Samsara (NYSE:IOT) Releases FY 2026 Earnings Guidance

by · The Cerbat Gem

Samsara (NYSE:IOT – Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 0.500-0.500 for the period, compared to the consensus EPS estimate of 0.240. The company issued revenue guidance of $1.6 billion-$1.6 billion, compared to the consensus revenue estimate of $1.6 billion. Samsara also updated its Q4 2026 guidance to 0.120-0.130 EPS.

Analyst Upgrades and Downgrades

IOT has been the topic of several recent research reports. Truist Financial upped their price objective on Samsara from $35.00 to $39.00 and gave the stock a “hold” rating in a research report on Friday, September 5th. TD Cowen increased their price target on shares of Samsara from $49.00 to $55.00 and gave the stock a “buy” rating in a report on Friday. Evercore ISI set a $50.00 price objective on shares of Samsara and gave the company an “outperform” rating in a report on Wednesday, October 1st. Morgan Stanley upped their price objective on shares of Samsara from $50.00 to $53.00 and gave the stock an “equal weight” rating in a research report on Monday, September 8th. Finally, Bank of America raised their target price on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday. Nine investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $50.50.

View Our Latest Research Report on IOT

Samsara Stock Performance

Samsara stock opened at $45.31 on Friday. Samsara has a 52 week low of $31.40 and a 52 week high of $61.90. The firm has a market capitalization of $25.99 billion, a PE ratio of -566.38 and a beta of 1.61. The business’s 50-day simple moving average is $38.46 and its 200-day simple moving average is $38.82.

Samsara (NYSE:IOT – Get Free Report) last released its earnings results on Thursday, December 4th. The company reported $0.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.03. Samsara had a negative return on equity of 3.61% and a negative net margin of 2.79%.The firm had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same quarter last year, the firm posted $0.07 EPS. The company’s revenue was up 29.2% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Research analysts forecast that Samsara will post -0.3 earnings per share for the current year.

Insiders Place Their Bets

In other Samsara news, insider Adam Eltoukhy sold 4,767 shares of the company’s stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $36.04, for a total value of $171,802.68. Following the completion of the transaction, the insider owned 302,698 shares of the company’s stock, valued at $10,909,235.92. This represents a 1.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider John Bicket sold 24,162 shares of the firm’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $38.15, for a total value of $921,780.30. Following the completion of the sale, the insider owned 218,173 shares of the company’s stock, valued at $8,323,299.95. This represents a 9.97% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 3,730,107 shares of company stock worth $143,045,198 in the last ninety days. Insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently bought and sold shares of IOT. IFP Advisors Inc raised its stake in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after buying an additional 828 shares in the last quarter. Quarry LP increased its stake in Samsara by 95.1% in the third quarter. Quarry LP now owns 2,528 shares of the company’s stock valued at $94,000 after acquiring an additional 1,232 shares during the period. Turim 21 Investimentos Ltda. bought a new stake in Samsara in the third quarter valued at about $159,000. Northwestern Mutual Wealth Management Co. raised its position in Samsara by 302.0% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 5,303 shares of the company’s stock worth $198,000 after purchasing an additional 3,984 shares in the last quarter. Finally, Magnetar Financial LLC bought a new position in Samsara during the third quarter worth about $200,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Company Profile

(Get Free Report)

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.

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