Samsara (NYSE:IOT) Releases FY 2026 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.320-0.340 for the period, compared to the consensus EPS estimate of 0.280. The company issued revenue guidance of $1.5 billion-$1.5 billion, compared to the consensus revenue estimate of $1.5 billion. Samsara also updated its Q1 2026 guidance to 0.050-0.060 EPS.

Samsara Trading Down 4.0 %

Shares of IOT stock traded down $1.74 on Thursday, hitting $41.86. 5,834,422 shares of the stock were exchanged, compared to its average volume of 3,222,134. The firm’s 50 day moving average is $49.28 and its two-hundred day moving average is $48.34. Samsara has a one year low of $27.14 and a one year high of $61.90. The firm has a market capitalization of $23.49 billion, a PE ratio of -89.05 and a beta of 1.61.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, March 6th. The company reported ($0.02) EPS for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.09). Samsara had a negative return on equity of 19.44% and a negative net margin of 21.80%. On average, sell-side analysts expect that Samsara will post -0.3 earnings per share for the current year.

Wall Street Analysts Forecast Growth

IOT has been the topic of several research analyst reports. Loop Capital upped their price target on shares of Samsara from $46.00 to $63.00 and gave the stock a “buy” rating in a report on Thursday, December 5th. Raymond James started coverage on shares of Samsara in a research note on Wednesday, February 26th. They issued a “market perform” rating for the company. Royal Bank of Canada raised their price target on Samsara from $49.00 to $64.00 and gave the stock an “overweight” rating in a research report on Thursday, December 5th. StockNews.com raised shares of Samsara from a “sell” rating to a “hold” rating in a report on Friday, November 8th. Finally, BMO Capital Markets upped their price objective on shares of Samsara from $44.00 to $57.00 and gave the company a “market perform” rating in a research note on Friday, December 6th. Eleven research analysts have rated the stock with a hold rating and six have given a buy rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $51.67.

Insiders Place Their Bets

In other news, major shareholder Parallel Fund Iv L.P. Ah sold 112,380 shares of the stock in a transaction on Tuesday, December 10th. The stock was sold at an average price of $45.92, for a total value of $5,160,489.60. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Sanjit Biswas sold 118,589 shares of the firm’s stock in a transaction dated Tuesday, February 25th. The shares were sold at an average price of $49.15, for a total transaction of $5,828,649.35. Following the sale, the insider now owns 126,000 shares of the company’s stock, valued at approximately $6,192,900. This represents a 48.49 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last 90 days, insiders sold 1,244,520 shares of company stock worth $58,644,560. 60.04% of the stock is owned by corporate insiders.

Institutional Trading of Samsara

A hedge fund recently bought a new stake in Samsara stock. Brighton Jones LLC bought a new stake in shares of Samsara Inc. (NYSE:IOT) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 308,168 shares of the company’s stock, valued at approximately $13,464,000. Brighton Jones LLC owned approximately 0.05% of Samsara as of its most recent filing with the Securities and Exchange Commission (SEC). 96.02% of the stock is currently owned by institutional investors.

Samsara Company Profile

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