Why Samsara Shares Are Rising Today

middleman (IOT 14.48%) the stock makes big gains on Friday. The robotics specialist’s share price rose 13.8% as of 11 a.m. ET, according to data from S&P Global Market Intelligence.

After the market closed yesterday, Samsara released results for the second quarter of its 2025 fiscal year (which ended August 3). The company posted better-than-expected sales and earnings in the period and also issued encouraging forward guidance.

Samsara beats Wall Street targets for Q2

Samsara posted non-GAAP (adjusted) earnings per share of $0.05 on sales of $300.2 million in fiscal Q2. The results came in well ahead of the average Wall Street analyst target of adjusted earnings of $0.01 per share on revenue of $289.54 million.

The company’s revenue grew 36.9% year-over-year in the quarter, and profitability improved substantially over the $0.01 per share in adjusted earnings the business posted last year. The company’s adjusted gross margin improved to 77% from 75% in the previous quarter, and adjusted operating margin ranged from -3% to 6%.

What’s next for Samsara?

For the third quarter, Samsara expects sales to be between $309 million and $311 million. The guidance range came in better than Wall Street’s average estimate for sales of $308.83 million in the period. If the company were to hit the midpoint of the guidance range, it would mean sales growth of about 30.5% year-over-year. Adjusted EPS is expected to be in the range of $0.03 to $0.04, beating the average analyst estimate for adjusted earnings of $0.03.

For the full-year period, Samsara expects sales between $1.224 billion and $1.228 billion — beating Wall Street’s average sales target of $1.21 billion. The company also guided for full-year adjusted earnings per share between $0.16 and $0.18, coming in well ahead of the average analyst estimate for earnings per share of $0.13.

Samsara’s strong second-quarter results and forward guidance help ease concerns that the business would lose sales momentum and struggle to generate meaningful profits. Between strong revenue growth, improving gross margins and encouraging operating expense trends, the robotics specialist offered plenty of positive data with the report.