Samsara: An Expensive Bet On An IoT Future
Samsara's strong Q3 2024 results show 36% YoY revenue growth and a 35% increase in ARR, indicating robust subscription-based business performance. The company's high Net Revenue Retention rates and expanding customer base highlight the value and stickiness of its IoT solutions. Valuation remains a concern; while optimistic scenarios suggest a share price of $52, maintaining 35% growth is challenging, making the stock somewhat expensive.
Samsara: Though Expensive, You Get What You Pay For
Samsara Inc. is a leading IoT software provider, excelling in asset-heavy industries like transportation and logistics with its cloud-based platform for connected operations. Despite a recent 20% stock pullback due to Q4 guidance disappointment, Samsara's strong fundamentals and 30%+ revenue growth make it an attractive investment. The company boasts impressive profitability, with a 10%+ FCF margin and a growing enterprise customer base, driving higher retention and spending.
Down -22.25% in 4 Weeks, Here's Why Samsara Inc. (IOT) Looks Ripe for a Turnaround
Samsara Inc. (IOT) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Samsara Inc. (IOT) Upgraded to Buy: What Does It Mean for the Stock?
Samsara Inc. (IOT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Is Samsara Inc. (IOT) Stock Outpacing Its Computer and Technology Peers This Year?
Here is how Samsara Inc. (IOT) and Blend Labs (BLND) have performed compared to their sector so far this year.
IOT's Q3 Earnings Beat Estimates: Will Raised 2025 View Aid Shares?
Samsara's fiscal third-quarter performance benefits from a robust portfolio and expanding customer base.
Software Stock Powers Down on Disappointing Guidance
Shares of Samsara Inc (NYSE:IOT) are 3.7% lower at $53.10 at last glance, after the software company's third-quarter earnings and revenue beats were offset by lackluster fourth-quarter guidance.
Smith & Wesson Brands, Samsara, UiPath And Other Big Stocks Moving Lower In Friday's Pre-Market Session
U.S. stock futures were lower this morning, with the Dow futures falling around 50 points on Friday.
Samsara Inc. (IOT) Q3 2025 Earnings Call Transcript
Samsara Inc. (NYSE:IOT ) Q3 2025 Earnings Conference Call December 5, 2024 5:00 PM ET Company Participants Mike Chang - Vice President of Corporate Development and Investor Relations Sanjit Biswas - Co-Founder and Chief Executive Officer Dominic Phillips - Chief Financial Officer Conference Call Participants Matthew Hedberg - RBC Capital Markets Keith Weiss - Morgan Stanley Alex Zukin - Wolfe Research Michael Turrin - Wells Fargo Securities Kirk Materne - Evercore ISI Dylan Becker - William Blair & Company Matthew Bullock - Bank of America Merrill Lynch Derrick Wood - TD Cowen James Fish - Piper Sandler & Co. Elyse Kanner - JPMorgan Chase & Co. Junaid Siddiqui - Truist Securities, Inc. Mark Schappel - Loop Capital Markets Daniel Jester - BMO Capital Markets Mike Chang Good afternoon and welcome to Samsara's Third Quarter Fiscal 2025 Earnings Call. I'm Mike Chang, Samsara's Vice President of Corporate Development and Investor Relations.
Samsara Inc. (IOT) Q3 Earnings and Revenues Top Estimates
Samsara Inc. (IOT) came out with quarterly earnings of $0.07 per share, beating the Zacks Consensus Estimate of $0.04 per share. This compares to earnings of $0.04 per share a year ago.
Samsara Stock Tumbles As Revenue Guidance Underwhelms
Samsara stock fell on Q3 earnings that topped estimates while sales guidance came in slightly below expectations. The post Samsara Stock Tumbles As Revenue Guidance Underwhelms appeared first on Investor's Business Daily.
AI Stock Samsara's Earnings Loom As Analysts Eye 143% Profit Surge
Samsara stock is trying to break a four day losing streak ahead of the company's earnings report due Thursday. The post AI Stock Samsara's Earnings Loom As Analysts Eye 143% Profit Surge appeared first on Investor's Business Daily.
