Samsara Inc. (NYSE:IOT) Given Average Recommendation of "Moderate Buy" by Analysts

Key Points

• Analyst consensus: Moderate Buy — 18 brokerages cover Samsara with a consensus "Moderate Buy" (12 buys, 2 strong buys) and an average 1‑year price target of about $46.18.
• Quarterly results beat — Samsara reported $0.18 EPS vs. $0.13 expected and $444.3M revenue (up 28.3% YoY), and issued Q1 2027 guidance of $0.120–0.130 and FY2027 guidance of $0.650–0.690, supporting its growth narrative.
• Significant insider selling — Co‑founders executed large, pre‑arranged sales (roughly 527,800 shares in late April plus prior February sales), and insiders sold ~2.7M shares in the last three months, which could add near‑term selling pressure.

Samsara Inc. (NYSE:IOT - Get Free Report) has received a consensus recommendation of "Moderate Buy" from the eighteen brokerages that are covering the firm, MarketBeat.com reports. One equities research analyst has rated the stock with a sell recommendation, three have assigned a hold recommendation, twelve have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued a report on the stock in the last year is $46.1765.

Several equities analysts have recently commented on IOT shares. KeyCorp increased their price target on shares of Samsara from $40.00 to $41.00 and gave the stock an "overweight" rating in a research report on Friday, March 6th. Evercore reaffirmed an "outperform" rating on shares of Samsara in a research report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price target on shares of Samsara in a research report on Monday, March 2nd. Truist Financial reduced their price target on shares of Samsara from $39.00 to $30.00 and set a "hold" rating on the stock in a research report on Tuesday, February 17th. Finally, Wells Fargo & Company raised their target price on shares of Samsara from $43.00 to $46.00 and gave the stock an "overweight" rating in a report on Friday, March 6th.

Samsara Stock Performance

Shares of IOT stock opened at $30.53 on Monday. Samsara has a one year low of $23.38 and a one year high of $48.40. The company's 50-day simple moving average is $30.36 and its 200-day simple moving average is $33.65. The stock has a market capitalization of $17.73 billion, a price-to-earnings ratio of -1,525.49, a PEG ratio of 11.18 and a beta of 1.29.

Samsara (NYSE:IOT - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The business had revenue of $444.30 million for the quarter, compared to analysts' expectations of $422.29 million. During the same quarter last year, the company posted $0.11 earnings per share. The company's quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, research analysts forecast that Samsara will post 0.06 EPS for the current year.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results and guidance supported fundamentals — Samsara beat EPS and revenue in its most recent report and set FY/FY‑quarter guidance that keeps the growth narrative intact. This underpins investor confidence in recurring‑revenue momentum. Samsara Shows What Happens When Fundamentals Beat Fear
• Positive Sentiment: TIME100 recognition in Manufacturing & Logistics — a branding/validation boost that can help enterprise sales cycles and market credibility for Samsara’s Connected Operations platform. Samsara Named to TIME100 Most Influential Companies List
• Positive Sentiment: New industry study highlights a large addressable problem — reported average equipment theft/loss costs (~$13.2M for large operations) that can drive demand for Samsara’s asset‑tracking and security offerings. That strengthens the revenue opportunity thesis. Samsara Study Reveals Equipment Theft and Loss Costs
• Neutral Sentiment: Short‑term market commentary flagged an intraday pullback in a prior session — mostly a sentiment/flow item rather than new fundamental news. Useful to monitor volatility but not a new catalyst. Samsara Inc. (IOT) Stock Sinks As Market Gains
• Neutral Sentiment: Customer wins / ecosystem traction (e.g., First Student coverage tied to the TIME100 list) support the narrative but are not an immediate earnings catalyst. First Student Named to TIME100 Most Influential Companies List
• Negative Sentiment: Large, pre‑arranged insider sales by co‑founders (Sanjit Biswas and John Bicket) — executed across April 28–30 via 10b5‑1 plans — have released roughly ~527,800 shares (~$15M+ proceeds at the trade prices shown) into the market. Multiple filings show steep reductions in their held lots; while planned, these sales increase float and can create near‑term selling pressure and headline risk. SEC filings: Form 4 (Bicket filing) and Form 4 (Biswas filing)

Insider Transactions at Samsara

In other Samsara news, insider John Bicket sold 263,900 shares of the firm's stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the transaction, the insider owned 57,600 shares of the company's stock, valued at $1,490,112. This trade represents a 82.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Sanjit Biswas sold 263,900 shares of the firm's stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total transaction of $6,827,093.00. Following the completion of the transaction, the insider directly owned 57,600 shares in the company, valued at $1,490,112. This represents a 82.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,696,792 shares of company stock worth $75,036,169 in the last three months. 46.49% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Samsara

A number of large investors have recently bought and sold shares of IOT. Brighton Jones LLC bought a new position in Samsara in the fourth quarter worth about $13,464,000. Royal Bank of Canada lifted its holdings in Samsara by 100.3% in the first quarter. Royal Bank of Canada now owns 96,142 shares of the company's stock worth $3,686,000 after acquiring an additional 48,135 shares during the last quarter. Jones Financial Companies Lllp lifted its holdings in Samsara by 2,444.6% in the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company's stock worth $682,000 after acquiring an additional 17,088 shares during the last quarter. Empowered Funds LLC lifted its holdings in Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock worth $390,000 after acquiring an additional 335 shares during the last quarter. Finally, Marshall Wace LLP lifted its holdings in Samsara by 142.4% in the second quarter. Marshall Wace LLP now owns 68,860 shares of the company's stock worth $2,739,000 after acquiring an additional 40,450 shares during the last quarter. Institutional investors own 96.02% of the company's stock.

Samsara Company Profile

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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