Samsara Inc. (NYSE:IOT) Given Consensus Rating of “Moderate Buy” by Analysts

Samsara Inc. (NYSE:IOT) has earned a consensus recommendation of “Moderate Buy” from the eighteen brokerages that are presently covering the firm, Marketbeat reports. One equities research analyst has rated the stock with a sell recommendation, five have given a hold recommendation, ten have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price objective among brokerages that have issued ratings on the stock in the last year is $46.6875.

Several equities analysts recently issued reports on the company. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. JPMorgan Chase & Co. boosted their price target on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Royal Bank Of Canada set a $35.00 price objective on Samsara in a report on Wednesday, February 11th. Finally, BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price for the company in a research report on Thursday, January 15th.

Insider Activity at Samsara

In related news, insider John Bicket sold 263,900 shares of the stock in a transaction that occurred on 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 owned 89,400 shares in the company, valued at $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at $3,075,360. This represents a 74.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 2,724,011 shares of company stock valued at $91,730,721 over the last three months. 46.49% of the stock is owned by corporate insiders.

Institutional Trading of Samsara

Hedge funds have recently bought and sold shares of the company. Baillie Gifford & Co. boosted its holdings in Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after buying an additional 6,208,553 shares during the period. Vanguard Group Inc. lifted its position in shares of Samsara by 11.5% in the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after acquiring an additional 3,417,849 shares in the last quarter. Sands Capital Management LLC boosted its stake in shares of Samsara by 6.4% in the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after acquiring an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. grew its position in shares of Samsara by 58.9% during the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares in the last quarter. Finally, Brown Advisory Inc. raised its stake in Samsara by 42.1% during the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after purchasing an additional 3,322,023 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Price Performance

Shares of Samsara stock opened at $26.16 on Wednesday. Samsara has a 1 year low of $23.38 and a 1 year high of $61.90. The firm’s 50-day moving average is $33.16 and its 200 day moving average is $36.09. The stock has a market cap of $15.09 billion, a price-to-earnings ratio of -327.00 and a beta of 1.61.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.07 earnings per share. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, equities analysts expect that Samsara will post -0.3 EPS for the current fiscal year.

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.