根据摩根大通发布的研究报告，鉴于这家安全软件公司近期业绩全面超预期，Samsara的业绩指引似乎偏向保守。分析师指出，Samsara年度经常性收入以19亿美元收官，同比增长率达30%。第四季度净新增ARR跃升33%，达到1.45亿美元，创下过去八个季度以来的最高净增长纪录。
管理层在分析师电话会议上强调，各主要行业板块均贡献强劲动力，欧洲市场增长势头持续不减。分析师认为，Samsara对2027财年ARR增速仅略高于20%的展望"在增长动能加速的背景下显得保守"。当日Samsara股价暴涨18%。
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