Samsara’s stock is experiencing a notable surge on Friday, with the robotics company’s share price climbing 13.8% by 11 a.m. ET, as reported by S&P Global Market Intelligence.
Following the market’s closure yesterday, Samsara released its financial results for the second quarter of its 2025 fiscal year, ending on August 3. The company exceeded expectations with its sales and earnings figures for the period and provided optimistic future guidance.
Samsara Surpasses Wall Street’s Q2 Expectations
In the fiscal Q2, Samsara reported non-GAAP (adjusted) earnings of $0.05 per share on revenue of $300.2 million. These results significantly outperformed the consensus among Wall Street analysts, who had projected adjusted earnings of $0.01 per share on revenue of $289.54 million.
The company’s revenue for the quarter rose by 36.9% year over year, and its profitability saw a marked improvement from the previous year’s adjusted earnings of $0.01 per share. Additionally, Samsara’s adjusted gross margin increased to 77%, up from 75% in the same quarter last year, while its adjusted operating margin shifted from -3% to 6%.
What Lies Ahead for Samsara?
Looking ahead to the third quarter, Samsara forecasts revenue to range between $309 million and $311 million. This guidance surpasses the average Wall Street estimate of $308.83 million for the period. Achieving the midpoint of this range would signify a year-over-year sales growth of approximately 30.5%. The company anticipates adjusted earnings per share to fall between $0.03 and $0.04, exceeding the average analyst prediction of $0.03.
For the entire fiscal year, Samsara projects revenue between $1.224 billion and $1.228 billion, surpassing the Wall Street estimate of $1.21 billion. It also forecasts annual adjusted earnings per share between $0.16 and $0.18, well above the average analyst estimate of $0.13 per share.
Samsara’s robust Q2 performance and promising guidance help dispel concerns that it might lose sales momentum and face challenges in achieving significant profits. With strong revenue growth, improving gross margins, and favorable operating expense trends, the robotics specialist presented a wealth of positive data in its report.
