Nama Insights

Samsara (IOT)

Technology · Software Infrastructure · NYSE

Samsara (IOT) is a Technology company in the Software Infrastructure industry. It has a market capitalization of $24.00B, a trailing price-to-earnings ratio of 58.5 and a free-cash-flow yield of 0.9%. Over the most recent reported fiscal year, revenue grew 29.6% and free cash flow per share grew 80.5%. Nama's AI scorecard rates it Hold, 5.3 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.3/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +6.3% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-33.8%
How far the last close sits under the highest price of the past five years.
Market cap$24.00B
Trailing P/E58.5
Price / book15.0
Price / sales13.0
FCF yield0.9%
Dividend yield—
Gross margin76.4%
Operating margin1.1%
Net margin4.9%
Revenue growth (YoY)+29.6%
Revenue growth (3-yr annual)+35.4%
EPS growth (YoY)+115.4%
FCF/share growth (YoY)+80.5%
Beta1.4
ExchangeNYSE
SectorTechnology
IndustrySoftware Infrastructure

IOT earnings

Next report: Dec 3, 2026 (Q3 2027, EPS estimate $0.19). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Sep 3, 2026 $0.20 $0.16 +25.0% $508.44M
Q1 2027 Jun 4, 2026 $0.17 $0.13 +30.8% $478.84M
Q4 2026 Mar 5, 2026 $0.18 $0.13 +38.5% $444.30M
Q3 2026 Dec 4, 2025 $0.15 $0.12 +25.0% $415.98M

IOT analyst price target

Median target $52.50 from 24 analysts, ranging $39.00 – $60.00.

Software Infrastructure peers

TickerCompanyMarket capP/E
MSFT Microsoft $3.94T 29.4
PLTR Palantir Technologies $386.44B 112.2
ORCL Oracle $361.97B 14.4
PANW Palo Alto Networks $256.86B 81.9
CRWD CrowdStrike $222.09B 195.4
NET Cloudflare $95.70B 224.0
FTNT Fortinet $87.31B 34.5
SNPS Synopsys $86.32B 32.3
Explore live IOT data on Nama Insights →

Recent Congressional trades

Samsara trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Daniel Goldman House Sell $1,001 - $15,000 Aug 13, 2023

IOT FAQ

Is IOT a buy?
Nama's AI scorecard currently rates Samsara Hold (5.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IOT's P/E ratio?
Samsara trades at a trailing price-to-earnings ratio of 58.5.
When does IOT report earnings?
Samsara's next scheduled report is on Dec 3, 2026. Analysts expect EPS of $0.19.
What is the IOT price target?
The median analyst price target from 24 analysts is $52.50, with a range of $39.00 – $60.00.
Is IOT Shariah compliant?
Nama's AAOIFI-style screen reads Samsara as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.