Samsara (NYSE:IOT) Releases Quarterly Earnings Results, Beats Estimates By $0.04 EPS

Samsara (NYSE:IOT) posted its quarterly earnings results on Thursday. The company reported $0.17 EPS for the quarter, topping the consensus estimate of $0.13 by $0.04, FiscalAI reports. Samsara had a return on equity of 2.07% and a net margin of 3.32%.The business had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. During the same quarter in the previous year, the firm earned $0.11 EPS. The company’s quarterly revenue was up 30.5% compared to the same quarter last year. Samsara updated its Q2 2027 guidance to 0.150-0.160 EPS and its FY 2027 guidance to 0.700-0.720 EPS.

Here are the key takeaways from Samsara’s conference call:

• Samsara reported a strong Q1 with nearly $2 billion in ARR, 30% year-over-year ARR growth, and its third straight quarter of GAAP EPS profitability.
• Growth was broad-based and accelerating at the high end, with $100K+ ARR customers growing 37% and $1M+ ARR customers growing 62%, while large-deal momentum remained strong.
• The company said customers are increasingly adopting Samsara as a multi-product platform, with 96% of $100K+ customers on two or more products and emerging products contributing more than 20% of net new ACV for the second consecutive quarter.
• Management highlighted early traction in newer offerings such as Connected Asset Maintenance, Waste Intelligence, and Ground Intelligence, and said pricing models are still being tested as these products scale.
• For Q2 and FY2027, Samsara guided to continued growth and profitability, with full-year revenue expected at $2.005 billion to $2.013 billion and GAAP profitability expected for the year.

Samsara Trading Down 1.0%

Shares of NYSE IOT opened at $34.84 on Friday. Samsara has a twelve month low of $23.38 and a twelve month high of $47.47. The stock has a 50 day moving average of $30.65 and a two-hundred day moving average of $32.46. The stock has a market cap of $20.23 billion, a P/E ratio of 348.47, a P/E/G ratio of 10.48 and a beta of 1.34.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara delivered stronger-than-expected quarterly results, showing continued demand for its connected operations and AI-driven platform. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: ARR growth remained robust at 30%, and the company highlighted expanding enterprise adoption and momentum in Operational AI. Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom
• Positive Sentiment: Management raised fiscal 2027 guidance, which suggests confidence in the company’s growth trajectory and operating leverage. Samsara Q1 Earnings & Revenues Beat Estimates, FY27 Outlook Raised

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Weiss Ratings raised Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Monday. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. BTIG Research reissued a “buy” rating and set a $45.00 price objective on shares of Samsara in a research report on Friday. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Finally, The Goldman Sachs Group set a $45.00 target price on Samsara in a research report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $46.53.

Insider Transactions at Samsara

In other news, insider Sanjit Biswas sold 31,081 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.21, for a total value of $970,038.01. Following the transaction, the insider owned 307,056 shares of the company’s stock, valued at approximately $9,583,217.76. The trade was a 9.19% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of the business’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $31.20, for a total value of $946,764.00. Following the completion of the transaction, the insider directly owned 153,828 shares in the company, valued at approximately $4,799,433.60. The trade was a 16.48% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,700,139 shares of company stock worth $79,212,871 in the last three months. Corporate insiders own 35.13% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the stock. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd grew its holdings in Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after acquiring an additional 669 shares during the period. AlphaCentric Advisors LLC acquired a new position in Samsara during the fourth quarter worth $36,000. IFP Advisors Inc grew its holdings in Samsara by 194.4% during the third 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 period. Finally, Los Angeles Capital Management LLC acquired a new position in Samsara during the fourth quarter worth $52,000. Institutional investors and hedge funds 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.