Samsara (IOT) shares have dropped 33.8% over the past month, significantly underperforming the broader Zacks Computer and Technology sector’s decline of 11.2%.IOT has also underperformed the Zacks Internet - Software industry and peers like Arista Networks (ANET) and Blend Labs (BLND) . In the past month, Arista Networks and Blend Labs have seen declines of 18.1% and 10.3%, respectively, whereas the industry has fallen 14.6%.Samsara’s share price decrease can be attributed to higher spending on sales and ma ...

Samsara (NYSE: IOT ) is an AI-centric internet of things (IOT) firm that specializes in helping fleet management, logistics, and other industrial firms digitize and enhance their operations. The firm’s proprietary technology helps to connect trucks, heavy machinery, and other valuable pieces of equipment to databases whichHello and welcome to my Seeking Alpha page. My name is Jack Elias, and I am a dedicated business student with a fervent passion for the world of investing. With a solid foundation in both ...

Core Insights - Samsara is experiencing significant growth due to its expanded multi-product offerings and an increase in large enterprise customers, with 62% of large customers using three or more products in Q4 fiscal 2025, up from 58% the previous year [1][2] Group 1: Customer Growth and Product Adoption - In Q4 fiscal 2025, Samsara added a record 203 large enterprise customers with over $100,000 in ARR and 14 customers exceeding $1 million in ARR, showcasing its ability to scale and manage complex operations [2] - The introduction of the CTC Manager, certified by the California Air Resources Board, aids fleets in complying with stricter emissions standards, reflecting the company's commitment to innovation [3][4] Group 2: Operational Efficiency and Safety Improvements - Samsara's AI-powered telematics solutions have significantly improved fleet management, reducing accidents by 54% over two years and cutting fleet management time by 50%, while also enhancing driver safety scores to 96% [5][6] - The company is also supporting clients like United Natural Foods (UNFI) in advancing sustainability and operational efficiency through its advanced telematics solutions [6][7] Group 3: Expanding Clientele and Partnerships - Samsara's growing clientele, including major companies like UNFI, AT&T, and Stellantis, is a key driver of its success, indicating increasing trust in its innovative solutions [8] - The integration with Stellantis Mobilisights allows European fleet operators to access vehicle telematics data seamlessly, enhancing the company's market position [8] Group 4: Financial Outlook - For Q1 fiscal 2026, Samsara projects revenues between $350 million and $352 million, reflecting a year-over-year growth of 25%, with non-GAAP earnings expected to be between 5-6 cents per share [11] - For the full fiscal 2026, projected revenues are between $1.523 billion and $1.533 billion, indicating a year-over-year growth of 22% to 23%, with non-GAAP earnings expected to be in the range of 32-34 cents per share [11][12]

Not many tech stocks have had a better run than Samsara Inc NYSE: IOT in recent months. The company, known for its AI-powered solutions used by the trucking industry, hit an all-time high in mid-February, riding a wave of strong earnings and growth momentum. Since then, however, the stock has collapsed 45%, retracing all the way back to 2023 price levels. Samsara TodayIOTSamsara$35.91 +1.85 (+5.43%) 52-Week Range$27.14▼$61.90Price Target$49.60Add to WatchlistThis sharp decline isn't due to poor company per ...

Samsara (IOT -16.24%) stock is plunging in Friday's trading following the company's earnings report. The Internet of Things (IoT) company's share price was down 17.3% as of 12:30 p.m. ET.Samsara published its Q4 results yesterday and actually delivered sales and earnings that beat Wall Street's targets. But the company's forward guidance came in a bit below the market's expectations, and investors are concerned about slowing growth and softening margins.Samsara stock falls despite Q4 beatsSamsara posted non ...

Group 1 - Samsara (NYSE: IOT) has delivered its fiscal 2026 guidance, indicating that it operates as a premium business with a premium valuation [1] - Despite a bullish outlook on Samsara, it is emphasized that the business is not cheap, highlighting the importance of understanding its valuation [1] - The Marketplace showcases a portfolio of undervalued investment opportunities, focusing on stocks with rapid growth potential driven by high-quality management [1] Group 2 - The investment strategy involves selecting the most attractive stocks, with a focus on delivering strong gains for investors [2] - The Marketplace, named Deep Value Returns, is experiencing rapid growth and is recognized for providing high-quality, actionable stock picks [3] - Member reviews indicate satisfaction with the insights and stock selections provided, reinforcing the value proposition of the Marketplace [3]

Samsara (IOT) Q4 2025 Earnings Call March 07, 2025 12:53 AM ET Company Participants Mike Chang - Vice President of Corporate Development & Investor RelationsSanjit Biswas - Co-Founder and Chief Executive OfficerDominic Phillips - Chief Financial OfficerMatthew Hedberg - Managing Director, Software ResearchArsenije Matovic - Senior Equity Research AssociateMatt Bullock - Equity Research AssociateDavid Unger - Equity ResearchMark Schappel - Managing DirectorCole Erskine - Vice President - Equity Research Conf ...

Samsara Inc. (NYSE:IOT) Q4 2025 Earnings Conference Call March 6, 2025 5:00 PM ET Company Participants Mike Chang - VP of Corporate Development and IR Sanjit Biswas - CEO and Co-Founder Dominic Phillips - CFO Conference Call Participants Matt Hedberg - RBC Jim Fish - Piper Sandler Dylan Becker - William Blair Pete Burkly - Evercore Chris Quintero - Morgan Stanley Matt Bullock - BofA Andrew DeGasperi - BNP Dan Jester - BMO Mark Schappel - Loop Capital Ella Smith - JPMorgan Operator Good afternoon and welcome ...

Core Insights - Samsara Inc. reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.07 per share, and showing an increase from $0.04 per share a year ago, representing an earnings surprise of 57.14% [1] - The company achieved revenues of $346.29 million for the quarter ended January 2025, surpassing the Zacks Consensus Estimate by 3.25% and increasing from $276.27 million year-over-year [2] - Samsara Inc. has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Samsara Inc. shares will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $0.05 on revenues of $352.17 million, while for the current fiscal year, the estimate is $0.28 on revenues of $1.53 billion [7] Industry Context - The Internet - Software industry, to which Samsara Inc. belongs, is currently ranked in the bottom 46% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests that trends in earnings estimate revisions are strongly correlated with near-term stock movements, which could impact Samsara's stock performance [5][6]

Q4 FY25 Investor Presentation March 6, 2025 Disclaimer and Statement Regarding Use of Non-GAAP Measures This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth, industry developments and trends, the calculation of certain of our financial and opera ...