FY2026 Earnings Forecast for Samsara Issued By KeyCorp

Samsara Inc. (NYSE:IOT) – Stock analysts at KeyCorp issued their FY2026 earnings per share estimates for Samsara in a research note issued on Tuesday, December 9th. KeyCorp analyst J. Celino expects that the company will post earnings of ($0.03) per share for the year. KeyCorp currently has a “Overweight” rating and a $55.00 target price on the stock. The consensus estimate for Samsara’s current full-year earnings is ($0.30) per share. KeyCorp also issued estimates for Samsara’s Q4 2026 earnings at ($0.01) EPS, Q1 2027 earnings at ($0.02) EPS, Q2 2027 earnings at $0.00 EPS, Q3 2027 earnings at $0.01 EPS, Q4 2027 earnings at $0.00 EPS, FY2027 earnings at ($0.01) EPS and FY2028 earnings at $0.02 EPS.

Several other brokerages have also recently commented on IOT. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Cowen reiterated a “buy” rating on shares of Samsara in a research note on Friday, December 5th. Truist Financial boosted their price objective on Samsara from $35.00 to $39.00 and gave the stock a “hold” rating in a research note on Friday, September 5th. JPMorgan Chase & Co. lifted their price target on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Finally, Jefferies Financial Group set a $57.00 target price on Samsara in a report on Wednesday. Ten analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $51.29.

Samsara Stock Down 5.6%

Shares of IOT opened at $41.38 on Friday. The firm has a 50-day moving average price of $38.99 and a 200 day moving average price of $38.67. Samsara has a 52-week low of $31.40 and a 52-week high of $61.90. The firm has a market capitalization of $23.74 billion, a PE ratio of -517.25 and a beta of 1.61.

Samsara (NYSE:IOT) last issued 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 business had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter last year, the business earned $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS.

Insider Activity at Samsara

In related news, insider John Bicket sold 24,162 shares of the company’s stock in a transaction on Wednesday, December 3rd. The stock was sold at an average price of $38.15, for a total transaction of $921,780.30. Following the completion of the sale, the insider directly owned 218,173 shares in the company, valued at $8,323,299.95. This represents a 9.97% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Dominic Phillips sold 8,231 shares of the firm’s stock in a transaction that occurred on Wednesday, December 10th. The shares were sold at an average price of $44.46, for a total transaction of $365,950.26. Following the completion of the sale, the insider owned 666,871 shares in the company, valued at approximately $29,649,084.66. The trade was a 1.22% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,161,144 shares of company stock worth $82,822,391 in the last quarter. 46.49% of the stock is currently owned by corporate insiders.

Institutional Trading of Samsara

A number of hedge funds and other institutional investors have recently modified their holdings of IOT. Catalyst Capital Advisors LLC bought a new position in shares of Samsara in the 2nd quarter valued at $28,000. Versant Capital Management Inc grew its holdings in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares during the last quarter. Family Legacy Financial Solutions LLC acquired a new position in Samsara in the 2nd quarter valued at approximately $40,000. AlphaQuest LLC lifted its holdings in Samsara by 519.6% during the 1st quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock worth $40,000 after buying an additional 873 shares during the period. Finally, Whipplewood Advisors LLC grew its position in shares of Samsara by 349.8% in the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after buying an additional 850 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

About Samsara

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.