Samsara 2026: utilidades, rentabilidad y retiros del tercer trimestre con un aumento del 120,5 % del beneficio neto

Samsara (IOT) reported fiscal 2026 Q3 earnings on Dec 9, 2025, delivering a significant turnaround. The company exceeded expectations with a $0.01 EPS profit (vs. -$0.07 in 2025 Q3) and $415.98M revenue (up 29.2% YoY). It also provided FY 2026 guidance, maintaining a $0.50 EPS target and a $0.12–$0.13 Q4 EPS range.

Revenue

Samsara’s total revenue rose 29.2% to $415.98 million in 2026 Q3, driven by robust subscription growth. Subscription revenue accounted for the majority at $408.12 million, with other revenue contributing an additional $7.85 million. This performance reflects strong demand for its IoT solutions and highlights the company’s focus on recurring revenue streams.

Earnings/Net Income

The company returned to profitability with a $0.01 EPS in 2026 Q3, reversing a $0.07 loss in 2025 Q3. Net income surged to $7.77 million, a 120.5% positive swing from a $37.81 million net loss. This marks a pivotal shift after five consecutive years of quarterly losses, underscoring improved cost management and operational efficiency.

Post-Earnings Price Action Review

The strategy of buying IOT when earnings beat and holding for 30 days delivered moderate returns but underperformed the benchmark. The strategy achieved a 36.81% return, compared to a 45.59% return for the benchmark, resulting in an excess return of -8.78%. While the Sharpe ratio was 0.13, indicating a reasonable risk-adjusted return, the maximum drawdown was 0.00%, suggesting the strategy had no downside risk during the backtest period.

Additional News

Samsara’s CFO, Dominic Phillips, executed a $845.7K insider sale of 18,348 shares on Dec 5, 2025, under a prearranged 10b5-1 plan. Institutional investors, including Jump Financial LLC and Temasek Holdings, significantly increased stakes in Q2, with Jump adding 3,339.5% to 264,600 shares ($10.53M) and Temasek acquiring 74,171 shares ($2.95M). Analyst sentiment remains mixed, with nine “Buy” ratings and one “Sell,” though recent upgrades from JPMorgan and Truist reflect cautious optimism.

Article Polishing

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• Opening paragraph: 70 words, summarizing beat/miss and guidance.

• Revenue section: Cohesive narrative with segment details.

• Earnings/Net Income: 30-word summary emphasizing turnaround.

• Post-Earnings Price Action Review: Revised as a single paragraph with

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• Additional News: 150 words on insider sales, institutional activity, and analyst ratings.

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