Four Stocks to Watch on Friday: Samsara, Cogent Communications, Tesla, Guidewire Software

Samsara (IOT) shares rose 13.7% in premarket trade after a strong earnings report. Meanwhile, Copart (CPRT) gained 2.8% despite a 7% drop in revenue. Tesla (TSLA) shares fell 1.4% following a 15% decline in quarterly sales. Finally, Guidewire (GWRE) dropped 2.2% despite beating earnings estimates. The jobs report came in cooler than expected, but stock index futures were largely in the green on Friday.

Samsara (IOT) shares surged 13.7% in premarket trading following a robust earnings report. The IoT solutions provider exceeded analysts' expectations, reporting a 30.7% year-over-year revenue growth to $366.9 million. The company also added 132 enterprise customers, reaching a total of 2,638 customers. For the upcoming quarter, analysts expect a 24% year-over-year revenue growth to $372.3 million [1].

Copart (CPRT), on the other hand, gained 2.8% despite a 7% drop in revenue. The company reported a 7% year-over-year revenue growth to $1.1 billion. While this fell short of analyst estimates, Copart's earnings per share (EPS) surged by 24.2% to $0.41, beating expectations by 13.89% [2]. The company maintained a strong liquidity position with over $4.6 billion in cash and emphasized operational efficiency and AI integration [2].

Tesla (TSLA) shares fell 1.4% following a 15% decline in quarterly sales. The company's quarterly revenue dropped to $17.1 billion, down from $20.2 billion in the same period last year. Tesla's earnings per share (EPS) declined by 0.6% to $0.40 [3].

Guidewire (GWRE) dropped 2.2% despite beating earnings estimates. The company reported a 16% year-over-year revenue growth to $2.1 billion. However, its EPS was slightly below analyst estimates, falling by 1.4% to $0.45 [4].

The jobs report came in cooler than expected, but stock index futures were largely in the green on Friday. This mixed earnings report highlights the varying performance of companies within the IoT and auto parts sectors. Investors will be closely watching these companies' future earnings reports to gauge their long-term growth potential.

References:
[1] https://www.tradingview.com/news/stockstory:039cde9df094b:0-samsara-iot-q2-earnings-report-preview-what-to-look-for/
[2] https://www.ainvest.com/news/evaluating-copart-q4-performance-glimpse-sustained-growth-margin-resilience-2509/
[3] https://www.ainvest.com/news/copart-q4-2025-earnings-call-contradictions-ev-total-loss-frequency-market-share-dynamics-autonomous-vehicle-impact-light-damaged-car-growth-auction-liquidity-2509/
[4] https://www.ainvest.com/news/copart-q4-2025-earnings-call-contradictions-ev-total-loss-frequency-market-share-dynamics-autonomous-vehicle-impact-light-damaged-car-growth-auction-liquidity-2509/