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Samsara (IOT) Stock Price & Analysis

IOT Stock Chart & Stats

MX$713.13MX$0.00(0.00%)
At close:
Mex$550Mex$600Mex$650Mex$70025 Jun16 Jul6 Aug14 Aug31 Aug15 Sep
Day’s Range
MXN 713.13 - MXN 810.00
52-Week Range
MXN 418.20 - MXN 843.00
Previous Close
MXN 713.13
Volume
0
Average Volume (3M)
0
Market Cap
MXN 462.97B
Enterprise Value
MXN 21.24B
Total Cash (Recent Filing)
MXN 828.93M
Total Debt (Recent Filing)
MXN 69.49M
Price to Earnings (P/E)
260.3
Beta
-0.75
Next Earnings
Nov 26, 2026 (Est.)
EPS Estimate
3.53
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Recurring SaaS Model And Expansion

Samsara combines recurring software subscriptions with hardware-enabled data capture, creating a durable monetization model. Cross-selling applications and expanding device deployments within existing customers can increase revenue per account while supporting retention and deeper operational integration.

Strong Growth In Large Customers

Accelerating growth among larger customers strengthens revenue quality and demonstrates adoption beyond smaller initial deployments. The expanding high-value customer base can support durable ARR growth, larger contract opportunities, and deeper platform penetration across complex operating environments.

Improving Cash Generation And Low Leverage

Positive operating and free cash flow provide internal funding for product development, customer expansion, and device investment without significant reliance on external financing. Combined with very low leverage, this gives Samsara flexibility to absorb volatility and pursue growth while its economics mature.

Bears Say

Hardware Investment Pressures Free Cash Flow

Growth is requiring more devices to be purchased upfront while subscription revenue is recognized over customer contracts. Higher inventory commitments and elevated component and shipping costs can therefore suppress near-term cash conversion and make profitability more dependent on disciplined execution.

Profitability Remains Relatively Modest

Although Samsara has reached GAAP profitability, the current earnings cushion remains limited relative to its revenue base. A history of substantial losses means slower growth or weaker execution could delay further margin expansion and make the transition to consistently durable profitability more sensitive.

AI Agent Adoption Is Still Early

AI agents could expand Samsara’s product value, but early deployment creates execution and adoption risk over the next several quarters. Customer configuration, change management, and driver interaction requirements may slow commercialization before these features become repeatable, scaled contributors.

Samsara News

IOT FAQ

What was Samsara’s price range in the past 12 months?
Samsara lowest stock price was Mex$418.20 and its highest was Mex$843.00 in the past 12 months.
What is Samsara’s market cap?
Samsara’s market cap is Mex$462.97B.
When is Samsara’s upcoming earnings report date?
Samsara’s next earnings report is estimated for Nov 26, 2026 (not yet confirmed), which is in 24 days.
How were Samsara’s earnings last quarter?
Samsara released its earnings results on Sep 03, 2026. The company reported Mex$3.758 earnings per share for the quarter, beating the consensus estimate of Mex$3.007 by Mex$0.752.
Is Samsara overvalued?
According to Wall Street analysts Samsara’s price is currently Undervalued.
Does Samsara pay dividends?
Samsara does not currently pay dividends.
What is Samsara’s EPS estimate?
Samsara’s EPS estimate is 3.53.
How many shares outstanding does Samsara have?
Samsara has 380,273,040 shares outstanding.
What happened to Samsara’s price movement after its last earnings report?
Samsara reported an EPS of Mex$3.758 in its last earnings report, beating expectations of Mex$3.007. Following the earnings report the stock price went up 5.303%.
Which hedge fund is a major shareholder of Samsara?
Hedge funds hold Samsara shares: hedge funds decreased their holdings by 1.6M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology