From StockTwits: 2025-03-06 23:36:17

Samsara, Inc. exceeded fourth-quarter earnings expectations with adjusted EPS of $0.11, up from $0.04 YoY. Revenue grew 25% YoY to $346.3 million, beating estimates. However, the revenue growth rate slowed compared to the previous quarter. Annual recurring revenue jumped 33% to $1.46 billion, with improved gross and operating margins. CEO Sanjit Biswas highlighted strong growth and customer count increase. The company issued guidance for the first quarter and fiscal year 2026, both above analyst estimates. Despite a stock drop in after-hours trading, sentiment on Stocktwits turned ‘extremely bullish.’ Stock is down over 4% YTD.



Read more at StockTwits: Samsara’s Q4 Revenue Growth Slowdown, Weak Q1 Guidance Send Stock Sharply Lower After-Hours: Retail Mood Turns Buoyant