Software firm Samsara Q2 revenue beats estimates

Samsara (Pre-Reincorporation)

04/09/2025 21:21

Overview

Samsara Q2 revenue rises 30% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus

Company's ARR grows 30% yr/yr, driven by AI-driven economy demand

Outlook

Samsara expects Q3 revenue between $398 mln and $400 mln

Company projects Q4 revenue between $418 mln and $420 mln

Samsara sees FY 2026 revenue at $1.574 bln to $1.578 bln

Company anticipates FY 2026 non-GAAP EPS of $0.45 to $0.47

Result Drivers

AI DEMAND - Rise of AI-driven economy amplifying demand for Samsara's Connected Operations Platform

CUSTOMER CONTRIBUTION - Customers with ARR over $100,000 and $1,000,000 significantly contribute to ARR growth

INNOVATION - Rapid pace of innovation and product development enhancing customer impact

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$391.50 mln
$372.20 mln (16 Analysts)
Q2 Adjusted EPS
Beat
$0.12
$0.07 (17 Analysts)
Q2 Adjusted Gross Margin
78.0%
Q2 Adjusted Operating Margin
15.0%
Q2 Gross Profit
$301 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 8 "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 $46.50, about 23.6% above its September 3 closing price of $35.51

The stock recently traded at 77 times the next 12-month earnings vs. a P/E of 126 three months ago

Press Release: ID:nBw8F0nCna

(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.)