Samsara Inc. (IOT)
Technology · NYQ
Price as at 1 Oct 2026, 05:28 UTC. Quotes are delayed.
Fundamentals
Valuation and ratings
Samsara Inc. trades at $38.13, which is 61% above the $14.73 our fair value estimate puts on the business. On that measure it screens as expensive, which is not the same as saying it will fall.
Our moat model scores it 60 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 368.3 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
IOT earnings and analyst estimates
Recommendation mix, 22 published ratings
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Samsara Inc.
Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
Company profile, industry and headcount are as reported by our data provider and can lag a company's own filings by a reporting period. The annual report is the authority.
IOT passes 2 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
7 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Baillie Gifford, BAILLIE GIFFORD & CO$1.83B · 1.7% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$47.44M · 0.0% of book
- Cliff Asness, AQR CAPITAL MANAGEMENT LLC$13.61M · 0.0% of book
- Joel Greenblatt, Gotham Asset Management, LLC$13.13M · 0.0% of book
- Marshall Wace, MARSHALL WACE, LLP$11.44M · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Politician trades in IOT
Trades in IOT disclosed by members of Congress and executive-branch officials, latest first:
- Scott A Kupor · Executive branchSell · $1,000,001 - $5,000,000 · traded 14 Jul 2026 · disclosed 21 Aug 2026
- Daniel Goldman · HouseSell · $1,001 - $15,000 · traded 12 Jul 2023 · disclosed 13 Aug 2023
A disclosure reports a value band, not an amount, and is due up to 45 days after the trade; some arrive later. Every filer we track, each with their own page, is on the Congress trading tracker.
IOT peers
The largest companies in the same industry (Software - Infrastructure), then in the same sector.
- MSFT Microsoft Corporation
- PLTR Palantir Technologies Inc.
- ORCL Oracle Corporation
- BSQKZ Block, Inc.
- CPAY Corpay, Inc.
- TOST Toast, Inc.
- KSPI Joint Stock Company Kaspi.kz
- NTNX Nutanix, Inc.
Every technology company we cover is on the Technology hub.
Common questions
Is Samsara Inc. (IOT) undervalued?
Against our fair value estimate of $14.73, IOT at $38.13 is 61% above fair value. That is one model's answer, not a recommendation. It is built from normalized earning power with growth capped deliberately low, which understates companies whose value is mostly future growth.
Which funds own IOT?
7 of the institutions we track reported a position in IOT in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is IOT's P/E ratio?
IOT trades at 368.3 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Where does SteadyShares get its IOT data?
Fundamentals for IOT come from company filings and exchange data, as listed on NYQ; institutional ownership comes from SEC 13F filings. The share price shown was last refreshed on 1 Oct 2026, 05:28 UTC and is delayed. Our data quality score for this company is 92/100, which is the share of the inputs behind our scores that were actually available rather than assumed. Metrics we do not hold are left out of the page rather than estimated.
The full research page for IOT, with financial statements, ownership detail, peer comparison and alerts, is free inside the app.
Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.