There's an easy sales pitch for software that can help organizations run their vehicles and equipment more effectively: Show clients how the product can save time or money. Samsara (IOT +2.60%) does just that, helping to bridge the gap between operational data and software.
Artificial intelligence (AI) can make these tools even more productive, but greater productivity alone doesn't make an investment thesis. For investors looking ahead to 2027, the real question is whether Samsara can turn its potential into fundamental growth that exceeds the expectations embedded in its stock. If it can, it's possible that this under-the-radar stock could soar, perhaps even matching the run of Palantir, a stock that skyrocketed more than 700% during the past five years. Let's dig in and see how realistic that scenario is.
Image source: Getty Images.
What Samsara actually does To understand Samsara's business, we must follow a hypothetical example. Imagine a factory. Tens of thousands of moving parts and hundreds of workers are hard at work, focused on the task at hand. There's one problem: A key piece of equipment is at risk of failure. Worse, this type of failure wouldn't just cause downtime; it could also pose a health and safety risk. Samsara's software is designed to catch these issues before they become critical. It keeps operations running smoothly, saves money, and protects key assets.
The company operates on a "land-and-expand" model. It sells its product platform once, then collects recurring revenue from clients. A key aspect of its business model is upselling -- selling additional modules to existing customers to generate more revenue.
IOT Samsara$44.92+$1.14 (+2.60%)
NYSE · As of 4:00 PM ET 10/23/26
Can 2027 be Samsara's breakout year? As for fundamentals, they've taken off recently. Samsara's revenue has increased from about $250 million in 2021 to more than $1.84 billion during the past 12 months. Free cash flow has also increased, swinging from about $150 million in cash burn in 2023 to $255 million in free cash flow during the past 12 months. What's more, the company recently turned the corner on profitability, generating about $91 million in net income during the past year.
Although these metrics are encouraging, Samsara will need to go further in 2027 for its stock to truly take off. The company recently noted that roughly 96% of its customers with more than $100,000 in annual recurring revenue (ARR) now use at least two of its products, and 70% use three or more. If the company can increase those numbers further while expanding its existing customer base, the stock market could take notice.
Is Samsara's valuation its final hurdle? If one factor is holding Samsara back, it could be its valuation. On a price-to-earnings (P/E) ratio basis, its stock trades at about 290. Granted, that is very high. However, Samsara is a young company that has only recently begun producing consistent profits. Therefore, the "E" (earnings) in the equation remains very modest. Consequently, it may be better to examine Samsara's price-to-sales (P/S) ratio instead.
IOT P/S Ratio data by YCharts.
As you can see, Samsara's P/S ratio tells a more nuanced story. While 13.5 is high compared to much of the stock market, it's still reasonable compared to its past readings. In fact, Samsara stock is currently trading for less than its lifetime average P/S ratio of 16.5. Nevertheless, these valuations underscore that Samsara will need to deliver more profit to lower its P/E multiple to levels that will attract more institutional interest.
Is Samsara a buy now? Samsara is a stock worth considering for growth-oriented investors with a bullish outlook on AI's impact on real-world operations. However, the stock still has challenges. Its margins remain thin, and it lacks a long history of consistent profitability. Therefore, the stock isn't for every investor.
Yet improving fundamentals, led by soaring revenue and free cash flow, point to a key tailwind: Organizations are beginning to view AI tools as a recurring operating expense. That bodes well for Samsara. Investors willing to buy and hold the stock could be rewarded in the long run, perhaps as soon as 2027.
Samsara Inc. (IOT - Free Report) ended the recent trading session at $44.92, demonstrating a +2.6% change from the preceding day's closing price. The stock exceeded the S&P 500, which registered a loss of 0.52% for the day. Elsewhere, the Dow saw a downswing of 1.24%, while the tech-heavy Nasdaq depreciated by 0.21%.
The stock of company has risen by 11.34% in the past month, leading the Computer and Technology sector's loss of 7.7% and the S&P 500's loss of 1.21%.
Investors will be eagerly watching for the performance of Samsara Inc. in its upcoming earnings disclosure. The company is expected to report EPS of $0.19, up 26.67% from the prior-year quarter. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $515.43 million, up 23.91% from the year-ago period.
IOT's full-year Zacks Consensus Estimates are calling for earnings of $0.77 per share and revenue of $2.05 billion. These results would represent year-over-year changes of +37.5% and +26.39%, respectively.
Any recent changes to analyst estimates for Samsara Inc. should also be noted by investors. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research shows that these estimate changes are directly correlated with near-term stock prices. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Samsara Inc. is holding a Zacks Rank of #3 (Hold) right now.
With respect to valuation, Samsara Inc. is currently being traded at a Forward P/E ratio of 56.86. For comparison, its industry has an average Forward P/E of 20.75, which means Samsara Inc. is trading at a premium to the group.
Also, we should mention that IOT has a PEG ratio of 1.79. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Internet - Software industry had an average PEG ratio of 1.31 as trading concluded yesterday.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 83, placing it within the top 34% of over 250 industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Diversify Advisory Services LLC increased its stake in Samsara Inc. (NYSE:IOT – Free Report) by 58.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 68,450 shares of the company’s stock after acquiring an additional 25,182 shares during the period. Diversify Advisory Services LLC’s holdings in Samsara were worth $2,610,000 as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in the stock. Markowski Investments purchased a new stake in Samsara during the second quarter valued at approximately $37,000. Parkside Financial Bank & Trust lifted its stake in shares of Samsara by 91.0% in the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock valued at $45,000 after purchasing an additional 656 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Samsara in the 2nd quarter valued at approximately $46,000. CX Institutional purchased a new position in shares of Samsara in the 2nd quarter worth approximately $64,000. Finally, Westwind Capital purchased a new position in shares of Samsara in the 3rd quarter worth approximately $64,000. 96.02% of the stock is owned by institutional investors.
Analyst Ratings Changes Several equities analysts have recently weighed in on the company. Jefferies Financial Group began coverage on Samsara in a research report on Sunday, October 4th. They set a “buy” rating and a $50.00 target price on the stock. Craig Hallum restated a “buy” rating and set a $54.00 price target on shares of Samsara in a report on Friday, September 4th. Guggenheim raised their price target on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research report on Friday, September 4th. TD Cowen raised their price target on Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research report on Friday, September 4th. Finally, 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 research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $51.68.
View Our Latest Research Report on IOT Insiders Place Their Bets In other news, insider John Bicket sold 65,209 shares of the business’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43. Following the completion of the sale, the insider directly owned 769,398 shares of the company’s stock, valued at approximately $32,522,453.46. The trade was a 7.81% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sanjit Biswas sold 65,402 shares of the company’s stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $42.27, for a total transaction of $2,764,542.54. Following the completion of the transaction, the chief executive officer owned 669,835 shares in the company, valued at approximately $28,313,925.45. The trade was a 8.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,234,114 shares of company stock worth $88,311,353 over the last quarter. Company insiders own 35.13% of the company’s stock.
Samsara Stock Performance Shares of NYSE IOT opened at $43.74 on Friday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The company has a market cap of $25.62 billion, a price-to-earnings ratio of 273.40, a PEG ratio of 10.62 and a beta of 1.35. The business’s 50 day moving average price is $40.13 and its 200-day moving average price is $35.59.
Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The company had revenue of $508.44 million during the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. Samsara’s revenue was up 29.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Sell-side analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.
About Samsara (Free Report)
Samsara, Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its Samsara Connected Operations Cloud combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, facilities and frontline operations.
The company’s products and services include vehicle telematics, GPS fleet tracking, AI-enabled dash cameras and video-based safety tools, equipment and asset monitoring, electronic logging and compliance solutions, routing and dispatch software, and maintenance and workforce-management applications.
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SAN FRANCISCO and SCOTTSDALE, Ariz., Oct. 19, 2026 (GLOBE NEWSWIRE) --
Mandl, a new AI company, launched today to
rebuild the full engine of commercial insurance from the inside out and, with it, advance economic ambition and abundance. The announcement was made by former Samsara (NYSE: IOT) executive and Mandl CEO Rushil Goel at the 2026 Target Markets TMPAA Summit, a flagship annual gathering of program administrators and managing general agents (MGAs).
"Insurance is the quiet force that lets ambition outrun risk, and there’s an incredible opportunity to rebuild it for the millions of businesses that depend on it," said Rushil Goel, founder and CEO of Mandl. "We've already proven that an AI-native model works across underwriting, claims, and operations to improve how businesses price risk, recover from losses, and get coverage that fits. Launching Mandl is the natural next step.”
Mandl will expand across more of the commercial insurance value chain in two ways: by building new AI-native companies, as it did with Vega and Cooper, and by acquiring companies that share its vision and have proven they can innovate. Every Mandl company operates as an independent business, with the backing to grow faster than it could alone.
Before founding Mandl, Goel cofounded Nirvana, the AI-native commercial insurer that has now grown to more than $300 million in run-rate premium with top-tier loss ratio performance; he previously led Samsara's Connected Fleets platform, scaling it from the ground up to more than $500 million in annual revenue.
“Building on Nirvana’s success and original innovation, we created and launched Vega to reimagine claims with AI, and are already delivering cycle times four times faster than the industry standard. Similarly, we created and launched Cooper to bring an AI-native operations platform to the market, with a mission to make every insurance professional extraordinary,” Goel added.
Alongside the launch, Jon Hammer, previously general manager at Nirvana, has been named Nirvana's CEO. He leads the company with cofounder and Chief Actuary Alex Carges, while Goel remains closely involved as chairman of Nirvana.
“Commercial insurance still prices most businesses by category and averages, the same way it has for decades,” said Jon Hammer, CEO of
Nirvana. “We built Nirvana to understand risk better than anyone else, so every business pays for how it actually operates. Put simply, the best operators should pay the least, and with Nirvana, they finally can.”
"Actuarial work has always been about turning uncertainty into a price," said Alex Carges, cofounder and Chief Actuary of Nirvana. "The data and models we've built at Nirvana let us do that with a precision the industry hasn't had before. That's what lets us say yes to good businesses that traditional underwriting would turn away."
"Businesses don't buy insurance for the policy, they buy it for the moment something goes wrong,” said Talha Zubair, cofounder and CEO of Vega. “Vega makes that moment fast and fair, resolving claims in a fraction of the time legacy administrators take. As part of Mandl, we can finally make that the standard across the industry."
"Insurance professionals lose hours every day to work that AI should handle,” said Akhilesh Koppineni, cofounder and CEO of Cooper. “Cooper gives those hours back, so agencies, brokerages, MGAs, and carriers can focus on their clients and on growing their business. Every customer that runs on Cooper is proof the industry is ready to work differently."
Mandl expects to share more about its growth in the coming months and is hiring across technology, finance, strategy, and operations roles. To learn more, visit www.mandl.ai.
About Mandl
Mandl is an AI company advancing economic ambition and abundance by rebuilding commercial insurance from the inside out. Its operating companies are
Nirvana, an AI-native insurer;
Vega, an AI-native claims administrator; and
Cooper, an AI operations platform for agencies, brokerages, MGAs, and carriers. Mandl is backed by General Catalyst, Lightspeed Venture Partners, and Valor Equity Partners and is headquartered in San Francisco.
Samsara Inc. (NYSE:IOT – Get Free Report) CAO Benjamin Kirchhoff sold 2,165 shares of the stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $40.40, for a total transaction of $87,466.00. Following the completion of the sale, the chief accounting officer directly owned 148,921 shares in the company, valued at approximately $6,016,408.40. This trade represents a 1.43% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Benjamin Louis Kirchhoff also recently made the following trade(s):
On Friday, September 18th, Benjamin Kirchhoff sold 770 shares of Samsara stock. The shares were sold at an average price of $40.42, for a total transaction of $31,123.40. On Tuesday, September 15th, Benjamin Kirchhoff sold 2,165 shares of Samsara stock. The shares were sold at an average price of $42.55, for a total transaction of $92,120.75. On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The stock was sold at an average price of $37.70, for a total transaction of $36,192.00. Samsara Trading Down 0.1% Shares of NYSE:IOT opened at $39.54 on Monday. The firm’s 50 day moving average is $39.95 and its two-hundred day moving average is $35.29. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47. The firm has a market capitalization of $23.15 billion, a P/E ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35.
Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts predict that Samsara Inc. will post 0.13 EPS for the current year. Wall Street Analyst Weigh In IOT has been the topic of several recent analyst reports. Cantor Fitzgerald assumed coverage on Samsara in a research note on Monday, September 14th. They set an “overweight” rating and a $45.00 target price on the stock. Bank of America increased their price target on Samsara from $47.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Guggenheim raised their price target on Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a report on Friday, September 4th. Truist Financial raised their price target on Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a report on Friday, September 4th. Finally, Jefferies Financial Group assumed coverage on shares of Samsara in a research note on Sunday, October 4th. They set a “buy” rating and a $50.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.68.
View Our Latest Research Report on Samsara
Institutional Investors Weigh In On Samsara Several hedge funds and other institutional investors have recently added to or reduced their stakes in IOT. IFP Advisors Inc grew its stake in shares of Samsara by 157.0% in the 3rd quarter. IFP Advisors Inc now owns 9,224 shares of the company’s stock worth $352,000 after purchasing an additional 5,635 shares during the last quarter. Vontobel Holding Ltd. raised its holdings in shares of Samsara by 239.7% in the 3rd quarter. Vontobel Holding Ltd. now owns 26,055 shares of the company’s stock worth $993,000 after purchasing an additional 18,384 shares in the last quarter. Hanson & Doremus Investment Management raised its holdings in shares of Samsara by 1.2% in the 3rd quarter. Hanson & Doremus Investment Management now owns 73,543 shares of the company’s stock worth $2,804,000 after purchasing an additional 868 shares in the last quarter. Seelaus Asset Management LLC lifted its stake in Samsara by 15.3% during the third quarter. Seelaus Asset Management LLC now owns 18,909 shares of the company’s stock valued at $721,000 after purchasing an additional 2,514 shares during the last quarter. Finally, Avior Wealth Management LLC lifted its stake in Samsara by 12.8% during the third quarter. Avior Wealth Management LLC now owns 18,005 shares of the company’s stock valued at $687,000 after purchasing an additional 2,049 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.
Key Samsara News Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. About Samsara (Get Free Report)
Samsara, Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its Samsara Connected Operations Cloud combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, facilities and frontline operations.
The company’s products and services include vehicle telematics, GPS fleet tracking, AI-enabled dash cameras and video-based safety tools, equipment and asset monitoring, electronic logging and compliance solutions, routing and dispatch software, and maintenance and workforce-management applications.
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Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 103,206 shares of Samsara stock in a transaction that occurred on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total value of $4,245,894.84. Following the completion of the sale, the insider directly owned 180,500 shares in the company, valued at approximately $7,425,770. The trade was a 36.38% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
John Bicket also recently made the following trade(s):
On Thursday, October 15th, John Bicket sold 65,209 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total value of $2,756,384.43. On Tuesday, October 13th, John Bicket sold 95,485 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95. On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The stock was sold at an average price of $38.83, for a total transaction of $796,908.09. On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total transaction of $3,262,080.00. On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The shares were sold at an average price of $37.73, for a total transaction of $5,977,450.71. On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total transaction of $1,362,928.08. On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The stock was sold at an average price of $39.93, for a total transaction of $3,728,064.45. On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total transaction of $5,437,760.22. On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total transaction of $2,169,846.63. On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,364,732.56. Samsara Trading Down 7.2% Shares of NYSE:IOT opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The company has a 50-day moving average price of $39.95 and a 200 day moving average price of $35.26.
Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, topping the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The firm’s revenue for the quarter was up 29.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities analysts forecast that Samsara Inc. will post 0.13 EPS for the current year. Analysts Set New Price Targets A number of brokerages recently issued reports on IOT. Royal Bank Of Canada raised their price target on Samsara from $50.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday, September 4th. Jefferies Financial Group began coverage on shares of Samsara in a research note on Sunday, October 4th. They set a “buy” rating and a $50.00 price objective for the company. BNP Paribas Exane increased their target price on shares of Samsara from $40.00 to $55.00 and gave the company an “outperform” rating in a research note on Friday, September 4th. Wells Fargo & Company raised their target price on shares of Samsara from $50.00 to $58.00 and gave the stock an “overweight” rating in a report on Friday, September 4th. Finally, Evercore restated an “outperform” rating and issued a $55.00 target price on shares of Samsara in a report on Friday, September 4th. Two analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $51.68.
Get Our Latest Stock Analysis on IOT
Samsara News Summary Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Institutional Inflows and Outflows A number of hedge funds have recently modified their holdings of the business. Markowski Investments bought a new stake in shares of Samsara during the 2nd quarter worth approximately $37,000. Parkside Financial Bank & Trust boosted its holdings in Samsara by 91.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock valued at $45,000 after acquiring an additional 656 shares during the period. Anchor Investment Management LLC purchased a new position in Samsara during the 2nd quarter valued at $46,000. Westwind Capital bought a new position in Samsara in the 3rd quarter valued at $64,000. Finally, CX Institutional bought a new position in Samsara in the 2nd quarter valued at $64,000. Institutional investors own 96.02% of the company’s stock.
Samsara Company Profile (Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
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Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 103,110 shares of the firm’s stock in a transaction on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total transaction of $4,241,945.40. Following the transaction, the chief executive officer directly owned 180,500 shares in the company, valued at $7,425,770. The trade was a 36.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Sanjit Biswas also recently made the following trade(s):
On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The shares were sold at an average price of $41.87, for a total transaction of $3,993,895.56. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total transaction of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total value of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The shares were sold at an average price of $37.74, for a total value of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The shares were sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total value of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,374,547.12. Samsara Price Performance Shares of NYSE IOT opened at $39.54 on Friday. The stock has a fifty day moving average price of $39.95 and a 200 day moving average price of $35.26. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a P/E/G ratio of 9.72 and a beta of 1.35.
Samsara (NYSE:IOT – Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analysts’ expectations of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.13%. Samsara’s revenue was up 29.9% compared to the same quarter last year. During the same period in the previous year, the company posted $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year. Key Headlines Impacting Samsara Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Hedge Funds Weigh In On Samsara Large investors have recently made changes to their positions in the stock. Markowski Investments acquired a new stake in shares of Samsara in the second quarter valued at about $37,000. Parkside Financial Bank & Trust boosted its holdings in Samsara by 91.0% during the second quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock worth $45,000 after buying an additional 656 shares in the last quarter. Anchor Investment Management LLC purchased a new stake in Samsara during the second quarter worth about $46,000. Westwind Capital acquired a new position in Samsara during the third quarter worth about $64,000. Finally, CX Institutional acquired a new position in Samsara during the second quarter worth about $64,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.
Analysts Set New Price Targets Several research analysts recently issued reports on the stock. BNP Paribas Exane increased their price target on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, September 4th. JPMorgan Chase & Co. raised their price objective on shares of Samsara from $48.00 to $52.00 and gave the company a “neutral” rating in a research report on Friday, September 4th. BMO Capital Markets lifted their price objective on Samsara from $44.00 to $54.00 and gave the company an “outperform” rating in a report on Friday, September 4th. Wall Street Zen upgraded Samsara from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. Finally, Guggenheim increased their target price on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Two investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $51.68.
Check Out Our Latest Analysis on IOT
About Samsara (Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
Featured Articles Five stocks we like better than Samsara Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery
Receive News & Ratings for Samsara Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Samsara and related companies with MarketBeat.com's FREE daily email newsletter.
Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 95,388 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The stock was sold at an average price of $41.87, for a total transaction of $3,993,895.56. Following the transaction, the chief executive officer owned 41,000 shares in the company, valued at $1,716,670. The trade was a 69.94% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Sanjit Biswas also recently made the following trade(s):
On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,764,542.54. On Wednesday, October 14th, Sanjit Biswas sold 103,110 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,241,945.40. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The shares were sold at an average price of $38.81, for a total transaction of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The stock was sold at an average price of $37.74, for a total transaction of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The shares were sold at an average price of $39.99, for a total value of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12. Samsara Stock Down 7.2% IOT stock opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a P/E ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The business has a fifty day moving average of $39.95 and a 200-day moving average of $35.26.
Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The business had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The firm’s revenue for the quarter was up 29.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.12 earnings per share. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities research analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current fiscal year. Key Stories Impacting Samsara Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. Analyst Upgrades and Downgrades IOT has been the topic of several recent research reports. Piper Sandler reiterated a “neutral” rating and set a $46.00 price target (up from $40.00) on shares of Samsara in a research report on Friday, September 4th. Evercore restated an “outperform” rating and issued a $55.00 price objective on shares of Samsara in a report on Friday, September 4th. Cantor Fitzgerald began coverage on shares of Samsara in a report on Monday, September 14th. They issued an “overweight” rating and a $45.00 price objective on the stock. Jefferies Financial Group started coverage on shares of Samsara in a research note on Sunday, October 4th. They issued a “buy” rating and a $50.00 price objective on the stock. Finally, Truist Financial raised their price objective on shares of Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $51.68.
View Our Latest Stock Report on IOT
Institutional Investors Weigh In On Samsara Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Bank of New York Mellon Corp bought a new stake in Samsara in the second quarter valued at about $35,702,000. USS Investment Management Ltd acquired a new position in Samsara in the first quarter valued at about $28,232,000. Wellington Management Group LLP boosted its holdings in Samsara by 9.6% during the second quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after buying an additional 813,922 shares during the last quarter. Bank of America Corp DE boosted its holdings in Samsara by 41.5% during the first quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock worth $85,886,000 after buying an additional 794,255 shares during the last quarter. Finally, Bamco Inc. NY grew its position in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after buying an additional 741,200 shares during the period. Institutional investors own 96.02% of the company’s stock.
About Samsara (Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
Read More Five stocks we like better than Samsara Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery
Receive News & Ratings for Samsara Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Samsara and related companies with MarketBeat.com's FREE daily email newsletter.
Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 65,209 shares of the business’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $42.27, for a total value of $2,756,384.43. Following the completion of the transaction, the insider owned 769,398 shares of the company’s stock, valued at $32,522,453.46. This trade represents a 7.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
John Bicket also recently made the following trade(s):
On Wednesday, October 14th, John Bicket sold 103,206 shares of Samsara stock. The stock was sold at an average price of $41.14, for a total value of $4,245,894.84. On Tuesday, October 13th, John Bicket sold 95,485 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total value of $3,997,956.95. On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The stock was sold at an average price of $38.83, for a total value of $796,908.09. On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total value of $3,262,080.00. On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The shares were sold at an average price of $37.73, for a total value of $5,977,450.71. On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The shares were sold at an average price of $39.44, for a total value of $1,362,928.08. On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45. On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22. On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63. On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,364,732.56. Samsara Price Performance IOT opened at $39.54 on Friday. The stock has a market capitalization of $23.15 billion, a price-to-earnings ratio of 247.12, a price-to-earnings-growth ratio of 9.72 and a beta of 1.35. The business has a 50-day moving average of $39.95 and a two-hundred day moving average of $35.26. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47.
Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The company had revenue of $508.44 million during the quarter, compared to the consensus estimate of $483.29 million. During the same quarter in the prior year, the company posted $0.12 EPS. The company’s quarterly revenue was up 29.9% compared to the same quarter last year. 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 research analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current year. Wall Street Analyst Weigh In A number of research firms recently issued reports on IOT. JPMorgan Chase & Co. boosted their target price on shares of Samsara from $48.00 to $52.00 and gave the company a “neutral” rating in a report on Friday, September 4th. Wall Street Zen raised shares of Samsara from a “hold” rating to a “buy” rating in a research note on Saturday, September 12th. Bank of America lifted their price target on shares of Samsara from $47.00 to $55.00 and gave the company a “buy” rating in a report on Friday, September 4th. KeyCorp lifted their price target on shares of Samsara from $46.00 to $55.00 and gave the company an “overweight” rating in a report on Friday, September 4th. Finally, Weiss Ratings raised shares of Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, October 8th. Two analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $51.68.
View Our Latest Report on Samsara
Hedge Funds Weigh In On Samsara Large investors have recently modified their holdings of the company. Markowski Investments purchased a new position in shares of Samsara in the 2nd quarter worth about $37,000. Parkside Financial Bank & Trust grew its holdings in shares of Samsara by 91.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock worth $45,000 after purchasing an additional 656 shares during the period. Anchor Investment Management LLC purchased a new stake in shares of Samsara during the 2nd quarter worth about $46,000. CX Institutional purchased a new stake in shares of Samsara during the 2nd quarter worth about $64,000. Finally, Westwind Capital acquired a new stake in Samsara during the 3rd quarter worth approximately $64,000. 96.02% of the stock is currently owned by hedge funds and other institutional investors.
