Samsara (NYSE:IOT) Price Target Raised to $41.00

Samsara (NYSE:IOT) had its target price boosted by KeyCorp from $40.00 to $41.00 in a research note issued on Friday,Benzinga reports. The brokerage currently has an “overweight” rating on the stock. KeyCorp’s price target suggests a potential upside of 37.35% from the stock’s previous close.

A number of other equities analysts have also recently issued reports on the stock. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Bank of America upped their price target on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Royal Bank Of Canada set a $35.00 price objective on Samsara in a research note on Wednesday, February 11th. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a research report on Thursday, January 15th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $37.00 target price (down from $49.00) on shares of Samsara in a report on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $45.13.

Samsara Stock Performance

Shares of IOT opened at $29.85 on Friday. Samsara has a 52-week low of $23.38 and a 52-week high of $48.40. The business’s 50 day moving average price is $30.39 and its two-hundred day moving average price is $35.53. The firm has a market cap of $17.22 billion, a PE ratio of -373.13 and a beta of 1.60.

Samsara (NYSE:IOT) last announced 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 net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. During the same quarter last year, the firm posted $0.11 EPS. The company’s quarterly revenue was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Research analysts predict that Samsara will post -0.3 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Adam Eltoukhy sold 4,688 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $26.79, for a total value of $125,591.52. Following the completion of the sale, the insider owned 246,675 shares in the company, valued at $6,608,423.25. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Sanjit Biswas sold 263,900 shares of the company’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total transaction of $6,827,093.00. Following the completion of the sale, the insider directly owned 57,600 shares of the company’s stock, valued at $1,490,112. The trade was a 82.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 2,905,115 shares of company stock valued at $92,037,864. 46.49% of the stock is owned by corporate insiders.

Institutional Trading of Samsara

Hedge funds have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd boosted its position in Samsara by 2,247.2% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 5,023 shares of the company’s stock worth $178,000 after purchasing an additional 4,809 shares during the last quarter. Sit Investment Associates Inc. raised its stake in shares of Samsara by 13.2% during the 4th quarter. Sit Investment Associates Inc. now owns 70,320 shares of the company’s stock worth $2,493,000 after purchasing an additional 8,205 shares during the period. Virtu Financial LLC purchased a new position in shares of Samsara in the 4th quarter worth about $591,000. Invesco Ltd. grew its position in Samsara by 153.1% during the fourth quarter. Invesco Ltd. now owns 889,290 shares of the company’s stock valued at $31,525,000 after buying an additional 537,966 shares during the period. Finally, Alberta Investment Management Corp bought a new position in Samsara during the fourth quarter valued at about $1,241,000. 96.02% of the stock is currently owned by institutional investors.

Key Stories Impacting Samsara

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.