IOT
ACCE-researchedSamsara Inc. Class A Common Stock
Technology · Software - Infrastructure · NYSE · United States
$39.55-1.13%
Market cap $23.2BNext earnings 2026-09-03Updated Sep 19, 2026
Not enough applicable valuation models for a consensus. The per-model detail is in the Valuation tab.
ACCE score
48
out of 100
Analysts
62% buy
21 covering
P/E
263.7x
forward 51.0x
1-year return
-1.1%
Dividend yield
0.00%
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INVESTOROverview
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Plain-English pros, cons, and what to watch. Pro feature.
Price
+0.6% · 1Y
Valuation
INVESTORFull valuation engine INVESTOR FEATURE
Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORQuality and conviction INVESTOR FEATURE
The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
Bullish62% buy · 21 covering analysts
● Strong buy 8● Buy 5● Hold 8● Sell 0● Strong sell 0
Analyst intelligence INVESTOR FEATURE
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROSmart money tracking PRO FEATURE
Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
This stock Peer Peer median weaker → stronger
P/Ebetter than 0% of peers
low 0.0x263.7xhigh 263.7x
ROEbetter than 33% of peers
low 0%6%high 45%
Div yieldbetter than 67% of peers
low 0.0%0.0%high 5.9%
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| RBRK | Rubrik Inc. Class A Common Stock | $22.0B | - | 0.0% | -2.18 | 0.0% | - | Compare |
| FFIV | F5 Inc. Common Stock | $24.5B | 34.5 | 19.8% | 0.01 | 0.0% | - | Compare |
| CPAY | Corpay Inc. Common Stock | $26.1B | 24.2 | 29.2% | 2.58 | 0.0% | - | Compare |
| VRSN | VeriSign Inc. Common Stock | $27.4B | 32.9 | 0.0% | -0.83 | 1.1% | - | Compare |
| NTNX | Nutanix Inc. Class A Common Stock | $18.9B | 13.5 | 37.5% | 1.97 | 0.0% | - | Compare |
| KSPI | Joint Stock Company Kaspi.kz American Depository Shares | $18.5B | 8.0 | 44.8% | 0.18 | 5.9% | - | Compare |
Sector report card
Where IOT ranks against its sector peers on each metric.
Computing percentiles…
News and Record
Press releases mentioning this company
- Business Wire•Sep 10, 2026Samsara Launches Driver Perks: First Rewards Program Built for Professional Drivers
- Business Wire•Sep 8, 2026Samsara Compounding Risk Report Finds 10% of Drivers Account for ~50% of Crashes
- Business Wire•Sep 3, 2026Samsara Crosses $2.1 Billion in ARR as Large Enterprises Standardize on Its Platform
5 more press releases · full archive on Investor+.INVESTOR
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Recent performance
1 week
+3.0%
1 month
+0.9%
3 months
+24.8%
6 months
+19.4%
YTD
+11.6%
1 year
-1.1%
SEC filings
40 filings
September 2026
Sep 17
Form 4Insider transactionPeriod 2026-09-15
Sep 17
Form 4Insider transactionPeriod 2026-09-15
Sep 17
Form 4Insider transactionPeriod 2026-09-15
37 more filings + AI summaries on Investor+.INVESTOR