We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.'s share was trading at $42.09 as of September 5th. IOT’s forward P/E was 104.17 according to Yahoo Finance. Stifel Maintains Buy Rating on Lumentum, Raises Price Target to $100 Samsara Inc. (IOT) delivered a strong Q2 FY26 performance, reporting revenue of $391.5M, up 30% YoY and 6.7% QoQ, beating estimates by 5.2%. Non-GAAP gross margi ...

Samsara Inc. (NYSE:IOT) is one of the best growth stocks under $50 to buy now. On September 8, Morgan Stanley raised the firm’s price target on Samsara Inc. (NYSE:IOT) to $53 from $50, keeping an Equal Weight rating on the shares. Why Samsara Inc. (IOT) Crashed On Friday The firm told investors that net new ARR rose by 19% year-over-year in Q2 in constant currency, rising meaningfully from 7% in Q1. It, however, added that the sustainability of this growth will be “the main question going forward.” Sams ...

LONDON--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that bus and coach operators across Europe are increasingly standardising on Samsara to improve safety, enhance efficiency, and transform the passenger experience. From double-decker buses to luxury coaches travelling the continent, passenger transit fleets are using Samsara to protect drivers, passengers, and the communities they serve. Customers include leading org. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) For the quarterly period ended August 2, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ________ to ________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number: 001-41140 SAMSARA INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of inc ...

Accessibility StatementSkip Navigation First Student's leading HALOâ"¢ technology platform with insights from Samsara's AI-powered platform raises the bar for safety, visibility, and operational performance CINCINNATI, Sept. 9, 2025 /PRNewswire/ --Â First Student, North America's leader in student transportation and innovator of the award-winning HALOâ"¢ technology platform, today announced it will equip its ~46,000 vehicle fleet with Samsara's industry-leading technology, including Video-Based Safety, Tele ...

Price Target: BMO Capital sets a price target of $47 for Samsara Inc. (NYSE:IOT), indicating a potential increase of about 11.67%.Quarterly Performance: Samsara exceeds expectations and raises future guidance, showcasing confidence in its growth trajectory.Market Confidence: The stock price of IOT has increased by 17.44%, reflecting strong market confidence and active investor interest.Samsara Inc. (NYSE:IOT) is a company that specializes in providing Internet of Things (IoT) solutions, focusing on connecti ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

财务表现 - 公司第二季度调整后每股收益0.12美元 收入3.915亿美元 超出市场预期的0.07美元和3.722亿美元 [1] - 年经常性收入超10万美元客户贡献约10亿美元ARR 同比增长35% [1] - 第三季度预计每股收益0.83-0.84美元 收入3.98-4亿美元 远超市场预期的0.1美元和3.722亿美元 [2] 业绩展望 - 第四季度指引每股收益0.11-0.12美元 收入3.98-4亿美元 [2] - 2026财年预计每股收益0.45-0.47美元 收入15.74-15.78亿美元 高于市场预期的0.41美元和15.5亿美元 [2] 市场反应与增长动力 - 股价单日涨幅超17% 主要受AI相关需求强劲增长推动 [1] - 业绩指引全面超越华尔街预期 显示业务增长动能持续强化 [1][2]

核心财务表现 - 第二季度收入同比增长30% 超出分析师预期 [1] - 调整后自由现金流利润率达到11% 较两年前负15%显著改善 [2] - 国际业务贡献15%净新增年度合同价值 新产品贡献8%净新增年度合同价值 [8] 业务运营规模 - 平台年处理数据量超过20万亿个数据点 [8] - 年监控行驶里程达900亿英里 [8] - 年处理工作流程数量达3亿次 [8] 市场定位与客户价值 - 服务全球40%经济体量的物理运营企业 [1] - 为运输公司 食品分销商 重设备运营商 航空公司和零售商提供一体化物联网平台 [4] - IDC研究显示为客户带来700%投资回报率 投资回收期仅数月 [6] 产品服务范畴 - 提供远程信息处理 安全解决方案 现场可视摄像头 连接设备追踪等综合服务 [4] - 通过减少超速和手机使用事件 降低汽车保险索赔 识别闲置资产等方式提升客户效率 [7] - 借助优化路线节省燃油成本 预防性车辆维护管理提升运营安全性 [7]

核心财务表现 - 第二季度每股收益0.12美元 超出市场预期71.4% 同比增长140% [1][9] - 季度收入3.915亿美元 超出市场预期5.15% 同比增长30.4% [2][9] - 非GAAP营业利润5970万美元 较去年同期1760万美元增长239% 营业利润率扩张900个基点至15% [6] 经常性收入指标 - 年度经常性收入(ARR)达16.4亿美元 同比增长30% [3] - 净新增ARR为1.05亿美元 同比增长19% [3] - 百万美元级ARR客户达147家 新增17家 贡献超20%总ARR [4] 客户结构与发展 - 新增133个10万美元以上ARR客户 总数达2771家 [4] - 建筑行业连续第八季度贡献最高净新增合同价值(ACV) [5] - 新产品贡献8%净新增ACV [5] 盈利能力与效率 - 非GAAP毛利润3.057亿美元 同比增长32.5% [6] - 非GAAP毛利率78% 同比提升100个基点 [6] - 调整后自由现金流4420万美元 现金流利润率11% [7] 资产负债表状况 - 现金及短期投资7.02亿美元 较上季度增长400万美元 [7] - 零长期负债 保持无债务资产负债表 [7] 业绩指引 - 第三季度收入指引3.98-4亿美元 同比增长24% 超出市场预期 [8] - 全年收入指引15.74-15.78亿美元 同比增长26% 超出市场预期1.55亿美元 [11] - 第四季度收入指引4.18-4.2亿美元 同比增长21% [10] 地域与产品分布 - 国际业务贡献15%净新增ACV 欧洲地区增长加速 [5] - 恒定汇率下季度增长23-24% 全年增长26% [8][11]