Samsara Inc.

IOTSoftware - InfrastructureOpen

39.19+1.3%Up to 1000x leverageTrade IOT

What it reported

Reported 7 days ago, on 2026-09-03.

EPS against forecast+25.0%
Revenue against forecast+5.2%
Share price, two sessions+8.9%

Forecast against the result

ForecastReportedSurprise
Revenue483.3M508.4M+29.9% year on year+5.2%
Net income94.5M16.2M+196.7% year on year-82.8%
Earnings per share0.160.20+66.7% year on year+25.0%

Year on year compares the same quarter a year earlier (2025-09-04), not the quarter before.

IOT trades at up to 1000x here. At 1000x, a 0.10% move against you wipes out the whole margin. This ignores fees, funding and maintenance margin, all of which bring liquidation forward. Your actual liquidation price is the one shown on the order page.

You can hold through the announcement here

IOT is quoted here 24 hours a day and does not stop when the US market closes. On a US exchange the same news only shows up as a gap at the next open.

What the market expects

For the quarter ending 2026-11-01.

EPS forecast13 analysts
0.19
0.170.23
Revenue forecast12 analysts
515.2M
512.4M518.3M
Net income
111.3M
100.2M133.6M
EBITDA
147.9M
134.0M175.7M

Against the same quarter last year (2025-12-04): EPS +25.7%revenue +23.9%

These are third-party analyst forecasts. CoinUnited.io does not produce them and does not choose which analysts are included.

Where the revenue comes from

  • Subscription and Circulation98.3%499.8M
  • Product and Service, Other1.7%8.7M

Most recent reported quarter (2026-08-01).

Track record

Next report expected 2026-12-03. Reports quarterly.

Beat estimates 8 of the last 8 quarters. The typical gap is +0.04 per share.

How much it actually moves

±12.3%

Median move across the two sessions around the report, over its last 8 results. On an ordinary two-day stretch it moves 3.1%.

2026-09-03+8.95%

Beat or miss, then up or down

RoseFell
Beat44
Missed00

Counted across 8 results. This is what happened, not what will.

Where analysts put it in 12 months

A different timescale from the rest of this page: these are 12-month views, not the two-day move around a report.

Lowest46.00
Median54.00
Highest58.00
FirmTargetSet onSource
Craig-Hallum54.002026-09-04TheFly
RBC Capital55.002026-09-04TheFly
BMO Capital54.002026-09-04TheFly
BTIG54.002026-09-04TheFly
Piper Sandler46.002026-09-04TheFly
Morgan Stanley49.002026-09-04TheFly
Guggenheim51.002026-09-04StreetInsider
Evercore ISI55.002026-09-04StreetInsider
Wells Fargo58.002026-09-04StreetInsider
Truist Financial48.002026-09-04StreetInsider
KeyBanc46.002026-08-24TheFly

From 11 firms that published a target in the last 180 days, latest call per firm. Targets are set by those firms; CoinUnited.io does not produce or endorse them.

Reported results

ReportedEPS forecastEPS actualSurpriseRevenue surprise
2026-09-030.160.2+25.0%+5.2%
2026-06-040.13020.17+30.6%+5.2%
2026-03-050.12850.18+40.1%+5.2%
2025-12-040.11820.15+26.9%+4.2%
2025-09-040.07230.12+65.9%+5.2%
2025-06-050.05790.11+89.9%+4.4%
2025-03-060.07050.11+56.1%+3.3%
2024-12-050.040.07+75.0%+3.7%
2024-09-050.010.05+400.0%+3.7%
2024-06-060.010.03+200.0%+3.0%
2024-03-070.030.04+33.3%+7.0%
2023-11-300.010.04+300.0%+5.7%

Also reporting this fortnight in Software - Infrastructure

EPS history for IOT runs from 2021-01-31 to 2026-09-03, 19 reports.Reaction history covers its last 8 results, which is as deep as our daily price baseline reaches.