Samsara (NYSE:IOT) Price Target Cut to $45.00 by Analysts at BTIG Research

Samsara (NYSE:IOT) had its price target lowered by analysts at BTIG Research from $55.00 to $45.00 in a research report issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. BTIG Research’s price target would suggest a potential upside of 50.75% from the stock’s previous close.

Several other equities research analysts have also recently commented on the company. KeyCorp decreased their target price on Samsara from $55.00 to $40.00 and set an “overweight” rating for the company in a research note on Friday, February 27th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. BMO Capital Markets dropped their target price on shares of Samsara from $50.00 to $40.00 and set an “outperform” rating on the stock in a research report on Wednesday, February 25th. The Goldman Sachs Group set a $45.00 price target on shares of Samsara in a report on Monday. Finally, Wells Fargo & Company decreased their price target on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $45.06.

Samsara Stock Performance

Shares of NYSE IOT opened at $29.85 on Friday. The company’s 50 day moving average price is $30.39 and its 200-day moving average price is $35.53. Samsara has a 52-week low of $23.38 and a 52-week high of $48.40. The company has a market capitalization of $17.22 billion, a P/E ratio of -373.13 and a beta of 1.60.

Samsara (NYSE:IOT) last released its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara’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 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. Analysts forecast that Samsara will post -0.3 earnings per share for the current year.

Insider Buying and Selling at Samsara

In related news, CAO Benjamin Louis Kirchhoff sold 1,731 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $26.64, for a total value of $46,113.84. Following the sale, the chief accounting officer owned 121,913 shares in the company, valued at $3,247,762.32. This represents a 1.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the transaction, the insider owned 57,600 shares of the company’s stock, valued at $1,490,112. This trade represents a 82.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 2,905,115 shares of company stock valued at $92,037,864. Insiders own 46.49% of the company’s stock.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently bought and sold shares of the company. Lazard Asset Management LLC raised its holdings in shares of Samsara by 2.0% in the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after purchasing an additional 279 shares during the last quarter. KLP Kapitalforvaltning AS grew its position in Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after purchasing an additional 300 shares in the last quarter. Jefferies Financial Group Inc. increased its stake in Samsara by 1.6% in the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after buying an additional 322 shares during the last quarter. Cim LLC increased its stake in Samsara by 1.0% in the 3rd quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after buying an additional 326 shares during the last quarter. Finally, Empowered Funds LLC lifted its position in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after buying an additional 335 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results beat revenue and EPS consensus and ARR grew ~30% year-over-year, showing durable top?line momentum that investors reward. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Management issued FY?2027 EPS and revenue guidance well above street expectations (FY EPS 0.65–0.69 vs. consensus ~0.33; Q1 guidance also above estimates), a key catalyst driving the rally. Earnings / Guidance Details
• Positive Sentiment: Company commentary highlights AI platform adoption as a growth driver and efficiency contributor—supporting the narrative of sustainable, AI-fueled revenue expansion. Samsara’s FY26 Shows Accelerated Growth at Scale as AI Platform Delivers Clear Benefits
• Neutral Sentiment: Analysts remain generally constructive (several buy/overweight ratings and a median 6?month target near $48), which can underpin further upside if execution continues. Analyst Coverage and Price Targets
• Neutral Sentiment: Some investors see the one?year share decline as creating an attractive entry point; valuation and momentum views are influencing buying interest. Is Samsara Pricing Attractive After A 34% One Year Share Price Decline
• Negative Sentiment: Profitability metrics are mixed: while revenue and cash flow improved, operating profit and GAAP income showed weakness in some reports, creating ambiguity around near?term margins. Q4 Financial Details and Margin Notes
• Negative Sentiment: Large insider selling activity has been flagged by data providers, which can concern some investors about near?term share pressure or founder liquidity. Insider Trading and Institutional Activity

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.