M | −$247.4M | −$286.7M | −$154.9M | −$9.1M |
| Net margin | -187.9% | -84.1% | -82.9% | -37.9% | -30.6% | -12.4% | -0.6% |
| EPS (diluted) | -0.45 | -0.42 | -0.70 | -0.48 | -0.54 | -0.28 | -0.02 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2027 | $2.0B | $0.71 | $0.64–$0.85 | 10 |
| 2028 | $2.4B | $0.91 | $0.76–$1.11 | 10 |
| 2029 | $2.8B | $1.14 | $0.98–$1.31 | 2 |
| 2030 | $3.6B | $0.00 | $0.00–$0.00 | 0 |
Forward consensus · source: Financial Modeling Prep
Samsara Inc provides an end-to-end solution for operations. The company's Connected Operations Platform consolidates data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and makes it easy for organizations to access, analyze, and act on data insights using its cloud dashboard, custom alerts and reports, mobile apps, and workflows. The company derives almost all of its revenue from subscription services. Geographically, it derives a majority of its revenue from the United States. The company's customers range from small and medium-sized businesses to state and local governments.
www.samsara.comNo one on the platform currently holds IOT.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-06-30 | 931,162 | $37.0M |
| Bridgewater Associatesas of 2025-03-31 | 30,118 | $1.2M |
No one on the platform has traded IOT yet.
| $8.8B |
| — |
| GDDYGoDaddy Inc. | $84.48 | -0.89% | $11.2B | — |
| NTNXNutanix, Inc. | $50.83 | -0.45% | $13.7B | — |
Source: Financial Modeling Prep · peers by sector/industry
Trading at 13.4× sales vs its 18.2× historical median P/S.
Fair value ≈ $43.88 · price $32.38 today
Fair-value line = the stock's median historical P/S × sales per share. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$IOT Current Stock Price: $32.08 Contracts to trade: $32.0 IOT Jul 02 2026 Call Entry: $0.20 Exit: $0.37 ROI: 87% Hold ~21 days Shared as daily free alerts and for educational purposes only. https://dailypickai.com/freealerts
View on StockTwits ↗In Seach of Value: Tech: $SNOW$200 $RBRK $75 $IOT $40 $MDB $380 $ZS $250 This tech basket is essentially a long-term re-rating of AI infrastructure, cloud, and cybersecurity. SNOW represents the core data cloud layer. RBRK is an emerging player in enterprise data security. IOT (Samsara) focuses on industrial IoT data intelligence. MDB provides foundational developer database infrastructure, while ZS benefits from cloud security and zero-trust architecture adoption. The core theme is clear: this is not about single products—it’s a full-stack infrastructure upgrade cycle driven by data, cloud, and security convergence. In the short term, valuations move the stocks. In the long term, it’s all about digital adoption and AI-driven data explosion. Do you prefer platform plays like SNOW or security moats like ZS? Let’s discuss
View on StockTwits ↗$OUST and $IOT are my two big physical AI and robotics plays
View on StockTwits ↗$IOT wad waiting for the pullback im in at 29.90. Strong compound grower just on an out of favor sector
View on StockTwits ↗$IOT - Well another gift! Guess this is a shit stock...lol
View on StockTwits ↗Anvesti opened a long position $IOT · Entry $29.12 Model: ml_model_v3 · Score: 73.9
View on StockTwits ↗$IOT Paying a P/E ratio hovering around 300x for a company that tracks trucks is totally reasonable. Who needs traditional valuation metrics when you have "agentic operational capabilities"?
View on StockTwits ↗$IOT Watching investor day now. This company is truly sitting on an absolute goldmine of data and they are extremely dangerous with knowing how to leverage/monetize it. Really exciting stuff.
View on StockTwits ↗$QCOM Another Analyst day going on $IOT and can fly too soon.
View on StockTwits ↗$IOT Don't sleep on this name. 35 is coming faster than you think. Tables are turning.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.