Samsara (NYSE:IOT) Stock Rating Upgraded by BNP Paribas Exane

Samsara (NYSE:IOT) was upgraded by BNP Paribas Exane from a “neutral” rating to an “outperform” rating in a research note issued to investors on Thursday, Marketbeat.com reports. The brokerage currently has a $40.00 price objective on the stock. BNP Paribas Exane’s price objective suggests a potential upside of 14.32% from the stock’s previous close.

Several other brokerages have also recently weighed in on IOT. Royal Bank Of Canada dropped their price objective on Samsara from $50.00 to $46.00 and set an “outperform” rating on the stock in a research note on Monday, January 5th. Zacks Research upgraded shares of Samsara from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 30th. BMO Capital Markets boosted their price target on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. BTIG Research began coverage on shares of Samsara in a research report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective for the company. Finally, Piper Sandler lifted their target price on shares of Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a research report on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Samsara currently has a consensus rating of “Moderate Buy” and a consensus target price of $49.94.

Samsara Stock Performance

Shares of NYSE IOT opened at $34.99 on Thursday. The stock has a market cap of $20.19 billion, a price-to-earnings ratio of -437.38 and a beta of 1.62. Samsara has a fifty-two week low of $31.40 and a fifty-two week high of $61.90. The firm’s 50-day simple moving average is $37.61 and its 200 day simple moving average is $37.63.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same period last year, the company earned $0.07 earnings per share. The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. 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, sell-side analysts predict that Samsara will post -0.3 EPS for the current year.

Insider Activity at Samsara

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the transaction, the insider directly owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider John Bicket sold 263,900 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 2,676,838 shares of company stock worth $99,680,905. 46.49% of the stock is owned by company insiders.

Institutional Investors Weigh In On Samsara

Institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in shares of Samsara by 6.9% in the third quarter. Vanguard Group Inc. now owns 29,716,700 shares of the company’s stock worth $1,106,947,000 after purchasing an additional 1,913,474 shares in the last quarter. Sands Capital Management LLC grew its stake in Samsara by 6.4% in the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after buying an additional 1,242,122 shares in the last quarter. State Street Corp grew its stake in Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after buying an additional 2,910,916 shares in the last quarter. Geode Capital Management LLC raised its holdings in Samsara by 65.6% during the 2nd quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock valued at $193,387,000 after acquiring an additional 1,931,870 shares during the period. Finally, Artisan Partners Limited Partnership lifted its position in shares of Samsara by 74.8% during the second quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company’s stock worth $157,700,000 after acquiring an additional 1,696,341 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.