
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc. is positioned for robust growth, with projected sales increasing at a compound annual growth rate (CAGR) of 28% through calendar year 2026, potentially reaching $2.06 billion, driven by strong customer acquisition and impressive net revenue retention rates of 116.5%. The company's effective strategies in sales capacity expansion and operational productivity enhancement are leading to increased market share in key areas such as telematics and video safety, with annual recurring revenue (ARR) anticipated to grow to $2.2 billion by 2026. Furthermore, Samsara has demonstrated resilient financial performance with revenue growth of 25%, surpassing consensus estimates, alongside a notable improvement in EBIT margins, showcasing the company's ability to leverage operational efficiencies post-IPO.
Bears say
The negative outlook on Samsara's stock is underscored by concerns regarding a potential decline in revenue growth, which could fall significantly short of expectations due to decreased technology spending, challenges in customer acquisition, and lower renewal rates. The company faces increased competition that threatens its market share, along with risks related to its dependency on a limited number of suppliers, which may lead to production delays. Additionally, if management transitions hinder sales productivity and revenue growth fails to adequately offset expenses, the stock could be assessed at a lower valuation multiple, reflecting a broader trend observed in the company's recent performance.
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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