Samsara 2026 Q3 Earnings Profitability Returns with 120.5% Net Income Surge

Generated by AI AgentDaily EarningsReviewed byAInvest News Editorial Team
Wednesday, Dec 10, 2025 2:40 am ET1min read
IOT
--
Aime RobotAime Summary

-

Samsara
(IOT) reported 2026 Q3 earnings with $0.01 EPS profit (vs. -$0.07 in 2025 Q3) and $415.98M revenue (up 29.2% YoY).

- Net income surged 120.5% to $7.77M, ending five years of quarterly losses through improved cost management and operational efficiency.

- Post-earnings trading showed 36.81% returns (vs. 45.59% benchmark), with no downside risk during the 30-day backtest period.

- CFO executed $845K insider sale while institutional investors like Temasek and Jump Financial increased stakes by 74,171 shares ($2.95M) and 3,339.5% respectively.

- Analysts remain divided with nine "Buy" ratings vs. one "Sell," though

JPMorgan
and
Truist
upgraded their outlook amid cautious optimism.

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

Transitions between sections have been enhanced for clarity, with punctuation and spacing standardized. All numerical data and structural elements remain unchanged. The revised sections maintain a formal tone while improving readability.

Final Output

  • Title: Samsara 2026 Q3 Earnings: Profitability Returns with 120.5% Net Income Surge

  • 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

anchor.

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

  • Placeholders:

and

inserted per rules.

Comments



Add a public comment...
No comments

No comments yet