Samsara (NYSE:IOT) Releases FY 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2027 earnings guidance on Thursday. The company provided earnings per share guidance of 0.760-0.780 for the period, compared to the consensus estimate of 0.600. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion. Samsara also updated its Q3 2027 guidance to 0.180-1.090 EPS.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on IOT. Evercore reiterated an “outperform” rating and set a $55.00 target price on shares of Samsara in a research report on Friday. Bank of America lifted their price objective on shares of Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a report on Friday. BTIG Research increased their target price on Samsara from $45.00 to $54.00 and gave the company a “buy” rating in a research note on Friday. KeyCorp raised their price target on Samsara from $46.00 to $55.00 and gave the company an “overweight” rating in a research report on Friday. Finally, TD Cowen lifted their price target on Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research note on Friday. Fifteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $52.44.

Samsara Stock Up 3.5%

NYSE IOT opened at $40.09 on Friday. The company has a 50-day simple moving average of $37.77 and a two-hundred day simple moving average of $33.22. Samsara has a 12-month low of $23.38 and a 12-month high of $47.47. The firm has a market cap of $23.36 billion, a price-to-earnings ratio of 250.56, a PEG ratio of 8.70 and a beta of 1.35.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, topping the consensus estimate of $0.16 by $0.04. Samsara had a return on equity of 4.27% and a net margin of 4.90%.The firm had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. During the same quarter in the previous year, the business earned $0.12 earnings per share. The company’s quarterly revenue was up 29.9% on a year-over-year basis. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Equities analysts expect that Samsara will post 0.15 earnings per share for the current fiscal year.

Insider Transactions at Samsara

In other Samsara news, Director Marc L. Andreessen sold 613,660 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $32.27, for a total transaction of $19,802,808.20. Following the completion of the sale, the director 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. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider John Bicket sold 245,925 shares of the firm’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the sale, the insider directly owned 94,000 shares in the company, valued at approximately $3,456,380. This trade represents a 72.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 4,458,623 shares of company stock worth $158,550,351. Insiders own 35.13% of the company’s stock.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results exceeded expectations. Samsara reported fiscal Q2 revenue of $508.4 million, up nearly 30% year over year, and adjusted EPS of $0.20 versus the $0.16 consensus estimate. Annual recurring revenue surpassed $2.1 billion, also growing 30%, while large-customer adoption and enterprise ARR momentum remained strong. Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Management raised its outlook. Fiscal 2027 revenue guidance was lifted to approximately $2.043 billion-$2.047 billion, with EPS guidance of $0.76-$0.78 versus a $0.60 consensus estimate. Third-quarter revenue guidance of $514 million-$516 million also topped expectations, supporting the case for continued growth and improving operating leverage. Samsara Fiscal 2027 Outlook
• Positive Sentiment: Analysts raised their targets following the earnings beat. BTIG, BMO Capital Markets, KeyCorp, TD Cowen and BNP Paribas Exane raised targets into the $53-$55 range, with mostly bullish ratings. The upgrades provide a positive catalyst and suggest analysts see additional upside if growth and profitability continue. Samsara Analysts Boost Their Forecasts After Strong Q2 Earnings
• Neutral Sentiment: Investor reaction has been uneven. Some coverage characterized the earnings beat as insufficient to justify the stock’s valuation, contributing to sharp intraday swings. JPMorgan raised its target to $52 but retained a “neutral” rating. Samsara trades at a very high earnings multiple, leaving the stock sensitive to any slowdown in growth.
• Negative Sentiment: Cash flow and insider selling remain risks. Analysts noted pressure on free-cash-flow margins as Samsara invests in AI and expansion. Separately, reported insider activity showed substantial selling and no open-market purchases over the past six months, which may weigh on sentiment. Samsara Earnings Call Analysis

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Brighton Jones LLC bought a new stake in shares of Samsara in the 4th quarter worth approximately $13,464,000. Royal Bank of Canada lifted its stake in Samsara by 100.3% in the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after acquiring an additional 48,135 shares during the period. Jones Financial Companies Lllp lifted its stake in Samsara by 2,444.6% in the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after acquiring an additional 17,088 shares during the period. Empowered Funds LLC boosted its holdings in Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares in the last quarter. Finally, Marshall Wace LLP boosted its holdings in Samsara by 142.4% in the second quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after acquiring an additional 40,450 shares in the last quarter. Institutional investors own 96.02% of the company’s stock.

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.