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IOIOT

Samsara Inc.

Rising onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$IOT·$21B·Software - Infrastructure·Technology
$38.32+2.3%YTD+6.7%1Y+0.4%
Mentions · last 7 days
2026-07-11: 17 posts2026-07-12: 24 posts2026-07-13: 78 posts2026-07-14: 80 posts2026-07-15: 126 posts2026-07-16: 121 posts2026-07-17: 93 posts540+55%
Price updated 5h ago·X counts updated 5h ago
IOIOT
$IOTSamsara Inc.
$38.32+2.30%540 posts+55%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $IOT, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Driven by hypeAcceleratingAI verdict · as of 2026-07-17

The move is getting stronger, with heavier trading behind it.

Samsara riding fleet-safety and shipment-visibility monetization — the $20.7M CEO/founder distribution is the specific check.

Samsara is the connected-operations platform for physical operations — the specific IoT and AI software vendor for fleet safety, shipment visibility and industrial workflows. The stock is riding an accelerating tape as leading indicators point to durable demand.

Why the setup is aligned:

  • The demand narrative is genuinely durable: leading indicators for fleet safety, shipment visibility and AI agents continue to point to durable demand — the specific multi-driver commercial expansion that supports the compounder narrative.
  • Fundamentals are still catching up: 76% gross margin at -0.7% operating margin means Samsara has crossed into revenue scale but not yet operating profitability — meaning the 352x TTM P/E is a specific claim on future operating leverage.
  • The tape is confirmed: sitting 14% above the 50-day and 11% above the 200-day at 58% of the 52-week range — the specific pattern of a stock breaking out of a base on operational conviction.
  • The insider signal is the specific check: officers and directors sold $20.7M in the last week — that's concentrated distribution into the strength that says executives think the current multiple fully captures the near-term operating leverage.

Sept 3 earnings is the trigger. A number confirming ARR growth plus specific AI-agent adoption commentary extends the leg; a soft ARR print or a specific per-seat pricing decel is the specific setup that would validate the insider selling.

Agrees with X sentimentX is bullish on the accelerating growth and the Connected Operations Platform expansion, and the demand backdrop is real — fleet safety and shipment visibility are durable revenue levers. The gap the corpus isn't sizing is $20.7M of officer sales in the last week — including from co-founders — is the specific data point that says executives disagree with the retail conviction.

What to watch: The Sept 3 print — ARR growth trajectory, AI-agent adoption commentary, and any margin trajectory. Above-consensus ARR extends the leg; a soft ARR print or per-seat pricing decel is what validates the insider positioning.

On the calendar: 2026-09-03 — Q2 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment6 posts analyzed · as of 2026-07-14

Samsara chatter emphasizes accelerating growth with leading indicators still pointing to durable demand, and an expanding Connected Operations Platform adding AI agents, fleet safety, shipment-visibility and other products. Traders reference $IOT among top Voltick Holy Grail Setups caught at $34.80 with recent RSB exits at $200, and IOT appears alongside TSLA, META and BABA on this week's stretch and holy-grail scanner win lists.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — Enterprise software infrastructure is in a multiple compression phase (-16.

What this means for $IOT

Partial — Sells IoT telematics sensors and cloud platform connecting physical operations data for trucking, construction, and industrial fleets; this segment overlaps with the cloud-native adoption and AI security spend despite multiple compression but is not the dominant revenue driver.

Top industry ETF

$IGViShares Expanded Tech-Software Sector ETF
-12.9%YTD
-16.6%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
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%
Q2 2025Sep 4, 2025$0.12$0.07+65.9%
Next earningsThu, Sep 3·consensus EPS $0.17

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 16 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.6B$1.6B – $1.6B$0.51$0.50 – $0.5214
FY27$2.0B$2.0B – $2.0B$0.71$0.66 – $0.8416
FY28$2.4B$2.3B – $2.5B$0.91$0.75 – $1.0816
FY29$2.8B$2.8B – $2.9B$1.14$0.98 – $1.319
FY30$3.6B$3.5B – $3.6B$0.00$0.00 – $0.004

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.1.1×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.62%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.+16.3%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.+13.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 469.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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

SellJul 15Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICER2.5K sh$96KSellJul 8Sanjit BiswasCEO19.1K sh$670KSellJul 8John BicketSEE REMARKS18.0K sh$631KSellJul 7John BicketSEE REMARKS245.9K sh$9.0MSellJul 7Sanjit BiswasCEO244.8K sh$9.0MSellJul 6Adam EltoukhySEE REMARKS3.7K sh$135KSellJul 1Dominic PhillipsSEE REMARKS30.0K sh$999KSellJun 29Adam EltoukhySEE REMARKS2.0K sh$65KSellJun 22Adam EltoukhySEE REMARKS1.6K sh$52KSellJun 15Kirchhoff Benjamin LouisCHIEF ACCOUNTING OFFICER2.5K sh$86K
1–10 of 36
+ 20 other (10 awards · 6 inkinds · 2 conversions · 2 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-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.

+ 21 other (10 13Gs · 3 proxys · 2 earnings 8-Ks · 1 10-Q) in window

Recent news

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

Why the Market Dipped But Samsara Inc. (IOT) Gained Todayzacks.com·8h agoSamsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of $18M Annuallybusinesswire.com·3d agoSamsara Study Reveals Equipment Theft and Loss Costs Mid-Size Operations an Average of £9.7M Annuallybusinesswire.com·3d agoSoftware stocks have rarely seen such divergent performances. Here's how to pick winners.marketwatch.com·12d agoSignal: June Gloom Could Be Over for Samsara Stockschaeffersresearch.com·23d ago

In themes

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

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