Samsara Inc. (NYSE:IOT) Given Consensus Recommendation of “Moderate Buy” by Analysts

Samsara Inc. (NYSE:IOT) has been assigned an average recommendation of “Moderate Buy” from the nineteen ratings firms that are currently covering the firm, Marketbeat Ratings reports. One investment analyst has rated the stock with a sell rating, five have given a hold rating, ten have issued a buy rating and three have issued a strong buy rating on the company. The average 12-month target price among analysts that have covered the stock in the last year is $50.5625.

A number of research firms recently issued reports on IOT. BMO Capital Markets lifted their price objective on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Zacks Research raised Samsara from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 30th. Piper Sandler boosted their price target on Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. BTIG Research assumed coverage on Samsara in a report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective on the stock. Finally, Evercore ISI set a $50.00 target price on shares of Samsara and gave the company an “outperform” rating in a research note on Wednesday, October 1st.

Samsara Stock Performance

Shares of IOT opened at $32.08 on Friday. The company has a market capitalization of $18.51 billion, a PE ratio of -401.05 and a beta of 1.62. The company’s 50 day moving average price is $36.95 and its 200 day moving average price is $37.41. Samsara has a 52 week low of $31.25 and a 52 week high of $61.90.

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

Insiders Place Their Bets

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider directly owned 89,400 shares of the company’s stock, valued at $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider John Bicket sold 263,900 shares of the firm’s stock in a transaction dated 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 transaction, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,874,559 shares of company stock worth $104,019,864 in the last 90 days. 46.49% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in IOT. Baillie Gifford & Co. boosted its position in Samsara by 15.0% during the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after purchasing an additional 6,208,553 shares during the period. Vanguard Group Inc. lifted its stake in shares of Samsara by 18.3% in the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after buying an additional 4,307,755 shares during the last quarter. Norges Bank bought a new stake in shares of Samsara during the 2nd quarter worth $134,950,000. State Street Corp boosted its holdings in shares of Samsara by 107.8% during the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after buying an additional 2,910,916 shares during the period. Finally, Sands Capital Management LLC grew its stake in Samsara by 17.2% in the 2nd quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after buying an additional 2,833,049 shares during the last quarter. Institutional investors and hedge funds 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.