
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc. reported a strong net new ARR growth of 18.6% year-over-year, reflecting significant momentum with larger customers and the successful closure of postponed deals from the previous quarter. The company's strategic focus on emerging products is paying off, as these now represent 20% of the net new annual contract value, highlighting the increased scale and diversification of its offerings. Additionally, a noteworthy 29.8% year-over-year growth in ARR, combined with a positive income margin increase to 15%, suggests robust operational performance and enhanced profitability, positioning Samsara favorably for continued growth in the IoT market.
Bears say
Samsara Inc. is experiencing a downturn in its revenue growth metrics, with a forecast indicating that growth rates will be significantly below market expectations for CY25 and CY26, which could adversely affect the company's valuation. The company's reliance on a limited customer base, primarily within the U.S., and its exposure to increasing competition may hinder its ability to maintain market share and drive revenue growth, raising concerns about profitability. Additionally, operational risks associated with sales team integration and reliance on a narrow supply chain could lead to production delays and further exacerbate ongoing challenges in achieving a favorable growth and margin profile.
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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