Samsara Beats Q4 Estimates with 28% Revenue Growth, Raises FY27 Guidance
Samsara reported fourth-quarter adjusted EPS of $0.18, surpassing the $0.13 estimate, and revenue of $444.29 million, 28% growth and above the $422.25 million consensus. It added $144.8 million in net new ARR to reach $1.89 billion and raised first-quarter revenue guidance to $454–456 million and FY27 revenue to $1.96–1.97 billion.
1. Q4 Financial Results
Samsara delivered fourth-quarter adjusted EPS of $0.18, exceeding the $0.13 consensus, and reported revenue of $444.29 million versus the $422.25 million estimate, marking 28% year-over-year growth.
2. ARR Growth Accelerates
Net new annual recurring revenue reached $144.8 million in the quarter, a 33% increase year-over-year, driving total ARR to $1.89 billion, up 30% from the prior year.
3. Upward Guidance for Q1 and FY27
Management forecasts first-quarter adjusted EPS of $0.12–$0.13 versus a $0.12 consensus and revenue of $454–456 million against $443.98 million expected; full-year 2027 guidance calls for EPS of $0.65–$0.69 and revenue of $1.96–1.97 billion, above estimates.
4. Analyst Ratings and Price Targets
Samsara holds a consensus Buy rating with a $45.15 average price target; BTIG maintained its Buy rating but lowered its target from $55 to $45, while KeyBanc raised its target from $40 to $41.