Samsara (NYSE:IOT) Releases Q2 2027 Earnings Guidance

Samsara (NYSE:IOT) updated its second quarter 2027 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.150-0.160 for the period, compared to the consensus estimate of 0.150. The company issued revenue guidance of $482.0 million-$484.0 million, compared to the consensus revenue estimate of $479.9 million. Samsara also updated its FY 2027 guidance to 0.700-0.720 EPS.

Analyst Ratings Changes

IOT has been the topic of a number of research reports. Wells Fargo & Company boosted their target price on shares of Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. KeyCorp increased their target price on shares of Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Evercore reissued an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Finally, UBS Group reiterated a “buy” rating and issued a $48.00 price target on shares of Samsara in a report on Friday, March 6th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $46.18.

Samsara Stock Performance

Shares of Samsara stock traded down $1.05 on Thursday, hitting $35.29. The company had a trading volume of 10,878,156 shares, compared to its average volume of 7,427,572. The stock has a market capitalization of $20.49 billion, a price-to-earnings ratio of -1,763.47, a P/E/G ratio of 11.12 and a beta of 1.34. Samsara has a 1 year low of $23.38 and a 1 year high of $48.40. The stock has a 50 day moving average of $30.53 and a 200-day moving average of $32.46.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities analysts anticipate that Samsara will post 0.08 earnings per share for the current year.

Insider Activity

In related news, insider Adam Eltoukhy sold 5,473 shares of the firm’s stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $30.21, for a total transaction of $165,339.33. Following the transaction, the insider directly owned 468,305 shares of the company’s stock, valued at $14,147,494.05. This trade represents a 1.16% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of the company’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $31.20, for a total transaction of $946,764.00. Following the completion of the sale, the insider directly owned 153,828 shares of the company’s stock, valued at $4,799,433.60. The trade was a 16.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 2,700,139 shares of company stock worth $79,212,871. Company insiders own 35.13% of the company’s stock.

Institutional Investors Weigh In On Samsara

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in IOT. Invesco Ltd. lifted its stake in shares of Samsara by 153.1% during the 4th 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 in the last quarter. Alberta Investment Management Corp purchased a new stake in shares of Samsara in the 4th quarter valued at about $1,241,000. Mercer Global Advisors Inc. ADV increased its holdings in shares of Samsara by 352.8% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 80,361 shares of the company’s stock worth $2,849,000 after buying an additional 62,612 shares during the last quarter. Virtue Capital Management LLC purchased a new stake in Samsara during the fourth quarter valued at about $241,000. Finally, Vident Advisory LLC lifted its position in Samsara by 130.5% in the 4th quarter. Vident Advisory LLC now owns 282,957 shares of the company’s stock worth $10,031,000 after buying an additional 160,209 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors.

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.