Samsara (US:IOT) ZACKSยท2025-11-18 00:16Core Viewpoint - Samsara Inc. is set to report earnings on December 4, 2025, with expectations of significant growth in both EPS and revenue compared to the previous year [2][3]. Company Performance - The stock closed at $36.45, down 3.6% from the previous trading session, underperforming the S&P 500, which fell by 0.92% [1]. - Prior to this decline, shares had increased by 3.48%, outperforming the Computer and Technology sector's gain of 1.64% and the S&P 500's gain of 1.48% [1]. Earnings Estimates - The upcoming earnings report is anticipated to show an EPS of $0.12, reflecting a growth of 71.43% year-over-year, with revenue expected to reach $399.44 million, a 24.06% increase from the prior-year quarter [2]. - For the full year, earnings are projected at $0.47 per share and revenue at $1.57 billion, indicating increases of 80.77% and 25.97%, respectively, from the previous year [3]. Analyst Sentiment - Recent changes in analyst estimates suggest optimism regarding the company's business and profitability, with positive revisions typically indicating favorable short-term trends [3][4]. - The Zacks Rank system currently rates Samsara Inc. as 3 (Hold), with the consensus EPS estimate remaining stable over the past month [5]. Valuation Metrics - Samsara Inc. has a Forward P/E ratio of 80.69, significantly higher than the industry average of 28.7, indicating a premium valuation [6]. - The company also has a PEG ratio of 1.85, which is below the average PEG ratio of 2.1 for Internet - Software stocks [7]. Industry Context - The Internet - Software industry, part of the Computer and Technology sector, ranks in the top 27% of all industries according to the Zacks Industry Rank [8].