Key Stats for Samsara Stock
- Current Price: ~$35 (June 4, 2026)
- Q1 FY2027 Revenue: $479M, +31% YoY
- Q1 FY2027 Adjusted EPS: $0.17, +55% YoY
- Q1 FY2027 Non-GAAP Operating Margin: 19%
- Q1 FY2027 ARR: ~$2B, +30% YoY
- FY2027 Revenue Guidance (raised): $2.005B–$2.013B, +24% YoY
- TIKR Model Price Target: $76
- Implied Upside: ~116%
Samsara Stock Accelerates on Widening Enterprise Momentum in Q1 FY2027
Samsara Inc. (IOT) posted Q1 FY2027 revenue of $479M, growing 31% year-over-year and beating the $455M Street consensus by 5%, in results released June 4, 2026.
Net new ARR reached $101M in the quarter, also growing 30% year-over-year, and marked the second-highest growth rate Samsara has posted over the past nine quarters.
The enterprise cohort drove the print: ARR from customers spending $100,000 or more grew 37% year-over-year to $1.2B, accelerating for the third consecutive quarter, while ARR from $1M-plus customers grew 62% year-over-year, accelerating for the fourth consecutive quarter.
Adjusted EPS came in at $0.17, beating the $0.13 Street estimate by 31%, and GAAP EPS printed at $0.08, representing the third consecutive quarter of GAAP profitability.
Dominic Phillips, Chief Financial Officer, stated on the Q1 2027 earnings call that “we added $101 million in net new ARR, also growing 30% year-over-year, and non-GAAP operating margin was 19% in Q1, up 5 percentage points year-over-year,” tying the margin expansion directly to deepening operating leverage as revenue scales faster than headcount.
Multi-product adoption reinforced the revenue quality: 96% of $100K-plus ARR customers subscribe to two or more products, and 70% subscribe to three or more, while nine of the top ten net new ACV deals in Q1 included two or more products, including a landmark software-only Connected Asset Maintenance deployment with Hertz across their North American vehicle fleet.
Emerging products contributed more than 20% of net new ACV for the second consecutive quarter, with seven of the top ten net new ACV transactions including an emerging product, pointing to a product expansion flywheel that now generates meaningful revenue independent of the core telematics and AI video safety platform.
Samsara raised full-year FY2027 revenue guidance to $2.005B–$2.013B, representing 24% growth, effectively passing through the $23M Q1 revenue beat plus an additional $16M above that, signaling management confidence in the durability of large-enterprise demand through the rest of the fiscal year.
International momentum also reached record levels in Q1, with 18% of net new ACV coming from non-U.S. geographies, tied for the company’s highest quarterly record, including a record European net new ACV mix and the largest new logo win to date in the U.K.
The combination of accelerating large-customer cohorts, expanding multi-product attach, and a raised full-year guide positions Samsara stock as a compounding ARR growth story tied directly to the infrastructure buildout cycle that is driving unprecedented demand from the company’s asset-heavy industrial customer base.
Is Samsara Stock Undervalued? TIKR’s $76 Target Points to 115% Upside If ARR Holds
TIKR’s base case values Samsara at approximately $76 by January 2031, implying around 115% total return from the current price of $35, or roughly 18% annualized over approximately 4.7 years.
If Samsara sustains revenue growth at the high-case trajectory of roughly 16% CAGR with net income margins expanding toward 24%, the model points to a stock price around $147, representing roughly 18% annualized returns.
The base case, anchored on approximately 15% revenue CAGR and margins approaching 23%, produces a price around $110 with roughly 14% annualized returns.
Should revenue growth decelerate toward 13% and margin expansion stall near 21%, the stock settles around $81, still implying around 10% annualized returns from the current level, reflecting the defensibility of Samsara’s mission-critical platform positioning even in a more subdued operating environment.
How Did Samsara Perform in Q1 FY2027 Earnings?
Samsara delivered adjusted EPS of $0.17 in Q1 FY2027, beating the $0.13 Street estimate by approximately 31%, while GAAP EPS of $0.08 marked the third consecutive quarter of GAAP profitability.
Revenue reached $479M, up 31% year-over-year, beating consensus by 5%, with ARR crossing approximately $2B at 30% year-over-year growth.
The primary engine was accelerating large-enterprise adoption, with $1M-plus ARR customers growing 62% year-over-year and emerging products contributing over 20% of net new ACV for the second straight quarter.
Management raised full-year FY2027 revenue guidance to $2.005B–$2.013B, representing 24% growth, by passing through the Q1 beat plus additional upside.
Should You Invest in Samsara Inc.?
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