Samsara Shares Soar 17% On Strong Q2 Results And Upbeat Guidance

Core Insights - Samsara Inc. reported strong fiscal second-quarter results, exceeding expectations and showing significant growth driven by AI-related demand [1] - The company’s adjusted EPS was $0.12 on revenue of $391.5 million, surpassing analyst estimates of $0.07 and $372.2 million [1] - Annual recurring revenue (ARR) from customers with over $100,000 in ARR reached approximately $1 billion, reflecting a 35% year-over-year increase [1] Q3 and FY26 Guidance - For Q3, Samsara forecasts EPS between $0.83 and $0.84, with revenue projected at $398 to $400 million, both above consensus estimates of $0.10 and $372.2 million [2] - Q4 guidance includes EPS of $0.11 to $0.12 on revenue of $398 to $400 million [2] - For FY26, the company anticipates EPS of $0.45 to $0.47 and revenue between $1.574 billion and $1.578 billion, exceeding expectations of $0.41 and $1.55 billion [2]