US · Technology · Software - Infrastructure
EPS came in at 0.03 against a street estimate of 0.02 — a beat of 50.0%.
Analysts rate Samsara Inc a buy (13 buy, 8 hold, 0 sell out of 21) with an average price target of $52.16.
CONFIDENT Samsara grew 30% YoY ARR to $2.1B, driven by large customer acceleration (38% YoY in $100k+ cohort). New AI products contributed >20% of bookings. Free cash flow margin pressured by inventory buildup and supply chain costs, but framed as temporary. Q2 FY2027 International represented 18% of net new ACV, tied for quarterly record. Europe achieved second highest-ever mix with 50%+ growth. Major deal wins include API Group, Sonepar (world's largest B2B electrical distributor), and largest e-commerce company in Mainland Europe. Analysts pressed on product mix, free cash flow drivers, and seasonality. Management emphasized new products' breadth of adoption (no single product >50% of bookings), framed FCF pressure as temporary inventory/supply chain dynamics supporting growth, and indicated normal bookings linearity ahead despite strong Q2 performance. 2026-09-03…
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| Fund | Stake |
|---|---|
| Baillie Gifford & Co Limited. | 9.63% |
| T. Rowe Price Associates, Inc. | 6.25% |
| FMR Inc | 4.06% |
| BlackRock Inc | 3.82% |
| Vanguard Portfolio Management, LLC | 2.89% |
| Vanguard Capital Management, LLC | 2.54% |
| Sands Capital Management, LLC | 1.94% |
| Brown Advisory Holdings Inc | 1.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2027 SAMSARA INC. – FORM 10-Q SUMMARY For Quarter Ended August 1, 2026 --- HEADLINE NUMBERS • Revenue (6 months): $987.3 million vs. $758.4 million prio | 2026-09-08 |
| Results announced · Q3 FY2027 SAMSARA INC. - Q2 FY2027 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q2 revenue: $508.4 million, up 30% year-over-year (29% in constant currency) • | 2026-09-03 |
| Shareholder vote results · Q2 FY2027 SAMSARA INC. (IOT) — FORM 8-K SUMMARY HEADLINE NUMBERS • Annual stockholder meeting held July 22, 2026 • Total votes cast: approximately 2.26 billio | 2026-07-23 |
| Quarterly report · Q2 FY2027 SAMSARA INC. - Q1 FY2027 (PERIOD ENDED MAY 2, 2026) --- HEADLINE NUMBERS • Revenue: $478.8M (Q1 FY2027) vs. $366.9M (Q1 FY2026) — +30.5% year-over- | 2026-06-09 |
| Results announced · Q2 FY2027 SAMSARA INC. — Q1 FY2027 FINANCIAL RESULTS SUMMARY HEADLINE NUMBERS • Q1 Revenue: $478.8 million, up 31% year-over-year (29% in constant currency) • | 2026-06-04 |
| Charter / bylaws change · Q2 FY2027 SAMSARA INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company reincorporated from Delaware to Nevada, effective June 1, 2026 at 12:02 a.m. Pacific Time | 2026-06-01 |
| Proxy statement · Q2 FY2027 SAMSARA INC. – PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Election of Eight Directors – Vote FOR each nominee. Directors | 2026-06-01 |
| Annual report FY2026 SAMSARA INC. - FORM 10-K SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Market capitalization: $12,686.3 million as of August 1, 2025 (last busines | 2026-03-16 |
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Google PlayApp StoreData updated 2026-09-18.