You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Samsara reported Q2 revenue of $508.4M (+30% YoY), crossed $2.1B ARR (+30% YoY) with record large-customer additions and a fourth consecutive quarter of GAAP profitability, while guiding full-year FY27 revenue to $2.043–$2.047B (+26% YoY). However, the company now expects FY27 free cash flow margin to be ~100 bps lower than FY26 due to elevated inventory and supply chain costs.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Non-GAAP gross margin non-GAAP | 78% | Three Months Ended August 1, 2026 filing | — |
| Non-GAAP gross profit non-GAAP | 398M | Three Months Ended August 1, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Gross profit 392.58M
+5.42M Stock-based compensation expense-related charges
= Non-GAAP gross profit 398M
|
|||
| Non-GAAP net income non-GAAP | 117.35M | Three Months Ended August 1, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Net income (loss) 16.24M
+101.11M Stock-based compensation expense-related charges
= Non-GAAP net income 117.35M
|
|||
| Non-GAAP operating income non-GAAP | 105.98M | Three Months Ended August 1, 2026 filing | — |
GAAP → non-GAAP reconciliationGAAP Income (loss) from operations 4.88M
+101.11M Stock-based compensation expense-related charges
= Non-GAAP operating income 105.98M
|
|||
| Non-GAAP operating margin non-GAAP | 21% | Three Months Ended August 1, 2026 filing | — |
| Annual Recurring Revenue (ARR) | $2.12B | Q2 FY2027 | — |
| ARR adjusted for constant currency non-GAAP | $2.12B | Q2 FY2027 | — |
| Customers with ARR over $1,000,000 ARR | $500M | Q2 FY2027 | +30.2% |
|
|
|||
| Free cash flow non-GAAP | $64.7M | Q2 FY2027 | — |
GAAP → non-GAAP reconciliationGAAP Net cash provided by operating activities 73.52M
-8.78M Purchases of property and equipment
= Free cash flow 64.74M
|
|||
| Free cash flow margin non-GAAP | 13% | Q2 FY2027 | — |
| Net cash provided by operating activities margin | 14% | Q2 FY2027 | — |
| Net new ARR | $134.1M | Q2 FY2027 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IOT
this stock
Samsara Inc.
|
$24.22B | +16.7% | +29.6% | 258.5 | 5.5% |
|
MSFT
Microsoft Corp
|
$3.89T | +8.3% | +6.9% | 27.4 | 0.8% |
|
PLTR
Palantir Technologies Inc.
|
$404.77B | -5.5% | +56.2% | 117.5 | 2.3% |
|
ORCL
Oracle Corp
|
$379.03B | -35.7% | +17.3% | 19.7 | 1.5% |
|
PANW
Palo Alto Networks Inc
|
$263.59B | +74.9% | +29.0% | — | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IOT | +0.9% | +4.5% | +32.7% | -1.7% | +16.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -1.7% | +5.7% | +32.2% | -1.5% | +6.1% |
