Samsara: No HALO, No Problem - Shares Rise After A Strong Q4 [Seeking Alpha]
Samsara Inc. Class A (IOT)
NASDAQ:AMEX Investor Relations:
incomeopp-realty.com
Company Research
Source: Seeking Alpha
IOT delivered Q4 non-GAAP EPS of $0.18 (vs. $0.13 consensus) and 28% YoY revenue growth, with ARR up 33% to $1.9 billion. Management guides for 21-22% revenue growth in FY 2027, accelerating ARR, and ongoing AI-driven expansion across diverse industries. Key IOT risks include rising memory/storage costs, elevated competition, and the need to hold technical support near $31-$32 after a sharp rebound. J Studios/DigitalVision via Getty Images Samsara Inc. IOT ) is a clear victim of the SaaSpocalypse. Indeed, it's at the other end of the HALO (heavy asset, low obsolescence) trade. Down 34% since my December Buy rating coming into This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ha
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High impacting Samsara Inc. Class A news events
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IOT
News
- Samsara (IOT) had its "buy" rating reaffirmed by UBS Group AG.MarketBeat
- Samsara (IOT) had its "outperform" rating reaffirmed by Evercore Inc.MarketBeat
- Samsara (IOT) had its price target raised by Royal Bank Of Canada from $35.00 to $41.00. They now have an "outperform" rating on the stock.MarketBeat
- Samsara Surges 12% as Q4 Earnings and Revenues Surpass Estimates [Yahoo! Finance]Yahoo! Finance
- Samsara (IOT) had its price target raised by Wells Fargo & Company from $43.00 to $46.00. They now have an "overweight" rating on the stock.MarketBeat
IOT
Earnings
- 3/5/26 - Beat
IOT
Sec Filings
- 3/5/26 - Form 8-K
- 2/23/26 - Form 4
- 2/19/26 - Form 4
- IOT's page on the SEC website