Samsara Beats Estimates, Reports Accelerated FY26 Growth and Raises FY27 Guidance
Mar 6, 2026
Samsara Inc. (NYSE: IOT) reported stronger-than-expected fourth-quarter and full fiscal 2026 results, driving a sizable jump in its stock after the market close.
For Q4 FY26 the company reported revenue of $444 million, up 28% year-over-year. Samsara ended the fiscal year with $1.9 billion in annual recurring revenue (ARR), a 30% year-over-year increase in constant currency.
The company added $432 million of net new ARR in FY26, a 21% year-over-year increase, and recorded a quarterly record of 13 transactions each exceeding $1 million in net new annual contract value (ACV) in Q4.
Samsara also delivered its second consecutive quarter of GAAP profitability. Management provided first-quarter and full fiscal 2027 revenue guidance that came in above analysts' estimates, which helped push the stock higher.
The company published a shareholder letter and detailed results on its investor relations site.
What drove Samsara's stock jump after the results?
The stock rose because Q4 revenue and earnings beat expectations, the company reported strong FY26 ARR growth and net new ARR, recorded a Q4 record for large deals, achieved a second consecutive GAAP profitable quarter, and issued FY27 guidance above analysts' estimates.
How big is Samsara now in recurring revenue terms?
Samsara ended fiscal 2026 with $1.9 billion in annual recurring revenue (ARR).
Did Samsara grow its new business in FY26?
Yes. Net new ARR for FY26 was $432 million, a 21% increase year-over-year, and the company closed 13 new deals in Q4 with more than $1 million in ACV each.
Is Samsara profitable?
Samsara reported its second consecutive quarter of GAAP profitability in Q4 FY26.
Sources
Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
Business Wire
Business Wire
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, reported financial results for the fourth quarter and fiscal year ended January 31, 2026, and released a shareholder letter accessible from the Samsara investor relations website at investors...
Samsara Stock Pops On Q4 Earnings Beat, Strong Fiscal 2027 Guidance
Investors Business Daily
Investors Business Daily
Samsara stock popped amid Q4 earnings and revenue that beat estimates while fiscal 2027 revenue guidance came in above views.
Samsara's FY26 Shows Accelerated Growth at Scale as AI Platform Delivers Clear B...
Business Wire
Business Wire
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced strong financial results and performance for the fourth quarter and fiscal year 2026, highlighted by: Q4 FY26 Results: $444M in Q4 revenue, 28% YoY increase 13 $1M...
Samsara Stock Jumps After Earnings. Can It Truck Through AI Worries?
Barrons
Barrons
The Internet of Things company reports better-than-expected earnings for its fiscal fourth quarter.
Samsara Stock Surges After Double Beat, Strong Outlook
Benzinga
Benzinga
Samsara Inc. (NYSE: IOT) shares are trading higher Friday after the company reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates on Thursday after the market closed. Also, the company issued fiscal-year 2027 guidance above estimates.
Samsara: No HALO, No Problem - Shares Rise After A Strong Q4
Seeking Alpha
Seeking Alpha
Samsara Inc. remains a Buy with a $40 intrinsic value target, supported by robust Q4 results and a constructive FY 2027 outlook. 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...
Samsara Surges 12% as Q4 Earnings and Revenues Surpass Estimates
Zacks Investment Research
Zacks Investment Research
IOT jumps 12% after Q4 earnings crush estimates, with earnings up 64% and revenues rising 28% as strong growth and upbeat FY27 guidance lift outlook.
Samsara Stock Bucks Broad Market Selloff on Earnings Triple Play
Schaeffers Research
Schaeffers Research
Samsara Inc (NYSE:IOT) stock is 16% higher today, bucking the broad market selloff, after the internet-connected sensor systems firm reported adjusted fourth-quarter earnings of 18 cents per share on $444.3 million in revenue, both of which exceeded estimates.
Why Samsara Stock Surged Today
The Motley Fool
The Motley Fool
Samsara's sales and profits are growing quickly. Businesses that depend on physical assets also want to digitize their operations.
These Analysts Revise Their Forecasts On Samsara Following Upbeat Q4 Earnings
Benzinga
Benzinga
Samsara Inc (NYSE: IOT) posted better-than-expected earnings results for the fourth quarter on Thursday.
