Samsara is the Fitbit for trucks, bulldozers, and warehouses—its IoT cameras and sensors stream real-time data into one cloud dashboard so fleets and sites run safer and smoother.
Money comes from subscription software on top of hardware sales; revenue hit USD 1.62B in fiscal 2026, with gross margins around 76%—recurring, high-margin, though net margins are still thin at 3.32% TTM.
Switching costs are high once customers bake Samsara into daily ops, but Motive, Verizon Connect, and Geotab offer similar telematics—moat is eroding as price competition and feature parity grow.
Hold (sector percentile 39) — value C-, growth A-, profitability B, momentum B, revisions C-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Analyst cites constructive datapoints, pipeline strength, likely beat and FY27 guide raise; new SKU adoption positive
New centralized experience consolidates fuel management capabilities to help fleets control costs amid diesel price volatility
Arrowstreet raised stake by 77.1%, Daventry initiated position, showing institutional interest
Technical indicators show bullish short-term and long-term trends, attracting technical investors
Multiple independent sources confirm bullish initiation, citing AI-driven expansion and international growth.
Q1 ARR reached nearly $2 billion, growing 30% year-over-year; net new ARR was $101 million, growing 30% YoY or 27% in constant currency
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Facts and opinions separated · All items sourced · Not investment advice