More Samsara News Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. About Samsara (Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
Read More Five stocks we like better than Samsara Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery
Receive News & Ratings for Samsara Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Samsara and related companies with MarketBeat.com's FREE daily email newsletter.
Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 65,402 shares of the company’s stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $42.27, for a total value of $2,764,542.54. Following the completion of the sale, the chief executive officer directly owned 669,835 shares of the company’s stock, valued at approximately $28,313,925.45. This trade represents a 8.90% 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 hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
Sanjit Biswas also recently made the following trade(s):
On Wednesday, October 14th, Sanjit Biswas sold 103,110 shares of Samsara stock. The stock was sold at an average price of $41.14, for a total value of $4,241,945.40. On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total value of $3,993,895.56. On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total value of $820,016.49. On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total value of $3,239,769.60. On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The shares were sold at an average price of $37.74, for a total value of $5,978,091.48. On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38. On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The shares were sold at an average price of $39.94, for a total value of $3,717,575.26. On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total transaction of $5,416,845.45. On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total transaction of $2,163,140.10. On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total transaction of $3,374,547.12. Samsara Price Performance Shares of Samsara stock opened at $39.54 on Friday. The firm’s fifty day simple moving average is $39.95 and its 200-day simple moving average is $35.26. The stock has a market capitalization of $23.15 billion, a price-to-earnings ratio of 247.12, a PEG ratio of 9.72 and a beta of 1.35. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47.
Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.16 by $0.04. The firm had revenue of $508.44 million during the quarter, compared to the consensus estimate of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.13%. Samsara’s revenue for the quarter was up 29.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts anticipate that Samsara Inc. will post 0.13 earnings per share for the current year. Institutional Investors Weigh In On Samsara Several hedge funds have recently modified their holdings of IOT. IFP Advisors Inc grew its position in Samsara by 157.0% in the 3rd quarter. IFP Advisors Inc now owns 9,224 shares of the company’s stock valued at $352,000 after buying an additional 5,635 shares during the last quarter. Vontobel Holding Ltd. increased its stake in Samsara by 239.7% in the 3rd quarter. Vontobel Holding Ltd. now owns 26,055 shares of the company’s stock valued at $993,000 after buying an additional 18,384 shares during the period. Hanson & Doremus Investment Management raised its position in Samsara by 1.2% during the 3rd quarter. Hanson & Doremus Investment Management now owns 73,543 shares of the company’s stock worth $2,804,000 after buying an additional 868 shares during the last quarter. Seelaus Asset Management LLC raised its position in Samsara by 15.3% during the 3rd quarter. Seelaus Asset Management LLC now owns 18,909 shares of the company’s stock worth $721,000 after buying an additional 2,514 shares during the last quarter. Finally, Avior Wealth Management LLC lifted its stake in shares of Samsara by 12.8% in the 3rd quarter. Avior Wealth Management LLC now owns 18,005 shares of the company’s stock worth $687,000 after acquiring an additional 2,049 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades A number of equities research analysts have recently commented on the stock. Morgan Stanley upped their target price on shares of Samsara from $43.00 to $49.00 and gave the company an “equal weight” rating in a report on Friday, September 4th. BNP Paribas Exane raised their price target on Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a report on Friday, September 4th. TD Cowen raised their price target on Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a report on Friday, September 4th. Weiss Ratings upgraded Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, October 8th. Finally, Guggenheim upped their price objective on Samsara from $45.00 to $51.00 and gave the company a “buy” rating in a research note on Friday, September 4th. Two analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $51.68.
View Our Latest Stock Analysis on IOT
Key Samsara News Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026 Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares. Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback. Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation. About Samsara (Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
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Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 95,485 shares of the stock in a transaction on Tuesday, October 13th. The stock was sold at an average price of $41.87, for a total transaction of $3,997,956.95. Following the transaction, the insider owned 41,000 shares in the company, valued at approximately $1,716,670. This trade represents a 69.96% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.
John Bicket also recently made the following trade(s):
On Thursday, October 15th, John Bicket sold 65,209 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total transaction of $2,756,384.43.
On Wednesday, October 14th, John Bicket sold 103,206 shares of Samsara stock. The shares were sold at an average price of $41.14, for a total transaction of $4,245,894.84.
On Thursday, October 1st, John Bicket sold 20,523 shares of Samsara stock. The shares were sold at an average price of $38.83, for a total transaction of $796,908.09.
On Wednesday, September 30th, John Bicket sold 84,950 shares of Samsara stock. The stock was sold at an average price of $38.40, for a total transaction of $3,262,080.00.
On Tuesday, September 29th, John Bicket sold 158,427 shares of Samsara stock. The stock was sold at an average price of $37.73, for a total transaction of $5,977,450.71.
On Thursday, August 20th, John Bicket sold 34,557 shares of Samsara stock. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08.
On Wednesday, August 19th, John Bicket sold 93,365 shares of Samsara stock. The shares were sold at an average price of $39.93, for a total value of $3,728,064.45.
On Tuesday, August 18th, John Bicket sold 135,978 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,437,760.22.
On Thursday, August 6th, John Bicket sold 57,267 shares of Samsara stock. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63.
On Wednesday, August 5th, John Bicket sold 87,079 shares of Samsara stock. The stock was sold at an average price of $38.64, for a total value of $3,364,732.56.
Samsara Stock Performance
IOT opened at $39.54 on Friday. The company has a market cap of $23.15 billion, a PE ratio of 247.12, a price-to-earnings-growth ratio of 9.72 and a beta of 1.35. The stock has a 50-day moving average of $39.95 and a 200-day moving average of $35.26. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.
Samsara (NYSE:IOT – Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The business had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. During the same period last year, the business earned $0.12 EPS. The firm’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, research analysts predict that Samsara Inc. will post 0.13 earnings per share for the current year.
More Samsara News
Here are the key news stories impacting Samsara this week:
Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.
Hedge Funds Weigh In On Samsara
Several large investors have recently bought and sold shares of IOT. Wellington Management Group LLP grew its position in Samsara by 9.6% in the 2nd quarter. Wellington Management Group LLP now owns 9,327,606 shares of the company’s stock worth $302,494,000 after purchasing an additional 813,922 shares during the last quarter. Bamco Inc. NY increased its holdings in shares of Samsara by 21.9% during the 4th quarter. Bamco Inc. NY now owns 4,120,031 shares of the company’s stock worth $146,055,000 after purchasing an additional 741,200 shares during the period. Spyglass Capital Management LLC raised its position in shares of Samsara by 4.7% during the second quarter. Spyglass Capital Management LLC now owns 3,085,655 shares of the company’s stock valued at $100,068,000 after buying an additional 139,009 shares during the last quarter. Bank of America Corp DE raised its position in shares of Samsara by 41.5% during the first quarter. Bank of America Corp DE now owns 2,710,202 shares of the company’s stock valued at $85,886,000 after buying an additional 794,255 shares during the last quarter. Finally, Bessemer Group Inc. raised its position in shares of Samsara by 3.3% during the first quarter. Bessemer Group Inc. now owns 1,675,509 shares of the company’s stock valued at $53,097,000 after buying an additional 53,576 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
Several equities analysts have commented on IOT shares. BTIG Research lifted their price target on shares of Samsara from $45.00 to $54.00 and gave the company a “buy” rating in a research report on Friday, September 4th. TD Cowen boosted their price objective on shares of Samsara from $48.00 to $53.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Bank of America upped 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, September 4th. KeyCorp upped their price objective on shares of Samsara from $46.00 to $55.00 and gave the stock an “overweight” rating in a report on Friday, September 4th. Finally, Wells Fargo & Company raised their target price on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $51.68.
Check Out Our Latest Analysis on Samsara
About Samsara
(Get Free Report)
Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.
The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.
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Samsara Inc. (IOT - Free Report) closed the most recent trading day at $39.41, moving -7.47% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 1.09%. Meanwhile, the Dow experienced a drop of 0.34%, and the technology-dominated Nasdaq saw a decrease of 2.15%.
Shares of the company witnessed a gain of 6.47% over the previous month, beating the performance of the Computer and Technology sector with its gain of 1.99%, and the S&P 500's gain of 2.44%.
The investment community will be paying close attention to the earnings performance of Samsara Inc. in its upcoming release. On that day, Samsara Inc. is projected to report earnings of $0.19 per share, which would represent year-over-year growth of 26.67%. At the same time, our most recent consensus estimate is projecting a revenue of $515.43 million, reflecting a 23.91% rise from the equivalent quarter last year.
IOT's full-year Zacks Consensus Estimates are calling for earnings of $0.77 per share and revenue of $2.05 billion. These results would represent year-over-year changes of +37.5% and +26.39%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for Samsara Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. Samsara Inc. presently features a Zacks Rank of #3 (Hold).
With respect to valuation, Samsara Inc. is currently being traded at a Forward P/E ratio of 55.31. For comparison, its industry has an average Forward P/E of 21.23, which means Samsara Inc. is trading at a premium to the group.
Meanwhile, IOT's PEG ratio is currently 1.74. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. IOT's industry had an average PEG ratio of 1.25 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 81, placing it within the top 33% of over 250 industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
TORONTO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, and Trucking HR Canada (THRC) awarded a combined $10,000 to three post-secondary students through the inaugural Top Fleet Employers Scholarship. The 2026 recipients are Jillian Rust, Heysha Makwana, and Nikolay Sazanovich. The scholarship recognizes students whose parent(s) work for a current THRC Top Fleet Employer, a designation for fleets whose HR policies and practices meet the.
Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that the Samsara Tracking Label has been named to TIME’s Best Inventions of 2026 in the Logistics category. Introduced in June as part of Samsara Shipment Visibility, the disposable Bluetooth label gives businesses near-real-time visibility into shipments across carriers, extending the reach of the Samsara Network to high-value shipments, packages, and pallets.
Cargo theft costs U.S. businesses as much as $35 billion annually, yet many shippers still rely on barcode scans for shipment visibility, with location updates sometimes days apart. For companies moving pharmaceuticals, electronics, and other high-value goods, a shipment can be stolen, delayed, or misrouted long before anyone knows to intervene. Those gaps also make it harder to catch everyday exceptions, such as a missed handoff or a shipment headed to the wrong address. The Tracking Label lets teams see what happens between scans so they can prevent delays, avoid misdeliveries, and respond to potential theft before problems escalate.
“Our customers shouldn’t have to wait for a missed delivery to learn that something went wrong,” said David Gal, VP of Product & Engineering at Samsara. “We’re putting the reach of millions of connected devices to work for a single box. The Tracking Label makes that visibility simple to access, and the AI-powered Shipment Center helps teams decide which shipments need their attention. That means more time to solve a problem before it reaches the customer.”
Powering the paper-thin label is the Samsara Network: millions of connected vehicles and devices traveling across 99% of major U.S. roads. Those devices detect the label’s Bluetooth signal and report its location without requiring carrier participation. Using infrastructure already in place makes it possible to deliver that visibility through a low-cost, single-use label.
Shipping teams activate labels with a single tap in the Samsara Shipment App and manage their shipments in the AI-powered Shipment Center. Rather than manually monitoring every shipment, teams can focus on those automatically flagged for attention and respond to weather-related delays, diversions and other disruptions. Each label has a 45-day battery life and contains no lithium or hazardous materials, allowing it to travel by air, ground, or rail and be disposed of without special handling.
For DCL Logistics, an early adopter that manages fulfillment and carrier handoffs for high-value cargo, that visibility addresses a longstanding limitation in freight shipping.
“I think it’s revolutionary for the industry,” said Dave Tu, president of DCL Logistics. “The transportation industry is hungry for more data and in more real time. This is something that the world has been asking for and needing and this is the perfect time for Samsara Tracking Label.”
Samsara recently surpassed $2.1 billion in annual recurring revenue, up 30% year over year. Its platform now collects more than 30 trillion data points annually, fueling AI innovation across physical operations. The TIME honor follows the Tracking Label’s inclusion in Fast Company’s Next Big Things in Tech for 2026, where it was one of four innovations recognized in transportation, as well as FreightWaves’ 2026 AI Excellence in Supply Chain Award. Samsara additionally was named to Fortune’s Future 120 this month.
View the full list of TIME’s Best Inventions of 2026 features at ti.me/best-inventions.
Learn more about Samsara Shipment Visibility and Tracking Label here.
