Why Samsara Stock Surged Today
Key Points
Samsara's sales and profits are growing quickly.
Businesses that depend on physical assets also want to digitize their operations.
- 10 stocks we like better than Samsara ›
Shares of Samsara (NYSE: IOT) rallied on Friday after the connected operations platform reported strong quarterly growth metrics.
By the close of trading, Samsara's stock price was up nearly 20%.
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Digitizing the physical
Samsara's revenue rose 28% year over year to $444.3 million in its fiscal 2026 fourth quarter, which ended on Jan. 31. The tech company's adjusted earnings, in turn, soared 115% to $0.56 per share.
The Internet of Things (IoT) leader helps businesses digitize their physical operations. Think vehicles, trailers, and shipping containers linked via a system of hardware devices, cloud networks, data integrations, and artificial intelligence (AI).
In a letter to shareholders, CEO Sanjit Biswas noted that Samsara collects a whopping 25 trillion data points annually.
"This data provides us with a unique moat that fuels a powerful data network effect: as we add more customers and assets, our AI models become more insightful for everyone on the platform, creating a compounding advantage that is difficult for others to replicate."
A long runway for further expansion
Samsara projects its full-year revenue to grow by roughly 22% to $1.97 billion in fiscal 2027. The company also expects adjusted earnings per share of $0.65 to $0.69.
"We are in the early innings of a multi-decade opportunity to transform the physical world," Biswas said.
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Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool recommends Samsara. The Motley Fool has a disclosure policy.
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