$Samsara, Inc.(IOT)$   Samsara's most recent quarter (Fiscal Q2 2027, ended 2026-08-01, reported 2026-09-03) beat expectations across the board — revenue of $508.4M (+29.9% YoY) topped the ~$483M consensus, and adjusted EPS of $0.20 beat the $0.16 estimate by 25% 

The company swung to a profit, raised its full-year outlook, and the stock rallied over 14% on the print. Growth momentum is accelerating! 

# Winning Trades

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  • CrystalRose
    ·09-12 21:52
    Raised guide is the louder signal here. Once this platform gets sticky, that renewal moat deserves a richer multiple 👀
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  • River0
    ·09-12 21:52
    29.9% YoY is a real re-acceleration from 28%, but I care more about whether free cash flow conversion improved with it
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