
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc's positive outlook is underpinned by its strategic focus on expanding sales capacity and increasing productivity, which is anticipated to drive substantial revenue growth at a compounded annual growth rate (CAGR) of 28%, reaching $2.06 billion by 2026. The company’s ability to gain market share in the fleet telematics and video-safety segments further enhances its prospects, as indicated by an improvement in implied share by 3-4% since 2022, contributing to an expected annual recurring revenue (ARR) growth to $2.2 billion by 2026. Additionally, the significant revenue growth of 25%, outpacing consensus expectations, along with continuous improvement in EBIT margins, highlights Samsara's operational efficiency and strong market positioning.
Bears say
Samsara Inc's stock outlook is negatively affected by several fundamental issues including a projected revenue growth rate that is 500 basis points lower than previous estimates, indicating potential declines in technology spending and customer expansion. The company faces increased competition and operational difficulties, which could hinder its ability to maintain its market share and cover rising expenses, thereby increasing the risk of further stock price compression. As a result, the anticipated limitations on growth and margin profiles lead to a belief that the stock may be assigned a lower valuation multiple, similar to past instances of significant revenue losses.
This aggregate rating is based on analysts' research of Samsara and is not a guaranteed prediction by Public.com or investment advice.
Samsara (IOT) Analyst Forecast & Price Prediction
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