Samsara (NYSE:IOT) Updates Q1 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its first quarter 2027 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.120-0.130 for the period, compared to the consensus earnings per share estimate of 0.070. The company issued revenue guidance of $454.0 million-$456.0 million, compared to the consensus revenue estimate of $444.5 million. Samsara also updated its FY 2027 guidance to 0.650-0.690 EPS.

Samsara Stock Performance

Shares of IOT stock opened at $35.46 on Friday. The stock’s 50-day simple moving average is $30.37 and its 200-day simple moving average is $35.54. The firm has a market capitalization 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 announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The firm had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. During the same period last year, the business posted $0.11 earnings per share. The company’s revenue for the quarter was up 28.3% compared to the same quarter last year. 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 forecast that Samsara will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on the stock. Evercore reissued an “outperform” rating on shares of Samsara in a research report on Friday. UBS Group reiterated a “buy” rating and issued a $48.00 price objective on shares of Samsara in a research note on Friday. Bank of America raised their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a report on Friday, December 5th. Wells Fargo & Company boosted their target price on shares of Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research report on Friday. Finally, BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $46.18.

Insider Buying and Selling

In other Samsara news, insider Adam Eltoukhy sold 4,688 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $26.79, for a total value of $125,591.52. Following the sale, the insider directly owned 246,675 shares of the company’s stock, valued at approximately $6,608,423.25. This trade represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CAO Benjamin Louis Kirchhoff sold 1,731 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $26.64, for a total value of $46,113.84. Following the completion of the sale, the chief accounting officer owned 121,913 shares of the company’s stock, valued at $3,247,762.32. This trade represents a 1.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 2,905,115 shares of company stock worth $92,037,864. 46.49% of the stock is currently owned by company insiders.

Samsara News Roundup

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.

Institutional Investors Weigh In On Samsara

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC acquired a new position in Samsara during the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd grew its position in shares of Samsara by 312.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after purchasing an additional 669 shares during the period. AlphaCentric Advisors LLC purchased a new stake in shares of Samsara during the fourth quarter worth about $36,000. IFP Advisors Inc increased its stake in shares of Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares in the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of Samsara during the 4th quarter worth about $52,000. Hedge funds and other institutional investors 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.