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Track Samsara in real time with a live news feed covering Samsara stock news, official press releases, company announcements, and an archive of historical Samsara news. ...more
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11:37 AM | Friday | Sep 4, 2026
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Samsara Inc. (NYSE:IOT) posted better-than-expected fiscal 2027 second-quarter results after Thursday's closing bell.
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Samsara Inc. (NYSE:IOT) posted better-than-expected fiscal 2027 second-quarter results after Thursday's closing bell.
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IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.
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IOT pairs 26% fiscal 2027 revenue growth guidance with rising AI adoption and large-customer expansion, even as free cash flow margin faces pressure.
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Samsara remains a Hold after a ~72% rally, as recent gains are driven mainly by multiple expansion rather than step-change fundamentals. Operating margin inflection, durable ~30% revenue growth, and strong large-customer expansion justify a rerating, but valuations at ~12x forward sales are now full. Growth is moderating to ~26% for FY2027, with margin improvement slowing and FCF margins not visibly expanding further, limiting upside from current levels.
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Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
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FAR HILLS, N.J.--(BUSINESS WIRE)-- #AMD--Samsara Vision promoted Jason Herod to President and CEO. Having joined Samsara Vision in 2021, Mr. Herod was most recently Chief Commercial Officer.
IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.
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Next week brings another wave of key economic data ahead of the Federal Reserve's Sept.
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Samsara Inc. (IOT) closed the most recent trading day at $39.14, moving 2.95% from the previous trading session.
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