
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc. has demonstrated a strong financial performance with a year-over-year increase of 18.6% in net new Annual Recurring Revenue (ARR), reflecting significant momentum with large customers following a prior acceleration in Q1. The company reported a revenue growth of 30%, reaching $392 million, which surpassed consensus expectations, while also showing improving income margins, increasing to 15% from the previous 13%. Additionally, the international market is showing promising contributions, with 15% of net new Annual Contract Value (ACV) coming from international operations, particularly marked by a noteworthy quarter-over-quarter growth acceleration in Europe.
Bears say
Samsara Inc's revenue growth projections indicate a potential downside scenario that assumes a decline of 500 basis points below baseline estimates for fiscal year 2025 and 2026, which could result in diminished revenue and margins. The company's reliance on a narrow customer base, alongside increasing competition and challenges in retaining market share, heightens the risk of inadequate revenue growth to cover rising expenses. Furthermore, the dependence on a limited number of joint design manufacturers poses additional risks, as production delays could further impact the company's financial performance and overall market position.
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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