We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $42.09 as of September 5th. IOT’s forward P/E was 104.17 according to Yahoo Finance. Stifel Maintains Buy Rating on Lumentum, Raises Price Target to $100 Samsara Inc. (IOT) delivered a strong Q2 FY26 performance, reporting revenue of $391.5M, up 30% YoY and 6.7% QoQ, beating estimates by 5.2%. Non-GAAP gross margi ...

Samsara Inc. (NYSE:IOT) is one of the best growth stocks under $50 to buy now. On September 8, Morgan Stanley raised the firm’s price target on Samsara Inc. (NYSE:IOT) to $53 from $50, keeping an Equal Weight rating on the shares. Why Samsara Inc. (IOT) Crashed On Friday The firm told investors that net new ARR rose by 19% year-over-year in Q2 in constant currency, rising meaningfully from 7% in Q1. It, however, added that the sustainability of this growth will be “the main question going forward.” Sams ...

Core Insights - Samsara Inc. is becoming the preferred choice for bus and coach operators across Europe to enhance safety, efficiency, and passenger experience [1] Company Overview - Samsara is recognized as a pioneer in the Connected Operations® Platform, indicating its leadership in providing technology solutions for transportation [1] Industry Trends - There is a growing trend among passenger transit fleets, including double-decker buses and luxury coaches, to adopt Samsara's solutions for protecting drivers, passengers, and communities [1] - The adoption of Samsara's platform reflects a broader industry movement towards standardization in operational safety and efficiency [1]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) For the quarterly period ended August 2, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inc ...

Accessibility StatementSkip Navigation First Student's leading HALOâ"¢ technology platform with insights from Samsara's AI-powered platform raises the bar for safety, visibility, and operational performance CINCINNATI, Sept. 9, 2025 /PRNewswire/ --Â First Student, North America's leader in student transportation and innovator of the award-winning HALOâ"¢ technology platform, today announced it will equip its ~46,000 vehicle fleet with Samsara's industry-leading technology, including Video-Based Safety, Tele ...

Price Target: BMO Capital sets a price target of $47 for Samsara Inc. (NYSE:IOT), indicating a potential increase of about 11.67%.Quarterly Performance: Samsara exceeds expectations and raises future guidance, showcasing confidence in its growth trajectory.Market Confidence: The stock price of IOT has increased by 17.44%, reflecting strong market confidence and active investor interest.Samsara Inc. (NYSE:IOT) is a company that specializes in providing Internet of Things (IoT) solutions, focusing on connecti ...

Group 1 - Michael Wiggins De Oliveira is an inflection investor, focusing on buying undervalued companies at pivotal moments when their profitability is expected to improve significantly over the next year [1] - The investment strategy emphasizes technology and the Great Energy Transition, including uranium, with a concentrated portfolio of approximately 15 to 20 stocks and an average holding period of 18 months [1] - Michael has over 10 years of experience in analyzing companies, particularly in the tech and energy sectors, and has built a following of over 40,000 on Seeking Alpha [2] Group 2 - The Investing Group Deep Value Returns, led by Michael, offers insights through its concentrated portfolio of value stocks, timely updates on stock picks, and a weekly webinar for live advice [3] - The group provides support for both new and experienced investors, fostering an active and kind community that is easily accessible via chat [3]

Core Insights - Samsara Inc. reported strong fiscal second-quarter results, exceeding expectations and showing significant growth driven by AI-related demand [1] - The company’s adjusted EPS was $0.12 on revenue of $391.5 million, surpassing analyst estimates of $0.07 and $372.2 million [1] - Annual recurring revenue (ARR) from customers with over $100,000 in ARR reached approximately $1 billion, reflecting a 35% year-over-year increase [1] Q3 and FY26 Guidance - For Q3, Samsara forecasts EPS between $0.83 and $0.84, with revenue projected at $398 to $400 million, both above consensus estimates of $0.10 and $372.2 million [2] - Q4 guidance includes EPS of $0.11 to $0.12 on revenue of $398 to $400 million [2] - For FY26, the company anticipates EPS of $0.45 to $0.47 and revenue between $1.574 billion and $1.578 billion, exceeding expectations of $0.41 and $1.55 billion [2]

