Samsara (NYSE:IOT) Releases Q4 2026 Earnings Guidance

Samsara (NYSE:IOT) updated its fourth quarter 2026 earnings guidance on Thursday. 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 $421.0 million-$423.0 million, compared to the consensus revenue estimate of $419.1 million. Samsara also updated its FY 2026 guidance to 0.500-0.500 EPS.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on IOT shares. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. BMO Capital Markets lowered their price target on shares of Samsara from $54.00 to $47.00 and set an “outperform” rating on the stock in a research report on Friday, September 5th. Craig Hallum raised shares of Samsara from a “hold” rating to a “buy” rating and raised their price objective for the stock from $42.00 to $48.00 in a research note on Friday, September 5th. Wall Street Zen downgraded Samsara from a “buy” rating to a “hold” rating in a research report on Saturday, August 9th. Finally, Evercore ISI set a $50.00 target price on Samsara and gave the company an “outperform” rating in a report on Wednesday, October 1st. Eight equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $49.55.

Samsara Trading Up 4.4%

Shares of Samsara stock traded up $1.72 during trading hours on Thursday, reaching $40.73. 11,348,168 shares of the company’s stock were exchanged, compared to its average volume of 4,888,745. Samsara has a 52-week low of $31.40 and a 52-week high of $61.90. The company has a fifty day moving average of $38.27 and a 200-day moving average of $38.82. The firm has a market capitalization of $23.36 billion, a price-to-earnings ratio of -254.56 and a beta of 1.61.

Samsara (NYSE:IOT) last released its earnings results on Thursday, December 4th. The company reported $0.15 EPS for the quarter, beating the consensus estimate of $0.12 by $0.03. Samsara had a negative return on equity of 7.53% and a negative net margin of 6.16%.The firm had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, equities research analysts anticipate that Samsara will post -0.3 earnings per share for the current fiscal year.

Insider Activity at Samsara

In other Samsara news, major shareholder Horowitz Lsv Fund I. Andreessen sold 793,331 shares of Samsara stock in a transaction on Tuesday, September 9th. The shares were sold at an average price of $38.55, for a total value of $30,582,910.05. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, major shareholder Parallel Fund Iv L.P. Ah sold 793,331 shares of the company’s stock in a transaction on Tuesday, September 9th. The stock was sold at an average price of $38.55, for a total value of $30,582,910.05. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 3,747,900 shares of company stock valued at $143,785,208. Insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

A number of institutional investors have recently added to or reduced their stakes in the company. IFP Advisors Inc increased its stake 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 last quarter. Quarry LP raised its stake in shares of Samsara by 95.1% during the third quarter. Quarry LP now owns 2,528 shares of the company’s stock valued at $94,000 after purchasing an additional 1,232 shares during the period. Turim 21 Investimentos Ltda. acquired a new position in Samsara in the 3rd quarter worth $159,000. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Samsara by 302.0% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 5,303 shares of the company’s stock worth $198,000 after acquiring an additional 3,984 shares in the last quarter. Finally, Magnetar Financial LLC purchased a new position in shares of Samsara during the 3rd quarter valued at approximately $200,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Company Profile

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.