Samsara Inc. Class A Common Stock
IOT · NYSE
$0.41 today
- Mkt cap $20.28B
- P/E 0.0
- Day $34.62 – $38.22
Confidence
High conviction
The read
Samsara Inc. reports June 4 earnings with EPS not yet disclosed; shares dip 1.16% amid mixed signals
Samsara's June 4 earnings print occurred without reported EPS data; shares declined 1.16% to $34.80. Analysts maintain a buy consensus with a $43.23 target price, reflecting 24.6% EPS growth expected next year. The stock trades above its 50- and 200-day SMAs but remains richly valued with a TTM P/E of 358.4, far exceeding sector averages. Institutional ownership is strong at 63.1%, while short interest is elevated at 11%.
Confidence note: Analysis based on incomplete EPS data but supported by strong analyst consensus, valuation metrics, and institutional ownership.
What happened
Earnings print
Guidance
Price reaction
Street narrative
So what
What changed
What the market is pricing
Fundamental takeaway
Next 30–90 days
Samsara delivers positive EPS surprise next quarter with margin improvement, validating growth at scale.
- boltReported EPS exceeds consensus estimate next quarter
- boltOperating margin turns positive or improves significantly
Samsara meets EPS estimates with steady revenue growth but limited margin expansion, sustaining current valuation.
- boltEPS in line with consensus estimates
- boltRevenue growth continues near current 29.6% TTM pace
Samsara misses EPS estimates with worsening profitability, triggering valuation multiple contraction and share price decline.
- boltEPS misses consensus estimates next quarter
- boltOperating margin declines further or remains negative
What to do
If you hold it
If you're watching
Keep on your radar
- Next quarter EPS report date and actual EPS vs estimate
- Operating margin trends in upcoming quarterly reports
- Revenue growth rate relative to sector average over next two quarters
- Changes in short interest and institutional ownership over next 90 days