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

Key Points

• Consensus "Moderate Buy": Eighteen analysts cover Samsara and the consensus rating is Moderate Buy (1 sell, 4 hold, 12 buy, 1 strong buy) with an average 12‑month price target of $46.18.
• Quarterly beat and guidance: Samsara topped Q4 estimates (EPS $0.18 vs $0.13; revenue $444.3M vs $422.3M), with revenue up 28.3% year‑over‑year, and set Q1 FY2027 guidance of $0.120–0.130 and full‑year FY2027 guidance of $0.650–0.690 EPS.
• Significant insider selling: Founders John Bicket and Sanjit Biswas each sold 263,900 shares in January (a 74.7% reduction in their holdings), and insiders disposed of ~2.9M shares (~$91.7M) over the past three months.

Shares of Samsara Inc. (NYSE:IOT - Get Free Report) have been assigned a consensus rating of "Moderate Buy" from the eighteen ratings firms that are covering the firm, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell rating, four have issued a hold rating, twelve have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokers that have covered the stock in the last year is $46.1765.

Several brokerages recently issued reports on IOT. BMO Capital Markets lifted their price objective on Samsara from $40.00 to $44.00 and gave the stock an "outperform" rating in a research report on Friday, March 6th. Wells Fargo & Company increased their target price on Samsara from $43.00 to $46.00 and gave the company an "overweight" rating in a report on Friday, March 6th. The Goldman Sachs Group set a $45.00 price target on Samsara in a research report on Monday, March 2nd. Bank of America boosted their price target on Samsara from $53.00 to $55.00 and gave the stock a "buy" rating in a report on Friday, December 5th. Finally, Zacks Research downgraded Samsara from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 2nd.

Samsara Trading Down 0.5%

NYSE:IOT opened at $31.70 on Friday. The firm has a 50-day moving average price of $30.08 and a two-hundred day moving average price of $35.52. Samsara has a twelve month low of $23.38 and a twelve month high of $48.40. The company has a market capitalization of $18.29 billion, a P/E ratio of -1,583.96 and a beta of 1.60.

Samsara (NYSE:IOT - Get Free Report) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.13 by $0.05. The company had revenue of $444.30 million during 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 0.75%. The firm's quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, equities research analysts predict that Samsara will post -0.3 earnings per share for the current year.

Insider Activity

In other news, insider John Bicket sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the sale, the insider directly owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the sale, the insider owned 89,400 shares of the company's stock, valued at approximately $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,903,585 shares of company stock valued at $91,712,463 in the last three months. 46.49% of the stock is currently owned by corporate insiders.

Institutional Trading of Samsara

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

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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