Samsara Inc. IOT is scheduled to report second-quarter fiscal 2027 results on Sept. 3, after market close.
For the second quarter of fiscal 2027, Samsara expects non-GAAP earnings per share between 15 cents and 16 cents. The consensus mark is pegged at 17 cents per share, indicating an increase of 23.5% from the prior-year quarter’s reported figure. The estimate has remained unchanged over the past 60 days.
Samsara’s earnings beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, delivering an average earnings surprise of 41.4%.
For the second quarter of fiscal 2027, Samsara expects revenues between $482 million and $484 million. The Zacks Consensus Estimate is pegged at $483.3 million, suggesting growth of approximately 23.5% from the year-ago quarter’s reported figure.
Factors to Consider for IOT Stock
Samsara is expected to maintain a healthy growth trajectory in the second-quarter fiscal 2027 results, supported by continued demand for its Connected Operations Platform. The company’s expanding presence among large enterprises, combined with increasing adoption of multiple applications, might have sustained customer engagement and strengthened recurring revenue trends. The upmarket strategy remains an important growth driver as larger customers broaden their use of Samsara’s platform across operational workflows.
Samsara Inc. Price and EPS Surprise
Samsara Inc. price-eps-surprise | Samsara Inc. Quote
The company’s land-and-expand strategy is also likely to have supported the business in the to-be-reported quarter, as customers increasingly adopt emerging products alongside core telematics and safety offerings. Operational AI, Connected Asset Maintenance and other newer applications are expected to have broadened Samsara’s addressable market, created additional opportunities within existing accounts and remained a tailwind in the fiscal second quarter.
Recent product launches targeting government services, waste management and transportation are likely to have expanded the platform’s use cases and supported adoption momentum in the fiscal second quarter. Furthermore, AI monetization will remain a key area of investor focus. Samsara’s profitability trend is likely to have remained favorable in the to-be-reported quarter as revenue growth increasingly translates into operating leverage.
Samsara has been emphasizing disciplined spending and improved efficiency while continuing to invest in artificial intelligence and product development. Strong cash generation should provide flexibility to fund innovation and go-to-market initiatives. However, higher AI and cloud-related costs could continue to pressure gross margins and limit the pace of overall margin expansion.
Samsara is experimenting with different pricing models for operational AI and agent-based capabilities, but customer adoption remains relatively early. The quarter might have provided further indications of whether these offerings are moving from experimentation toward broader commercial adoption. At the same time, privacy and labor regulations surrounding location, video and driver-behavior data are likely to have remained potential constraints on deployment and could have lengthened sales cycles in certain markets.
What Our Proven Model Says for IOT’s Q2 Earnings
Our proven model does not conclusively predict an earnings beat for Samsara this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.
Samsara has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to Consider
Here are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Dell Technologies DELL has an Earnings ESP of +6.20% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Dell Technologies shares have skyrocketed 275.1% in the year-to-date period. Dell Technologies is set to report second-quarter fiscal 2027 results on Sept. 1.
Docusign DOCU has an Earnings ESP of +1.73% and a Zacks Rank #2 at present.
Shares of Docusign have lost 6.8% year to date. Docusign is scheduled to report the second-quarter fiscal 2027 results on Sept. 3.
Hewlett Packard Enterprise HPE has an Earnings ESP of +6.54% and a Zacks Rank #2 at present.
Shares of Hewlett Packard Enterprise have rallied 126.5% year to date. Hewlett Packard Enterprise is slated to report fiscal third-quarter 2026 results on Sept. 2.
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