Samsara Shares Rise 8% After Strong Q4 Results and Upbeat Outlook

Core Insights - Samsara Inc. reported fourth-quarter results that exceeded analyst expectations, leading to an over 8% increase in shares during pre-market trading [1] Financial Performance - Adjusted earnings per share (EPS) were $0.18, surpassing the consensus estimate of $0.13 by $0.05 [2] - Revenue for the quarter totaled $444.3 million, exceeding the forecast of $422.29 million and reflecting a 28% year-over-year growth [2] - The company achieved GAAP profitability for the second consecutive quarter, with GAAP earnings of $0.04 per share [2] Future Guidance - For Q1 of fiscal 2027, Samsara expects revenue between $454 million and $456 million, with a midpoint of $455 million, above the consensus estimate of $444.1 million [3] - Adjusted EPS for Q1 is projected between $0.12 and $0.13, aligning with the midpoint estimate of $0.12 [3] - For the full fiscal year 2027, revenue is forecasted between $1.965 billion and $1.975 billion, with a midpoint of $1.970 billion, exceeding the consensus forecast of $1.92 billion [4] - Adjusted EPS guidance for the full year is set between $0.65 and $0.69, surpassing the estimate of $0.58, with a midpoint of $0.67 [4] Operational Highlights - The company added $144.8 million in net new annual recurring revenue (ARR), representing a 33% year-over-year growth, bringing total ARR to $1.890 billion [5] - Samsara's platform processes over 25 trillion data points annually [5] - Adjusted operating margin expanded to 21%, up from 16% in the prior-year quarter [5]