Samsara's ARR Guidance May be Conservative -- Market Talk

Dow Jones
03/07

1431 ET - Samsara's guidance seems conservative given the safety software company's recent across-the-board beat, according to JPMorgan in a research note. The analysts say Samsara ended the year with annual recurring revenue of $1.9 billion, or 30% year-over-year growth. Net new 4Q ARR saw a bump of 33% to $145 million, the highest net new growth in the past eight quarters. On the analyst call, Samsara's management emphasized strong contributions across major sectors, as well as continued European momentum, the analysts say. Samsara's outlook of low 20% ARR growth for fiscal 2027 "appears conservative given accelerating momentum," according to the analysts. Samsara surges 18%.(amira.mckee@wsj.com)

(END) Dow Jones Newswires

March 06, 2026 14:31 ET (19:31 GMT)

Copyright (c) 2026 Dow Jones & Company, Inc.

应版权方要求,你需要登录查看该内容

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10