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)

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