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NYSE · Technology

Samsara Inc. (IOT)

As-reported financials and SEC filings for Samsara Inc. The latest annual period is FY2026. The latest reported quarter is Q1 FY2027. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About Samsara Inc.

Samsara Inc. provides a Connected Operations Platform that integrates data from Internet of Things devices and third-party systems to help organizations improve safety, efficiency, and sustainability in their physical operations. The platform offers applications such as AI video-based safety, telematics, asset tracking, and maintenance, serving industries including construction, transportation, logistics, manufacturing, and government. Samsara's customers range from small businesses to large enterprises and government entities, using the platform to gain actionable insights and automate workflows across their operations.

Snapshot

Revenue
$1.62B
Revenue growth (YoY)
29.6%
Net income
$-9.1M
Diluted EPS
$-0.02
Gross margin
76.7%
Operating margin
-3.2%
Net margin
-0.6%
FCF margin
12.8%
ROE
-0.6%
net income / fiscal-year-end equity
P/E
trailing when available, otherwise FY EPS
Market cap
$22.76B
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2026, the latest annual period (ended January 31, 2026). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Samsara

  • Revenue grew 29.6% to $1.6B in FY2026, slower than the 33.3% the year before.
  • Operating margin is -3.2% in FY2026, +79.4 pp against -82.6% in FY2022.
  • Most recent quarter Q1 FY2027: revenue $479M, up 30.5% from Q1 FY2026.
  • Free cash flow was $207M in FY2026, 12.8% of revenue.
  • Net loss narrowed to $9M in FY2026, from $155M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Samsara’s fundamentals sit among the 332 software companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin76.7%
72nd percentile of 264
Operating margin-3.2%
38th percentile of 303
Net margin-0.6%
42nd percentile of 307
FCF margin12.8%
47th percentile of 285
Revenue growth (YoY)+29.6%
83rd percentile of 325
ROE-0.6%
43rd percentile of 285
Short interest5.97d
79th percentile of 330

No reported insider purchases (code P) in the last 90 days; 122 insider sales totaling $159.6M. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 3 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+3 quant / multi-strat
Initiated / added
2
1 new, 1 added
Reduced / exited
6
3 trimmed, 3 exited
Combined position
$403.2M
reported long value
InvestorAs ofPosition valueSharesChange
Sands Capital ManagementQ2 2026$368.0M11.3MReduced
AQR Capital ManagementquantQ2 2026$13.6M422.0KReduced
Gotham Asset ManagementQ2 2026$13.1M404.8KAdded
Millennium ManagementquantQ2 2026$6.8M208.2KReduced
Two Sigma InvestmentsquantQ2 2026$1.6M50.0KNew

No longer held by: Citadel Advisors (as of Q2 2026), D. E. Shaw (as of Q2 2026), Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
0
code P
Bought (90d)
code P value
Sells (90d)
122
$159.6M
Reported activity
Net selling
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-08-25
filed 2026-08-27
Eltoukhy AdamSEE REMARKSSell6.9K$39.82$274K
2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell35.3K$39.43$1.4M
2026-08-20
Bicket JohnSEE REMARKSSell34.6K$39.44$1.4M
2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell100$40.08$4K
2026-08-19
filed 2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell49.6K$39.61$2.0M
2026-08-19
filed 2026-08-20
Bicket JohnSEE REMARKSSell48.3K$39.59$1.9M
2026-08-19
filed 2026-08-20
Bicket JohnSEE REMARKSSell28.7K$40.37$1.2M
2026-08-19
filed 2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell27.1K$40.38$1.1M
2026-08-19
filed 2026-08-20
Bicket JohnSEE REMARKSSell15.9K$40.18$639K
2026-08-19
filed 2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell15.8K$40.18$633K
2026-08-19
filed 2026-08-20
Biswas SanjitCHIEF EXECUTIVE OFFICERSell641$40.66$26K
2026-08-19
filed 2026-08-20
Bicket JohnSEE REMARKSSell445$40.70$18K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
28.7M
settled 2026-08-14
Change vs prior
-20.1%
vs previous settlement
Days to cover
5.97
at avg daily volume
Avg daily volume
4.8M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-1428.7M-20.1%5.97
2026-07-3135.9M-10.0%5.99
2026-07-1539.9M-5.3%7.78
2026-06-3042.2M+0.6%6.75
2026-06-1541.9M+1.5%4.65
2026-05-2941.3M+4.4%7.81
2026-05-1539.5M+10.6%8.48
2026-04-3035.7M+7.0%6.14

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2026FY2025FY2024FY2023FY2022
Revenue$1.62B$1.25B$937.4M$652.5M$428.3M
Gross profit$1.24B$950.9M$690.4M$469.9M$303.9M
Operating income$-52.6M$-190.0M$-323.3M$-259.5M$-353.8M
Net income$-9.1M$-154.9M$-286.7M$-247.4M$-355.0M
Diluted EPS$-0.02$-0.28$-0.54$-0.48$-1.28

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2026FY2025FY2024FY2023FY2022
Cash and equivalents$318.8M$227.6M$135.5M$200.7M$921.2M
Current assets$1.51B$1.21B$887.0M$957.5M$1.10B
Total assets$2.54B$2.02B$1.73B$1.62B$1.57B
Current liabilities$917.0M$761.3M$591.8M$442.2M$338.3M
Long-term debt
Total liabilities$1.12B$955.1M$819.7M$679.0M$579.0M
Total equity$1.42B$1.07B$915.1M$938.0M$988.9M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2026FY2025FY2024FY2023FY2022
Operating cash flow$236.2M$131.7M$-11.8M$-103.0M$-171.5M
Capital expenditure$28.8M$20.2M$11.0M$33.2M$19.4M
Free cash flow$207.4M$111.5M$-22.8M$-136.3M$-190.8M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q1 FY2027$478.8M30.5%$44.5M$0.08
Q4 FY2026$444.3M28.3%$22.0M$0.04
Q3 FY2026$416.0M29.2%$7.8M$0.01
Q2 FY2026$391.5M30.4%$-16.8M$-0.03
Q1 FY2026$366.9M30.7%$-22.1M$-0.04
Q4 FY2025$346.3M25.3%$-11.2M$-0.02
Q3 FY2025$322.0M35.6%$-37.8M$-0.07
Q2 FY2025$300.2M36.9%$-49.6M$-0.09

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorTechnology
SIC industryServices-Computer Integrated Systems Design
Latest annual periodFY2026 (ended January 31, 2026)
Latest reported quarterQ1 FY2027 (ended May 2, 2026)
Oldest indexed filing2023
SEC CIK1642896

Selected SEC filings

10-Q2026-06-09
View on EDGAR →
8-K2026-07-23
View on EDGAR →
8-K2026-06-04
View on EDGAR →
8-K2026-06-01
View on EDGAR →

Largest software peers

All software stocksAll Technology companies →

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.