KeyCorp Forecasts Strong Price Appreciation for Samsara (NYSE:IOT) Stock

Samsara (NYSE:IOT) had its target price lifted by KeyCorp from $40.00 to $41.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. KeyCorp’s price objective suggests a potential upside of 15.62% from the stock’s previous close.

Several other equities research analysts also recently commented on the company. Wells Fargo & Company dropped their target price on Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a report on Wednesday, February 4th. Truist Financial lowered their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. Bank of America boosted their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara Trading Up 19.9%

Shares of Samsara stock opened at $35.46 on Friday. Samsara has a twelve month low of $23.38 and a twelve month high of $48.40. The stock has a market cap of $20.46 billion, a price-to-earnings ratio of -1,772.11 and a beta of 1.60. The company has a fifty day moving average price of $30.37 and a 200 day moving average price of $35.56.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The company had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. During the same period last year, the company posted $0.11 earnings per share. The firm’s 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 forecast that Samsara will post -0.3 earnings per share for the current year.

Insider Activity at Samsara

In related news, insider Sanjit Biswas sold 263,900 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider John Bicket sold 263,900 shares of the stock in a transaction 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 trade represents a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 2,905,115 shares of company stock valued at $92,037,864. Company insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

Hedge funds and other institutional investors have recently modified their holdings of the stock. Acumen Wealth Advisors LLC bought a new position in shares of Samsara during the fourth quarter worth about $28,000. Caitong International Asset Management Co. Ltd increased its holdings in Samsara by 312.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the last quarter. Versant Capital Management Inc raised its stake in Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after buying an additional 851 shares in the last quarter. AlphaCentric Advisors LLC acquired a new stake in Samsara during the fourth quarter valued at approximately $36,000. Finally, Optiver Holding B.V. lifted its holdings in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Key Stories Impacting 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.

Samsara Company Profile

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.