10月1日（美东时间），Samsara盘中上涨5.06%，报40.06美元/股，成交额9063.79万美元。当日应用软件板块整体走强，新思科技涨13.06%、Fair Isaac涨13.18%、赛富时涨2.69%，板块联动效应显著。
基本面上，公司近期利好密集。9月下旬，北美植被管理巨头Asplundh选定Samsara在其数万辆车辆及专业设备上部署AI行车记录仪和资产标签。此前公司Q2财报大超预期，营收5.08亿美元同比增30%，Non-GAAP EPS 0.20美元超预期25%，全年营收指引上调至20.43亿至20.47亿美元。美银将目标价上调至55美元，Cantor Fitzgerald给予增持评级及45美元目标价，市场情绪持续偏多。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.