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IOT · Software & cloud · U.S.

Samsara

Makes cameras, sensors and apps to track trucks and work sites.

Company Health

66
/100
Healthy
A quick check of the business from its yearly reports (2023–2026). It doesn’t say whether the stock is a good buy.
Does it make money?
4 of 25 · Poor
It about broke even last year, with a very small loss.
Is it growing?
25 of 25 · Good
Sales grew about 35% a year over the last 3 years.
Can it handle what it owes?
18 of 25 · Good
It would take about 3 years of the cash its business brings in to pay off everything it owes.
Does it bring in spare cash?
19 of 25 · Good
After paying for buildings and equipment, $13 of every $100 in sales was left as spare cash.

Who owns it

None of the 23 funds we follow reported owning Samsara in their latest reports. Light Street sold all their shares in their latest report.
bought lately
owns it
doesn’t own it
Didn’t report owning it: Whale Rock, Appaloosa, Melqart, Coatue, D1 Capital, Light Street, Lone Pine, Third Point, TCI, Pershing Square, Duquesne, Himalaya Capital, Greenlight, Giverny Capital, Fundsmith, Semper Augustus, Akre
Their letters don’t mention it: Arquitos, Laughing Water, Alluvial, Bireme, Kingdom Capital, Saga Partners
From each fund’s latest 13F report (Jun 30, 2026). Funds that don’t file one: from their own letters.

The numbers

From Samsara’s yearly reports. Tap a year to see its figures.

Sales and profit

Sales grew from $250 million in the year to Jan 2021 to $1.62 billion in the year to Jan 2026, and it lost money every year.
FY2026
Sales
$1.62 billion
Loss
$9.12 million

Spare cash each year

It had cash to spare in 2 of the 6 years, including $207 million in the year to Jan 2026.
FY2026
Spare cash
$207 million
Spare cash is the cash its business brought in, minus what it spent on buildings and equipment.

What it owns and what it owes

At the end of Jan 2026 it owned $2.54 billion, including $319 million in cash, and owed $1.12 billion.

Key facts

From its yearly report for the year to Jan 2026.
Sales
$1.62 billion
Loss
$9.12 million
Spare cash
$207 million
Cash in the bank
$319 million
Everything it owes
$1.12 billion
Year ends
January
Money shown in
U.S. dollars
Latest yearly report
10-K, filed Mar 16, 2026
Figures from Samsara’s yearly reports to the SEC (EDGAR), collected Oct 12, 2026.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works
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