
Samsara (IOT) Stock Forecast & Price Target
Samsara (IOT) Analyst Ratings
Bulls say
Samsara Inc is positioned for strong financial growth, with expectations for sales to reach $2.06 billion by 2026, supported by a robust 28% compound annual growth rate (CAGR) and a 116.5% net retention rate. The company's focus on expanding its sales capacity, alongside increasing penetration in the fleet market—indicated by a 3-4% share gain in telematics and video safety—contributes to a forecasted annual recurring revenue (ARR) of $2.2 billion by 2026. Additionally, the solid revenue growth of 25%, which exceeded consensus forecasts, along with consistent improvements in EBIT margins, reflects Samsara's capability to leverage operational efficiencies for enhanced profitability.
Bears say
Samsara Inc's financial outlook is tempered by several factors that could hinder its future performance, including a projected revenue growth decline of 500 basis points below base case estimates for CY25, primarily due to reduced tech spending and challenges in customer retention. There is a significant risk of market share erosion driven by intensified competition and the company's dependence on a limited number of suppliers, which could disrupt production and delay service delivery. Additionally, operational inefficiencies related to onboarding and retaining the sales team may lead to lower productivity, ultimately impacting revenue growth and putting further pressure on margins and stock valuation.
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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