Samsara (NYSE:IOT) Updates FY 2027 Earnings Guidance

Samsara (NYSE:IOT) updated its FY 2027 earnings guidance on Thursday. The company provided EPS guidance of 0.760-0.780 for the period, compared to the consensus earnings per share estimate of 0.600. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion. Samsara also updated its Q3 2027 guidance to 0.180-1.090 EPS.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the company. Jefferies Financial Group upgraded Samsara to a “buy” rating in a report on Thursday, June 11th. Guggenheim assumed coverage on shares of Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 price objective on the stock. KeyCorp boosted their target price on shares of Samsara from $41.00 to $46.00 and gave the stock an “overweight” rating in a research report on Monday, August 24th. Wolfe Research restated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, TD Cowen raised their price target on shares of Samsara from $45.00 to $48.00 and gave the company a “buy” rating in a report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.67.

Samsara Trading Up 5.3%

NYSE:IOT traded up $1.95 during mid-day trading on Thursday, hitting $38.74. 15,892,066 shares of the company’s stock traded hands, compared to its average volume of 6,867,105. Samsara has a 12 month low of $23.38 and a 12 month high of $47.47. The firm has a 50 day moving average of $37.39 and a two-hundred day moving average of $33.09. The firm has a market capitalization of $22.57 billion, a price-to-earnings ratio of 387.44, a price-to-earnings-growth ratio of 8.77 and a beta of 1.35.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. The firm had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The business’s revenue was up 30.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.11 EPS. As a group, equities research analysts expect that Samsara will post 0.15 earnings per share for the current year.

Insider Activity

In other news, insider Adam Eltoukhy sold 6,876 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $39.82, for a total value of $273,802.32. Following the completion of the transaction, the insider directly owned 425,080 shares of the company’s stock, valued at approximately $16,926,685.60. This represents a 1.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 34,557 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $39.44, for a total value of $1,362,928.08. Following the transaction, the insider owned 1,134,795 shares of the company’s stock, valued at $44,756,314.80. This represents a 2.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 4,478,170 shares of company stock worth $159,242,120. Company insiders own 35.13% of the company’s stock.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly earnings beat expectations: Samsara reported adjusted earnings of $0.20 per share, above the $0.17 Zacks consensus estimate and up from $0.12 a year earlier. Samsara Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Durable growth continued: Annual recurring revenue surpassed $2.1 billion, increasing 30% year over year for the third consecutive quarter. Samsara also reported a quarterly record for new customers generating at least $1 million in ARR, while enterprise ARR reportedly grew 50%. Samsara Fiscal Second-Quarter Results
• Positive Sentiment: Full-year outlook was increased: The higher forecast signals management expects continued demand for its connected-operations and AI platform, particularly as large enterprises standardize operations across vehicles, equipment, sites and frontline workers. Samsara Boosts Full-Year Outlook
• Neutral Sentiment: Valuation remains a risk factor: Samsara had already risen sharply over the preceding month, and one report noted that the consensus price target was below the prevailing share price. This raises the bar for future results despite the strong quarter. Samsara or UiPath Investment Comparison
• Neutral Sentiment: Conflicting secondary data: A MarketBeat item listed an EPS miss, but that figure conflicts with Samsara’s reported results and multiple contemporaneous reports showing a $0.20-per-share beat. Investors should rely on the company’s shareholder letter and official filing for final figures.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of IOT. Invesco Ltd. boosted its position in shares of Samsara by 153.1% during the fourth quarter. Invesco Ltd. now owns 889,290 shares of the company’s stock worth $31,525,000 after purchasing an additional 537,966 shares in the last quarter. Alberta Investment Management Corp acquired a new stake in Samsara in the 4th quarter valued at $1,241,000. Mercer Global Advisors Inc. ADV increased its position in shares of Samsara by 352.8% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 80,361 shares of the company’s stock valued at $2,849,000 after acquiring an additional 62,612 shares during the last quarter. Virtue Capital Management LLC bought a new position in shares of Samsara in the 4th quarter valued at about $241,000. Finally, Vident Advisory LLC increased its holdings in shares of Samsara by 130.5% during the 4th quarter. Vident Advisory LLC now owns 282,957 shares of the company’s stock worth $10,031,000 after acquiring an additional 160,209 shares during the last quarter. 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.