Samsara’s (IOT) Overweight Rating Reaffirmed at Piper Sandler

Piper Sandler reissued their overweight rating on shares of Samsara (NYSE:IOT) in a report published on Friday,Benzinga reports. They currently have a $39.00 target price on the stock, up from their previous target price of $37.00.

Other equities research analysts also recently issued reports about the stock. Bank of America boosted their price objective on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. KeyCorp upped their price target on shares of Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a research report on Friday. The Goldman Sachs Group set a $45.00 price target on Samsara in a report on Monday. Truist Financial cut their price objective on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. Finally, TD Cowen restated a “buy” rating on shares of Samsara in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $46.18.

Samsara Trading Up 19.9%

NYSE:IOT traded up $5.88 on Friday, hitting $35.46. 33,380,766 shares of the stock were exchanged, compared to its average volume of 8,139,311. The stock has a fifty day moving average of $30.37 and a 200-day moving average of $35.54. The stock has a market cap of $20.46 billion, a PE ratio of -1,772.11 and a beta of 1.60. Samsara has a fifty-two week low of $23.38 and a fifty-two week high of $48.40.

Samsara (NYSE:IOT) last issued 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 business had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The company’s revenue for the quarter was up 28.3% on a year-over-year basis. During the same quarter in the previous year, the business 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. As a group, analysts predict that Samsara will post -0.3 earnings per share for the current year.

Insider Transactions at Samsara

In other news, insider John Bicket sold 263,900 shares of Samsara stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the transaction, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This trade represents a 74.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares of the company’s stock, valued at $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 2,905,115 shares of company stock valued at $92,037,864 in the last three months. 46.49% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Samsara

Hedge funds have recently added to or reduced their stakes in the business. Acumen Wealth Advisors LLC acquired a new stake in shares of Samsara during the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd boosted its holdings in shares of Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the period. Versant Capital Management Inc grew its position 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 valued at $32,000 after buying an additional 851 shares during the last quarter. AlphaCentric Advisors LLC acquired a new stake in Samsara during the fourth quarter worth about $36,000. Finally, Optiver Holding B.V. raised its stake in 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 acquiring an additional 1,058 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results and outlook beat — Samsara reported adjusted Q4 EPS of $0.18 and revenue of $444.3M (both above consensus), ARR ~ $1.9B (+30% Y/Y) and guided FY?2027 revenue and EPS well above Street expectations; that combination is the primary catalyst lifting the stock. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Wells Fargo, BMO, RBC, KeyCorp, Piper Sandler and others) raised targets or reaffirmed overweight/outperform ratings after the report, adding buy-side momentum. Read More.
• Positive Sentiment: Unusual bullish options flow — traders bought ~18,122 call contracts (?129% above normal daily call volume), signaling short-term speculative bullish interest and supporting intraday upside.
• Neutral Sentiment: Positive media and analyst write-ups highlight AI-driven ARR acceleration and margin expansion, which supports the longer-term growth story but will be watched for execution. Read More.
• Neutral Sentiment: Some headline metrics differ by accounting treatment — third?party summaries flagged GAAP differences (lower GAAP EPS/operating profit moves) versus the company’s adjusted figures, a nuance investors should check in the call transcript/slide deck. Read More.
• Negative Sentiment: Insider selling remains notable — public filings show substantial insider share sales over recent months, which some investors view as a governance/lockup-related overhang. Read More.
• Negative Sentiment: Mixed analyst adjustments — while most targets rose, a few firms trimmed their targets (e.g., BTIG lowered its target though it remains constructive), indicating some variance in valuation views that could cap upside. Read More.

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.