Samsara (NYSE:IOT) Releases Q3 2027 Earnings Guidance

Samsara (NYSE:IOT) updated its third quarter 2027 earnings guidance on Thursday. The company provided earnings per share guidance of 0.180-1.090 for the period, compared to the consensus earnings per share estimate of 0.150. The company issued revenue guidance of $514.0 million-$516.0 million, compared to the consensus revenue estimate of $509.8 million. Samsara also updated its FY 2027 guidance to 0.760-0.780 EPS.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the company. KeyCorp raised their price objective on Samsara from $41.00 to $46.00 and gave the company an “overweight” rating in a report on Monday, August 24th. Guggenheim initiated coverage on shares of Samsara in a research report on Wednesday, July 22nd. They set a “buy” rating and a $45.00 price target on the stock. Bank of America restated a “buy” rating on shares of Samsara in a report on Friday. Morgan Stanley set a $43.00 target price on shares of Samsara in a research report on Tuesday, July 21st. Finally, BTIG Research reissued a “buy” rating and issued a $45.00 price target on shares of Samsara in a research note on Friday, June 26th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average price target of $46.67.

Samsara Trading Up 5.3%

Shares of Samsara stock opened at $38.74 on Friday. Samsara has a 12-month low of $23.38 and a 12-month high of $47.47. The company has a market cap of $22.57 billion, a P/E ratio of 387.44, a PEG ratio of 8.26 and a beta of 1.35. The company’s fifty day simple moving average is $37.59 and its two-hundred day simple moving average is $33.17.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The firm had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. During the same quarter in the previous year, the firm posted $0.12 EPS. The company’s revenue for the quarter was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts predict that Samsara will post 0.15 EPS for the current fiscal year.

Insider Transactions at Samsara

In other Samsara news, CEO Sanjit Biswas sold 244,805 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total value of $9,001,479.85. Following the completion of the transaction, the chief executive officer owned 94,000 shares in the company, valued at approximately $3,456,380. This represents a 72.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc L. Andreessen sold 613,660 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $32.27, for a total value of $19,802,808.20. Following the transaction, the director directly owned 2,256,487 shares of the company’s stock, valued at $72,816,835.49. This represents a 21.38% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 4,458,623 shares of company stock valued at $158,550,351. Corporate insiders own 35.13% of the company’s stock.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Fiscal Q2 revenue rose 29.9% year over year to $508.4 million, exceeding the $483.3 million analyst consensus. Adjusted earnings of $0.20 per share also topped the $0.16 estimate and increased from $0.12 a year earlier. Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Samsara crossed $2.1 billion in annual recurring revenue, with ARR growth of 30% for the third consecutive quarter. Enterprise ARR reportedly surged 50%, while the company set a quarterly record for new customers generating more than $1 million in ARR—evidence of increasing adoption among large organizations. Samsara Crosses $2.1 Billion in ARR
• Positive Sentiment: Management raised fiscal 2027 expectations. Full-year revenue is projected at approximately $2.043 billion to $2.047 billion, while full-year earnings guidance of $0.76 to $0.78 per share is well above the prior consensus estimate of $0.60. The company is also targeting a 21% non-GAAP operating margin, signaling improving operating leverage. Samsara Fiscal 2027 Outlook
• Positive Sentiment: Third-quarter revenue guidance of $514 million to $516 million is above the approximately $509.8 million analyst estimate, suggesting management expects growth momentum to continue. Samsara Raises Full-Year Outlook
• Neutral Sentiment: The results support the rally, but Samsara continues to carry a demanding valuation, making the stock sensitive to any slowdown in growth, weaker enterprise demand, or failure to meet its elevated guidance.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently modified their holdings of IOT. Brighton Jones LLC bought a new position in shares of Samsara during the fourth quarter valued at $13,464,000. Royal Bank of Canada boosted its stake in Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp grew its position in Samsara by 2,444.6% during the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after purchasing an additional 17,088 shares during the last quarter. Empowered Funds LLC increased its stake in Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after purchasing an additional 335 shares in the last quarter. Finally, Marshall Wace LLP increased its stake in Samsara by 142.4% during the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after purchasing an additional 40,450 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other 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.