Samsara Inc. (NYSE:IOT) Given Consensus Rating of "Moderate Buy" by Analysts

Key Points

• "Moderate Buy" consensus from 18 analysts (12 buy, 2 strong buy, 3 hold, 1 sell) with an average 12‑month price target of $46.18.
• Samsara beat Q4 estimates — $0.18 EPS vs. $0.13 expected and $444.3M revenue vs. $422.3M expected, with revenue up 28.3% YoY — and issued Q1 2027 guidance of $0.12–0.13 and FY2027 guidance of $0.65–0.69 EPS.
• Significant insider selling occurred recently (e.g., Dominic Phillips sold 20,139 shares at $31.81; Sanjit Biswas sold 10,381 at $30.97), with insiders offloading 2,167,410 shares (~$62.48M) last quarter while still owning 46.49% of the company.

Samsara Inc. (NYSE:IOT - Get Free Report) has earned an average recommendation of "Moderate Buy" from the eighteen brokerages that are covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, three have issued a hold rating, twelve have assigned a buy rating and two have given a strong buy rating to the company. The average 12 month target price among brokers that have issued ratings on the stock in the last year is $46.1765.

Several analysts have recently commented on IOT shares. Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a research report on Wednesday, December 10th. Wells Fargo & Company lifted their price target on shares of Samsara from $43.00 to $46.00 and gave the company an "overweight" rating in a research report on Friday, March 6th. Piper Sandler reissued an "overweight" rating and issued a $39.00 price target (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. Zacks Research raised shares of Samsara from a "hold" rating to a "strong-buy" rating in a research report on Friday, March 13th. Finally, BMO Capital Markets lifted their price target on shares of Samsara from $40.00 to $44.00 and gave the company an "outperform" rating in a research report on Friday, March 6th.

Insider Buying and Selling at Samsara

In related news, insider Dominic Phillips sold 20,139 shares of Samsara stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $31.81, for a total value of $640,621.59. Following the completion of the sale, the insider owned 462,801 shares of the company's stock, valued at approximately $14,721,699.81. This trade represents a 4.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sanjit Biswas sold 10,381 shares of Samsara stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $30.97, for a total transaction of $321,499.57. Following the completion of the sale, the insider directly owned 1,139,056 shares of the company's stock, valued at approximately $35,276,564.32. The trade was a 0.90% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 2,167,410 shares of company stock worth $62,480,340. 46.49% of the stock is owned by company insiders.

Institutional Trading of Samsara

Several hedge funds have recently bought and sold shares of IOT. Acumen Wealth Advisors LLC bought a new position in Samsara during the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd lifted its stake in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company's stock valued at $31,000 after acquiring an additional 669 shares in the last quarter. Versant Capital Management Inc lifted its stake in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company's stock valued at $32,000 after acquiring an additional 851 shares in the last quarter. AlphaCentric Advisors LLC bought a new position in Samsara during the 4th quarter valued at $36,000. Finally, Optiver Holding B.V. lifted its stake in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company's stock valued at $44,000 after acquiring an additional 1,058 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company's stock.

Samsara Stock Down 3.9%

Shares of IOT stock opened at $29.28 on Thursday. The company has a market cap of $17.00 billion, a price-to-earnings ratio of -1,463.12, a price-to-earnings-growth ratio of 11.83 and a beta of 1.50. Samsara has a 52 week low of $23.38 and a 52 week high of $48.40. The firm has a 50 day moving average of $29.60 and a 200-day moving average of $34.73.

Samsara (NYSE:IOT - Get Free Report) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.13 by $0.05. The company had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The company's quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter last year, the firm posted $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts anticipate that Samsara will post -0.3 earnings per share for the current year.

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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