Samsara Inc. · IT systems design

IOT

Low riskNext report: Around Dec 3 (est.)

View price ↗

The short version

A company still losing money with growing sales. Institutions are adding.

Going well

Sales up 30% in the latest quarter vs a year ago
Sales up 30% last year
No debt reported

Watch out for

Losing money

Money moves

Insiders sold $43.4M in the last 30 days, all through pre-planned sales
Institutions added 9.1% to their holdings in the quarter ending June 2026 (311 bought, 243 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$44.64-0.6% that day

Company value: $26.4B; Share price times all shares
Price vs profit (P/E): 297.6x; You pay about $298 for each $1 of yearly profit
Price vs sales: 14.3x; Company value is 14.3 times a year of sales
Cash vs value: 1%; Cash as a share of company value

From IOT's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Aug '26

$508.4M+30% vs a year earlier

Oct '23Tap a barAug '26

Last 12 months: $1.8B, up 30% from the 12 months before. Over 5 years, sales grew about 45% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of IOT. Starting points are the company's recent numbers.

Sales growth+30% a yearRecently: +30% a yearProfit margin5%Last 12 months: 4.9%P/E at the end40xToday: 297.6x. Many steady companies trade at 12x to 25xShare count change+4% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$6.9B

Profit in 5 years$343M

Price these guesses point to$19.10-57% vs $44.64 todayAbout -16% a year, before dividends

What today's price needs: with a 5% margin and a 40x P/E, sales would have to grow about 54% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

3/7Mixed

MissReturn on equity 15%+Earns a lot on the money owners have in the business.-0.7%
PassDebt under half of equityNot relying on borrowed money.No debt reported
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.-0.6%
MissProfitable every yearSteady profits, not one good year.0 of 6 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$207.4M
MissShare count not growingNot diluting owners. Falling means buybacks.+11.5% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.76.7%

Revenue: $1.6B; +29.6% vs prior year
5-year growth: +45.3%/yr; revenue, per year
Total debt: None; 0.00x equity
Current ratio: 1.64x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Aug 1, 2026

Reported Sep 3

Revenue: $508.4M; +29.9% YoY
EPS: $0.03; vs -$0.03
Op. margin: 1.0%; +7.8 pts
Gross margin: 77.2%; +0.3 pts
Free cash flow: $64.7M
Share count: +3.3%; vs a year ago

Insider rating

Last 90 days

43Mixed

Pre-planned sales of $43.6M (weaker signal)

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

31/ 100

This week: 2
Normal week: 4.0
vs normal: 0.5x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+9.1%

Institutions added 9.1% to their holdings. 311 bought, 243 sold. 7 quarters of net buying in a row.

Shares held by institutions394.9M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+3.5%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

No debt reported

Shares outstandingLatest reported

590M

Why low risk

Losing money

Earnings reports

Last 12

Next reportAround Dec 3 (est.)Estimated from the same quarter last year

Results filedSep 3
Results filedJun 4
Results filedMar 5
Results filedDec 4, 2025
Results filedSep 4, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

5%+ holder update (passive)Oct 21 · View filing ↗Big holder 5%+ holder update (passive)Aug 14 · View filing ↗Big holder

Insider trades

Open-market buys and sells, last 90 days

Bought$00 insiders

Sold$43.6M5 insiders, 8 pre-planned

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Benjamin Louis KirchhoffCHIEF ACCOUNTING OFFICER	Sell	770	$39.79	$31K	148K	Oct 19Filing ↗
-0.5% of their holdings Pre-planned sale (10b5-1) Filed 2 days after
Sanjit BiswasCHIEF EXECUTIVE OFFICER	Sell	264K	$41.68	$11.0M	670K	Oct 15Filing ↗
-28.3% of their holdings $40.94 to $42.77 across 13 trades Traded Oct 13 to Oct 15 Held See footnote Pre-planned sale (10b5-1) Also Director and 10% owner Filed same day
John BicketSEE REMARKS	Sell	264K	$41.68	$11.0M	769K	Oct 15Filing ↗
-25.5% of their holdings $40.93 to $42.70 across 13 trades Traded Oct 13 to Oct 15 Held See footnote Pre-planned sale (10b5-1) Also Director and 10% owner Filed same day
Benjamin Louis KirchhoffCHIEF ACCOUNTING OFFICER	Sell	2K	$40.40	$87K	149K	Oct 15Filing ↗
-1.4% of their holdings Pre-planned sale (10b5-1) Filed 1 day after
Sanjit BiswasCHIEF EXECUTIVE OFFICER	Sell	264K	$38.03	$10.0M	878K	Oct 1Filing ↗
-23.1% of their holdings $37.67 to $39.17 across 12 trades Traded Sep 29 to Oct 1 Held See footnote Pre-planned sale (10b5-1) Also Director and 10% owner Filed same day
John BicketSEE REMARKS	Sell	264K	$38.03	$10.0M	977K	Oct 1Filing ↗
-21.3% of their holdings $37.67 to $39.17 across 12 trades Traded Sep 29 to Oct 1 Held See footnote Pre-planned sale (10b5-1) Also Director and 10% owner Filed same day
Dominic PhillipsSEE REMARKS	Sell	30K	$38.97	$1.2M	1M	Oct 1Filing ↗
-2.8% of their holdings $38.96 to $39.30 across 4 trades Held See footnote Pre-planned sale (10b5-1) Filed 4 days after
Adam EltoukhySEE REMARKS	Sell	7K	$39.07	$285K	382K	Sep 25Filing ↗
-1.9% of their holdings $38.52 to $39.22 across 2 trades Pre-planned sale (10b5-1) Filed 4 days after