About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
View source version on businesswire.com: https://www.businesswire.com/news/home/20261015111930/en/
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that the Samsara Tracking Label has been named to TIME's Best Inventions of 2026 in the Logistics category. Introduced in June as part of Samsara Shipment Visibility, the disposable Bluetooth label gives businesses near-real-time visibility into shipments across carriers, extending the reach of the Samsara Network to high-value shipments, packages, and pallets.
New Samsara data show Voice chat becoming the primary interface for frontline work as customers deploy agents that automate reporting, predict compliance risk, and reach drivers directly in the cab
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced the launch of Samsara Agent Studio, a no-code AI agent platform designed specifically for physical operations. Adoption on Samsara’s platform has accelerated 7x since June as customers expand AI from automating reports and uncovering fuel savings to anticipating compliance risk and reaching drivers through voice.
Agents built for knowledge work can wait for a prompt. In physical operations, much of the work is already moving, requiring agents to understand what’s happening in real time — and be smart enough to take action. Samsara provides that context through more than a decade of operational data on vehicles, equipment, workers, and sites including location, video, diagnostics, behavior, and environmental conditions, from customers across industries and geographies. Agent Studio turns that context into action, giving customers prebuilt AI agents and a builder for custom chat and voice agents tailored to their operations. Now available to all customers, it makes Samsara the first platform for physical operations to offer both.
“AI is quickly adopted when it’s useful, and in physical operations that means an agent has to understand the operation and meet people where the work happens,” said Johan Land, Chief Product Officer at Samsara. “In the back office that might happen through chat. On the road, it happens through a phone call. That is what brings an agent to life in the real world.”
From automating reports to anticipating risk
Agents built in Agent Studio are taking on work that once required hours of manual analysis or a dedicated specialist. Reporting is where many customers start, but adoption is quickly expanding into more complex work — finding opportunities to reduce fuel costs, predicting compliance risk before a violation occurs, diagnosing the cause of operational issues, and giving drivers immediate access to company-specific guidance.
That expansion is also happening within individual organizations. Deployed use cases include:
Inspection and compliance reporting. Grand Isle Shipyard's agent compiles forms, inspection reports, and asset data into a monthly report in about five minutes per division, a 99% reduction in report generation time that returns roughly $100,000 a year in specialist capacity to the team. Predictive compliance. S. Bertram Foods' agent tracks remaining stops, drive time, and shift time to flag hours-of-service risk three hours before it becomes a violation, cutting weekly manual review time by 84%. Driver identification. StreamTech Industrial's agent identifies every trip where a driver has not logged in, reducing unassigned drive time by 500 hours in two months. Fuel efficiency. A leading North American passenger transit provider's agent analyzes idle time to distinguish fuel waste caused by driver behavior from regeneration cycles, maintenance, and weather, so managers know which vehicles to act on and why. Company-specific driver support. A major food distributor built a Driver Wingman agent that answers new drivers' questions about parking, personal conveyance rules, and fuel stops from the company's own policies, in seconds and at any hour. “We were spending more than six figures a year on reporting and data compilation, work that’s now fully automated,” said Derek Champagne, VP of Corporate Security, Asset Management & Housing at Grand Isle Shipyard. “The real benefit isn’t just efficiency; it’s the ability to focus our people on solving bigger problems, driving innovation, and creating value that simply wasn’t possible before.”
Voice becomes the primary interface for frontline workers
In physical operations, AI and its workers cannot depend on a screen to get a job done. A driver has their eyes on the road; a utility crew is repairing power lines. Voice gives agents an interface built for those environments — allowing workers to ask questions, receive instructions, and share information without stepping away from the work.
Customers are building agents that make and take phone calls, bringing live operational information and company-specific guidance into those conversations and extending support beyond the hours an office team can cover.
That can turn a physical event into an AI-powered workflow. When a truck crosses a geofence around an unfamiliar job site or distribution center, for example, a voice agent can immediately call the driver with site-specific instructions — which entrance to use, where to park, the yard speed limit and required safety equipment. The driver can ask follow-up questions using information from company policies and live operational data. When the truck leaves, the agent can capture details from the visit, while managers can use Samsara Assistant to analyze patterns such as which sites are creating the longest dwell times.
Across Samsara’s platform, voice has quickly become the dominant way people interact with agents. Within four weeks of launch, voice agents surpassed chat in interaction volume and have led every week since. Among organizations using voice agents, ~75% have increased their weekly usage since they began deploying them — more than half have at least doubled it.
“Start of Day Briefings help us get set for the shift, and two-way audio helps tackle drowsiness in the cab. It gives us the support we need in the moment to stay sharp, stay safe, and become better drivers,” said Tiny Kirby, a driver at Clyde Companies.
From understanding to action — wherever the work happens
For more than a decade, Samsara has built the technology to see and understand physical operations, now collecting more than 30 trillion data points annually from vehicles that traverse 99.9% of U.S. roads. Agents extend that foundation from understanding to action — and increasingly allow people to access Samsara’s operational context without sitting in front of a reporting dashboard.
Samsara’s agentic capabilities now reach people wherever the work happens:
Samsara Assistant answers questions inside the dashboard and turns them into action. Prebuilt agents cover common safety, maintenance, and compliance work. Agent Studio gives teams a builder for custom chat and voice agents specific to their operation, extending AI beyond the dashboard and into the field. Samsara MCP, recently launched, carries live Samsara data, under each customer’s existing permissions, into the AI tools their teams already use, including Claude, ChatGPT, and Copilot. Each draws on the same operational context and permission model, whether someone is talking to an agent on the road, working in the Samsara dashboard, or using another AI tool.
“Every day, our customers make thousands of decisions that determine whether people get home safely, deliveries arrive on time, and essential services keep running,” said Brendan O’Driscoll, VP of Platform at Samsara. “Our ambition is to make AI part of how that work gets done — anticipating what needs to happen and coordinating the people, equipment, and systems to act. That’s the future we’re building at Samsara.”
Agent Studio is now available to all Samsara customers. Watch the Agent Studio demo and learn more about the Samsara platform here.
About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world’s most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world’s leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company’s mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
Jefferies initiated coverage of connected-operations platform Samsara (NYSE: IOT) with a 'buy' rating and a $50 price target, saying the company is well positioned to gain share in a large, underpenetrated market for physical operations technology.
Samsara’s platform combines software, proprietary hardware, artificial intelligence, analytics and automation to help businesses reduce liability and improve productivity across physical operations.
Jefferies estimates Samsara can deliver a 22% revenue compound annual growth rate through fiscal 2029, reaching nearly $3 billion of revenue while maintaining a Rule of 40 margin profile.
The analyst said Samsara’s platform processes more than 30 trillion data points annually, creating a proprietary data asset that supports increasingly valuable AI insights, automation and new product development.
Jefferies also sees limited risk from AI-related employee displacement because Samsara’s pricing is primarily linked to physical assets rather than users or employees.
Samsara has captured about 1% of its self-defined $175 billion global addressable market, while penetration of its core product opportunity remains below 5%, leaving room for new customer wins, enterprise share gains and international expansion.
Jefferies highlighted Samsara’s 115% or higher core customer net revenue retention, supported by customers adding products beyond telematics and video safety to include equipment monitoring, asset tracking, routing, maintenance and workflow automation.
The analyst said 96% of large customers use at least two Samsara products, while 72% use three or more, with emerging products contributing more than 20% of new annual contract value.
Jefferies expects upward revisions to Samsara’s conservative fiscal 2027 guidance, supported by improving cRPO and billings coverage, strong customer retention and multi-product adoption.
The shares trade at 10 times calendar 2028 enterprise value to gross profit, according to Jefferies, which sees its $50 target, equivalent to 12.7 times, as justified by comparable growth and profitability.
On October 01, 2026, Samsara Inc IOT shares rose by 5.0%, currently priced at $40.04. This increase comes as the stock is trading within a 52-week range of $23.38 to $47.47.
GF Value™ verdict: Current price is $40.04, compared to GF Value of $56.36, indicating a 29.0% undervaluation.GF Score™ is 84/100, suggesting a strong overall performance relative to its peers.Notable signal: Insiders have sold $399.9M worth of shares over the past year, with no buying activity.Is IOT Overvalued or Undervalued?Samsara Inc's current price of $40.04 is significantly below the GuruFocus GF Value™ estimate of $56.36, which indicates a 29.0% margin of safety for potential investors. GF Value™ is GuruFocus' proprietary estimate of intrinsic value, which considers historical trading multiples, past business growth, and future performance expectations. Given that the stock is classified as modestly undervalued, this presents an appealing opportunity for investors, albeit with certain caveats. It is essential to consider the broader market conditions and internal company dynamics that could affect future performance.
While the undervaluation could suggest a buying opportunity, it is important to note the lack of insider buying in the past year, with significant insider selling of $399.9M. This could indicate a lack of confidence from those closest to the company, which may temper enthusiasm for the stock's undervaluation. Overall, the analysis of GF Value™ suggests that while Samsara Inc's shares are currently undervalued, potential investors should be cautious and do their due diligence.
How Does IOT's Valuation Compare to Its History?MetricCurrentHistoricalP/E (TTM)260.0x306.3xForward P/E52.0x-The current P/E ratio of 260.0x is lower than its 5-year median P/E of 306.3x, indicating that the stock is trading below its historical valuation levels. This P/E analysis aligns with the GF Value™ assessment of being undervalued. The forward P/E of 52.0x also suggests future earnings expectations are more favorable compared to the trailing twelve months, supporting the notion of growth potential.
What Does IOT's GF Score™ Tell Us?GF Score™ measures a company's performance based on various factors such as financial strength, profitability, growth, valuation, and momentum. Samsara Inc's GF Score™ stands at 84/100, indicating a strong position within its sector. The strongest sub-rank is in Growth, rated at 9/10, which suggests that the company has excellent growth prospects. Conversely, the weakest sub-rank is in Profitability, rated at 4/10, indicating that while the company may be growing, it is not yet translating that growth into strong profits.
MetricRatingGF Score™84/100Financial Strength8/10Profitability4/10Growth9/10Valuation8/10Momentum8/10Overall, the combination of a strong GF Score™ and robust growth potential, juxtaposed with lower profitability, paints a mixed picture. While the high growth rank indicates promising future revenues, the weaker profitability rank suggests that the company must improve its profit margins to enhance investor confidence.
What Are Gurus and Insiders Doing with IOT?Currently, four gurus hold Samsara Inc stock, with two increasing their positions while three have trimmed their holdings in recent quarters. This indicates a mixed sentiment among institutional investors regarding the stock's prospects. The activity of these investment gurus is a critical signal, as it reflects the confidence levels of seasoned investors who analyze companies closely.
On the insider front, the significant selling of $399.9M worth of shares over the past year—with no reported buying activity—suggests a lack of confidence from those most familiar with the company's operations. This insider behavior may raise concerns among potential investors about the stock's future performance and the company's internal outlook.
What This Means for InvestorsIn conclusion, based on the GF Value™ assessment, Samsara Inc appears to be undervalued with a price of $40.04 compared to the GF Value™ estimate of $56.36. However, potential investors should exercise caution due to the substantial insider selling and mixed guru sentiment. As always, thorough research is essential before making any investment decisions. For more details on the stock, visit the Samsara Inc IOT stock page.
Frequently Asked QuestionsWhat is IOT's GF Score™?
IOT has a GF Score™ of 84/100, indicating a strong overall performance relative to its peers in the software industry.
Is IOT overvalued or undervalued?
According to the GF Value™ analysis, IOT is currently undervalued, with a significant margin of safety compared to its estimated intrinsic value.
What is IOT's P/E ratio?
The P/E ratio for IOT is 260.0x, which is below its 5-year median of 306.3x, indicating that the stock is currently trading at a lower historical valuation.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Disclosures I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.
LAVAL, Quebec--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced its first professional hockey sponsorship, a season-long partnership with the Laval Rocket, the American Hockey League affiliate of the Montreal Canadiens. Samsara-branded Zamboni® ice resurfacers, equipped with Samsara 360 Camera and Vehicle Gateway devices, will help keep the rink ready for play. The partnership spans the 2026-27 regular season, beginning wi.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced that Asplundh, a global leader in vegetation management and infrastructure services, has selected Samsara to increase the safety and efficiency of its North American operations. The partnership spans tens of thousands of vehicles and pieces of specialty equipment across the Asplundh family of companies and includes Samsara AI Dash Cams, Vehicle Gateways, Power.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced Samsara MCP (Model Context Protocol), a direct connection that enables customers to bring their Samsara operational data into the AI assistants, agents, and applications of their choosing without requiring a custom integration. Authorized users can analyze live information from their Samsara environment alongside data from other business systems, extending the company's open p.
