Samsara Inc. (NYSE:IOT) Receives Consensus Rating of "Moderate Buy" from Analysts

Key Points

• Samsara has a “Moderate Buy” consensus rating from 21 analysts: 13 buys, two strong buys, five holds and one sell. The average 12-month price target is $45.33.
• The company exceeded quarterly expectations, reporting $0.17 in EPS versus $0.13 estimated and $478.84 million in revenue versus $455.21 million expected; revenue grew 30.5% year over year.
• Samsara shares opened at $40.29, up 1.1%, while insiders have sold 4.48 million shares worth approximately $154.2 million over the past 90 days. Institutional investors own 96.02% of the stock.

Samsara Inc. (NYSE:IOT - Get Free Report) has earned a consensus rating of "Moderate Buy" from the twenty-one ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, thirteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $45.3333.

Several brokerages recently commented on IOT. Royal Bank Of Canada upped their target price on Samsara from $41.00 to $42.00 and gave the company an "outperform" rating in a report on Friday, June 5th. TD Cowen restated a "buy" rating and issued a $45.00 price target on shares of Samsara in a research report on Thursday, June 25th. Morgan Stanley set a $43.00 price objective on shares of Samsara in a research note on Tuesday, July 21st. Weiss Ratings upgraded shares of Samsara from a "sell (d-)" rating to a "sell (d+)" rating in a research report on Monday, June 15th. Finally, Piper Sandler downgraded shares of Samsara from an "overweight" rating to a "neutral" rating and set a $40.00 target price for the company. in a research note on Sunday.

Insiders Place Their Bets

In other news, insider John Bicket sold 57,267 shares of Samsara stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63. Following the completion of the transaction, the insider directly owned 1,342,795 shares of the company's stock, valued at approximately $50,878,502.55. This trade represents a 4.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dominic Phillips sold 11,710 shares of the business's stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $37.62, for a total value of $440,530.20. Following the completion of the transaction, the insider directly owned 836,100 shares in the company, valued at $31,454,082. This represents a 1.38% decrease in their ownership of the stock. 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 90 days, insiders have sold 4,476,767 shares of company stock valued at $154,220,562. 35.13% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Brighton Jones LLC bought a new stake in Samsara in the fourth quarter valued at $13,464,000. Royal Bank of Canada boosted its position in shares of Samsara by 100.3% during the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company's stock worth $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company's stock valued at $682,000 after buying an additional 17,088 shares during the period. Empowered Funds LLC grew its stake in shares of Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock valued at $390,000 after buying an additional 335 shares during the period. Finally, Marshall Wace LLP increased its position in Samsara by 142.4% in the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company's stock valued at $2,739,000 after buying an additional 40,450 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company's stock.

Samsara Stock Up 1.1%

NYSE IOT opened at $40.29 on Wednesday. The company has a market capitalization of $23.48 billion, a price-to-earnings ratio of 402.97, a PEG ratio of 8.95 and a beta of 1.34. Samsara has a twelve month low of $23.38 and a twelve month high of $47.47. The stock has a fifty day simple moving average of $35.21 and a 200 day simple moving average of $31.78.

Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating analysts' consensus estimates of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business's revenue was up 30.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Research analysts expect that Samsara will post 0.15 earnings per share for the current fiscal 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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