We came across a bullish thesis on Samsara Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc.’s share was trading at $42.09 as of September 5th. IOT’s forward P/E was 104.17 according to Yahoo Finance.
Samsara Inc. (IOT) delivered a strong Q2 FY26 performance, reporting revenue of $391.5M, up 30% YoY and 6.7% QoQ, beating estimates by 5.2%. Non-GAAP gross margin expanded to 78.1%, operating margin to 15.2%,...
