Why I'm Bullish On Samsara: A Rare Combination Of Growth, Stickiness And Operating Leverage

Samsara ( IOT ) recently reported a very strong Q3 2026 , with highlights including its first positive GAAP EPS quarter in company history, $1.75 billion ARR (29% growth year-over-year), and quarterly revenue of $416 million (29% growth year-over-year). While there has beenI am a software engineer by profession and a lifelong student of the markets, combining analytical rigor with a deep fascination for businesses that have the potential to outperform their underlying indices over long time horizons. My inv ...