Samsara Announces New AI Coaching Features to Transform Fleet Safety at Scale
Business Wire
Business Wire
SAN FRANCISCO--(BUSINESS WIRE)-- #airoleplay--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the addition of several new automated coaching features designed to support both managers and drivers across the entire driving journey. By providing a more comp...
Related Posts
Other News
Corporate Moves
View All
Ford EV Chief Doug Field to Leave Amid Company Restructuring
4 hours ago
F
Ford Motor said Doug Field, its chief electric vehicle, digital and design officer, will leave the company after nearly five years helping lead its EV and software strategy. Field is a former Tesla an...
Anthropic Reportedly Receives Investor Offers at Valuation Above $800 Billion
4 hours ago
<p>Anthropic, the artificial intelligence company behind Claude, has received multiple investor offers in recent weeks that would value the startup at as much as $800 billion, according to reports fro...
Allbirds Secures $50 Million Financing as It Pivots From Shoes to AI Infrastructure
11 hours ago
BIRD
+582.33%
Allbirds, Inc. said it has signed a definitive agreement for a $50 million convertible financing facility with an institutional investor. The company expects the deal to close in the second quarter of...
Product Launches
View All
American Eagle Shares Rise After Launching New Sydney Sweeney Summer Campaign
5 hours ago
AEO
+9.29%
<p>American Eagle Outfitters launched a new summer advertising campaign with actress Sydney Sweeney, called <em>Syd for Short: American Eagle Jean Shorts</em>. The company said the campaign highlights...
Tesla Reportedly Working on a Smaller, Cheaper Electric SUV
Apr 9, 2026
TSLA
+7.62%
Tesla is developing an all-new smaller, lower-cost electric SUV, according to people familiar with the matter cited by Reuters. The vehicle is said to be a new model, not a version of the company’s cu...
Meta Unveils Muse Spark, Its First AI Model From New Superintelligence Team
Apr 8, 2026
META
+1.37%
Meta has unveiled Muse Spark, its first major artificial intelligence model from Meta Superintelligence Labs, the team built after a major hiring push and internal restructuring aimed at helping the c...
Regulatory Actions
View All
Live Nation Found Liable in Antitrust Trial Over Ticketing Monopoly
6 hours ago
LYV
-6.29%
A Manhattan federal jury found Live Nation liable for violating antitrust laws in a case brought by the U.S. Department of Justice and nearly 40 states. The verdict says the Ticketmaster parent compan...
Oil Prices Surge After U.S.-Iran Talks Fail and Trump Orders Strait of Hormuz Blockade
Apr 13, 2026
Oil prices jumped after weekend peace talks between the United States and Iran failed to produce a deal. President Donald Trump then said the U.S. would block the Strait of Hormuz, a major shipping ro...
Powell and Bessent Raise Cybersecurity Concerns Over Anthropic’s Mythos AI With Major Banks
Apr 10, 2026
Federal Reserve Chair Jerome Powell and Treasury Secretary Scott Bessent met with the leaders of major U.S. banks this week to discuss cyber risks tied to Anthropic’s new Mythos AI model. The meeting...
Earnings
View All
Netflix Stock Climbs Ahead of First-Quarter Earnings Report as Focus Turns to Ads and Content
11 hours ago
NFLX
+1.35%
<p>Netflix shares rose Tuesday ahead of the company’s first-quarter earnings report, which is due after the market close on Thursday. Investors are looking for signs that the streaming company can con...
Morgan Stanley beats Q1 earnings forecasts on trading and dealmaking strength
11 hours ago
MS
+4.52%
Morgan Stanley reported higher first-quarter profit on Wednesday, helped by stronger dealmaking and a surge in trading revenue. The results came in above Wall Street expectations and lifted the compan...
Bank of America Reports Higher First-Quarter Profit as Trading Revenue Jumps
13 hours ago
BAC
+1.82%
Bank of America reported its first-quarter 2026 financial results on April 15, with profit rising from a year earlier. The bank’s trading business benefited from higher market volatility, which helped...
Stock Movements
View All
Microsoft Shares Rebound as AI and Cloud Optimism Lifts Sentiment
3 hours ago
MSFT
+4.61%
Microsoft shares moved higher in early trading, extending a strong short-term rebound after months of pressure. By one measure, the stock just posted its best three-session run since April 2023, even...
