Samsara (IOT)
Connects physical operations through devices, subscription software, workflows, and AI insights.
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Pairs connected gateways, cameras, sensors, and safety devices with subscription software for managing fleets, equipment, sites, maintenance, and frontline work. Hardware collects operational data, while a common platform supplies integrations, workflows, reporting, and AI insights; subscription revenue accounts for almost all revenue.
Connects vehicles, equipment, sites, and frontline workers to a common cloud software layer through gateways, cameras, sensors, and third-party integrations. Fleet Telematics, Cameras and Video, Equipment Management, Maintenance, Workforce Management, and platform workflows turn operational signals into reporting, AI insights, and actions.
Subscription revenue accounts for almost all revenue, while dedicated hardware serves as the data-collection layer for recurring software relationships. Originating in San Francisco, the business expanded its office footprint to London and Mexico and serves physical-operations organizations across multiple industries.
Customer feedback loops support product iteration across the suite. The operating model depends on customers connecting devices and third-party systems, adopting multiple modules, and allowing data to flow through one integrated platform.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Cantor Fitzgerald | Initiate | Rating: —Target: — | Target: $45 |
| Sep 4, 2026 | Craig-Hallum | Reiterate | Rating: —Target: $48 | Target: $54 |
| Sep 4, 2026 | RBC Capital | Reiterate | Rating: —Target: $50 | Target: $55 |
| Sep 4, 2026 | BMO Capital | Reiterate | Rating: —Target: $50 | Target: $54 |
| Sep 4, 2026 | BTIG | Reiterate | Rating: —Target: $55 | Target: $54 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $828.9M · Total debt $69.5M · Total assets $2.77B · Shareholders' equity $1.60B
- Revenue
- $508.4M
- Operating income
- $4.9M
- Net income
- $16.2M
No dividends on record.
| Institutions | 68.40% | 398.55M shares | |
|---|---|---|---|
| 577 holders · as of Jun 30, 2026 | |||
| Insiders | 33.93% | 197.70M shares | |
| 15 holders · as of Sep 21, 2026 | |||
| Strategic holders | 0.76% | 4.40M shares | |
| 1 holder · as of Sep 10, 2025 | |||
| Adds to | 103.09% | ||
582.71M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 103.09%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Sanjit Biswas1,2,3Insiderdirector, 10 percent owner, officer: CHIEF EXECUTIVE OFFICER | 17.11% | 101.48M COMPANY | filed Sep 16, 2026 |
John Bicket4Insiderdirector, 10 percent owner, officer: SEE REMARKS | 16.20% | 98.31M A | filed Sep 17, 2026 |
Baillie Gifford & CoInstitution | 9.67% | 56.36M A | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 8.36% | 48.69M A | as of Jun 30, 2026 |
FMR LLCInstitution | 4.53% | 26.41M A | as of Jun 30, 2026 |
- Sanjit Biswas's transaction reports restate only vehicles that traded; the 2026 ownership statement (101.48M) less the 1.81M net shares sold since is used instead.
- Sanjit Biswas reports a block also reported by another filer; it is counted once, under that filer.
- Sanjit Biswas reports a block also reported by Baillie Gifford & Co; it is counted once, under Baillie Gifford & Co.
- John Bicket's transaction reports restate only vehicles that traded; the 2026 ownership statement (98.31M) less the 3.90M net shares sold since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 18, 2026 | Benjamin Louis Kirchhoff | officer: CHIEF ACCOUNTING OFFICER | −770 | $40.42 |
| Sep 15, 2026 | Benjamin Louis Kirchhoff | officer: CHIEF ACCOUNTING OFFICER | −2,165 | $42.55 |
| Sep 15, 2026 | Jonathan Chadwick | director | −10,000 | $42.09 |
| Sep 4, 2026 | Dominic Phillips | officer: SEE REMARKS | −29,619 | $44.25 |
| Aug 25, 2026 | Adam Eltoukhy | officer: SEE REMARKS | −6,876 | $39.82 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Samsara | $38.27 | +0.58% | $21.96B | 236.6 | 45.2 | 11.9 | +29.9% |
| PowerFleet | $2.95 | +3.33% | $382.5M | — | 66.7 | 0.8 | +6.4% |
| Verizon | $46.96 | −1.51% | $199.09B | 12.4 | 9.2 | 1.4 | −0.7% |
| Karooooo | $65.36 | −0.11% | $2.02B | 32.2 | 33.6 | 5.7 | +36.0% |
| Ford | $13.09 | −0.65% | $52.56B | — | 7.4 | 0.3 | −3.8% |
| Median | 22.3 | 21.4 | 1.1 | +2.8% |