Samsara (NYSE:IOT) Releases FY 2026 Earnings Guidance

Samsara (NYSE:IOT) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.320-0.340 for the period, compared to the consensus EPS 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.

Samsara Price Performance

Shares of IOT stock traded down $1.74 on Thursday, hitting $41.86. 5,834,422 shares of the stock traded hands, compared to its average volume of 3,222,134. Samsara has a 52 week low of $27.14 and a 52 week high of $61.90. The firm has a 50 day simple moving average of $49.28 and a two-hundred day simple moving average of $48.34. The firm has a market cap of $23.49 billion, a price-to-earnings ratio of -89.05 and a beta of 1.61.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, March 6th. The company reported ($0.02) EPS for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.09). Samsara had a negative net margin of 21.80% and a negative return on equity of 19.44%. Sell-side analysts forecast that Samsara will post -0.3 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on IOT shares. Morgan Stanley increased their price objective on shares of Samsara from $40.00 to $52.00 and gave the company an “equal weight” rating in a report on Wednesday, November 20th. BMO Capital Markets raised their target price on shares of Samsara from $44.00 to $57.00 and gave the company a “market perform” rating in a research note on Friday, December 6th. Truist Financial boosted their price target on shares of Samsara from $40.00 to $50.00 and gave the stock a “hold” rating in a research note on Monday, November 18th. Raymond James began coverage on Samsara in a research report on Wednesday, February 26th. They set a “market perform” rating for the company. Finally, Loop Capital boosted their target price on Samsara from $46.00 to $63.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Eleven research analysts have rated the stock with a hold rating and six have given a buy rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $51.67.

Insider Buying and Selling

In other news, insider Adam Eltoukhy sold 23,960 shares of the business’s stock in a transaction on Friday, December 20th. The shares were sold at an average price of $43.81, for a total transaction of $1,049,687.60. Following the completion of the sale, the insider now directly owns 331,106 shares of the company’s stock, valued at approximately $14,505,753.86. The trade was a 6.75 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Sanjit Biswas sold 118,589 shares of the firm’s stock in a transaction dated Tuesday, February 25th. The stock was sold at an average price of $49.15, for a total transaction of $5,828,649.35. Following the completion of the transaction, the insider now directly owns 126,000 shares in the company, valued at $6,192,900. This represents a 48.49 % decrease in their position. The disclosure for this sale can be found here. Insiders sold a total of 1,244,520 shares of company stock worth $58,644,560 over the last three months. 60.04% of the stock is owned by insiders.

Institutional Trading of Samsara

An institutional investor recently bought a new position in Samsara stock. Brighton Jones LLC acquired a new position in Samsara Inc. (NYSE:IOT) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 308,168 shares of the company’s stock, valued at approximately $13,464,000. Brighton Jones LLC owned 0.05% of Samsara at the end of the most recent reporting period. 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.