Samsara (NYSE:IOT) Updates Q1 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its first quarter 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.120-0.130 for the period, compared to the consensus estimate of 0.070. The company issued revenue guidance of $454.0 million-$456.0 million, compared to the consensus revenue estimate of $444.5 million. Samsara also updated its FY 2027 guidance to 0.650-0.690 EPS.

Samsara Trading Up 4.0%

IOT traded up $1.16 during mid-day trading on Thursday, hitting $29.85. 16,911,411 shares of the stock were exchanged, compared to its average volume of 8,334,267. The firm’s fifty day moving average is $30.52 and its two-hundred day moving average is $35.57. Samsara has a 1-year low of $23.38 and a 1-year high of $48.40. The company has a market cap of $17.22 billion, a PE ratio of -373.13 and a beta of 1.60.

Samsara (NYSE:IOT) last released its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. The company had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, research analysts anticipate that Samsara will post -0.3 earnings per share for the current year.

Analyst Ratings Changes

IOT has been the topic of a number of analyst reports. BMO Capital Markets lowered their price objective on Samsara from $50.00 to $40.00 and set an “outperform” rating on the stock in a report on Wednesday, February 25th. BTIG Research started coverage on Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price objective on the stock. TD Cowen reiterated a “buy” rating on shares of Samsara in a research report on Monday. Bank of America boosted their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $37.00 price target (down from $49.00) on shares of Samsara in a report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $45.69.

Insider Buying and Selling at Samsara

In other news, insider Adam Eltoukhy sold 4,688 shares of the company’s stock in a transaction on Friday, February 20th. The stock was sold at an average price of $26.79, for a total transaction of $125,591.52. Following the completion of the sale, the insider directly owned 246,675 shares of the company’s stock, valued at $6,608,423.25. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the sale, the insider owned 57,600 shares in the company, valued at approximately $1,490,112. The trade was a 82.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 2,923,463 shares of company stock valued at $92,883,523 in the last ninety days. Company insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC acquired a new stake in shares of Samsara in the fourth quarter worth $28,000. Caitong International Asset Management Co. Ltd grew its stake in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after buying an additional 669 shares during the last quarter. AlphaCentric Advisors LLC bought a new position in Samsara in the 4th quarter worth $36,000. IFP Advisors Inc lifted its position in Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after acquiring an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC acquired a new position in shares of Samsara in the fourth quarter valued at $52,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

About Samsara

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.