Samsara Inc. (NYSE:IOT – Get Free Report) CAO Benjamin Kirchhoff sold 2,165 shares of the business’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $42.55, for a total transaction of $92,120.75. Following the completion of the transaction, the chief accounting officer directly owned 151,856 shares in the company, valued at $6,461,472.80. This trade represents a 1.41% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards.
Benjamin Louis Kirchhoff also recently made the following trade(s):
On Monday, July 20th, Benjamin Kirchhoff sold 960 shares of Samsara stock. The shares were sold at an average price of $37.70, for a total transaction of $36,192.00. Samsara Stock Performance NYSE IOT opened at $39.58 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47. The company has a 50-day simple moving average of $38.68 and a 200 day simple moving average of $34.13. The company has a market capitalization of $23.06 billion, a PE ratio of 247.36, a price-to-earnings-growth ratio of 9.71 and a beta of 1.35.
Samsara (NYSE:IOT – Get Free Report) last announced 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 net margin of 4.90% and a return on equity of 4.13%. The business had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. During the same quarter in the previous year, the firm posted $0.12 earnings per share. The company’s revenue for the quarter 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. As a group, analysts forecast that Samsara Inc. will post 0.13 EPS for the current fiscal year. Analyst Upgrades and Downgrades Several equities analysts recently commented on IOT shares. Piper Sandler reiterated a “neutral” rating and issued a $46.00 price objective (up from $40.00) on shares of Samsara in a research note on Friday, September 4th. Cantor Fitzgerald started coverage on Samsara in a research note on Monday, September 14th. They issued an “overweight” rating and a $45.00 target price on the stock. Weiss Ratings cut Samsara from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Wednesday, September 9th. BTIG Research increased their price target on Samsara from $45.00 to $54.00 and gave the stock a “buy” rating in a research note on Friday, September 4th. Finally, Truist Financial lifted their price objective on Samsara from $38.00 to $48.00 and gave the stock a “hold” rating in a report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $52.05.
Check Out Our Latest Stock Report on Samsara
Institutional Trading of Samsara Institutional investors and hedge funds have recently modified their holdings of the business. Markowski Investments bought a new position in shares of Samsara in the second quarter worth approximately $37,000. Parkside Financial Bank & Trust lifted its holdings in shares of Samsara by 91.0% during the 2nd quarter. Parkside Financial Bank & Trust now owns 1,377 shares of the company’s stock worth $45,000 after acquiring an additional 656 shares during the last quarter. Anchor Investment Management LLC bought a new stake in shares of Samsara during the 2nd quarter worth $46,000. CX Institutional purchased a new position in Samsara in the second quarter worth $64,000. Finally, Leonteq Securities AG purchased a new position in Samsara in the fourth quarter worth $76,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.
About Samsara (Get Free Report)
Samsara, Inc is a technology company that provides a cloud-based Connected Operations Platform for organizations that rely on physical operations. Its platform helps businesses monitor vehicles, equipment, worksites and employees, while using connected devices, software and data analytics to improve safety, efficiency and productivity.
The company’s products and services include vehicle telematics, GPS tracking, electronic logging and fleet management tools; video-based safety and security systems; equipment and asset monitoring; workforce and workflow management applications; and tools for dispatching, routing, maintenance and site visibility.
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California State Teachers Retirement System raised its holdings in Samsara Inc. (NYSE:IOT – Free Report) by 3,119.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 15,704,422 shares of the company’s stock after purchasing an additional 15,216,568 shares during the quarter. California State Teachers Retirement System owned 2.70% of Samsara worth $484,256,000 at the end of the most recent reporting period.
A number of other institutional investors have also modified their holdings of the stock. USS Investment Management Ltd purchased a new stake in Samsara in the 1st quarter worth $28,232,000. Spyglass Capital Management LLC increased its stake in Samsara by 25.5% during the 1st quarter. Spyglass Capital Management LLC now owns 2,946,646 shares of the company’s stock worth $93,379,000 after buying an additional 599,651 shares in the last quarter. Allen Operations LLC raised its holdings in shares of Samsara by 83.3% during the fourth quarter. Allen Operations LLC now owns 66,020 shares of the company’s stock valued at $2,340,000 after acquiring an additional 30,000 shares during the last quarter. Geode Capital Management LLC lifted its position in shares of Samsara by 17.8% in the fourth quarter. Geode Capital Management LLC now owns 6,196,703 shares of the company’s stock valued at $219,035,000 after acquiring an additional 935,855 shares in the last quarter. Finally, Brown Advisory Inc. lifted its position in shares of Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.
Insider Buying and Selling In other Samsara news, CEO Sanjit Biswas sold 244,805 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,001,479.85. Following the sale, the chief executive officer owned 94,000 shares in the company, valued at approximately $3,456,380. This represents a 72.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 245,925 shares of the business’s stock in a transaction that occurred on Tuesday, July 7th. The shares were sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the transaction, the insider directly owned 94,000 shares of the company’s stock, valued at approximately $3,456,380. This 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 three months, insiders have sold 2,219,206 shares of company stock valued at $83,821,258. Corporate insiders own 35.13% of the company’s stock.
Samsara Trading Up 12.0% Shares of NYSE:IOT opened at $42.97 on Tuesday. The company has a market capitalization of $25.04 billion, a PE ratio of 268.57, a P/E/G ratio of 9.45 and a beta of 1.35. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The firm has a 50 day simple moving average of $38.38 and a 200-day simple moving average of $33.83. Samsara (NYSE:IOT – Get Free Report) last announced its earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. Samsara had a net margin of 4.90% and a return on equity of 4.13%. The business had revenue of $508.44 million during the quarter, compared to analysts’ expectations of $483.29 million. During the same period in the prior year, the company earned $0.12 earnings per share. The business’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities research analysts predict that Samsara Inc. will post 0.13 EPS for the current fiscal year.
Analysts Set New Price Targets Several brokerages have issued reports on IOT. Bank of America upped their target price on Samsara from $47.00 to $55.00 and gave the company a “buy” rating in a report on Friday, September 4th. Truist Financial boosted their price target on shares of Samsara from $38.00 to $48.00 and gave the company a “hold” rating in a research report on Friday, September 4th. Wells Fargo & Company upped their price objective on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a report on Friday, September 4th. BNP Paribas Exane lifted their target price on shares of Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a research note on Friday, September 4th. Finally, Morgan Stanley boosted their target price on shares of Samsara from $43.00 to $49.00 and gave the company an “equal weight” rating in a report on Friday, September 4th. Sixteen investment analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $52.05.
Read Our Latest Stock Report on IOT
Samsara Profile (Free Report)
Samsara, Inc is a technology company that provides a cloud-based Connected Operations Platform for organizations that rely on physical operations. Its platform helps businesses monitor vehicles, equipment, worksites and employees, while using connected devices, software and data analytics to improve safety, efficiency and productivity.
The company’s products and services include vehicle telematics, GPS tracking, electronic logging and fleet management tools; video-based safety and security systems; equipment and asset monitoring; workforce and workflow management applications; and tools for dispatching, routing, maintenance and site visibility.
Featured Stories Five stocks we like better than Samsara Analysts Are Punting Their Calls Into the Next Quarter After Adobe’s Mixed Earnings Institutional Money Is Pouring Into These 2 Altcoin ETFs The End of Big Tech Buybacks? Only One Hyperscaler Is Still Repurchasing Shares 3 Dividend Kings to Buy While They’re Still Beaten Down Want to see what other hedge funds are holding IOT? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Samsara Inc. (NYSE:IOT – Free Report).
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SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. ("Samsara") (NYSE: IOT), the pioneer of the Connected Operations® Platform, today announced Samsara Driver Perks, the first rewards program built for professional drivers that is free to drivers and at no cost to the fleet. Millions of professional drivers in the Samsara network—from long-haul trucking to passenger transit and last-mile delivery—can access exclusive offers and discounts from leading brands spanning food and beverage, wellness, fitness.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (“Samsara”) (NYSE: IOT), the pioneer of the Connected Operations® Platform, today released its Compounding Risk Report, new research based on Samsara's patent-pending Risk Model that shows the top 10% of risk-ranked drivers account for 47% of crashes. The report evaluates approximately 50 factors spanning driving behavior, exposure, context and driver development. By analyzing how these factors interact over time, the model gives safety leaders a way.
Samsara (NYSE:IOT) reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.
The company ended the quarter with $2.1 billion in ARR, up 30% from a year earlier, after adding $134 million in net new ARR. Revenue rose 30% year over year to $508 million, or 29% in constant currency. CFO Dominic Phillips said net new ARR grew 28% year over year in constant currency, representing the company’s second-highest growth rate over the past 10 quarters.
Samsara also reported GAAP earnings per share of $0.03, its fourth consecutive quarter of GAAP profitability. Non-GAAP operating margin was 21%, improving six percentage points from a year earlier, while free cash flow margin was 13%. Large Customers and Multi-Product Adoption Drive Growth Large enterprises remained an important source of growth. Samsara added a quarterly record 242 customers with at least $100,000 in ARR and 20 customers with at least $1 million in ARR. The company ended the quarter with 3,605 customers in the $100,000-plus ARR cohort, which accounted for $1.3 billion in ARR and grew 38% year over year.
The company also ended the period with 210 customers generating at least $1 million in ARR. ARR from those customers surpassed $500 million and increased more than 50% year over year, according to Phillips.
Multi-product adoption continued to increase among larger customers. Phillips said 96% of customers with at least $100,000 in ARR subscribed to two or more products, while 72% subscribed to three or more. Nine of Samsara’s 10 largest net new annual contract value transactions during the quarter included at least two products.
Phillips said the company met its target dollar-based net retention rate of approximately 115% for core customers. More than 20% of net new ACV came from emerging products for the third consecutive quarter, and more than 60 transactions included over $100,000 in emerging-product net new ACV.
New Products Expand AI and Operations Offerings At its Beyond customer conference in June, Samsara introduced products and features intended to expand its use of artificial intelligence across physical operations. The company said more than 4,000 people attended the event and that adoption of certain recently introduced AI features increased more than fourfold over the prior two months.
Tracking Label: A single-use Bluetooth label designed to provide near-real-time shipment visibility across carriers. 360 Camera and AI Multicam: Camera offerings for operated equipment and vehicles intended to improve visibility and identify safety risks. Waste Intelligence and Ground Intelligence: AI applications for verifying waste-service events, identifying overfilled bins, and detecting road defects. AI agents: Tools for safety, maintenance and dispatch workflows, including warranty recovery, driver coaching and back-office dispatch tasks. Management said the new products have contributed broadly to bookings rather than being concentrated in a single offering. During the question-and-answer session, the company said no one new product represented more than half of emerging-product bookings in the quarter.
Samsara said it collected more than 30 trillion data points annually on its platform, up more than 40% year over year. That information includes data from vehicles, powered and unpowered equipment, job sites and frontline workers. Over the past year, customers drove more than 105 billion miles and digitized 340 million workflows, according to the company.
Public Sector, International Markets Contribute Field services was Samsara’s largest vertical by net new ACV during the quarter, posting its highest mix in more than two years. Transportation was the second-largest contributor, while public sector delivered its second-highest net new ACV mix, Phillips said.
Public-sector growth included deals involving a top-five U.S. city, the Massachusetts Bay Transportation Authority and the state of Louisiana. The city deal included more than $2 million from emerging products, including AI Multicam, Connected Maintenance and Ground Intelligence.
International markets represented 18% of net new ACV, tying a quarterly record. Europe delivered its second-highest net new ACV mix and its fourth consecutive quarter of more than 50% net new ACV growth, aided by the company’s largest mainland Europe transaction with one of the world’s largest e-commerce companies. Mexico also posted accelerating year-over-year net new ACV growth.
Outlook Includes Higher Inventory and Supply Chain Costs For the third quarter, Samsara forecast revenue of $514 million to $516 million, representing 24% year-over-year growth, or 23% to 24% growth in constant currency. It expects a 21% non-GAAP operating margin, non-GAAP EPS of $0.18 to $0.19, and GAAP profitability.
