Samsara Stock Surges 0.93% on Strong Earnings $350M Volume Ranks 299th in Market Activity

Samsara (IOT) saw a 0.93% increase in its stock price on September 4, 2025, with a trading volume of $350 million, marking a 63.45% surge from the previous day and ranking 299th in market activity. The company's recent fiscal second-quarter results and guidance contributed to the upward momentum, with adjusted earnings per share (EPS) of $0.12 and revenue of $391.5 million, surpassing analyst estimates. Samsara also raised its full-year revenue guidance to $1.58 billion at the midpoint, reflecting stronger-than-expected performance in its cloud-based IoT solutions for enterprise operations.

The firm reported a 30.4% year-over-year revenue growth, with annual recurring revenue (ARR) reaching $1.64 billion, slightly ahead of forecasts. For the upcoming quarter, management projected revenue of $399 million at the midpoint, exceeding consensus estimates by 1.2%. The company’s operating margin improved to -6.8%, a significant recovery from -19.4% in the same period last year. Additionally, Samsara’s enterprise customer base expanded to 2,771 clients spending over $100,000 annually, underscoring sustained demand for its fleet management and industrial IoT platforms.

Analysts highlighted Samsara’s ability to exceed expectations across key metrics, including adjusted operating income and EPS guidance for the next quarter. The stock’s post-earnings rally in after-hours trading and raised full-year forecasts indicate confidence in its long-term growth trajectory. However, the decelerating revenue growth projections for the next 12 months—20.2% compared to a 38.6% three-year compound annual growth rate—suggest potential challenges in maintaining its high-growth momentum.

Backtested data from Samsara’s Q2 results showed a 30.4% year-on-year revenue increase, $391.5 million in revenue, and $0.12 adjusted EPS. The company’s ARR grew 29.8% year-on-year to $1.64 billion, while free cash flow margin stood at 11.3%. Guidance for the October quarter included a revenue midpoint of $399 million, and full-year 2026 adjusted EPS was projected at $0.45–$0.47, above Wall Street’s $0.41 estimate.