Samsara (IOT) Expected to Announce Quarterly Earnings on Thursday

Samsara (NYSE:IOT) is anticipated to issue its Q4 2026 results after the market closes on Thursday, March 5th. Analysts expect Samsara to post earnings of $0.13 per share and revenue of $422.2940 million for the quarter. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Parties can check the company’s upcoming Q4 2026 earning summary page for the latest details on the call scheduled for Thursday, March 5, 2026 at 5:00 PM ET.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter last year, the business posted $0.07 EPS. The business’s quarterly revenue was up 29.2% compared to the same quarter last year. On average, analysts expect Samsara to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Samsara Price Performance

Shares of NYSE IOT opened at $27.49 on Thursday. Samsara has a one year low of $23.38 and a one year high of $51.01. The firm’s 50 day simple moving average is $31.40 and its two-hundred day simple moving average is $35.70. The stock has a market capitalization of $15.86 billion, a P/E ratio of -343.58 and a beta of 1.61.

Insiders Place Their Bets

In related news, insider Sanjit Biswas sold 263,900 shares of the stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the transaction, the insider directly owned 89,400 shares in the company, valued at $3,075,360. This trade represents a 74.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John Bicket sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider directly owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,253,463 shares of company stock valued at $105,384,810. 46.49% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Samsara

A number of institutional investors and hedge funds have recently made changes to their positions in the business. State Street Corp boosted its position in shares of Samsara by 15.8% in the 4th quarter. State Street Corp now owns 6,920,219 shares of the company’s stock worth $245,322,000 after purchasing an additional 944,485 shares in the last quarter. Wellington Management Group LLP raised its stake in Samsara by 97.1% during the fourth quarter. Wellington Management Group LLP now owns 6,269,398 shares of the company’s stock valued at $222,250,000 after buying an additional 3,088,299 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its holdings in Samsara by 16.8% in the fourth quarter. Charles Schwab Investment Management Inc. now owns 3,270,663 shares of the company’s stock worth $115,945,000 after acquiring an additional 470,054 shares in the last quarter. Amundi increased its holdings in shares of Samsara by 12.4% during the fourth quarter. Amundi now owns 2,381,578 shares of the company’s stock valued at $84,427,000 after acquiring an additional 263,127 shares in the last quarter. Finally, Spyglass Capital Management LLC raised its position in shares of Samsara by 6.7% in the 4th quarter. Spyglass Capital Management LLC now owns 2,346,995 shares of the company’s stock worth $83,201,000 after purchasing an additional 146,830 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on IOT. Royal Bank Of Canada set a $35.00 price target on shares of Samsara in a research report on Wednesday, February 11th. JPMorgan Chase & Co. lifted their price objective on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. The Goldman Sachs Group started coverage on Samsara in a report on Wednesday, February 11th. They set a “buy” rating and a $36.00 target price for the company. TD Cowen reiterated a “buy” rating on shares of Samsara in a report on Friday, December 5th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $46.06.

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.