Samsara (NYSE:IOT) Releases FY 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.700-0.720 for the period, compared to the consensus estimate of 0.560. 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 Q2 2027 guidance to 0.150-0.160 EPS.

Samsara Trading Down 1.0%

IOT stock opened at $34.84 on Friday. The firm has a 50-day moving average price of $30.65 and a 200-day moving average price of $32.46. The stock has a market capitalization of $20.23 billion, a P/E ratio of 348.47, a price-to-earnings-growth ratio of 10.48 and a beta of 1.34. Samsara has a 12 month low of $23.38 and a 12 month high of $47.47.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. The business had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.07%. The firm’s quarterly revenue was up 30.5% on a year-over-year basis. During the same quarter last year, the business earned $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, equities analysts predict that Samsara will post 0.08 EPS for the current fiscal year.

Analyst Ratings Changes

IOT has been the subject of several recent analyst reports. KeyCorp raised their price objective on shares of Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. UBS Group reaffirmed a “buy” rating and set a $48.00 price objective on shares of Samsara in a research report on Friday, March 6th. Royal Bank Of Canada raised their price objective on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday. BTIG Research reaffirmed a “buy” rating and set a $45.00 price objective on shares of Samsara in a research report on Friday. Finally, BMO Capital Markets raised their price objective on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $46.53.

Insider Buying and Selling at Samsara

In other Samsara news, insider Sanjit Biswas sold 31,081 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01. Following the transaction, the insider directly owned 307,056 shares in the company, valued at approximately $9,583,217.76. This trade represents a 9.19% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Adam Eltoukhy sold 5,473 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were 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 in the company, valued at approximately $14,147,494.05. This trade represents a 1.16% 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 quarter, insiders sold 2,700,139 shares of company stock worth $79,212,871. 35.13% of the stock is owned by company insiders.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara delivered stronger-than-expected quarterly results, showing continued demand for its connected operations and AI-driven platform. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: ARR growth remained robust at 30%, and the company highlighted expanding enterprise adoption and momentum in Operational AI. Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom
• Positive Sentiment: Management raised fiscal 2027 guidance, which suggests confidence in the company’s growth trajectory and operating leverage. Samsara Q1 Earnings & Revenues Beat Estimates, FY27 Outlook Raised

Institutional Investors Weigh In On Samsara

A number of hedge funds have recently made changes to their positions in IOT. Brighton Jones LLC bought a new stake in Samsara in the 4th quarter valued at about $13,464,000. Royal Bank of Canada raised its stake in 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 during the period. Jones Financial Companies Lllp raised 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 valued at $682,000 after acquiring an additional 17,088 shares during the period. Empowered Funds LLC raised its stake in Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the period. Finally, Marshall Wace LLP raised its stake in Samsara by 142.4% in the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after acquiring an additional 40,450 shares during the period. 96.02% of the stock is currently owned by institutional investors.

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.