For fiscal 2027, the company projected revenue of $2.043 billion to $2.047 billion, or 26% growth year over year. Samsara expects a 21% non-GAAP operating margin, non-GAAP EPS of $0.76 to $0.78, and GAAP profitability for the full year.
Phillips said the company now expects free cash flow margin to be approximately 100 basis points below fiscal 2026 levels. He attributed the expected decline primarily to increased purchases of IoT devices to support stronger demand, proactive inventory purchases, and elevated supply-chain costs in the second half of the year. He said the company views these pressures as temporary and expects operating margin to be a better indicator of underlying profitability in a more normalized supply-chain environment.
About Samsara (NYSE:IOT) 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.
Key Takeaways Samsara guides fiscal 2027 revenues up 26% as AI adoption and large-customer expansion support growth.Free cash flow margin is seen about 100 basis points below fiscal 2026 on device and supply-chain costs.Emerging products drove over 20% of net new ACV for a third straight quarter as customers expanded use. Samsara Inc. (IOT - Free Report) used its second-quarter fiscal 2027 earnings call to emphasize large-customer expansion, emerging-product adoption and its operational-data advantage. Management paired that momentum with a free-cash-flow margin outlook below fiscal 2026 tied to device demand, inventory purchases and elevated supply-chain costs.
Non-GAAP EPS of $0.2 beat the Zacks Consensus Estimate of $0.17, while revenues of $508.4 million topped the $483.3 million estimate. The call focused more on sustaining growth and expanding product use.
IOT Guides Growth With Cash Flow Trade-OffsExecutive VP and CFO Dominic Phillips guided third-quarter fiscal 2027 revenues to $514-$516 million, up 24%, with a 21% non-GAAP operating margin and non-GAAP EPS of $0.18-$0.19.
For fiscal 2027, Phillips guided revenues to $2.043-$2.047 billion, up 26%, with a 21% non-GAAP operating margin and non-GAAP EPS of $0.76-$0.78. GAAP profitability is expected for both periods.
Phillips also expects free cash flow margin to be about 100 basis points below fiscal 2026 as stronger growth requires more devices, inventory prebuys and elevated supply-chain costs.
Samsara's Large-Customer Engine DeepensPhillips said that ending ARR reached $2.125 billion, up 30%, while net new ARR was $134.1 million, up 28%. Samsara ended the fiscal second quarter with 3,605 customers above $100,000 in ARR.
That cohort added a record 242 customers and represented 63% of total ARR. Customers above $1 million in ARR reached 210 after a record 20 additions.
A BofA Securities analyst asked whether customers were landing larger or expanding faster. Phillips said that expansion contributed more, with emerging products helping existing customers broaden deployments.
IOT Expands Revenue per DeviceCo-founder, CEO and Chairman Sanjit Biswas said that existing devices increasingly support multiple applications, allowing customers to add software without replacing hardware. Gateways and cameras can support telematics, maintenance and operational intelligence.
Phillips mentioned that emerging products generated more than 20% of net new ACV for the third straight quarter, while more than 60 transactions included over $100,000 of emerging-product net new ACV.
A Wolfe Research analyst asked whether AI Multicam was driving a refresh cycle. Biswas called demand additive, not replacement-driven, while saying new applications can monetize camera data beyond core safety use cases.
Samsara Keeps AI Agents in Early StageBiswas said that adoption of some recent AI features increased more than fourfold in two months, with more than 1,000 customers engaged across safety, maintenance and task-automation use cases.
Biswas highlighted voice-based driver alerts and warranty-recovery workflows. The product strategy uses operational data and connected hardware to automate tasks that otherwise require manual attention.
A JPMorgan analyst asked where agents were moving into production fastest. Biswas said that customers often adopt multiple agent use cases, but deployments remain early and require configuration and change management.
IOT Broadens Vertical and Overseas MomentumPhillips mentioned that field services was Samsara's largest second-quarter vertical and delivered its highest net new ACV mix in more than two years. Public sector posted its second-highest net new ACV mix.
An RBC Capital Markets analyst asked about federal year-end seasonality. Phillips said that most public-sector activity comes from state and local governments, making demand more consistent through the year.
Internationally, Phillips said that 18% of net new ACV came from outside the United States, tied for a quarterly record. Europe posted its second-highest net new ACV mix.
Samsara's Focus Remains Scale and EfficiencyBiswas centered the long-term message on expanding Samsara's operational data asset and using AI to deepen customer ROI. Large enterprises remain central because their operations span more assets, workers and workflows.
Phillips maintained that near-term cash-flow pressure reflects faster growth and supply-chain conditions. Management's stated priorities remain growth at scale, product expansion, GAAP profitability and operating leverage.
Zacks Signals for IOTIOT carries a Zacks Rank #3 (Hold). Its Growth Score of A and Momentum Score of A are favorable, while the Value Score of F indicates weak value characteristics. The VGM Score of B reflects a stronger blended profile across the three styles.
The Zacks Style Score complements the Zacks Rank, with the strongest combinations centered on Zacks Rank #1 (Strong Buy) or Zacks Rank #2 (Buy) stocks paired with A or B scores. IOT's Zacks Rank #3 is not among those top-ranked combinations and can change as earnings estimates are revised after the reported quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Takeaways Samsara posted 30% revenue growth and $2.125 billion in ARR, up 30% year over year.Large customers drove expansion, with $100,000-plus ARR accounts reaching 3,605 and ARR up 38%.Samsara raised its fiscal 2027 revenue midpoint 2% while projecting a 21% operating margin. Samsara Inc. (IOT - Free Report) delivered better-than-expected second-quarter fiscal 2027 results. Non-GAAP earnings of 20 cents per share beat the Zacks Consensus Estimate by 17.7% and rose 66.7% year over year.
Revenues of $508.4 million increased 30% year over year and surpassed the consensus estimate by 5.2%. On a constant-currency basis, revenues grew 29%.
Growth was supported by large-customer expansion, multi-product adoption and emerging products. Ending annual recurring revenues, or ARR, reached $2.125 billion, up 30% year over year.
IOT's Net New ARR Growth AcceleratesNet new ARR was $134.1 million, up 28% year over year in both actual and constant currency. On a trailing-12-month basis, net new ARR totaled $485 million and grew 27% in constant currency, up from 14% growth in the year-ago period.
The company signed nine transactions with more than $1 million in net new annual contract value. This was its third-highest quarterly total. Management said second-quarter revenue outperformance reflected strong bookings and slightly better booking timing than in prior quarters.
Samsara's Large Customers Drive ExpansionIOT ended the quarter with 3,605 customers generating more than $100,000 in ARR, a quarterly increase of 242. ARR from this cohort reached $1.3 billion, up 38% year over year, and represented 63% of total ARR compared with 59% a year earlier.
The company also had 210 customers above $1 million in ARR after adding a record 20 during the quarter. ARR from these customers surpassed $500 million and grew more than 50% year over year for the third straight quarter. Average ARR per $100,000-plus customer rose 6% to $369,000.
IOT Benefits From Broader Product AdoptionMulti-product adoption remained a key expansion lever. Among $100,000-plus ARR customers, 96% subscribed to at least two products and 72% used three or more products, compared with 95% and 68%, respectively, a year ago. Core-customer dollar-based net retention, which reflects expansion net of contraction and attrition, was approximately 115%.
Emerging products contributed more than 20% of net new annual contract value, or ACV, for the third consecutive quarter. Eight of the top 10 net new ACV deals included an emerging product, while more than 60 transactions carried over $100,000 of emerging-product net new ACV. Customer adoption of some newer AI features increased more than fourfold in the last two months.
Samsara Expands Operating ProfitabilityNon-GAAP gross profit was $398 million, up from $305.7 million a year ago, while non-GAAP gross margin held at 78%. Non-GAAP operating income increased to $106 million from $59.7 million, and the operating margin expanded to 21% from 15%.
Non-GAAP sales and marketing expenses rose to $188.3 million from $148.7 million, but fell to 37% of revenues from 38%. R&D expenses increased to $65.1 million from $54.3 million, while the company’s revenue share declined to 13% from 14%. G&A expenses fell to $38.6 million from $43.0 million.
IOT Generates Higher Cash FlowOperating cash flow increased to $73.5 million from $50.2 million in the year-ago quarter. Free cash flow rose to $64.7 million from $44.2 million, with the free cash flow margin at 13% compared with 11% a year earlier.
As of Aug. 1, 2026, cash and cash equivalents were $291.4 million compared with $318.8 million as of Jan. 31. Short-term investments increased to $537.5 million from $515.0 million over the same period.
Samsara Lifts Fiscal 2027 Revenue ViewFor the third quarter of fiscal 2027, Samsara expects revenues of $514-$516 million, indicating 24% year-over-year growth. The company projects a non-GAAP operating margin of 21% and non-GAAP earnings of 18-19 cents per share.
For fiscal 2027, revenues are projected at $2.043-$2.047 billion, up 26% year over year, with a 21% non-GAAP operating margin and non-GAAP earnings of 76-78 cents per share. The new revenue midpoint suggests a 2% raise from prior guidance.
Management expects the full-year free cash flow margin to be about 100 basis points below fiscal 2026 because of higher device needs, proactive inventory purchases and elevated supply-chain costs.
Zacks Rank & Stocks to ConsiderIOT currently carries a Zacks Rank #3 (Hold).
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Samsara Inc. (NYSE:IOT) posted better-than-expected fiscal 2027 second-quarter results after Thursday’s closing bell.
Samsara reported quarterly earnings of 20 cents per share, which beat the Street estimate of 16 cents by 25%, per Benzinga Pro data. Quarterly revenue came in at $508.44 million, beating the analyst estimate of $483.26 million and up from $391.480 million in the same period last year.
"Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter," said CEO Sanjit Biswas.
Samsara shares rose 4% to trade at $40.29 on Friday.
These analysts made changes to their price targets on Samsara following earnings announcement.
BTIG analyst Nick Altmann maintained the stock with a Buy and raised the price target from $45 to $54.Guggenheim analyst Tamjid Chowdhury maintained the stock with a Buy and raised the price target from $45 to $51.Keybanc analyst Jason Celino maintained the stock with an Overweight rating and raised the price target from $46 to $55.TD Cowen analyst Derrick Wood maintained the stock with a Buy and boosted the price target from $48 to $53.RBC Capital analyst Matthew Hedberg maintained the stock with an Outperform rating and raised the price target from $50 to $55.Trending
Wells Fargo analyst Michael Turrin maintained the stock with an Overweight rating and raised the price target from $50 to $58.BMO Capital analyst Daniel Jester maintained the stock with an Outperform rating and raised the price target from $44 to $54.B of A Securities analyst Matt Bullock maintained the stock with a Buy and raised the price target from $47 to $55.Considering buying IOT stock? Here’s what analysts think:
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Samsara remains a Hold after a ~72% rally, as recent gains are driven mainly by multiple expansion rather than step-change fundamentals. Operating margin inflection, durable ~30% revenue growth, and strong large-customer expansion justify a rerating, but valuations at ~12x forward sales are now full. Growth is moderating to ~26% for FY2027, with margin improvement slowing and FCF margins not visibly expanding further, limiting upside from current levels.
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Presentation
Unknown Executive
[Presentation]
Good afternoon. Welcome to Samsara's Second Quarter Fiscal 2027 Earnings Call. I'm Marty Winick, Director of Finance and Strategy at Samsara. Joining me today are Samsara's Chief Executive Officer and Co-Founder, Sanjit Biswas; and our Chief Financial Officer, Dominic Phillips. In addition to our prepared remarks on this call, additional information can be found in our shareholder letter, press release, investor presentation and SEC filings on our Investor Relations website at investors.samsara.com.
The matters we'll discuss today include forward-looking statements. Actual results may differ materially from those contained in the forward-looking statements and are subject to risks and uncertainties described more fully in our SEC filings. Any forward-looking statements that we make on this call are based on assumptions as of today, September 3, 2026, and we undertake no obligation to update these statements as a result of new information or future events unless required by law.
During today's call, we will discuss our second quarter fiscal 2027 financial results. We'd like to point out that the company reports non-GAAP results in addition to and not as a substitute for or superior
Samsara Inc. (IOT - Free Report) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +17.65%. A quarter ago, it was expected that this company would post earnings of $0.13 per share when it actually produced earnings of $0.17, delivering a surprise of +30.77%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Samsara Inc., which belongs to the Zacks Internet - Software industry, posted revenues of $508.44 million for the quarter ended July 2026, surpassing the Zacks Consensus Estimate by 5.20%. This compares to year-ago revenues of $391.48 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Samsara Inc. shares have added about 3.8% since the beginning of the year versus the S&P 500's gain of 12%.
