Samsara (IOT) Expected to Post Quarterly Earnings on Thursday

Key Points

• Samsara is expected to report Q2 fiscal 2027 results after Thursday’s market close. Analysts project earnings of $0.16 per share and revenue of approximately $483.3 million, compared with company guidance of $0.15–$0.16 EPS.
• The company’s latest quarter exceeded expectations, with EPS of $0.17 versus the $0.13 consensus and revenue of $478.84 million, up 30.5% year over year.
• Samsara shares opened at $39.83, while analysts maintain a “Moderate Buy” consensus and an average price target of $46.67. Recent insider selling occurred under pre-arranged Rule 10b5-1 plans, with insiders selling about $159 million of stock over the past 90 days.

Samsara (NYSE:IOT - Get Free Report) will likely be announcing its Q2 2027 results after the market closes on Thursday, September 3rd. Analysts expect the company to announce earnings of $0.16 per share and revenue of $483.2860 million for the quarter. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Individuals can check the company's upcoming Q2 2027 earning report page for the latest details on the call scheduled for Thursday, September 3, 2026 at 5:00 PM ET.

Samsara (NYSE:IOT - Get Free Report) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analysts' expectations of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The business's revenue was up 30.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.11 EPS. On average, analysts expect Samsara to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Samsara Stock Up 1.8%

Shares of IOT stock opened at $39.83 on Thursday. The firm has a 50 day moving average price of $36.54 and a two-hundred day moving average price of $32.63. The company has a market capitalization of $23.21 billion, a PE ratio of 398.34, a price-to-earnings-growth ratio of 8.79 and a beta of 1.34. Samsara has a 12-month low of $23.38 and a 12-month high of $47.47.

Insider Activity

In other Samsara news, CEO Sanjit Biswas sold 35,366 shares of the firm's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38. Following the transaction, the chief executive officer directly owned 935,671 shares of the company's stock, valued at $36,893,507.53. This trade represents a 3.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 34,557 shares of the firm's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the completion of the transaction, the insider directly owned 1,134,795 shares in the company, valued at approximately $44,756,314.80. This represents a 2.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,471,294 shares of company stock valued at $158,968,317 in the last ninety days. 35.13% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently added to or reduced their stakes in IOT. Wellington Management Group LLP lifted its stake in Samsara by 97.1% in the 4th quarter. Wellington Management Group LLP now owns 6,269,398 shares of the company's stock valued at $222,250,000 after purchasing an additional 3,088,299 shares during the last quarter. State Street Corp grew its stake in shares of Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company's stock worth $223,244,000 after buying an additional 2,910,916 shares during the last quarter. Soma Equity Partners LP acquired a new position in shares of Samsara during the third quarter worth $52,672,000. Alyeska Investment Group L.P. bought a new position in shares of Samsara in the 4th quarter valued at $43,719,000. Finally, Freestone Grove Partners LP lifted its stake in shares of Samsara by 435.6% in the 3rd quarter. Freestone Grove Partners LP now owns 1,401,983 shares of the company's stock valued at $52,224,000 after acquiring an additional 1,140,227 shares during the last quarter. 96.02% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently commented on IOT. Piper Sandler downgraded Samsara from an "overweight" rating to a "neutral" rating and set a $40.00 target price on the stock. in a research report on Sunday, August 9th. Wells Fargo & Company lifted their price target on Samsara from $46.00 to $50.00 and gave the stock an "overweight" rating in a report on Friday, June 5th. TD Cowen boosted their price target on Samsara from $45.00 to $48.00 and gave the company a "buy" rating in a research note on Thursday, August 20th. Truist Financial upped their price objective on Samsara from $30.00 to $38.00 and gave the company a "hold" rating in a report on Wednesday, August 19th. Finally, Zacks Research cut Samsara from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, May 5th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $46.67.

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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