These Analysts Raise Their Forecasts On Samsara After Strong Q2 Results
These Analysts Raise Their Forecasts On Samsara After Strong Q2 Results
Samsara Inc. (NYSE:IOT) reported better-than-expected second-quarter financial results and raised its FY25 guidance on Thursday.
Samsara公司（紐交所：IOT）週四發佈了超出預期的二季度財務業績，並提高了2025財年的指導預測。
Samsara reported quarterly earnings of 5 cents per share which beat the analyst consensus estimate of 1 cent per share. The company reported quarterly sales of $300.20 million which beat the analyst consensus estimate of $289.54 million.
Samsara報告了每股盈利5美分，超出了分析師的共識預期1美分每股。公司季度銷售額爲3,002萬美元，超出了分析師的共識預期2,895.4萬美元。
"We achieved another strong quarter of durable and efficient growth at a greater scale. Q2 ended at $1.264 billion in ARR, growing 36% year-over-year, and at a quarterly record non-GAAP operating margin," said Sanjit Biswas, co-founder and CEO of Samsara.
Samsara的聯合創始人兼首席執行官Sanjit Biswas表示：「我們在更大規模上取得了持久且高效增長的又一個強勁季度。二季度ARR達到12.64億美元，同比增長36%，創下季度紀錄的非GAAP營業利潤率。」
Samsara sees third-quarter revenue in the range of $309 million to $311 million. The company anticipates third-quarter adjusted earnings of 3 to 4 cents per share.
Samsara預計第三季度營業收入在3,0900萬美元至3,1100萬美元的範圍內。公司預計第三季度調整後每股收益爲3至4美分。
Samsara also raised its fiscal year 2025 guidance. The company now expects full-year revenue of $1.224 billion to $1.228 billion versus estimates of $1.213 billion. The company now expects full-year adjusted earnings to be between 16 and 18 cents per share versus estimates of 13 cents per share.
Samsara還提高了2025財年的指導預測。公司現預計全年營業收入將達到12.24億美元至12.28億美元，而分析師預計爲12.13億美元。公司現預計全年調整後每股收益將在16至18美分之間，而分析師預計爲13美分每股。
Samsara shares gained 0.2% to close at $38.75 on Thursday.
週四，Samsara股票上漲0.2%，收盤價爲38.75美元。
These analysts made changes to their price targets on Samsara following earnings announcement.
這些分析師在業績公佈後調整了對Samsara的目標股價。
- B of A Securities analyst Matt Bullock maintained Samsara with a Buy and raised the price target from $45 to $47.
- BMO Capital analyst Daniel Jester maintained the stock with a Market Perform and raised the price target from $40 to $44.
- Piper Sandler analyst James Fish maintained Samsara with a Neutral and raised the price target from $36 to $40.
- Evercore ISI Group analyst Kirk Materne maintained the stock with an In-Line and raised the price target from $40 to $42.
- RBC Capital analyst Matthew Hedberg maintained Samsara with an Outperform and boosted the price target from $47 to $49.
- Wells Fargo analyst Michael Turrin maintained the stock with an Overweight and raised the price target from $42 to $46.
- BofA證券分析師馬特·布洛克（Matt Bullock）維持對Samsara的買入評級，並將目標股價從45美元提高至47美元。
- BMO資本分析師丹尼爾·傑斯特保持了市場表現並將價格目標從40美元提高到44美元。
- Piper Sandler分析師詹姆斯·費什保持中立並將價格目標從36美元提高到40美元。
- Evercore ISI Group分析師科克·馬特恩保持了中立，並將價格目標從40美元提高到42美元。
- RBC資本分析師馬修·海德伯格保持超配，將價格目標從47美元提高到49美元。
- Wells Fargo分析師邁克爾·圖林保持超重，並將價格目標從42美元提高到46美元。
Considering buying IOT stock? Here's what analysts think:
考慮購買物聯網股票嗎？這是分析師們的看法：
譯文內容由第三人軟體翻譯。