
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc is positioned for continued growth, with projected sales increasing at a compound annual growth rate (CAGR) of 28% through calendar year 2026, potentially reaching $2.06 billion, supported by a high net revenue retention rate of 116.5%. The company is successfully enhancing its market share in telematics and video-safety, with a significant increase in implied market share by 3-4% since 2022, which is expected to drive annual recurring revenue (ARR) to $2.2 billion by 2026. Additionally, Samsara has demonstrated strong operational efficiency, with improving EBIT margins and impressive revenue growth of 25%, outpacing consensus expectations, indicating robust demand and effective cost management strategies.
Bears say
Samsara Inc. faces significant challenges that contribute to a negative outlook on its stock, particularly concerning revenue growth and margin compression. The fundamental expectation of a slowdown in tech spending, along with decreased success in expanding its customer base and maintaining renewal rates, suggests that the company may experience revenue growth 500 basis points lower than initial estimates for CY25. Furthermore, the risks associated with increased competition, difficulties in onboarding sales personnel, and reliance on a limited number of suppliers heighten concerns about the company's ability to sustain market share and profitability amid potential macroeconomic headwinds.
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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