Samsara Inc. (IOT): A Bull Case Theory

We came across a bullish thesis on Samsara Inc. (IOT) on Substack by Compounding Your Wealth. In this article, we will summarize the bulls’ thesis on IOT. Samsara Inc. (IOT)'s share was trading at $38.33 as of March 31^st. IOT’s forward P/E was 114.94 according to Yahoo Finance.

[caption id="attachment_1214638" align="aligncenter" width="768"] A fleet of delivery trucks driving down a highway, delivering specialized chemicals to customers.[/caption]

Samsara concluded FY 2025 with a remarkable $1.46 billion in annual recurring revenue (ARR), marking a 32% year-over-year (YoY)...