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Samsara Inc. (IOT)

Technology | Software - Infrastructure | San Francisco, United States | NYSE
30.62 USD +0.99 (3.341%) ⇧ (April 17, 2026, 4 p.m. EDT)
After hours: 30.80 +0.18 (0.588%) ⇧ (April 17, 2026, 7:59 p.m. EDT)

Short-term: ★★☆☆☆ | Long-term: ★★★☆☆ | Dividends: ☆☆☆☆☆
Hot Take | April 18, 2026, 11:25 p.m. EDT

The data reveals a contradictory alpha: while the options market is screaming bullish momentum for a run to $40 in mid-year (heavy call positioning at 35-37), the immediate sentiment for the next few days leans heavily bearish, evidenced by a massive concentration of put volume at the 22 strike. This suggests a tactical short the dip or a hedge against earnings volatility that could derail the longer-term upside thesis. Fundamentally, Samsara is a turnaround candidate with solid cash flow but remains priced for perfection with a forward PE over 36 and negative margins; this makes it a volatile momentum play rather than a core holding, best traded on the swing between the short-term hedging demand and the long-term speculative call flow.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoARIMA ✓0.092713
AutoETS0.092716
MSTL0.096056
AutoTheta0.096546

Forecast horizon: 45 days | Selected: AutoARIMA

Forecast Reliability
Score 80%
H-stat 0.13
Ljung-Box p 0.000
Jarque-Bera p 0.210
Excess Kurtosis -1.01
Attribute Value
Sector Technology
Debt to Equity Ratio 5.123
Revenue per Share 2.822
Market Cap 17,781,532,672
Forward P/E 36.11
Beta 1.50
Profit Margins -0.56%
Website https://www.samsara.com

As of April 18, 2026, 11:25 p.m. EDT: Speculative sentiment is heavily skewed bullish for May and June expirations, with significant open interest and volume spikes at 37-40 strikes for the $+14% to $+30% moves. Calls at 35-37 strikes show new flow where volume exceeds open interest, suggesting aggressive positioning for further upside. However, deep ITM calls (46-70) have an IV spike, indicating hedges or long-term stratification. The near-term (April 24) shows a stark divergence: 213% of volume in Puts at the 22 strike compared to just 2 in Calls, signaling a strong defensive 'bet against' or shorting signal for the immediate next week. The IV smirk is extremely skewed with deep OTM ITM (relative to price) calls showing the highest implied volatility, suggesting high premiums for straddles and protection.


