Samsara

$Samsara(IOT)$ 一句话总结：很好的财报，收入与 ARR 加速，大客户扩张加速，毛利率稳定，2026 全面扭亏为盈，远超华尔街预期，盘后上涨 11% 。重点：1）四季度营收同比增加 28%，大幅超预期，ARR 同比增加 33%；全年收入同比增加 30%，ARR 同比增加 30%；四季度 GAAP 每股净利润 0.04 刀，超预期...

$Samsara(IOT)$ 我觉得这轮软件/SaaS 杀估值，对于 Samsara 这种服务 B2B +AI/软件+有自己硬件设备+对于稳定性/安全性有高要求的公司估值杀得过了，这一两年无论是用 Grok 还是 ChatGPT 、Gemini 都会出现随机/随时抽风的情况，C端用户也就忍了，和生产作业安全性挂钩的 B 端用户可受不了，Samsara...

$Samsara(IOT)$ 这票还可以啊，怎么能这样跌，利渣

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-26-000003  Size: 6 KB 网页链接

$Samsara(IOT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001088875-26-000019  Act: 34  Size: 7 KB 网页链接

$Samsara(IOT)$ 完全被抛弃了，完全脱离大盘了。

$Samsara(IOT)$ 这票跌的都没声音了

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002074298-26-000002  Size: 5 KB 网页链接

$Samsara(IOT)$ 144 Report of proposed sale of securities Accession Number: 0001921094-26-000039  Act: 33  Size: 5 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002074298-26-000001  Size: 5 KB 网页链接

$Samsara(IOT)$ SCHEDULE 13G/A [Amend] Statement of Beneficial Ownership by Certain Investors Accession Number: 0001895106-26-000004  Act: 34  Size: 9 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0002074298-26-000005  Size: 5 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-26-000002  Size: 9 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895148-26-000004  Size: 6 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895106-26-000006  Size: 50 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895148-26-000001  Size: 9 KB 网页链接

$Samsara(IOT)$ 8-K Current report, item 8.01 Accession Number: 0001628280-26-000886  Act: 34  Size: 139 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895106-26-000001  Size: 36 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895101-26-000001  Size: 9 KB 网页链接

$Samsara(IOT)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001895106-26-000005  Size: 18 KB 网页链接