What's Next for Samsara Inc.?While Samsara Inc. has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Samsara Inc. was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.20 on $510.3 million in revenues for the coming quarter and $0.74 on $2.01 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 31% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, BlackBerry (BB - Free Report) , is yet to report results for the quarter ended August 2026. The results are expected to be released on September 24.
This cybersecurity software and services company is expected to post quarterly earnings of $0.04 per share in its upcoming report, which represents no change from the year-ago quarter. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
BlackBerry's revenues are expected to be $143 million, up 10.3% from the year-ago quarter.
Samsara Just Answered The AI Question—Is Wall Street Ready To Listen?Samsara NYSE: IOT reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.
The company ended the quarter with $2.1 billion in ARR, up 30% from a year earlier, after adding $134 million in net new ARR. Revenue rose 30% year over year to $508 million, or 29% in constant currency. CFO Dominic Phillips said net new ARR grew 28% year over year in constant currency, representing the company’s second-highest growth rate over the past 10 quarters.
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Samsara Shows What Happens When Fundamentals Beat FearSamsara also reported GAAP earnings per share of $0.03, its fourth consecutive quarter of GAAP profitability. Non-GAAP operating margin was 21%, improving six percentage points from a year earlier, while free cash flow margin was 13%.
Large Customers and Multi-Product Adoption Drive Growth Large enterprises remained an important source of growth. Samsara added a quarterly record 242 customers with at least $100,000 in ARR and 20 customers with at least $1 million in ARR. The company ended the quarter with 3,605 customers in the $100,000-plus ARR cohort, which accounted for $1.3 billion in ARR and grew 38% year over year.
Samsara Is Forming a Triple Bottom—Time to Buy?The company also ended the period with 210 customers generating at least $1 million in ARR. ARR from those customers surpassed $500 million and increased more than 50% year over year, according to Phillips.
Multi-product adoption continued to increase among larger customers. Phillips said 96% of customers with at least $100,000 in ARR subscribed to two or more products, while 72% subscribed to three or more. Nine of Samsara’s 10 largest net new annual contract value transactions during the quarter included at least two products.
Phillips said the company met its target dollar-based net retention rate of approximately 115% for core customers. More than 20% of net new ACV came from emerging products for the third consecutive quarter, and more than 60 transactions included over $100,000 in emerging-product net new ACV.
New Products Expand AI and Operations Offerings At its Beyond customer conference in June, Samsara introduced products and features intended to expand its use of artificial intelligence across physical operations. The company said more than 4,000 people attended the event and that adoption of certain recently introduced AI features increased more than fourfold over the prior two months.
Tracking Label: A single-use Bluetooth label designed to provide near-real-time shipment visibility across carriers. 360 Camera and AI Multicam: Camera offerings for operated equipment and vehicles intended to improve visibility and identify safety risks. Waste Intelligence and Ground Intelligence: AI applications for verifying waste-service events, identifying overfilled bins, and detecting road defects. AI agents: Tools for safety, maintenance and dispatch workflows, including warranty recovery, driver coaching and back-office dispatch tasks. Management said the new products have contributed broadly to bookings rather than being concentrated in a single offering. During the question-and-answer session, the company said no one new product represented more than half of emerging-product bookings in the quarter.
Samsara said it collected more than 30 trillion data points annually on its platform, up more than 40% year over year. That information includes data from vehicles, powered and unpowered equipment, job sites and frontline workers. Over the past year, customers drove more than 105 billion miles and digitized 340 million workflows, according to the company.
Public Sector, International Markets Contribute Field services was Samsara’s largest vertical by net new ACV during the quarter, posting its highest mix in more than two years. Transportation was the second-largest contributor, while public sector delivered its second-highest net new ACV mix, Phillips said.
Public-sector growth included deals involving a top-five U.S. city, the Massachusetts Bay Transportation Authority and the state of Louisiana. The city deal included more than $2 million from emerging products, including AI Multicam, Connected Maintenance and Ground Intelligence.
International markets represented 18% of net new ACV, tying a quarterly record. Europe delivered its second-highest net new ACV mix and its fourth consecutive quarter of more than 50% net new ACV growth, aided by the company’s largest mainland Europe transaction with one of the world’s largest e-commerce companies. Mexico also posted accelerating year-over-year net new ACV growth.
Outlook Includes Higher Inventory and Supply Chain Costs For the third quarter, Samsara forecast revenue of $514 million to $516 million, representing 24% year-over-year growth, or 23% to 24% growth in constant currency. It expects a 21% non-GAAP operating margin, non-GAAP EPS of $0.18 to $0.19, and GAAP profitability.
For fiscal 2027, the company projected revenue of $2.043 billion to $2.047 billion, or 26% growth year over year. Samsara expects a 21% non-GAAP operating margin, non-GAAP EPS of $0.76 to $0.78, and GAAP profitability for the full year.
Phillips said the company now expects free cash flow margin to be approximately 100 basis points below fiscal 2026 levels. He attributed the expected decline primarily to increased purchases of IoT devices to support stronger demand, proactive inventory purchases, and elevated supply-chain costs in the second half of the year. He said the company views these pressures as temporary and expects operating margin to be a better indicator of underlying profitability in a more normalized supply-chain environment.
About Samsara (NYSE:IOT)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.
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SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today reported financial results for the second quarter ended August 1, 2026, and released a shareholder letter accessible from the Samsara investor relations website at investors.samsara.com. “Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter,” said Sanjit Biswas, CEO and co-fo.
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today reported Q2 FY27 results showing that large organizations are increasingly standardizing on Samsara across their vehicles, equipment, sites and frontline workflows. The company crossed $2.1 billion in annual recurring revenue and added 242 $100,000-plus ARR customers and 20 $1 million-plus ARR customers, both quarterly records. Additional highlights include: $2.1 billion in ARR, up.
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Samsara Inc. (NYSE:IOT) posted its fiscal 2027 second-quarter results after Thursday’s closing bell, beating expectations across the board. Here’s a look at the details inside the report.
IOT stock is moving. Watch the price action here. Samsara Q2 Details Samsara reported quarterly earnings of 20 cents per share, which beat the Street estimate of 16 cents by 25%, per Benzinga Pro data.
Quarterly revenue came in at $508.44 million, beating the analyst estimate of $483.26 million and up from $391.480 million in the same period last year.
The company also announced it has crossed $2.1 billion in annual recurring revenue and added 242 $100,000-plus ARR customers and 20 $1 million-plus ARR customers.
Samsara’s additional highlights include:
$2.1 billion in ARR, up 30% year-over-year $134 million in net new ARR, up 28% year-over-year ARR from $100,000-plus ARR customers accelerated for the fourth consecutive quarter ARR from $1 million-plus ARR customers surpassed $500 million, growing more than 50% year over year for the third consecutive quarter Emerging products contributed more than 20% of net new ACV for the third consecutive quarter Read Next
“Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter,” said CEO Sanjit Biswas.
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“Our large customers continue to drive our momentum, and customer adoption of some of our latest AI features is up more than 4x in the last two months,” Biswas added.
IOT Stock Price: According to data from Benzinga Pro, Samsara stock was up 13.32% to $43.91 in Thursday’s extended trading.
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Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
FAR HILLS, N.J.--(BUSINESS WIRE)-- #AMD--Samsara Vision promoted Jason Herod to President and CEO. Having joined Samsara Vision in 2021, Mr. Herod was most recently Chief Commercial Officer.
Key Takeaways Samsara expects Q2 revenues of $482-$484 million, with consensus at $483.3 million.Samsara's upmarket and land-and-expand strategies are driving adoption across operational workflows.AI monetization and higher AI and cloud costs could influence adoption, margins and profitability. Samsara Inc. (IOT - Free Report) is scheduled to report second-quarter fiscal 2027 results on Sept. 3, after market close.
For the second quarter of fiscal 2027, Samsara expects non-GAAP earnings per share between 15 cents and 16 cents. The consensus mark is pegged at 17 cents per share, indicating an increase of 23.5% from the prior-year quarter’s reported figure. The estimate has remained unchanged over the past 60 days.
Samsara’s earnings beat the Zacks Consensus Estimate for earnings in each of the trailing four quarters, delivering an average earnings surprise of 41.4%.
For the second quarter of fiscal 2027, Samsara expects revenues between $482 million and $484 million. The Zacks Consensus Estimate is pegged at $483.3 million, suggesting growth of approximately 23.5% from the year-ago quarter’s reported figure.
Factors to Consider for IOT StockSamsara is expected to maintain a healthy growth trajectory in the second-quarter fiscal 2027 results, supported by continued demand for its Connected Operations Platform. The company’s expanding presence among large enterprises, combined with increasing adoption of multiple applications, might have sustained customer engagement and strengthened recurring revenue trends. The upmarket strategy remains an important growth driver as larger customers broaden their use of Samsara’s platform across operational workflows.
The company’s land-and-expand strategy is also likely to have supported the business in the to-be-reported quarter, as customers increasingly adopt emerging products alongside core telematics and safety offerings. Operational AI, Connected Asset Maintenance and other newer applications are expected to have broadened Samsara’s addressable market, created additional opportunities within existing accounts and remained a tailwind in the fiscal second quarter.
Recent product launches targeting government services, waste management and transportation are likely to have expanded the platform’s use cases and supported adoption momentum in the fiscal second quarter. Furthermore, AI monetization will remain a key area of investor focus. Samsara’s profitability trend is likely to have remained favorable in the to-be-reported quarter as revenue growth increasingly translates into operating leverage.
Samsara has been emphasizing disciplined spending and improved efficiency while continuing to invest in artificial intelligence and product development. Strong cash generation should provide flexibility to fund innovation and go-to-market initiatives. However, higher AI and cloud-related costs could continue to pressure gross margins and limit the pace of overall margin expansion.
Samsara is experimenting with different pricing models for operational AI and agent-based capabilities, but customer adoption remains relatively early. The quarter might have provided further indications of whether these offerings are moving from experimentation toward broader commercial adoption. At the same time, privacy and labor regulations surrounding location, video and driver-behavior data are likely to have remained potential constraints on deployment and could have lengthened sales cycles in certain markets.
What Our Proven Model Says for IOT’s Q2 EarningsOur proven model does not conclusively predict an earnings beat for Samsara this time. According to the Zacks model, the combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. But that’s not the case here.
Samsara has an Earnings ESP of 0.00% and carries a Zacks Rank #3 at present. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Dell Technologies (DELL - Free Report) has an Earnings ESP of +6.20% and sports a Zacks Rank #1 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Dell Technologies shares have skyrocketed 275.1% in the year-to-date period. Dell Technologies is set to report second-quarter fiscal 2027 results on Sept. 1.
Docusign (DOCU - Free Report) has an Earnings ESP of +1.73% and a Zacks Rank #2 at present.
Shares of Docusign have lost 6.8% year to date. Docusign is scheduled to report the second-quarter fiscal 2027 results on Sept. 3.
Hewlett Packard Enterprise (HPE - Free Report) has an Earnings ESP of +6.54% and a Zacks Rank #2 at present.
Shares of Hewlett Packard Enterprise have rallied 126.5% year to date. Hewlett Packard Enterprise is slated to report fiscal third-quarter 2026 results on Sept. 2.
Samsara Inc. (IOT - Free Report) ended the recent trading session at $39.14, demonstrating a -2.95% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.32%. At the same time, the Dow added 0.3%, and the tech-heavy Nasdaq gained 0.66%.
Shares of the company witnessed a gain of 14.12% over the previous month, beating the performance of the Computer and Technology sector with its gain of 4.08%, and the S&P 500's gain of 3.34%.
The upcoming earnings release of Samsara Inc. will be of great interest to investors. The company's earnings report is expected on September 3, 2026. It is anticipated that the company will report an EPS of $0.17, marking a 41.67% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $483.3 million, indicating a 23.45% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.74 per share and a revenue of $2.01 billion, representing changes of +32.14% and +24.23%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for Samsara Inc. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Samsara Inc. is currently a Zacks Rank #3 (Hold).
Looking at valuation, Samsara Inc. is presently trading at a Forward P/E ratio of 54.26. This represents a premium compared to its industry average Forward P/E of 20.83.