Robinhood and Webull Shares Rally After SEC Ends $25,000 Day-Trading Minimum
8 hours ago
HOOD
+10.41%
BULL
+11.17%
Robinhood Markets and Webull shares jumped after the U.S. Securities and Exchange Commission approved updates backed by the Financial Industry Regulatory Authority to change the pattern day trading ru...
Nvidia Stock Extends Winning Streak as Investors Return to AI Trade
Apr 14, 2026
NVDA
+1.2%
<p>Nvidia shares rose again, putting the stock on track for a 10th straight day of gains. The stock was up 1.6% in recent trading, around $192 a share, and had climbed about 18% over the 10-day run, i...
Economy
View All
JPMorgan CEO Jamie Dimon Warns of Geopolitical, Inflation and AI Risks in Annual Letter
Apr 6, 2026
<p>JPMorgan Chase CEO Jamie Dimon used his annual shareholder letter to warn about several risks facing the economy and financial markets, including geopolitical conflicts, persistent inflation, artif...
ADP Says U.S. Private Sector Added 62,000 Jobs in March, Led by Small Companies
Apr 1, 2026
ADP reported that U.S. private sector employment increased by 62,000 jobs in March, according to its National Employment Report released on April 1, 2026.
The report said annual pay rose 4.5% year ov...
Oil jumps as Gulf shipping disruptions persist amid Iran conflict
Mar 17, 2026
Oil prices rose as the conflict involving Iran continued to disrupt shipping through the Strait of Hormuz. Brent crude climbed to $105.88 a barrel on Monday, up 2.7%, while U.S. crude traded just belo...
Analyst Ratings
View All
CoreWeave Rallies After Analyst Price Target Hikes and New Customer News
Apr 14, 2026
CRWV
+1.27%
<p>CoreWeave shares rose on Monday after four Wall Street analysts lifted their price targets for the company. The move came after a strong run of news last week, including the announcement that Anthr...
ServiceNow Shares Fall as UBS Warns of AI and Budget Pressure on SaaS Stocks
Apr 10, 2026
NOW
+7.29%
ServiceNow shares fell sharply this week as investors sold off software stocks on fears that AI tools could weaken demand for traditional software services. The broader decline has already wiped out h...
Arm Shares Fall After Morgan Stanley Downgrade and Cautious View on Chip Plans
Apr 7, 2026
ARM
-1.17%
Arm Holdings shares fell 5.4% on Tuesday after Morgan Stanley downgraded the stock to Equalweight from Overweight. The move came after a sharp rally last month, when investors had grown more upbeat ab...
Mergers & Acquisitions
View All
Credo shares jump after Jefferies coverage and DustPhotonics acquisition announcement
Apr 14, 2026
CRDO
+5.54%
<p>Credo Technology shares rose on Monday after Jefferies began coverage with a Buy rating and said investor concerns may not match the company’s long-term growth outlook in artificial intelligence in...
Amazon to Acquire Globalstar in $11.57 Billion Deal to Expand Satellite Network
Apr 14, 2026
AMZN
-0.21%
GSAT
+0.91%
<p>Amazon.com has agreed to buy satellite telecom company Globalstar in a deal valued at $11.57 billion, according to company statements and reports cited by Bloomberg News. The acquisition gives Amaz...
United Airlines CEO Reportedly Discussed Possible Merger With American Airlines
Apr 14, 2026
UAL
-3.01%
AAL
+0.33%
<p>United Airlines CEO Scott Kirby has reportedly floated a possible combination with rival American Airlines, according to Bloomberg News and other published reports. The reports say Kirby discussed...
IPO
View All
SpaceX Plans June IPO Roadshow With Unusually Large Retail Investor Allocation
Apr 7, 2026
<p>SpaceX has started outlining plans for its long-anticipated initial public offering, with an investor roadshow expected to begin in June, according to reports citing people familiar with the matter...
SpaceX Confidentally Files for IPO, Setting Up What Could Be a Record Listing
Apr 1, 2026
HWM
-1.55%
RKLB
+1.91%
PL
+1.41%
LUNR
+0.89%
SpaceX has confidentially filed paperwork for an initial public offering, according to reports, putting Elon Musk’s rocket company on a path toward going public. The filing was described by sources as...
OpenAI closes record $122 billion funding round as IPO hopes build
Mar 31, 2026
OpenAI has completed a record-breaking funding round, raising $122 billion from investors at a post-money valuation of $852 billion. The company said this is its largest funding round to date.
The ro...
