Samsara (NYSE:IOT) Updates FY 2026 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2026 earnings guidance on Thursday morning. 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.

Analysts Set New Price Targets

Several analysts have commented on the company. StockNews.com upgraded Samsara from a “sell” rating to a “hold” rating in a report on Friday, November 8th. Berenberg Bank assumed coverage on shares of Samsara in a research note on Monday, February 3rd. They set a “hold” rating and a $57.00 price target on the stock. Morgan Stanley boosted their price objective on shares of Samsara from $40.00 to $52.00 and gave the company an “equal weight” rating in a research note on Wednesday, November 20th. BMO Capital Markets lifted their target price on Samsara from $44.00 to $57.00 and gave the company a “market perform” rating in a report on Friday, December 6th. Finally, Piper Sandler boosted their price target on Samsara from $40.00 to $50.00 and gave the company a “neutral” rating in a research report on Friday, December 6th. Eleven analysts have rated the stock with a hold rating and six have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $51.67.

Samsara Price Performance

Shares of NYSE:IOT traded down $1.74 during trading on Thursday, reaching $41.86. 5,604,810 shares of the company’s stock traded hands, compared to its average volume of 3,216,310. The company has a 50 day moving average of $49.28 and a 200-day moving average of $48.34. Samsara has a 12 month low of $27.14 and a 12 month high of $61.90. The stock has a market capitalization of $23.49 billion, a P/E ratio of -89.05 and a beta of 1.61.

Insider Activity

In other news, insider Sanjit Biswas sold 13,086 shares of the company’s stock in a transaction dated Thursday, February 13th. The shares were sold at an average price of $55.75, for a total transaction of $729,544.50. Following the completion of the transaction, the insider now owns 1,571,848 shares in the company, valued at approximately $87,630,526. This represents a 0.83 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Dominic Phillips sold 20,136 shares of the stock in a transaction dated Monday, December 9th. The stock was sold at an average price of $50.45, for a total transaction of $1,015,861.20. Following the completion of the sale, the insider now directly owns 882,664 shares in the company, valued at approximately $44,530,398.80. This trade represents a 2.23 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 1,244,520 shares of company stock valued at $58,644,560. 60.04% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Samsara

A hedge fund recently bought a new stake in Samsara stock. Brighton Jones LLC bought a new stake in shares of Samsara Inc. (NYSE:IOT) during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund bought 308,168 shares of the company’s stock, valued at approximately $13,464,000. Brighton Jones LLC owned approximately 0.05% of Samsara at the end of the most recent reporting period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

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.