Samsara vs STMicroelectronics
Samsara and STMicroelectronics are compared on this page to illuminate business models, financial performance, and market context. The overview presents strategy, structure, and industry positioning in a balanced manner to help readers understand strengths and challenges. Educational content, not financial advice.
Samsara and STMicroelectronics are compared on this page to illuminate business models, financial performance, and market context. The overview presents strategy, structure, and industry positioning i...
Why It's Moving
Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.
- Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
- Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
- Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.
Samsara's Q3 Earnings Surge Fuels Analyst Upgrade to Strong Buy Amid AI-Driven Growth Momentum.
- Q3 revenue hit $416M, up from $322M last year, while net income swung positive to $7.77M from a $37.81M loss—proof of accelerating demand for connected IoT solutions.
- Zacks upgraded to strong buy after revenue crushed estimates, with FY2026 EPS pegged at $0.50 and Q4 at $0.12–0.13, signaling sustained expansion.
- Projected full-year revenue nearing $1.6B underscores Samsara's stronghold in high-growth industrial IoT, despite recent insider sales weighing on sentiment.
Investment Analysis
Samsara
IOT
Pros
- Samsara boasts a strong financial health rating with zero debt, supporting operational stability and flexibility.
- The company exhibits robust gross margins near 77%, indicative of efficient cost management and high product value.
- Samsara is positioned for growth with a projected revenue increase of about 16.7% annually, driven by digital transformation and expanding IoT adoption.
Considerations
- Despite strong revenue growth, Samsara remains unprofitable with a negative net profit margin around -6.2%, reflecting ongoing high expenses.
- The valuation metrics indicate significant overvaluation with high price-to-book and price-to-sales ratios compared to sector peers.
- Macroeconomic pressures pose risks to Samsara’s growth trajectory and could slow the company's expansion in commercial vehicle IoT markets.
Pros
- STMicroelectronics is a leading global semiconductor manufacturer with extensive product diversity across automotive, industrial, and consumer markets.
- The company benefits from strong exposure to secular growth drivers such as electric vehicles, IoT, and industrial automation.
- STMicroelectronics maintains a solid balance sheet with prudent capital allocation and healthy cash flows, supporting investments and innovation.
Considerations
- The semiconductor industry’s cyclicality exposes STMicroelectronics to demand fluctuations and inventory risk.
- Geopolitical tensions and trade restrictions could impact supply chains and international operations negatively.
- Intense competition in semiconductors from peers and emerging players may pressure margins and market share.
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Samsara (IOT) Next Earnings Date
Samsara (IOT) announced its Q3 FY26 earnings release for the quarter ended November 1, 2025, on December 4, 2025, after U.S. market close, followed by a webcast at 2:00 p.m. Pacific time. As of January 26, 2026, this report has already occurred, making the next earnings date for Q4 FY26 estimated around early March 2026 based on historical patterns. Investors should monitor Samsara's investor relations site for official confirmation of the precise date and time.
Samsara (IOT) Next Earnings Date
Samsara (IOT) announced its Q3 FY26 earnings release for the quarter ended November 1, 2025, on December 4, 2025, after U.S. market close, followed by a webcast at 2:00 p.m. Pacific time. As of January 26, 2026, this report has already occurred, making the next earnings date for Q4 FY26 estimated around early March 2026 based on historical patterns. Investors should monitor Samsara's investor relations site for official confirmation of the precise date and time.
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