Samsara (IOT) Projected to Post Earnings on Thursday

Samsara (NYSE:IOT) is expected to announce its Q4 2026 results after the market closes on Thursday, March 5th. Analysts expect Samsara to post earnings of $0.13 per share and revenue of $422.2940 million for the quarter. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Investors are encouraged to explore the company’s upcoming Q4 2026 earning overview page for the latest details on the call scheduled for Thursday, March 5, 2026 at 5:00 PM ET.

Samsara (NYSE:IOT) last released its earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The business had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. During the same period in the prior year, the company earned $0.07 earnings per share. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. On average, analysts expect Samsara to post $0 EPS for the current fiscal year and $0 EPS for the next fiscal year.

Samsara Stock Down 0.4%

Shares of NYSE IOT opened at $28.98 on Wednesday. Samsara has a 12 month low of $23.38 and a 12 month high of $48.40. The company has a market cap of $16.72 billion, a price-to-earnings ratio of -362.25 and a beta of 1.60. The business has a fifty day simple moving average of $30.68 and a 200-day simple moving average of $35.62.

Wall Street Analysts Forecast Growth

IOT has been the topic of several research analyst reports. BMO Capital Markets lowered their price target on shares of Samsara from $50.00 to $40.00 and set an “outperform” rating on the stock in a report on Wednesday, February 25th. Jefferies Financial Group set a $57.00 price objective on Samsara in a report on Wednesday, December 10th. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a research report on Monday. JPMorgan Chase & Co. boosted their target price on shares of Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a research report on Friday, December 5th. Finally, Truist Financial cut their price target on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Samsara presently has a consensus rating of “Moderate Buy” and a consensus price target of $45.69.

Insider Activity at Samsara

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the transaction, the insider owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider John Bicket sold 263,900 shares of the 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 transaction, the insider owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 2,923,463 shares of company stock valued at $92,883,523 in the last 90 days. 46.49% of the stock is owned by corporate insiders.

Institutional Trading of Samsara

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Brighton Jones LLC acquired a new position in shares of Samsara in the fourth quarter valued at approximately $13,464,000. Royal Bank of Canada boosted its stake in Samsara by 100.3% in the 1st quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after purchasing an additional 48,135 shares during the period. Jones Financial Companies Lllp boosted its stake in Samsara by 2,444.6% in the 1st quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after purchasing an additional 17,088 shares during the period. Empowered Funds LLC increased its holdings in Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares in the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Samsara by 142.4% in the 2nd quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after purchasing an additional 40,450 shares during the period. 96.02% of the stock is owned by institutional investors.

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.