Samsara (NYSE:IOT) Updates Q1 2026 Earnings Guidance

Samsara (NYSE:IOT) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 0.050-0.060 for the period, compared to the consensus earnings per share estimate of 0.050. The company issued revenue guidance of $350.0 million-$352.0 million, compared to the consensus revenue estimate of $351.3 million. Samsara also updated its FY 2026 guidance to 0.320-0.340 EPS.

Samsara Stock Performance

Shares of IOT opened at $41.86 on Friday. Samsara has a 52 week low of $27.14 and a 52 week high of $61.90. The stock has a 50 day moving average price of $49.21 and a two-hundred day moving average price of $48.29. The firm has a market capitalization of $23.49 billion, a P/E ratio of -89.05 and a beta of 1.63.

Analysts Set New Price Targets

A number of research firms recently commented on IOT. Loop Capital increased their price target on Samsara from $46.00 to $63.00 and gave the company a “buy” rating in a research report on Thursday, December 5th. Morgan Stanley increased their target price on shares of Samsara from $40.00 to $52.00 and gave the company an “equal weight” rating in a report on Wednesday, November 20th. Berenberg Bank began coverage on shares of Samsara in a research report on Monday, February 3rd. They set a “hold” rating and a $57.00 price target on the stock. Raymond James started coverage on shares of Samsara in a research report on Wednesday, February 26th. They issued a “market perform” rating for the company. Finally, BMO Capital Markets dropped their target price on shares of Samsara from $57.00 to $48.00 and set a “market perform” rating on the stock in a research report on Friday. Eleven analysts have rated the stock with a hold rating and six have given a buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $51.07.

Insider Transactions at Samsara

In other Samsara news, insider Sanjit Biswas sold 145,392 shares of the company’s stock in a transaction dated Tuesday, March 4th. The shares were sold at an average price of $44.27, for a total transaction of $6,436,503.84. Following the sale, the insider now directly owns 120,000 shares of the company’s stock, valued at $5,312,400. This represents a 54.78 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Adam Eltoukhy sold 9,043 shares of Samsara stock in a transaction dated Thursday, February 20th. The stock was sold at an average price of $53.88, for a total transaction of $487,236.84. Following the completion of the transaction, the insider now owns 331,106 shares of the company’s stock, valued at $17,839,991.28. The trade was a 2.66 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders sold 1,389,912 shares of company stock worth $65,081,064. 60.04% of the stock is owned by company insiders.

Institutional Investors Weigh In On Samsara

An institutional investor recently bought a new position in Samsara stock. Brighton Jones LLC purchased a new stake in Samsara Inc. (NYSE:IOT) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 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 & Exchange Commission. Hedge funds and other institutional investors own 96.02% of the company’s stock.

About Samsara

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.