Overview
Connected operations platform's Q4 revenue rose 28%, beating analyst expectations
Adjusted EPS for Q4 beat analyst expectations
Company achieved GAAP profitability for second consecutive quarter
Outlook
Samsara expects Q1 FY2027 revenue between $454 mln and $456 mln
Company projects FY2027 revenue of $1.965 bln to $1.975 bln
Samsara anticipates FY2027 non-GAAP EPS of $0.65 to $0.69
Result Drivers
AI PLATFORM EXPANSION - Samsara attributed its Q4 results to the scale of its data asset, fueling AI-powered platform innovations
AI AGENTS - Introduction of AI agents like AI Safety coach automating workflows and transforming operations
DATA-DRIVEN GROWTH - CEO cited proprietary data asset as key driver of growth and digitization
Company press release: ID:nBwb6Ryqqa
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Beat | $444.30 mln | $422.26 mln (17 Analysts) |
Q4 Adjusted EPS | Beat | $0.18 | $0.13 (19 Analysts) |
Q4 Adjusted Gross Margin | 77.00% | ||
Q4 Adjusted Operating Margin | 21.00% | ||
Q4 Gross Profit | $338.40 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 17 "strong buy" or "buy", 5 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for Samsara Inc is $45.00, about 56.8% above its March 4 closing price of $28.69
The stock recently traded at 49 times the next 12-month earnings vs. a P/E of 68 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)