Samsara (NYSE:IOT) Price Target Lowered to $45.00 at BTIG Research

Samsara (NYSE:IOT) had its price target cut by BTIG Research from $55.00 to $45.00 in a research report released on Friday,Benzinga reports. They currently have a buy rating on the stock.

Several other brokerages have also recently commented on IOT. KeyCorp reduced their target price on Samsara from $55.00 to $40.00 and set an “overweight” rating on the stock in a report on Friday, February 27th. BMO Capital Markets lowered their price target on shares of Samsara from $50.00 to $40.00 and set an “outperform” rating for the company in a report on Wednesday, February 25th. TD Cowen restated a “buy” rating on shares of Samsara in a research report on Monday. Truist Financial reduced their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research note on Tuesday, February 17th. Finally, Royal Bank Of Canada set a $35.00 target price on shares of Samsara in a research note on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus price target of $46.18.

Samsara Trading Up 19.9%

NYSE:IOT traded up $5.88 during trading hours on Friday, hitting $35.46. 33,380,766 shares of the company were exchanged, compared to its average volume of 8,139,311. The stock has a market capitalization of $20.46 billion, a price-to-earnings ratio of -1,772.11 and a beta of 1.60. Samsara has a one year low of $23.38 and a one year high of $48.40. The company has a fifty day simple moving average of $30.37 and a 200 day simple moving average of $35.54.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The business’s revenue was up 28.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Equities research analysts predict that Samsara will post -0.3 earnings per share for the current fiscal year.

Insider Activity at Samsara

In other news, insider John Bicket sold 263,900 shares of Samsara stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 2,905,115 shares of company stock worth $92,037,864. Insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

Large investors have recently bought and sold shares of the stock. Baillie Gifford & Co. increased its stake in Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after purchasing an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. grew its stake in shares of Samsara by 11.5% in the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after buying an additional 3,417,849 shares during the period. Sands Capital Management LLC grew its stake in shares of Samsara by 6.4% in the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock valued at $764,308,000 after buying an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. increased its position in Samsara by 58.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after buying an additional 4,401,082 shares in the last quarter. Finally, Brown Advisory Inc. raised its stake in Samsara by 42.1% during the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after buying an additional 3,322,023 shares during the period. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results and outlook beat — Samsara reported adjusted Q4 EPS of $0.18 and revenue of $444.3M (both above consensus), ARR ~ $1.9B (+30% Y/Y) and guided FY‑2027 revenue and EPS well above Street expectations; that combination is the primary catalyst lifting the stock. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Wells Fargo, BMO, RBC, KeyCorp, Piper Sandler and others) raised targets or reaffirmed overweight/outperform ratings after the report, adding buy-side momentum. Read More.
• Positive Sentiment: Unusual bullish options flow — traders bought ~18,122 call contracts (≈129% above normal daily call volume), signaling short-term speculative bullish interest and supporting intraday upside.
• Neutral Sentiment: Positive media and analyst write-ups highlight AI-driven ARR acceleration and margin expansion, which supports the longer-term growth story but will be watched for execution. Read More.
• Neutral Sentiment: Some headline metrics differ by accounting treatment — third‑party summaries flagged GAAP differences (lower GAAP EPS/operating profit moves) versus the company’s adjusted figures, a nuance investors should check in the call transcript/slide deck. Read More.
• Negative Sentiment: Insider selling remains notable — public filings show substantial insider share sales over recent months, which some investors view as a governance/lockup-related overhang. Read More.
• Negative Sentiment: Mixed analyst adjustments — while most targets rose, a few firms trimmed their targets (e.g., BTIG lowered its target though it remains constructive), indicating some variance in valuation views that could cap upside. Read More.

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.