BTIG Research Has Lowered Expectations for Samsara (NYSE:IOT) Stock Price

Samsara (NYSE:IOT) had its target price lowered by equities researchers at BTIG Research from $55.00 to $45.00 in a research note issued on Friday,Benzinga reports. The firm currently has a “buy” rating on the stock. BTIG Research’s price objective suggests a potential upside of 50.75% from the company’s previous close.

Several other analysts also recently commented on the stock. Piper Sandler restated an “overweight” rating and set a $37.00 target price (down from $49.00) on shares of Samsara in a report on Friday, February 6th. Bank of America upped their target price on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. JPMorgan Chase & Co. increased their target price on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Royal Bank Of Canada set a $35.00 price objective on Samsara in a report on Wednesday, February 11th. Finally, Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research note on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus price target of $45.06.

Samsara Stock Performance

Shares of NYSE IOT opened at $29.85 on Friday. The firm has a 50 day moving average price of $30.39 and a 200 day moving average price of $35.53. The stock has a market cap of $17.22 billion, a P/E ratio of -373.13 and a beta of 1.60. Samsara has a 52-week low of $23.38 and a 52-week high of $48.40.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same quarter last year, the business posted $0.11 EPS. The firm’s revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Analysts predict that Samsara will post -0.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Sanjit Biswas sold 263,900 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the transaction, the insider directly owned 57,600 shares of the company’s stock, valued at $1,490,112. This represents a 82.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Adam Eltoukhy sold 4,688 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $26.79, for a total value of $125,591.52. Following the sale, the insider owned 246,675 shares of the company’s stock, valued at approximately $6,608,423.25. This represents a 1.87% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,905,115 shares of company stock worth $92,037,864 in the last quarter. Insiders own 46.49% of the company’s stock.

Hedge Funds Weigh In On Samsara

Hedge funds have recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in shares of Samsara during the 4th quarter worth $13,464,000. Royal Bank of Canada grew its stake in shares of Samsara by 100.3% in the first 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 last quarter. Jones Financial Companies Lllp increased its holdings in Samsara by 2,444.6% in the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock valued at $682,000 after purchasing an additional 17,088 shares during the period. Empowered Funds LLC increased its holdings in Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after purchasing an additional 335 shares during the period. Finally, Amalgamated Bank bought a new position in Samsara during the 2nd quarter worth $803,000. 96.02% of the stock is owned by institutional investors.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results beat revenue and EPS consensus and ARR grew ~30% year-over-year, showing durable top‑line momentum that investors reward. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Management issued FY‑2027 EPS and revenue guidance well above street expectations (FY EPS 0.65–0.69 vs. consensus ~0.33; Q1 guidance also above estimates), a key catalyst driving the rally. Earnings / Guidance Details
• Positive Sentiment: Company commentary highlights AI platform adoption as a growth driver and efficiency contributor—supporting the narrative of sustainable, AI-fueled revenue expansion. Samsara’s FY26 Shows Accelerated Growth at Scale as AI Platform Delivers Clear Benefits
• Neutral Sentiment: Analysts remain generally constructive (several buy/overweight ratings and a median 6‑month target near $48), which can underpin further upside if execution continues. Analyst Coverage and Price Targets
• Neutral Sentiment: Some investors see the one‑year share decline as creating an attractive entry point; valuation and momentum views are influencing buying interest. Is Samsara Pricing Attractive After A 34% One Year Share Price Decline
• Negative Sentiment: Profitability metrics are mixed: while revenue and cash flow improved, operating profit and GAAP income showed weakness in some reports, creating ambiguity around near‑term margins. Q4 Financial Details and Margin Notes
• Negative Sentiment: Large insider selling activity has been flagged by data providers, which can concern some investors about near‑term share pressure or founder liquidity. Insider Trading and Institutional Activity

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.