Samsara (NYSE:IOT) Stock Price Expected to Rise, BMO Capital Markets Analyst Says

Samsara (NYSE:IOT) had its target price lifted by equities research analysts at BMO Capital Markets from $40.00 to $44.00 in a note issued to investors on Friday, MarketBeat.com reports. The brokerage presently has an “outperform” rating on the stock. BMO Capital Markets’ price target would indicate a potential upside of 24.08% from the stock’s current price.

IOT has been the subject of a number of other research reports. Bank of America boosted their price objective on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Royal Bank Of Canada set a $35.00 target price on Samsara in a report on Wednesday, February 11th. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a report on Thursday, January 15th. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Finally, BTIG Research decreased their price objective on Samsara from $55.00 to $45.00 and set a “buy” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Samsara has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara Stock Up 19.9%

Shares of NYSE:IOT opened at $35.46 on Friday. The stock has a market capitalization of $20.46 billion, a PE ratio of -1,772.11 and a beta of 1.60. The firm’s 50 day moving average price is $30.37 and its 200-day moving average price is $35.56. Samsara has a twelve month low of $23.38 and a twelve month high of $48.40.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.75%. The company had revenue of $444.30 million during the quarter, compared to analyst estimates of $422.29 million. During the same period in the previous year, the business posted $0.11 earnings per share. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts expect that Samsara will post -0.3 earnings per share for the current fiscal year.

Insider Buying and Selling at Samsara

In other Samsara news, insider John Bicket sold 263,900 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This represents a 74.70% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the firm’s 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 sale, the insider directly owned 89,400 shares in the company, valued at approximately $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 2,905,115 shares of company stock valued at $92,037,864 in the last ninety days. 46.49% of the stock is currently owned by insiders.

Institutional Trading of Samsara

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd lifted its holdings in Samsara by 2,247.2% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 5,023 shares of the company’s stock worth $178,000 after purchasing an additional 4,809 shares in the last quarter. Sit Investment Associates Inc. grew its holdings in Samsara by 13.2% during the 4th quarter. Sit Investment Associates Inc. now owns 70,320 shares of the company’s stock valued at $2,493,000 after buying an additional 8,205 shares in the last quarter. Virtu Financial LLC bought a new stake in shares of Samsara during the fourth quarter valued at approximately $591,000. Invesco Ltd. raised 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 valued at $31,525,000 after buying an additional 537,966 shares during the last quarter. Finally, Alberta Investment Management Corp purchased a new position in shares of Samsara in the fourth quarter worth $1,241,000. Institutional investors own 96.02% of the company’s stock.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results and outlook beat — Samsara reported adjusted Q4 EPS of $0.18 and revenue of $444.3M (both above consensus), ARR ~ $1.9B (+30% Y/Y) and guided FY‑2027 revenue and EPS well above Street expectations; that combination is the primary catalyst lifting the stock. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Wells Fargo, BMO, RBC, KeyCorp, Piper Sandler and others) raised targets or reaffirmed overweight/outperform ratings after the report, adding buy-side momentum. Read More.
• Positive Sentiment: Unusual bullish options flow — traders bought ~18,122 call contracts (≈129% above normal daily call volume), signaling short-term speculative bullish interest and supporting intraday upside.
• Neutral Sentiment: Positive media and analyst write-ups highlight AI-driven ARR acceleration and margin expansion, which supports the longer-term growth story but will be watched for execution. Read More.
• Neutral Sentiment: Some headline metrics differ by accounting treatment — third‑party summaries flagged GAAP differences (lower GAAP EPS/operating profit moves) versus the company’s adjusted figures, a nuance investors should check in the call transcript/slide deck. Read More.
• Negative Sentiment: Insider selling remains notable — public filings show substantial insider share sales over recent months, which some investors view as a governance/lockup-related overhang. Read More.
• Negative Sentiment: Mixed analyst adjustments — while most targets rose, a few firms trimmed their targets (e.g., BTIG lowered its target though it remains constructive), indicating some variance in valuation views that could cap upside. Read More.

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.