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IOIOT

Samsara Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 31% YoYStreet coverage with positive forward estimatesQuiet on X (95 mentions/wk)
$IOT·$24B·Software - Infrastructure·Technology
$39.57-7.1%YTD+15.0%1Y+8.6%
Price updated 5h ago·X counts updated 5d ago
IOIOT
$IOTSamsara Inc.
$39.57-7.09%95 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $IOT on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

95X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IOT's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data17 posts analyzed · as of 2026-09-11

Samsara is bullish on X after earnings beat — revenue $508.4M (+29.9% YoY, +$25.1M beat), EPS $0.20 (+$0.04 beat), $2.1B ARR (+30%), FY guidance raised to $2.04B+, stock up ~13-15% AH. Watchlist call flags breakout hold above $45.05 with targets $45.80-$47.45+.

Read what X is saying about $IOT

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $IOT — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Samsara just raised FY guide with 30% ARR growth — a quality SaaS setup with a specific breakout trigger above $45.

Samsara is the connected-operations platform for fleet, equipment, and workplace management — a vertical SaaS play with specific exposure to industrial IoT, fleet management, and operational visibility.

  • The P&L is cleanly growing: Q2 revenue grew 30% YoY to $479M at a 1.5% operating margin and $0.08 EPS, with trailing EPS beats of 25% and 31% — these are the surprises of a Rule-of-50 SaaS whose profit mix is just arriving.
  • The latest print and guide are specific: $508.4M revenue (+30% YoY with $25M beat), $2.1B ARR (+30%), FY guidance raised to $2.04B+, and the stock gapped up ~13-15% after hours — these are the kinds of coordinated signals that typically mark a sustained-breakout setup.

At 74% of 52-week range and 22% above the 200-day going into Dec 3 earnings, the setup is coiled on specific technical levels ($45.05 breakout, $45.80-$47.45+ targets). A sustained hold above $45 plus continued 30%+ ARR growth is the trigger for continuation; a soft operating-margin direction or any net-dollar-retention surprise is the invalidation.

Agrees with X sentimentThe bullish breakout-levels-plus-ARR-raise framing is grounded on specific numbers. The 'connected operations' partnerships with Laval Rocket and Asplundh add forward-growth validation.

What to watch: Dec 3 Q3 earnings — ARR growth, net dollar retention, operating margin direction, and FY27 guide. 30%+ ARR plus margin expansion is the trigger; NDR compression is the invalidation.

On the calendar: 2026-12-03 — Q3 earnings

technical breakoutiot platform

Read the AI verdict on $IOT

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Sells IoT telematics sensors and cloud platform connecting physical operations data for trucking, construction, and industrial fleets.

Industry overviewAI analysisGenerated by AI from underlying data

Where Software - Infrastructure sits in its cycle right now — and what that implies for $IOT.

Software - Infrastructure · Technology

No material change from last week — AI infrastructure capex bifurcates the cohort — GPU-cloud providers and AI-native security platforms absorbing enterprise spend, while legacy SaaS faces multiple compression. GPU-cloud platforms and AI-native security tools absorb enterprise spend while legacy SaaS faces multiple compression.

What this means for $IOT

Partial — Sells IoT telematics sensors and cloud platform connecting physical operations data for trucking, construction, and industrial fleets.; AI-generated telemetry volumes are expanding monitoring spend, but competitive consolidation into platform deals compresses standalone tool pricing.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
+4.2%YTD
-7.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
352.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-0.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-0.7%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
11.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
4.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 3, 2026$0.20$0.16+25.0%
Q1 2026Jun 4, 2026$0.17$0.13+30.6%
Q4 2025Mar 5, 2026$0.18$0.13+40.1%
Q3 2025Dec 4, 2025$0.15$0.12+26.9%
Next earningsThu, Dec 3·consensus EPS $0.19

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$478.8M+30.5%75.4%1.5%$0.08$73.2M
Q4 FY26$444.3M+28.3%76.2%2.0%$0.04$61.7M
Q3 FY26$416.0M+29.2%76.7%-0.4%$0.01$55.8M
Q2 FY26$391.5M+30.4%76.9%-6.8%$-0.03$44.2M

Forward consensus

5-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.7B$0.51$0.50 – $0.5314
FY27$2.0B$2.0B – $2.1B$0.77$0.75 – $0.7818
FY28$2.4B$2.4B – $2.5B$0.95$0.81 – $1.0419
FY29$2.9B$2.8B – $3.0B$1.18$0.82 – $1.7915
FY30$3.6B$3.5B – $3.7B$0.00$0.00 – $0.007

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.80%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+6.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+26.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 476.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellOct 15Sanjit BiswasCEO65.4K sh$2.8MSellOct 15John BicketSEE REMARKS65.2K sh$2.8MSellOct 14John BicketSEE REMARKS103.2K sh$4.2MSellOct 14Sanjit BiswasCEO103.1K sh$4.2MSellOct 13Sanjit BiswasCEO95.4K sh$4.0MSellOct 13John BicketSEE REMARKS95.5K sh$4.0MSellOct 1Dominic PhillipsSEE REMARKS30.0K sh$1.2MSellOct 1Sanjit BiswasCEO21.1K sh$820KSellOct 1John BicketSEE REMARKS20.5K sh$797KSellSep 30Sanjit BiswasCEO84.4K sh$3.2M
1–10 of 77
+ 32 other (12 inkinds · 12 awards · 4 conversions · 4 gifts) in window

See when $IOT insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJul 238-K — Item 5.07: Shareholder vote
AI summary

IOT filed an 8-K covering Item(s) 5.07. Item 5.07 Submission of Matters to a Vote of Security Holders. On July 22, 2026, Samsara Inc. (the “Company”) held its annual meeting of stockholders (the “Annual Meeting”). The Company’s stockholders voted on the following three proposals, which are described in more detail in the Company’s definitive proxy statement filed with the United States Securities and Exchange Commission on June 1, 2026 (the “Proxy Statement”): (1) to elect eight directors to the Board of Directors of the Company until. Investors should review the full filing for complete details.

8-KCharter amendmentJun 18-K — Item 3.03 · Item 5.03: Charter amendment
AI summary

Samsara (IOT) reincorporated from Delaware to Nevada effective June 1, 2026 at 12:02 AM PT, with affairs now governed by Nevada law and new Nevada Articles of Incorporation and Bylaws. Corporate reincorporation; Nevada law is generally more director-friendly and may provide governance flexibility.

8-KShareholder voteMay 18-K — Item 5.07: Shareholder vote
AI summary

IOT held its Annual Meeting of stockholders around 2026-05-01 (8-K Item 5.07). Stockholders elected 1 director to the board. Routine governance event — monitor for unusually high withhold votes as an activist signal.

+ 17 other (7 13Gs · 3 proxys · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Samsara Inc. (IOT) Dipped More Than Broader Market Todayzacks.com·6h agoDow, Nasdaq Diverge Again as AI Rotation Intensifiesschaeffersresearch.com·14h agoSamsara Tracking Label Named to TIME's Best Inventions of 2026gurufocus.com·2d agoSamsara Tracking Label Named to TIME's Best Inventions of 2026businesswire.com·2d agoSamsara and Trucking HR Canada Announce Recipients of Top Fleet Employers Scholarshipbusinesswire.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · last 7 days

No standout posts about $IOT on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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