Samsara Inc Q4 revenue beats expectations

Samsara (Pre-Reincorporation)

05/03/2026 21:19

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

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)