Also, we should mention that IOT has a PEG ratio of 1.88. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. IOT's industry had an average PEG ratio of 1.09 as of yesterday's close.
The Internet - Software industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 90, finds itself in the top 37% echelons of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
New centralized experience brings fuel usage, driver behavior, routing, and card controls into a single pane of glass for operations and finance teams
SAN FRANCISCO--(BUSINESS WIRE)--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today launched the Samsara Fuel Command Center, a centralized experience that brings its fuel management capabilities into a single pane of glass. It combines a consolidated view of total and recoverable fuel spend with intelligent fuel-stop recommendations in Commercial Navigation and Coast fuel card controls, giving operations and finance teams one place to identify waste, guide drivers to lower-cost fuel, and prevent card misuse.
“After implementing Coast through Samsara, we saw our fuel expenses drop by nearly $15,000 a month,” said Kyle Stewart, CFO at Trades Holding.
Share “We used to worry about fraud all the time. Cards went missing, PINs were shared, and we had no way to verify transactions,” said Tim Weisser, Fleet Operations Manager at Milestone Home Services. “Now with Coast and Samsara, the system takes care of it. If the truck's not there, the card doesn't work. Simple.”
Commercial fleets have contended with sustained fuel misuse and price volatility throughout 2026, as diesel prices have moved by more than $0.20 per gallon in a single week seven times since late February, according to data from the Samsara Fuel Spend Index. The latest swing erased three consecutive months of declines in just four weeks, pushing diesel to $5.23 per gallon by the end of July—16% above where the month began—while gasoline climbed from $3.93 to $4.25. This unpredictability heightens the need for cost controls and presents a significant opportunity. Internal data shows that U.S. customers had roughly $2 billion in potential fuel-spend savings in the first six months of the year. The Fuel Command Center gives operators the tools to capture those savings as conditions change.
“Fuel is one of the biggest costs a fleet carries—30% to 40% of total marginal operating costs,” said Ryan Yu, VP of Product at Samsara. “Prices have swung hard the past several months, and when they rise, fuel fraud rises with them. Customers told us pump-price visibility isn't enough. They need fraud, driver behavior, and vendor choices in one view, so they can cut costs before they add up. That's why we built Fuel Command Center: to give operators and finance leaders a way to turn their operations data into action and find immediate savings.”
The Fuel Command Center centralizes the data and controls fleets use to manage fuel across three core areas:
See total and recoverable fuel spend in one place
Fuel Command Center gives operations and finance teams a consolidated view of total and recoverable fuel spend. It identifies where money is being lost across idling, fueling location, driver efficiency, fraud, and suspicious fuel drops, then recommends the highest-impact actions. Managers can track quarterly trends and act from the same dashboard—for example, by turning on in-cab idling alerts or adding preferred fuel vendors.
Route drivers to the right fuel stop with Commercial Navigation
Commercial Navigation extends the centralized fuel strategy to the road by building preferred fuel stops into a route before a driver leaves the yard, so drivers do not have to toggle between telematics and third-party fuel apps. It accounts for corporate negotiated rates, responds when fuel runs low mid-route, and reroutes to the nearest preferred station. In a 90-day analysis of more than 2,000 Samsara customers, organizations cut a median of 4% in fuel spend by fueling at preferred vendors.
Stop card misuse before the transaction with Coast
Fuel card misuse rises with fuel prices: a Samsara analysis found that detected fraud incidents increase roughly 9% for every $0.10 increase in the price of diesel. Through the Samsara Coast integration, Fuel Command Center connects card authorization to vehicle location, allowing fleets to manage policies in one place and block transactions when the assigned vehicle is not present. “After implementing Coast through Samsara, we saw our fuel expenses drop by nearly $15,000 a month,” said Kyle Stewart, CFO at Trades Holding.
While fleets cannot control the price of fuel, they can control more of what they ultimately spend, and by centralizing fuel performance, routing, driver behavior, and card controls in Fuel Command Center, Samsara gives operations and finance teams one place to manage the variables that determine that cost. The result is a more direct way to offset external price volatility with savings generated inside their own operations.
Learn more about Samsara’s Fuel Command Center here. Learn more about Samsara’s Commercial Navigation here. Learn more about the Samsara and Coast integration here. Explore current Samsara Fuel Spend Index data here. Read about 8 ways to manage surging fuel costs here. About Samsara
Samsara (NYSE: IOT) is the pioneer of the Connected Operations® Platform, which is an open platform that connects the people, devices, and systems of some of the world's most complex operations, allowing them to develop actionable insights and improve their operations. With tens of thousands of customers across North America and Europe, Samsara is a proud technology partner to the people who keep our global economy running, including the world's leading organizations across industries in transportation, construction, wholesale and retail trade, field services, logistics, manufacturing, utilities and energy, government, healthcare and education, food and beverage, and others. The company's mission is to increase the safety, efficiency, and sustainability of the operations that power the global economy.
Samsara is a registered trademark of Samsara Inc. All other brand names, product names, or trademarks belong to their respective holders.
In the latest trading session, Samsara Inc. (IOT - Free Report) closed at $39.58, marking a +1.49% move from the previous day. This change outpaced the S&P 500's 0.69% loss on the day. Elsewhere, the Dow saw a downswing of 0.22%, while the tech-heavy Nasdaq depreciated by 1.33%.
Shares of the company have appreciated by 1.17% over the course of the past month, underperforming the Computer and Technology sector's gain of 5.97%, and the S&P 500's gain of 3.96%.
The upcoming earnings release of Samsara Inc. will be of great interest to investors. The company's earnings report is expected on September 3, 2026. The company is predicted to post an EPS of $0.17, indicating a 41.67% growth compared to the equivalent quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $483.3 million, reflecting a 23.45% rise from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $0.74 per share and a revenue of $2.01 billion, signifying shifts of +32.14% and +24.23%, respectively, from the last year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Samsara Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 4.41% higher within the past month. Currently, Samsara Inc. is carrying a Zacks Rank of #3 (Hold).
Looking at its valuation, Samsara Inc. is holding a Forward P/E ratio of 52.47. This signifies a premium in comparison to the average Forward P/E of 21.19 for its industry.
Also, we should mention that IOT has a PEG ratio of 1.81. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.01 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 95, placing it within the top 39% of over 250 industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
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Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors are more concerned with a stock's future prospects, and the overall financial health and strength of a company. Thus, the Growth Style Score analyzes characteristics like projected and historic earnings, sales, and cash flow to find stocks that will see sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Samsara Inc. (IOT - Free Report) Samsara provides a cloud-based Connected Operations Platform that enables organizations with physical operations to increase safety, efficiency, and sustainability. The platform unifies data from Internet-connected devices, third-party systems, and enterprise applications, delivering insights through a web dashboard, mobile apps, alerts, and automated workflows.
IOT is a #2 (Buy) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Computer and Technology stock. IOT has a Momentum Style Score of B, and shares are up 3.8% over the past four weeks.
One analyst revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.00 to $0.74 per share. IOT boasts an average earnings surprise of +41.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, IOT should be on investors' short list.
Samsara Inc. (IOT - Free Report) closed the most recent trading day at $39.34, moving -2.43% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.26%. Meanwhile, the Dow lost 0.04%, and the Nasdaq, a tech-heavy index, added 0.54%.
Shares of the company have appreciated by 9.27% over the course of the past month, outperforming the Computer and Technology sector's loss of 0.41%, and the S&P 500's gain of 2.13%.
The upcoming earnings release of Samsara Inc. will be of great interest to investors. The company's earnings report is expected on September 3, 2026. The company is forecasted to report an EPS of $0.17, showcasing a 41.67% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $483.3 million, up 23.45% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.74 per share and a revenue of $2.01 billion, representing changes of +32.14% and +24.23%, respectively, from the prior year.
Investors should also take note of any recent adjustments to analyst estimates for Samsara Inc. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 4.41% higher. Samsara Inc. presently features a Zacks Rank of #2 (Buy).
Valuation is also important, so investors should note that Samsara Inc. has a Forward P/E ratio of 54.24 right now. This indicates a premium in contrast to its industry's Forward P/E of 21.01.
It is also worth noting that IOT currently has a PEG ratio of 1.88. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The average PEG ratio for the Internet - Software industry stood at 1.14 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 94, which puts it in the top 39% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Samsara Inc. (NYSE:IOT – Get Free Report) has earned a consensus rating of “Moderate Buy” from the twenty-one ratings firms that are covering the stock, Marketbeat reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, thirteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1-year price target among brokers that have issued a report on the stock in the last year is $45.3333.
Several brokerages recently commented on IOT. Royal Bank Of Canada upped their target price on Samsara from $41.00 to $42.00 and gave the company an “outperform” rating in a report on Friday, June 5th. TD Cowen restated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research report on Thursday, June 25th. Morgan Stanley set a $43.00 price objective on shares of Samsara in a research note on Tuesday, July 21st. Weiss Ratings upgraded shares of Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a research report on Monday, June 15th. Finally, Piper Sandler downgraded shares of Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 target price for the company. in a research note on Sunday.
Read Our Latest Stock Report on Samsara
Insiders Place Their Bets In other news, insider John Bicket sold 57,267 shares of Samsara stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $37.89, for a total value of $2,169,846.63. Following the completion of the transaction, the insider directly owned 1,342,795 shares of the company’s stock, valued at approximately $50,878,502.55. This trade represents a 4.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Dominic Phillips sold 11,710 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $37.62, for a total value of $440,530.20. Following the completion of the transaction, the insider directly owned 836,100 shares in the company, valued at $31,454,082. This represents a 1.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 4,476,767 shares of company stock valued at $154,220,562. 35.13% of the stock is currently owned by insiders.
Institutional Inflows and Outflows A number of institutional investors have recently modified their holdings of the stock. Brighton Jones LLC bought a new stake in Samsara in the fourth quarter valued at $13,464,000. Royal Bank of Canada boosted its position in shares of Samsara by 100.3% during the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp grew its stake in shares of Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after buying an additional 17,088 shares during the period. Empowered Funds LLC grew its stake in shares of Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after buying an additional 335 shares during the period. Finally, Marshall Wace LLP increased its position in Samsara by 142.4% in the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after buying an additional 40,450 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.
Samsara Stock Up 1.1% NYSE IOT opened at $40.29 on Wednesday. The company has a market capitalization of $23.48 billion, a price-to-earnings ratio of 402.97, a PEG ratio of 8.95 and a beta of 1.34. Samsara has a twelve month low of $23.38 and a twelve month high of $47.47. The stock has a fifty day simple moving average of $35.21 and a 200 day simple moving average of $31.78.
Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. The firm had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business’s revenue was up 30.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Research analysts expect that Samsara will post 0.15 earnings per share for the current fiscal year.
About Samsara (Get Free Report)
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.
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Samsara Inc. (IOT - Free Report) closed at $38.22 in the latest trading session, marking a -1.32% move from the prior day. The stock's performance was behind the S&P 500's daily loss of 0.18%. Elsewhere, the Dow saw a downswing of 0.85%, while the tech-heavy Nasdaq depreciated by 0.06%.
The company's stock has climbed by 6.28% in the past month, exceeding the Computer and Technology sector's gain of 1.48% and the S&P 500's gain of 3.33%.
Analysts and investors alike will be keeping a close eye on the performance of Samsara Inc. in its upcoming earnings disclosure. The company's earnings report is set to go public on September 3, 2026. It is anticipated that the company will report an EPS of $0.17, marking a 41.67% rise compared to the same quarter of the previous year. Meanwhile, the latest consensus estimate predicts the revenue to be $483.18 million, indicating a 23.42% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.74 per share and a revenue of $2.01 billion, representing changes of +32.14% and +32.21%, respectively, from the prior year.
Investors should also note any recent changes to analyst estimates for Samsara Inc. Recent revisions tend to reflect the latest near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been a 4.41% rise in the Zacks Consensus EPS estimate. Right now, Samsara Inc. possesses a Zacks Rank of #2 (Buy).
Looking at valuation, Samsara Inc. is presently trading at a Forward P/E ratio of 52.1. This represents a premium compared to its industry average Forward P/E of 21.6.
We can additionally observe that IOT currently boasts a PEG ratio of 1.8. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The average PEG ratio for the Internet - Software industry stood at 1.21 at the close of the market yesterday.
The Internet - Software industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 107, which puts it in the top 44% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.
