Samsara Inc Stock Price, News & Analysis

Samsara (NYSE: IOT) was rated the No. 1 Fleet Management solution on G2’s Overall Grid® for all of 2025 and retained the top spot through the first G2 report of 2026. The company logged five consecutive quarters at No. 1, earned 21 No. 1 rankings in Winter 2026 Grid® Reports, and posted a G2 average score of 99 with a 75.6 NPS and 92% likelihood to recommend. Customers cited ease of use, rapid feature updates, AI-powered safety, integrations with 350+ partners, and 99.99% uptime as drivers of adoption.

Samsara (NYSE:IOT) reported $416M revenue in Q3 FY26 and $1.75B ending ARR, each up 29% YoY. Net new ARR was $105M (up 24% YoY). The quarter included 219 customers with $100k+ ARR, a record 17 customers with $1M+ ARR, and 20% of net new ACV from products launched since last year (AI Multicam, Asset Maintenance, Asset Tags, Connected Training, Connected Workflows). Samsara said it achieved its first GAAP profitable quarter. The release highlights large enterprise wins and safety improvements tied to dual-facing AI dash cameras and new AI coaching and workflow automation features.

Samsara (NYSE: IOT) reported Q3 FY2026 results for the quarter ended November 1, 2025, with total revenue $416.0M (+29% YoY) and ARR $1.745B (+29% YoY, constant currency).

The company recorded its first quarter of GAAP profitability (GAAP net income per share $0.01) and non-GAAP operating income of $79.8M (19% margin). Net cash from operations was $63.7M and adjusted free cash flow was $55.8M. Large-customer momentum: 2,990 customers with ARR >$100K (+219 in Q3) and 164 customers with ARR >$1M (+17 in Q3).

Guidance: Q4 revenue $421M–$423M (22% YoY) and FY2026 revenue $1.595B–$1.597B (28% YoY); non-GAAP diluted EPS guide $0.12–$0.13 for Q4 and $0.50–$0.51 for FY2026.

CLEAN Linen & Workwear (IOT) implemented the Samsara Connected Operations Platform across its 120-vehicle fleet, replacing older telematics to enable a data-led driver coaching programme.

Key outcomes reported on November 13, 2025 include a 38% reduction in collision rates company-wide, 14% improvement in MPG, 97% reduction in hours driven over the speed limit, 10% lower repairs & maintenance expenditure, and an 80% improvement in fleet safety scores. CLEAN also received a cash bursary from its insurer and is expanding Samsara use for training and safety campaigns.

Samsara (NYSE: IOT) launched Commercial Navigation on November 12, 2025, a turn-by-turn navigation solution for U.S. commercial trucking that factors vehicle height, weight and hazmat restrictions and integrates directly into the Samsara Driver App.

Key features include a HOS overlay that displays hours-of-service on the map, dispatcher route updates that push automatically to drivers, and multi-source real-world map data from millions of Samsara devices and third-party providers. The company cites the NHTSA estimate of 15,000 annual bridge strikes to justify safety benefits. Product is currently available in the U.S.; a webinar is scheduled for December 4, 2025.

Samsara (NYSE:IOT) unveiled Smart Compliance, Weather Intelligence, and the Samsara Avatar at Go Beyond London on November 12, 2025, and announced a strategic partnership with AUMOVIO (VDO).

Smart Compliance centralises tachograph infringement handling across 17 countries today with proactive driver alerts, a Compliance Inbox, Driver Debrief, and plans to expand coverage to 21 countries by 2026. Weather Intelligence adds fleet-wide overlays, real-time driver alerts, and dash cam ground-level views. Samsara Avatar and AI-powered coaching scale driver training via life-like in-app coaches.

Samsara (NYSE: IOT) announced that thousands of retail leaders have standardized on its AI-powered Connected Operations platform to improve visibility, safety, and delivery reliability across the supply chain.

Customer results highlighted include 25% lower insurance premiums and 31% lower repair costs at AO, and Mohawk Industries reaching 97% on-time delivery, cutting 4.2 million miles and saving $7.75 million while reducing ELD violations by 68%. Samsara positions its platform to reduce costs, prevent breakdowns, improve safety, and support compliance for retailers.

Samsara (NYSE:IOT) will report third quarter fiscal 2026 results for the period ended November 1, 2025 on Thursday, December 4, 2025 after U.S. market close.

The company will host a live webcast the same day at 2:00 p.m. Pacific / 5:00 p.m. Eastern to discuss results. A replay and the press release will be available on Samsara's investor relations website at investors.samsara.com, and the press release will be posted prior to the webcast start.

Samsara (IOT) and Allianz UK announced a strategic partnership on October 30, 2025 to expand access to Samsara’s AI dual-facing dash cams and connected operations platform for Allianz-insured commercial fleets.

Allianz Motor Fleet policyholders gain preferred access and exclusive discounts via a referral programme. Joint customers report safety and cost benefits, including a cited 40% reduction in accident-related costs at Vp Brandon Hire Station. Regional enablement sessions in the UK will support rollout and customer adoption.