Daniel Balakov Introduction Samsara (NYSE:IOT) is a SaaS company that provides tailored IoT (internet of things) solutions for transportation and logistics companies. This is a subsector of the market that is relatively untapped and is poised for explosive growth as artificial intelligence improves over the coming years. IOT is at the forefront of innovation in this sphere with their cutting edge technology making them an extremely compelling investment opportunity at current share price levels. While the S ...

The the stock of company has risen by 13.76% in the past month, leading the Computer and Technology sector's loss of 5.32% and the S&P 500's loss of 1.16%. Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $0.13 per share and revenue of $1.21 billion, indicating changes of +85.71% and +29.2%, respectively, compared to the previous year. Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To capitalize on this, we ...

Samsara Inc. (NYSE:IOT) is the most expensive stock in my Deep Value Returns portfolio. And I'm extremely valuation conscientious. But I believe that Samsara is exceptional. The asking price is worth every penny. I know you'd expected me to say this. Or that this is unjustified. Or something of the sort. And these are all true. Meanwhile, the market is pushing back against a lot of SaaS stocks due to their valuation. And this makes sense. Superficially, IOT isn't cheap at 15x this year's sales. But this met ...

As we look toward the future, artificial intelligence stands out as a critical driver of innovation and economic growth. AI's potential to revolutionize industries is immense. It's not just about automation or efficiency; AI promises to unlock new frontiers of creativity and intelligence that we're only beginning to explore. While the buzz around AI has caused some stocks to soar to high valuations, hidden gems remain that can generate high returns in the long term. Hence, three AI stocks for long term grow ...

Kyryl Gorlov Strong Q1 beats by $0.02, revenue of $280.73M beats by $8.34M Samsara press release (NYSE:IOT): Q1 Non-GAAP EPS of $0.03 beats by $0.02. . . Ending ARR of $1.176 billion, representing 37% year-over-year growth. 1,964 customers with ARR over $100,000, up 43% year-over-year. ● . Q1 Earnings (Seeking Alpha) For a detailed analysis of Samsara business, and why we think if's a top SaaS performer, please see our previous article here (very large $1.5T TAM, high ROJ of its offerings and large customer ...

used in the transportation industry and fleet management. ● Samsara Inc. · 1D · NYSE = 032.84 H33.08 L29.42 C30.56 -4.30 (-12.34%) uso 51.73 IOT sold off on its fiscal Q1 2025 earnings 50.00 report desite beating consensus 48.87 48.00 estimates and raising guidance. 46.88 46.00 42.28 38.00 36.00 32.00 29.70 27.65 Pullback support levels are at 24.00 $29.70, $27.65, $25.42 and $21.89 21.89 19.45 80.00 70.00 Daily RSI falls to the 60.00 oversold 29-band. 50.00 40.00 30.00 20.00 22 22 Jun 10 17 Jul 15 IoT is C ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended May 4, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorp ...

Samsara (IOT) reported non-GAAP earnings of 3 cents per share in first-quarter fiscal 2025, beating the Zacks Consensus Estimate of 2 cents. The company reported a loss of 2 cents in the previous year. Revenues came in at $281 million, up 37% year over year. The figure beat the Zacks Consensus Estimate by 3.02%. Top-Line Details In the fiscal first quarter, Samsara concluded with Annual Recurring Revenues (ARR) of $1.18 billion, up 37% year over year. The upside was driven by strong large customer momentum, ...

Samsara shares dropped in extended trading on Thursday even as the fleet-management software provider reported quarterly results above analysts' expectations and lifted its full-year earnings and sales outlooks. CEO Sanjit Biswas said that he expects the company to produce ongoing strong growth at scale as customers in other industries adopt its platform, though he did point out that Samsara's full-year outlook accounts for potentially deteriorating macroeconomic factors. Monitor the $31 level, an area on t ...

Continued Success in New Frontiers © Samsara Inc. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |---------|---------|---------|---------|---------|---------|---------|-------|---------|---------|---------|---------|---------|-----------------|-------|---------| | | | +4 pp | | | Q1 FY24 | Q2 FY24 | | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q1 FY24 | Q2 FY24 | Q3 FY24 Q4 FY24 | | Q1 FY25 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | +8 pp | | | | Q1 ...