Latest revenue
$416.0M
as of 2025-11-01
Latest net income
$7.8M
as of 2025-11-01
Net margin
1.9%
as of 2025-11-01
Price · 5Y
Live market
delayed ≤15 min- Market cap
- —
- Enterprise value
- —
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $48.41
- 52-wk low
- $23.38
- Beta
- —
- Shares out
- —
5-year trend
What this company does
Item 1. Business Overview Samsara is on a mission to increase the safety, efficiency, and sustainability of the operations that power the global economy. To realize this vision, we pioneered the Connected Operations Platform, which is an open platform that connects the people, assets, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. Organizations across industries in construction, transportation, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others are the backbone of the global economy. They operate…
AI summary unavailable — showing raw filing excerpt
Generated from IOT's filing dated 2026-03-16
Key risks
Table of Contents Item 1A. Risk Factors Our business, operations, and financial condition are subject to various risks and uncertainties, including those described below, that could materially adversely affect our business, results of operations, financial condition, growth prospects, and the trading price of our Class A common stock. The following factors, among others not currently known by us or that we currently do not believe are material, could cause our actual results to differ materially from historical results and those expressed in forward-looking statements made by us or on our behalf in filings with the SEC, press releases, communications with investors, and oral and other…
AI summary unavailable — showing raw filing excerpt
Generated from IOT's filing dated 2026-03-16
Profitability
Gross margin
76.7%
0.8%Operating margin
-3.2%
78.6%Net margin
-0.6%
95.5%Return on equity
-0.6%
95.6%Return on assets
-0.4%
95.3%Leverage
Debt / equity
0.79×
11.7%Debt / assets
44.1%
6.5%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $444.3M | +28.3% | $22.0M | +296.7% | 5.0% |
Q4 2025 2025-11-01 | $416.0M | +29.2% | $7.8M | +120.5% | 1.9% |
Q3 2025 2025-08-02 | $391.5M | +30.4% | $-16.8M | +66.1% | -4.3% |
Q2 2025 2025-05-03 | $366.9M | +30.7% | $-22.1M | +60.7% | -6.0% |
Q1 2025 2025-02-01 | $346.3M | — | $-11.2M | — | -3.2% |
Q4 2024 2024-11-02 | $322.0M | +35.6% | $-37.8M | +17.0% | -11.7% |
Q3 2024 2024-08-03 | $300.2M | +36.9% | $-49.6M | +17.3% | -16.5% |
Q2 2024 2024-05-04 | $280.7M | — | $-56.3M | — | -20.1% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Computer Integrated Systems Design · SIC 7373
Your notes
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Insider activity
Insider buying
$0
Insider selling
$524.1M
Net activity
−$524.1M
Distinct insiders
10
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns IOT
Institutional value
$6.05B
Total shares held
194.3M
Distinct holders
355
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BAILLIE GIFFORD & CO | 57.5M | $1.82B | — | New |
| 2 | BlackRock, Inc. | 22.3M | $707.7M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 16.9M | $535.9M | — | New |
| 4 | SANDS CAPITAL MANAGEMENT, LLC | 15.7M | $496.2M | — | New |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 14.8M | $470.4M | — | New |
| 6 | a16z Perennial Management, L.P. | 6.0M | $189.8M | — | New |
| 7 | WESTFIELD CAPITAL MANAGEMENT CO LP | 5.1M | $160.8M | — | New |
| 8 | Jordan Park Trust Co LLC | 3.8M | $121.5M | — | New |
| 9 | JANE STREET GROUP, LLC | 3.4M | $106.2M | — | New |
| 10 | NORDEA INVESTMENT MANAGEMENT AB | 2.9M | $89.2M | — | New |
| 11 | UBS Group AG | 2.8M | $88.6M | — | New |
| 12 | VANGUARD FIDUCIARY TRUST CO | 2.2M | $70.9M | — | New |
| 13 | Legal & General Group Plc | 2.1M | $67.7M | — | New |
| 14 | Voya Investment Management LLC | 1.9M | $60.9M | — | New |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 1.7M | $54.7M | — | New |
| 16 | FIRST TRUST ADVISORS LP | 1.5M | $47.4M | — | New |
| 17 | DEUTSCHE BANK AG\ | 1.4M | $45.6M | — | New |
| 18 | TimesSquare Capital Management, LLC | 1.3M | $40.6M | — | New |
| 19 | COSMIC MANAGEMENT, LLC | 1.3M | $39.8M | — | New |
| 20 | Mitsubishi UFJ Trust & Banking Corp | 1.1M | $35.6M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once IOT's latest filing finishes processing.