Samsara Inc. (NYSE:IOT) Receives $50.56 Consensus Target Price from Analysts

Shares of Samsara Inc. (NYSE:IOT) have been given a consensus rating of “Moderate Buy” by the nineteen research firms that are covering the company, MarketBeat reports. One analyst has rated the stock with a sell recommendation, five have given a hold recommendation, ten have assigned a buy recommendation and three have given a strong buy recommendation to the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $50.5625.

Several equities research analysts have recently weighed in on IOT shares. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research report on Thursday. Bank of America upped their target price on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. JPMorgan Chase & Co. increased their price target on shares of Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, December 5th. BMO Capital Markets boosted their price objective on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a report on Friday, December 5th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, December 5th.

Insider Buying and Selling

In other news, insider John Bicket sold 263,900 shares of Samsara stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00. Following the sale, the insider owned 78,800 shares of the company’s stock, valued at approximately $2,555,484. This trade represents a 77.01% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Dominic Phillips sold 18,348 shares of the company’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $34.24, for a total value of $628,235.52. Following the completion of the transaction, the insider owned 573,114 shares of the company’s stock, valued at $19,623,423.36. The trade was a 3.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 2,874,559 shares of company stock worth $104,019,864. 46.49% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Lazard Asset Management LLC boosted its holdings in Samsara by 2.0% during the third quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after purchasing an additional 279 shares in the last quarter. KLP Kapitalforvaltning AS boosted its stake in Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock valued at $4,243,000 after buying an additional 300 shares in the last quarter. Jefferies Financial Group Inc. raised its stake in Samsara by 1.6% during the third quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock worth $782,000 after acquiring an additional 322 shares in the last quarter. Cim LLC lifted its holdings in shares of Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after acquiring an additional 326 shares during the period. Finally, Empowered Funds LLC boosted 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 purchasing an additional 335 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Stock Performance

Shares of NYSE:IOT opened at $32.13 on Friday. The stock’s 50-day moving average is $36.86 and its 200-day moving average is $37.34. The company has a market cap of $18.54 billion, a P/E ratio of -401.63 and a beta of 1.62. Samsara has a 52-week low of $31.25 and a 52-week high of $61.90.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate of $0.12 by ($0.11). The business had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. As a group, equities analysts predict that Samsara will post -0.3 EPS for the current year.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.