7月25日，Samsara盘中上涨5.18%，报33.12美元/股，成交额1.18亿美元。
消息面上，古根海姆近日首次覆盖Samsara并给予买入评级，据FactSet统计，该股目前分析师平均评级为买入，均值目标价为44.28美元，较当前股价存在约34%的上行空间。此前该股连续多个交易日累计回调超15%，本次反弹或与机构新增看多覆盖提振市场信心有关。
基本面方面，公司2027财年一季度营收4.79亿美元，同比增长30%，调整后每股收益0.17美元，大幅超出市场预期的0.13美元，并上调全年盈利指引至0.70-0.72美元。RBC此前亦指出，公司凭借数万亿量级专有数据点及庞大车辆网络构建的数据飞轮具备持续竞争壁垒。
Samsara是一家物联网服务商，其互联运营云平台通过物联网连接、人工智能、云计算和视频图像技术实现物理操作的数字化转型。
（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。）
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