Samsara Pops On Q4 Earnings Beat, Outlook Amid Move Up-Market

Samsara (IOT) stock popped Friday after the company reported fiscal fourth-quarter earnings and revenue that beat Wall Street’s targets while its April-quarter and full-year fiscal 2027 revenue guidance came in above views.

The San Francisco-based company released its earnings report after the market close on Thursday. Samsara earnings came in at 18 cents per share on an adjusted basis, up 63% from a year earlier. Revenue rose 28% to $444.3 million, the company said.

“Momentum with enterprise customers continued, with record new $1 million annual contract value deals in the quarter as relationships outside of telematics deepen, an important part of the long-term thesis,” said Daniel Jester, BMO Capital Markets analysts in a report.

				    ↑
					X

This video file cannot be played.(Error Code: 102630)

								Stocks Tumble Ahead Of Jobs Report; McDonald's, Amgen, AIG In Focus
							

							

								See All Videos
							

						

					
					
						NOW PLAYING
						Stocks Tumble Ahead Of Jobs Report; McDonald's, Amgen, AIG In Focus

In early trading on the stock market today, Samsara stock popped over 11% to 32.94. Samsara stock had retreated 18% in 2025 heading into the earnings report.

At TD Cowen, analyst Derrick Wood said in a report: “Up-market strength continues to drive results; emerging products continue to ramp; and demand in AI data center related verticals remains robust.”

Analysts expected Samsara to report a profit of 13 cents a share on sales of $422.3 million. Annual recurring revenue (ARR) from subscriptions rose 30% to $1.890 billion vs. estimates of $1.854 billion. Net new ARR climbed 33% to $145 million.

“Management noted results were driven by the ‘scale of our data asset … which is ushering a new phase of digitization’ and that it was ‘unleashing agents … to automate entire workflows and transform our customers’ operations,” said RBC Capital analyst Matthew Hedberg in a report.

Samsara Stock: Revenue Guidance

For the current quarter ending in April, Samsara said it expects revenue of $455 million at the midpoint of its outlook vs. consensus estimates of $444 million.

For full-tear 2026, the company predicted revenue of $1.970 billion vs. estimates of $1.918 billion.

Founded in 2015, Samsara provides sensors and cloud-based software to manage vehicle fleets and industrial operations. Further, its Internet of Things platform provides GPS tracking for trucks, and monitors routes and vehicle performance.

Also, the company sells nonvehicle tags that track an assortment of smaller industrial assets.

Heading into the Samsara earnings report, the company owned an IBD Composite Rating of 50 out of a best-possible 99, according to IBD Stock Checkup. IBD’s Composite Rating combines five separate proprietary ratings into one easy-to-use rating. The best growth stocks have a Composite Rating of 90 or better.

Samsara stock holds an Accumulation/Distribution Rating of D-plus. That rating analyzes price and volume changes in a stock over the past 13 weeks of trading. A+ signifies heavy institutional buying; E means heavy selling. Think of a C grade as neutral.

If you’re new to IBD, consider taking a look at its trading system, especially for bull and bear markets, the basics of technical analysis and recognizing base patterns. IBD offers a broad range of growth stock lists.

Follow Reinhardt Krause on Twitter @reinhardtk_tech for updates on artificial intelligence, cybersecurity and cloud computing.

YOU MAY ALSO LIKE:

New CEO Buys $15 Million In Stock, Berkshire Restarts Buybacks

Learn The Best Stock Trading Rules From IBD’s Investor’s Corner

Want To Trade Options? Try Out These Strategies

Monitor IBD’s “Breaking Out Today” List For Companies Hitting New Buy Points

IBD Digital: Unlock IBD’s Premium Stock Lists, Tools And Analysis Today