Samsara (NYSE:IOT) Issues Q3 2027 Earnings Guidance

Key Points

• Samsara issued Q3 FY2027 guidance of $514 million–$516 million in revenue, above the $509.8 million consensus estimate, and EPS of $0.18–$1.09. Full-year FY2027 EPS guidance was set at $0.76–$0.78.
• Samsara shares rose to $38.74 during Thursday trading, while analysts maintained a “Moderate Buy” consensus with an average price target of $46.67.
• Insider selling has been significant: company insiders sold 4.48 million shares worth approximately $159.2 million over the past 90 days, although institutional investors own about 96% of the stock.

Samsara (NYSE:IOT - Get Free Report) updated its third quarter 2027 earnings guidance on Thursday. The company provided earnings per share guidance of 0.180-1.090 for the period, compared to the consensus EPS estimate of 0.150. The company issued revenue guidance of $514.0 million-$516.0 million, compared to the consensus revenue estimate of $509.8 million. Samsara also updated its FY 2027 guidance to 0.760-0.780 EPS.

Samsara Price Performance

NYSE IOT traded up $1.95 during trading hours on Thursday, reaching $38.74. The company's stock had a trading volume of 15,892,066 shares, compared to its average volume of 6,867,105. The firm has a fifty day simple moving average of $37.39 and a 200-day simple moving average of $33.09. Samsara has a 52 week low of $23.38 and a 52 week high of $47.47. The stock has a market cap of $22.57 billion, a P/E ratio of 387.44, a P/E/G ratio of 8.77 and a beta of 1.35.

Samsara (NYSE:IOT - Get Free Report) last announced its quarterly earnings results on Thursday, September 3rd. The company reported $0.03 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.16 by ($0.13). Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, research analysts expect that Samsara will post 0.15 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have commented on the company. Weiss Ratings raised Samsara from a "sell (d+)" rating to a "hold (c-)" rating in a report on Tuesday, August 11th. Guggenheim began coverage on Samsara in a research note on Wednesday, July 22nd. They issued a "buy" rating and a $45.00 price target for the company. Morgan Stanley set a $43.00 price objective on Samsara in a research report on Tuesday, July 21st. Wolfe Research reaffirmed an "outperform" rating on shares of Samsara in a research note on Thursday, June 11th. Finally, TD Cowen upped their target price on Samsara from $45.00 to $48.00 and gave the company a "buy" rating in a report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $46.67.

Insider Activity

In other news, CEO Sanjit Biswas sold 244,805 shares of the firm's stock in a transaction dated Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total value of $9,001,479.85. Following the completion of the sale, the chief executive officer directly owned 94,000 shares in the company, valued at $3,456,380. This trade represents a 72.26% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc Andreessen sold 613,660 shares of the business's stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $32.27, for a total value of $19,802,808.20. Following the completion of the sale, the director directly owned 2,256,487 shares of the company's stock, valued at $72,816,835.49. The trade was a 21.38% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 4,478,170 shares of company stock worth $159,242,120. Company insiders own 35.13% of the company's stock.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly earnings beat expectations: Samsara reported adjusted earnings of $0.20 per share, above the $0.17 Zacks consensus estimate and up from $0.12 a year earlier. Samsara Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Durable growth continued: Annual recurring revenue surpassed $2.1 billion, increasing 30% year over year for the third consecutive quarter. Samsara also reported a quarterly record for new customers generating at least $1 million in ARR, while enterprise ARR reportedly grew 50%. Samsara Fiscal Second-Quarter Results
• Positive Sentiment: Full-year outlook was increased: The higher forecast signals management expects continued demand for its connected-operations and AI platform, particularly as large enterprises standardize operations across vehicles, equipment, sites and frontline workers. Samsara Boosts Full-Year Outlook
• Neutral Sentiment: Valuation remains a risk factor: Samsara had already risen sharply over the preceding month, and one report noted that the consensus price target was below the prevailing share price. This raises the bar for future results despite the strong quarter. Samsara or UiPath Investment Comparison
• Neutral Sentiment: Conflicting secondary data: A MarketBeat item listed an EPS miss, but that figure conflicts with Samsara’s reported results and multiple contemporaneous reports showing a $0.20-per-share beat. Investors should rely on the company’s shareholder letter and official filing for final figures.

Institutional Investors Weigh In On Samsara

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Brighton Jones LLC bought a new stake in Samsara in the fourth quarter worth about $13,464,000. Virtue Capital Management LLC bought a new position in shares of Samsara during the 4th quarter valued at approximately $241,000. Moore Capital Management LP purchased a new stake in shares of Samsara during the 4th quarter worth approximately $233,000. Voleon Capital Management LP purchased a new stake in shares of Samsara during the 3rd quarter worth approximately $219,000. Finally, Principal Securities Inc. raised its holdings in shares of Samsara by 44.4% in the 4th quarter. Principal Securities Inc. now owns 6,097 shares of the company's stock worth $216,000 after purchasing an additional 1,874 shares during the period. 96.02% of the stock is owned by institutional investors.

About Samsara

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.

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