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

Key Points

• Samsara has a consensus analyst rating of “Moderate Buy” from 18 brokerages, with an average 1-year price target of about $46.18.
• The company recently beat earnings expectations, reporting $0.18 EPS versus $0.13 expected and $444.3 million in revenue versus $422.29 million expected, with revenue rising 28.3% year over year.
• Despite the positive outlook, insider selling has been notable: co-founders/executives Sanjit Biswas and John Bicket each sold about 168,000 shares, and insiders have sold 2.7 million shares worth nearly $79.7 million over the last 90 days.

Shares of Samsara Inc. (NYSE:IOT - Get Free Report) have earned a consensus recommendation of "Moderate Buy" from the eighteen brokerages that are currently covering the stock, Marketbeat.com reports. One research analyst has rated the stock with a sell recommendation, four have given a hold recommendation, twelve have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $46.1765.

Several research analysts have weighed in on the stock. UBS Group reissued a "buy" rating and issued a $48.00 price target on shares of Samsara in a report on Friday, March 6th. Royal Bank Of Canada increased their price target on shares of Samsara from $35.00 to $41.00 and gave the company an "outperform" rating in a report on Friday, March 6th. Evercore reissued an "outperform" rating on shares of Samsara in a 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 report on Friday, March 6th. Finally, KeyCorp increased their target price 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.

Samsara Stock Performance

Shares of IOT stock opened at $31.62 on Friday. The firm's 50-day moving average is $30.25 and its 200-day moving average is $32.53. The stock has a market cap of $18.36 billion, a price-to-earnings ratio of -1,580.31, a PEG ratio of 8.77 and a beta of 1.29. Samsara has a 52-week low of $23.38 and a 52-week high of $48.40.

Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to analysts' expectations of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The business's revenue was up 28.3% on a year-over-year basis. During the same period in the prior year, the firm earned $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. Sell-side analysts predict that Samsara will post 0.08 EPS for the current fiscal year.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot on 23 Summer 2026 G2 Grid Reports, including fleet management, asset tracking, and fleet maintenance, signaling strong customer satisfaction and competitive positioning. Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports
• Neutral Sentiment: The G2 rankings highlight broad customer preference for the Samsara platform and could support the company’s growth narrative, but the news is more of a validation of product strength than a near-term financial catalyst. Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports
• Negative Sentiment: Multiple insider sales by co-founders/executives John Bicket and Sanjit Biswas, including large Rule 10b5-1 planned transactions, may be pressuring investor sentiment because they reduce ownership substantially and can be viewed as a caution signal.
• Negative Sentiment: The stock also recently fell in the prior session, so the insider-selling headlines arrive against already soft momentum. Samsara Inc. (IOT) Stock Dips While Market Gains: Key Facts

Insider Buying and Selling

In other Samsara news, insider Sanjit Biswas sold 168,272 shares of the stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76. Following the transaction, the insider owned 15,200 shares in the company, valued at $434,416. This represents a 91.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 168,227 shares of the stock in a transaction that occurred on Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66. Following the transaction, the insider owned 15,200 shares in the company, valued at approximately $434,416. The trade was a 91.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 2,717,947 shares of company stock worth $79,747,111. Company insiders own 35.13% of the company's stock.

Institutional Trading of Samsara

Large investors have recently made changes to their positions in the company. Lazard Asset Management LLC boosted its holdings in Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company's stock worth $520,000 after purchasing an additional 279 shares during the last quarter. Jefferies Financial Group Inc. boosted its holdings in Samsara by 1.6% during the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company's stock worth $782,000 after purchasing an additional 322 shares during the last quarter. Cim LLC boosted its holdings in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company's stock worth $1,218,000 after purchasing an additional 326 shares during the last quarter. Empowered Funds LLC boosted its holdings in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company's stock worth $390,000 after purchasing an additional 335 shares during the last quarter. Finally, IFG Advisory LLC raised its position in Samsara by 0.8% in the fourth quarter. IFG Advisory LLC now owns 44,814 shares of the company's stock worth $1,589,000 after acquiring an additional 372 shares during the period. Institutional investors and hedge funds 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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