Samsara (NYSE:IOT) Rating Increased to Strong-Buy at Zacks Research

Samsara (NYSE:IOT) was upgraded by research analysts at Zacks Research from a “hold” rating to a “strong-buy” rating in a research note issued to investors on Tuesday,Zacks.com reports.

Other analysts also recently issued research reports about the stock. TD Cowen boosted their price objective on shares of Samsara from $49.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research note on Wednesday, October 8th. Evercore ISI set a $50.00 price objective on shares of Samsara and gave the company an “outperform” rating in a research note on Wednesday, October 1st. Royal Bank Of Canada raised their price objective on Samsara from $46.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Finally, Wells Fargo & Company boosted their target price on Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $51.53.

Samsara Price Performance

Samsara stock opened at $35.43 on Tuesday. The stock has a market cap of $20.44 billion, a PE ratio of -442.88 and a beta of 1.61. The stock’s fifty day moving average is $38.77 and its two-hundred day moving average is $38.02. Samsara has a 1-year low of $31.40 and a 1-year high of $61.90.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The business had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. On average, research analysts expect that Samsara will post -0.3 earnings per share for the current fiscal year.

Insider Buying and Selling at Samsara

In other Samsara news, insider Sanjit Biswas sold 160,000 shares of the company’s stock in a transaction on Tuesday, October 7th. The shares were sold at an average price of $38.36, for a total transaction of $6,137,600.00. Following the completion of the transaction, the insider owned 36,000 shares in the company, valued at approximately $1,380,960. This represents a 81.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider John Bicket sold 170,000 shares of Samsara stock in a transaction dated Tuesday, October 21st. The shares were sold at an average price of $38.66, for a total transaction of $6,572,200.00. Following the completion of the sale, the insider directly owned 30,000 shares in the company, valued at approximately $1,159,800. The trade was a 85.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 2,459,007 shares of company stock worth $93,495,335 over the last three months. 46.49% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Samsara

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Vident Advisory LLC increased its holdings in shares of Samsara by 66.2% in the 1st quarter. Vident Advisory LLC now owns 14,282 shares of the company’s stock valued at $547,000 after purchasing an additional 5,691 shares in the last quarter. JPMorgan Chase & Co. lifted its position in shares of Samsara by 28.9% during the 2nd quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company’s stock valued at $54,917,000 after acquiring an additional 309,920 shares during the period. Lunate Capital Ltd purchased a new stake in shares of Samsara during the 2nd quarter worth approximately $905,000. Millennium Management LLC grew its holdings in shares of Samsara by 448.9% in the 1st quarter. Millennium Management LLC now owns 612,859 shares of the company’s stock worth $23,491,000 after acquiring an additional 501,216 shares during the period. Finally, Windmill Hill Asset Management Ltd increased its stake in Samsara by 126.7% in the 2nd quarter. Windmill Hill Asset Management Ltd now owns 21,665 shares of the company’s stock valued at $862,000 after purchasing an additional 12,107 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks added Samsara (IOT) to its Rank #1 (Strong Buy) list — a short-term positive catalyst that can attract buyer interest. Zacks Article
• Positive Sentiment: Several brokers have raised price targets and maintained buy/outperform ratings (Bank of America, Cowen, RBC, Piper Sandler), and the stock retains an average analyst stance of “Moderate Buy” — supportive for medium-term demand. Analyst Coverage
• Neutral Sentiment: Recent quarter: revenue beat consensus (revenue +29% YoY) but EPS missed and margins remain negative; company gave FY2026 EPS guidance (0.50) and Q4 guidance (0.12–0.13) — mixed fundamentals leave room for both upside and continued investor caution. Earnings & Guidance
• Negative Sentiment: Large insider sales from senior leaders: John Bicket sold a total of ~170,000 shares across Dec. 29–31 (~$6.14M), and co‑founder Sanjit Biswas sold ~160,000 shares (~$5.78M). Combined executive selling (~330k+ shares, roughly $11–12M) is likely pressuring sentiment. SEC filings: Bicket and Biswas sales. Bicket/Biswas Form 4
• Negative Sentiment: Additional director/office sales: Director Jonathan Chadwick sold 10,000 shares (Dec. 26) and CAO Benjamin Kirchhoff sold 1,683 shares — further insider liquidity that can reinforce downward pressure. Chadwick Form 4

About Samsara

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.