Info Dump

Attribute Value
52 Week Change -0.13746476
Address1 1 De Haro Street
All Time High 61.9
All Time Low 8.42
Ask 30.8
Ask Size 200
Audit Risk 1
Average Daily Volume10 Day 7,250,480
Average Daily Volume3 Month 8,483,253
Average Volume 8,483,253
Average Volume10Days 7,250,480
Beta 1.497
Bid 30.55
Bid Size 300
Board Risk 7
Book Value 2.446
City San Francisco
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 9
Country United States
Crypto Tradeable 0
Currency USD
Current Price 30.62
Current Ratio 1.643
Custom Price Alert Confidence HIGH
Date Short Interest 1,774,915,200
Day High 30.8
Day Low 29.57
Debt To Equity 5.123
Display Name Samsara
Earnings Call Timestamp End 1,772,748,000
Earnings Call Timestamp Start 1,772,748,000
Earnings Timestamp 1,772,744,400
Earnings Timestamp End 1,780,603,200
Earnings Timestamp Start 1,780,603,200
Ebitda -42,628,000
Ebitda Margins -0.02634
Enterprise To Ebitda -399.28
Enterprise To Revenue 10.515
Enterprise Value 17,020,509,184
Eps Current Year 0.67967
Eps Forward 0.84793
Eps Trailing Twelve Months -0.02
Esg Populated 0
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 29.6358
Fifty Day Average Change 0.98420143
Fifty Day Average Change Percent 0.033209883
Fifty Two Week Change Percent -13.746476
Fifty Two Week High 48.405
Fifty Two Week High Change -17.784998
Fifty Two Week High Change Percent -0.36742067
Fifty Two Week Low 23.38
Fifty Two Week Low Change 7.2400017
Fifty Two Week Low Change Percent 0.30966645
Fifty Two Week Range 23.38 - 48.405
Financial Currency USD
First Trade Date Milliseconds 1,639,578,600,000
Float Shares 353,360,060
Forward Eps 0.84793
Forward P E 36.111473
Free Cashflow 284,027,008
Full Exchange Name NYSE
Full Time Employees 4,100
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,775,001,600
Gross Margins 0.76798
Gross Profits 1,243,085,952
Has Pre Post Market Data 1
Held Percent Insiders 0.03528
Held Percent Institutions 0.94114995
Implied Shares Outstanding 580,716,297
Industry Software - Infrastructure
Industry Disp Software - Infrastructure
Industry Key software-infrastructure
Ipo Expected Date 2,021-12-15
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,769,817,600
Long Business Summary Samsara Inc. provides solutions to connect physical operations data to its connected operations platform in the United States and internationally. The company's Connected Operations Platform includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and a growing ecosystem of connected assets and third-party systems, and which has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy. Its applications include video-based safety; and telematics, which provides visibility into real-time vehicle location and diagnostics with GPS tracking, routing and dispatch, fuel management, driver recognition, electric vehicle usage and charge planning, preventative maintenance, and insights to manage fuel and energy costs. The company also provides site visibility that provides remote visibility into sites to enhance onsite security, safety, and incident response times. It serves transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and other industries. The company was incorporated in 2015 and is headquartered in San Francisco, California.
Long Name Samsara Inc.
Market us_market
Market Cap 17,781,532,672
Market State CLOSED
Max Age 86,400
Message Board Id finmb_301743802
Most Recent Quarter 1,769,817,600
Net Income To Common -9,117,000
Next Fiscal Year End 1,801,353,600
Non Diluted Market Cap 17,781,533,013
Number Of Analyst Opinions 21
Open 30.2
Operating Cashflow 236,210,000
Operating Margins 0.020299999
Overall Risk 9
Payout Ratio 0.0
Phone 415 985 2400
Post Market Change 0.1799984
Post Market Change Percent 0.5878458
Post Market Price 30.8
Post Market Time 1,776,470,398
Previous Close 29.63
Price Eps Current Year 45.051277
Price Hint 2
Price To Book 12.518397
Price To Sales Trailing12 Months 10.985511
Profit Margins -0.00563
Quick Ratio 1.267
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key none
Region US
Regular Market Change 0.990002
Regular Market Change Percent 3.34121
Regular Market Day High 30.8
Regular Market Day Low 29.57
Regular Market Day Range 29.57 - 30.8
Regular Market Open 30.2
Regular Market Previous Close 29.63
Regular Market Price 30.62
Regular Market Time 1,776,456,002
Regular Market Volume 9,114,334
Return On Assets -0.014400001
Return On Equity -0.00732
Revenue Growth 0.283
Revenue Per Share 2.822
Sand P52 Week Change 0.38150132
Sector Technology
Sector Disp Technology
Sector Key technology
Share Holder Rights Risk 10
Shares Outstanding 368,421,323
Shares Percent Shares Out 0.056700002
Shares Short 32,945,769
Shares Short Previous Month Date 1,772,150,400
Shares Short Prior Month 29,781,711
Short Name Samsara Inc.
Short Percent Of Float 0.1016
Short Ratio 3.76
Source Interval 15
State CA
Symbol IOT
Target High Price 57.6
Target Low Price 30.0
Target Mean Price 44.17143
Target Median Price 44.0
Total Cash 833,792,000
Total Cash Per Share 1.436
Total Debt 72,768,000
Total Revenue 1,618,635,008
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps -0.02
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 35.1414
Two Hundred Day Average Change -4.5213985
Two Hundred Day Average Change Percent -0.12866302
Type Disp Equity
Volume 9,114,334
Website https://www.samsara.com
Zip 94,107