Core Insights - Samsara, a leading Internet-of-Things (IoT) specialist, is focused on enhancing the efficiency, safety, and sustainability of physical operators that constitute 40% of the global economy [1] - The company reported a 30% revenue growth in the second quarter, surpassing analysts' expectations, and its stock rose by 14% [1] - Samsara's adjusted free-cash-flow (FCF) margin improved to 11%, a significant recovery from a negative 15% two years ago [2] Company Offerings - Samsara provides a comprehensive Connected Operations Platform that includes telematics, safety solutions, site visibility cameras, connected equipment tracking, and a suite of applications [4] - The platform is designed to assist various sectors, including trucking, food distribution, heavy equipment operation, airlines, and retail, by promoting safety, efficiency, and sustainability [4] Customer Impact - The company claims to generate a 700% return on investment for its customers, with a payback period of just a few months, according to market intelligence firm IDC [6] - Specific benefits for customers include reducing speeding and phone usage incidents among drivers, lowering auto liability claims, identifying and selling underutilized assets, saving on fuel costs through efficient routing, and addressing vehicle maintenance issues proactively [7] Data Processing and Growth - Samsara's platform processes over 20 trillion data points, 90 billion traveled miles, and 300 million workflows annually, reinforcing its position as a leader in the IoT space [8] - The company generates 15% of its net new annual contract value (ACV) from non-U.S. markets and 8% from products launched in the past year, indicating a robust growth trajectory [8]

Core Insights - Samsara Inc. reported second-quarter fiscal 2026 earnings of 12 cents per share, exceeding the Zacks Consensus Estimate of 7 cents by 71.4%, and up from 5 cents per share a year ago [1][9] - The company has consistently beaten earnings estimates over the past four quarters, with an average surprise of 153.8% [1] Financial Performance - Revenues for the quarter reached $391.5 million, surpassing the Zacks Consensus Estimate by 5.15%, and increased from $300.2 million year-over-year [2][9] - Annual recurring revenue (ARR) stood at $1.64 billion, reflecting a 30% year-over-year growth, with net new ARR growing 19% year-over-year to $105 million [3][9] - Non-GAAP gross profit was $305.7 million, up from $230.8 million in the prior year, with a non-GAAP gross margin of 78%, expanding 100 basis points [6] - Non-GAAP operating income increased to $59.7 million from $17.6 million a year earlier, with a non-GAAP operating margin of 15%, expanding 900 basis points [6] Customer Growth - The company added 133 new customers with $100K+ ARR, bringing the total to 2,771, and 17 new customers with $1 million+ ARR, totaling 147 [4][9] - Customers contributing over $1 million in ARR now account for more than 20% of total ARR [4][9] Geographic Performance - 15% of net new annual contract value (ACV) came from outside the United States, with Europe showing sequential growth acceleration [5] - The construction sector contributed the highest net new ACV mix for the eighth consecutive quarter [5] Cash Flow and Balance Sheet - As of August 2, 2025, Samsara's cash, cash equivalents, and short-term investments totaled $702 million, up from $698 million in the previous quarter [7] - The company maintained a debt-free balance sheet with no long-term debt and generated $50.2 million in net cash from operating activities [7] Future Guidance - For the third quarter of fiscal 2026, Samsara expects revenues between $398 million and $400 million, indicating a 24% year-over-year growth [8] - The company projects a non-GAAP operating margin of 15% and diluted EPS between 11 cents and 12 cents [8] - For the full fiscal year 2026, total revenues are expected to be between $1.574 billion and $1.578 billion, implying a 26% year-over-year growth [11]