IoT solutions provider Samsara (NYSE: IOT) will be reporting earnings this Thursday after market close. Here’s what to expect.
Samsara beat analysts’ revenue expectations by 5.2% last quarter, reporting revenues of $391.5 million, up 30.4% year on year. It was an exceptional quarter for the company, with EPS guidance for next quarter exceeding analysts’ expectations and a solid beat of analysts’ EBITDA estimates. It added 133 enterprise customers paying more than $100,000 annually to reach a total of 2,771.
Is Samsara a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting Samsara’s revenue to grow 24% year on year to $399.3 million, slowing from the 35.6% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.12 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Samsara has a history of exceeding Wall Street’s expectations, beating revenue estimates every single time over the past two years by 4.8% on average.
Looking at Samsara’s peers in the data analytics segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Strategy delivered year-on-year revenue growth of 10.9%, beating analysts’ expectations by 9.1%, and Palantir Technologies reported revenues up 62.8%, topping estimates by 8%. Strategy traded up 5.9% following the results while Palantir Technologies was down 8.1%.
Read our full analysis of Strategy’s results here and Palantir Technologies’s results here.
Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the data analytics stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 4.1% on average over the last month. Samsara is down 5.7% during the same time and is heading into earnings with an average analyst price target of $48.56 (compared to the current share price of $38.23).
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