Truist Securities Daily Spotlight

研报英文原文证据摘录

Truist Securities Daily Spotlight

Customers and CEO at AIPCon 10 Underscores Ontology as the

Foundation for Enterprise AI - Arvind Ramnani

Samsara, Inc. (IOT, $35.21, Hold) - IOT - Strong Start to FY27

Reinforces Durable Growth and Expanding Platform Opportunity

- IOT delivered a strong 1Q27, exceeding expectations across

all key metrics and reinforcing the durability of its ~30% growth

profile. Momentum was driven by continued strength in large

enterprise customers, with accelerating $100K+ and $1M+

cohorts and multi-product adoption supporting expansion.

We also saw encouraging progress across new products,

now contributing >20% of net new ACV, while commentary

around IOT's proprietary dataset and expanding Operational

AI capabilities reinforces the long-term opportunity to drive

incremental monetization. We remain constructive on IOT's

growth & profitability profile, but await a better-entry point.

Reiterate Hold & $30 PT. - Junaid Siddiqui

Rubrik, Inc. (RBRK, $77.00, Buy) - RBRK - Strong Beat-and-

Raise, with Core Execution and Platform Expansion Driving

the Story - Rubrik delivered a strong start to FY27, exceeding

on top-line and profitability while raising the full-year outlook,

which in our view should support continued confidence in the

durability of the story. Subscription ARR reached $1.57Bn (+32%

YoY), better than consensus expectations of $1.55Bn (+31%

YoY). We continue to view Rubrik as one of the cleaner secular

growth stories in security software, supported by large-enterprise

consolidation, broadening platform adoption across data and

identity, and an emerging AI governance/resilience opportunity.

We reiterate our Buy rating and raise our PT to $90 from $80. -

Junaid Siddiqui

Digital Realty Trust, Inc. (DLR, $183.50, Buy) - DLR - CEO