Samsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold?

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Samsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold? What a time it’s been for Samsara. In the past six months alone, the company’s stock price has increased by a massive 48.6%, reaching $56.19 per...

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In the past six months alone, the company’s stock price has increased by a massive 48.6%, reaching $56.19 per...</p>\n\n<a href=\"https://finance.yahoo.com/news/samsara-iot-post-q2-earnings-181221541.html\">Source Link</a>\n\n</div>\n","source":"yahoofinance","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Samsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSamsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-26 02:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/samsara-iot-post-q2-earnings-181221541.html><strong>StockStory</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Samsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold? \n \n\nWhat a time it’s been for Samsara. In the past six months alone, the company’s stock price has increased by a massive 48.6%, reaching $56.19 per...</p>\n\n<a href=\"https://finance.yahoo.com/news/samsara-iot-post-q2-earnings-181221541.html\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IOT","symbol_name":"Samsara, Inc.","start_time":0,"source_url":"https://finance.yahoo.com/news/samsara-iot-post-q2-earnings-181221541.html","article_id":"2486566210","we_media_id":null,"thumbnails":["https://s.yimg.com/uu/api/res/1.2/0j8_SxlCEAwj2GqiT1Nm.g--~B/aD03MDA7dz0xNDAwO2FwcGlkPXl0YWNoeW9u/https://media.zenfs.com/en/stockstory_922/23c323b2db84438efe9209198d570843"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2486566210","pubTimestamp":1732558341,"sourceInfo":{"source_id":"yahoofinance","name":"雅虎金融"},"weMediaInfo":null,"summary":"What a time it’s been for Samsara. In the past six months alone, the company’s stock price has increased by a massive 48.6%, reaching $56.19 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.Is now still a good time to buy IOT?Find out in our full research report, it’s free.One of the few public companies where Marc Andreessen is a Board member, Samsara  provides software and hardware to track industrial equipment, assets, and fleets.A company’s long-term sales performance signals its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last three years, Samsara grew its sales at an incredible 49% compounded annual growth rate. Its growth surpassed the average software company and shows its offerings resonate with customers.Samsara’s merits more than compensate for its flaws, and with the recent rally, the stock trades at 22.9x forward price-to-","collect":0,"end_time":0,"defaultTopTitle":"yahoo.com","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"IOT":"Samsara, Inc.","POST":"Post Holdings"},"translate_title":"Samsara(IOT)发布第二季度收益：买入、卖出还是持有？","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IOT":1,"POST":1},"content_text":"Samsara (IOT) Post Q2 Earnings: Buy, Sell, or Hold? \n \n\nWhat a time it’s been for Samsara. In the past six months alone, the company’s stock price has increased by a massive 48.6%, reaching $56.19 per share. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move. \nIs now still a good time to buy IOT? Or are investors being too optimistic? Find out in our full research report, it’s free. \nWhy Does IOT Stock Spark Debate?\nOne of the few public companies where Marc Andreessen is a Board member, Samsara (NYSE:IOT) provides software and hardware to track industrial equipment, assets, and fleets. \nTwo Things to Like:\n1. Skyrocketing Revenue Shows Strong Momentum\nA company’s long-term sales performance signals its overall quality. Even a bad business can shine for one or two quarters, but a top-tier one grows for years. Over the last three years, Samsara grew its sales at an incredible 49% compounded annual growth rate. Its growth surpassed the average software company and shows its offerings resonate with customers. \n2. ARR Surges as Recurring Revenue Flows In\nWhile reported revenue for a software company can include low-margin items like implementation fees, annual recurring revenue (ARR) is a sum of the next 12 months of contracted revenue purely from software subscriptions, or the high-margin, predictable revenue streams that make SaaS businesses so valuable. \nSamsara’s ARR punched in at $1.26 billion in Q2, and over the last four quarters, its growth averaged 37.6% year-on-year increases. This performance was fantastic and shows that customers are willing to take multi-year bets on the company’s technology. Its growth also makes Samsara a more predictable business, a tailwind for its valuation as investors typically prefer businesses with recurring revenue. \nOne Reason to be Careful:\n Operating Losses Sound the Alarms\nWhile many software businesses point investors to their adjusted profits, which exclude stock-based compensation (SBC), we prefer GAAP operating margin because SBC is a legitimate expense used to attract and retain talent. This is one of the best measures of profitability because it shows how much money a company takes home after developing, marketing, and selling its products. \nSamsara’s expensive cost structure has contributed to an average operating margin of negative 27.6% over the last year. This happened because the company spent loads of money to capture market share. As seen in its fast revenue growth, the aggressive strategy has paid off so far, and Wall Street’s estimates suggest the party will continue. We tend to agree and believe the business has a good chance of reaching profitability upon scale. \n\nFinal Judgment\nSamsara’s merits more than compensate for its flaws, and with the recent rally, the stock trades at 22.9x forward price-to-sales (or $56.19 per share). Is now the time to initiate a position? See for yourself in our full research report, it’s free. \nStocks We Like Even More Than Samsara\nThe elections are now behind us. With rates dropping and inflation cooling, many analysts expect a breakout market to cap off the year - and we’re zeroing in on the stocks that could benefit immensely. \nTake advantage of the rebound by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 175% over the last five years. \nStocks that made our list in 2019 include now familiar names such as Nvidia (+2,691% between September 2019 and September 2024) as well as under-the-radar businesses like United Rentals (+550% five-year return). Find your next big winner with StockStory today for free.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2486566210"}