Samsara (NYSE:IOT) Releases FY 2026 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.320-0.340 for the period, compared to the consensus estimate of 0.280. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Samsara also updated its Q1 2026 guidance to 0.050-0.060 EPS.

Analyst Ratings Changes

IOT has been the topic of several recent analyst reports. Truist Financial increased their target price on Samsara from $40.00 to $50.00 and gave the company a “hold” rating in a report on Monday, November 18th. Piper Sandler raised their price objective on shares of Samsara from $40.00 to $50.00 and gave the stock a “neutral” rating in a report on Friday, December 6th. StockNews.com upgraded shares of Samsara from a “sell” rating to a “hold” rating in a research note on Friday, November 8th. Royal Bank of Canada upped their price objective on shares of Samsara from $49.00 to $64.00 and gave the company an “overweight” rating in a research note on Thursday, December 5th. Finally, Raymond James initiated coverage on Samsara in a research report on Wednesday, February 26th. They set a “market perform” rating on the stock. Eleven analysts have rated the stock with a hold rating and six have given a buy rating to the stock. According to MarketBeat.com, Samsara presently has an average rating of “Hold” and a consensus price target of $51.67.

Samsara Trading Down 4.0 %

Shares of NYSE:IOT traded down $1.74 during midday trading on Thursday, hitting $41.86. The stock had a trading volume of 5,604,810 shares, compared to its average volume of 3,216,310. The company has a market capitalization of $23.49 billion, a PE ratio of -89.05 and a beta of 1.61. Samsara has a 1 year low of $27.14 and a 1 year high of $61.90. The stock has a 50 day moving average price of $49.28 and a two-hundred day moving average price of $48.34.

Insider Buying and Selling at Samsara

In related news, major shareholder Parallel Fund Iv L.P. Ah sold 112,380 shares of Samsara stock in a transaction on Tuesday, December 10th. The stock was sold at an average price of $45.92, for a total transaction of $5,160,489.60. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Adam Eltoukhy sold 9,043 shares of the stock in a transaction that occurred on Thursday, February 20th. The shares were sold at an average price of $53.88, for a total transaction of $487,236.84. Following the completion of the sale, the insider now owns 331,106 shares in the company, valued at $17,839,991.28. This represents a 2.66 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 1,244,520 shares of company stock valued at $58,644,560. 60.04% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Samsara

An institutional investor recently bought a new position in Samsara stock. Brighton Jones LLC bought a new stake in Samsara Inc. (NYSE:IOT) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 308,168 shares of the company’s stock, valued at approximately $13,464,000. Brighton Jones LLC owned about 0.05% of Samsara at the end of the most recent quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

About Samsara

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.