物联网软件公司Samsara（IOT）在夜盘交易中股价大涨10.49%，引起市场广泛关注。此轮涨势主要受公司上调2026财年全年业绩预期的利好消息推动。
根据公司最新发布的财报，Samsara第二季度营收同比增长30%，达到3.915亿美元。公司随即上调了2026财年的总收入和调整后每股收益预期。截至第二季度末，Samsara拥有2,771家年经常性收入超过10万美元的客户，相比去年同期的2,120家有显著增长。
Samsara首席执行官Sanjit Biswas表示，人工智能驱动经济的崛起扩大了对公司平台的需求。作为一家提供GPS车队跟踪和Wi-Fi热点服务的公司，Samsara在物联网领域的发展前景被市场看好。目前，在20家券商中，12家给予该股"买入"或更高评级，8家给予"持有"评级，显示分析师对公司未来发展持积极态度。
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