Samsara Inc. (NYSE:IOT) Given Consensus Recommendation of “Moderate Buy” by Analysts

Samsara Inc. (NYSE:IOT) has been assigned an average recommendation of “Moderate Buy” from the eighteen analysts that are presently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, four have assigned a hold rating, twelve have assigned a buy rating and one has issued a strong buy rating on the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $46.1765.

IOT has been the topic of several recent research reports. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a research note on Monday, March 2nd. BMO Capital Markets raised their target price on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Wells Fargo & Company upped their price target on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Finally, BTIG Research cut their price objective on Samsara from $55.00 to $45.00 and set a “buy” rating for the company in a research report on Friday, March 6th.

Samsara Stock Down 2.9%

Shares of IOT stock opened at $35.29 on Friday. The stock has a 50-day simple moving average of $30.59 and a 200 day simple moving average of $32.44. The stock has a market capitalization of $20.49 billion, a P/E ratio of -1,763.47, a P/E/G ratio of 10.81 and a beta of 1.34. 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 quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. During the same period in the previous year, the business earned $0.11 earnings per share. Samsara’s revenue for the quarter was up 28.3% compared to the same quarter last year. On average, sell-side analysts anticipate that Samsara will post 0.08 earnings per share for the current year.

Insider Buying and Selling

In related news, insider Adam Eltoukhy sold 5,473 shares of Samsara stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $30.21, for a total value of $165,339.33. Following the transaction, the insider owned 468,305 shares of the company’s stock, valued at approximately $14,147,494.05. This trade represents a 1.16% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Benjamin Louis Kirchhoff sold 2,554 shares of the business’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $27.47, for a total value of $70,158.38. Following the sale, the chief accounting officer owned 111,704 shares in the company, valued at approximately $3,068,508.88. The trade was a 2.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 2,700,139 shares of company stock valued at $79,212,871 over the last ninety days. 35.13% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Brighton Jones LLC acquired a new stake in shares of Samsara during the fourth quarter valued at approximately $13,464,000. Royal Bank of Canada lifted its position in shares of Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock valued at $3,686,000 after acquiring an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp boosted its stake in Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after purchasing an additional 17,088 shares during the period. Empowered Funds LLC grew its position in 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 purchasing an additional 335 shares in the last quarter. Finally, Marshall Wace LLP grew its position in Samsara by 142.4% during the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock worth $2,739,000 after purchasing an additional 40,450 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara beat Q1 fiscal 2027 expectations, reporting EPS of $0.17 versus $0.13 consensus and revenue of $478.8 million versus $455.2 million expected, signaling solid demand for its connected operations platform. Earnings transcript and report
• Positive Sentiment: The company said it is approaching $2 billion in annual recurring revenue and posted 30% growth, suggesting Samsara is still expanding efficiently at scale and benefiting from enterprise adoption and “Operational AI” momentum. ARR growth article
• Positive Sentiment: Management’s guidance was above Wall Street estimates, including Q2 EPS guidance of $0.15-$0.16 and revenue guidance of $482 million-$484 million, while FY2027 EPS guidance of $0.70-$0.72 topped expectations, reinforcing confidence in continued growth.
• Neutral Sentiment: Analysts had already been bracing for the quarterly report, and a pre-earnings pullback suggests some of the positive results may already have been priced in ahead of the announcement. Pre-earnings analysis

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.