Samsara (NYSE:IOT) Releases Q2 2027 Earnings Guidance

Samsara (NYSE:IOT) updated its second quarter 2027 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.150-0.160 for the period, compared to the consensus estimate of 0.150. The company issued revenue guidance of $482.0 million-$484.0 million, compared to the consensus revenue estimate of $479.9 million. Samsara also updated its FY 2027 guidance to 0.700-0.720 EPS.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on IOT. The Goldman Sachs Group set a $45.00 price target on shares of Samsara in a research note on Monday, March 2nd. Piper Sandler reaffirmed an “overweight” rating and issued a $40.00 price target (up from $39.00) on shares of Samsara in a research note on Friday. UBS Group reaffirmed a “buy” rating and issued a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. BMO Capital Markets upped their price target on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, BTIG Research reiterated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Samsara has a consensus rating of “Moderate Buy” and an average price target of $46.53.

Samsara Stock Performance

Shares of NYSE:IOT opened at $34.84 on Friday. The stock has a market capitalization of $20.23 billion, a price-to-earnings ratio of 348.47, a PEG ratio of 10.48 and a beta of 1.34. Samsara has a 1-year low of $23.38 and a 1-year high of $47.47. The company has a 50 day moving average price of $30.65 and a 200 day moving average price of $32.46.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.07%. The firm’s quarterly revenue was up 30.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, sell-side analysts expect that Samsara will post 0.08 EPS for the current fiscal year.

Insider Buying and Selling at Samsara

In other news, insider Sanjit Biswas sold 168,272 shares of the stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76. Following the transaction, the insider owned 15,200 shares in the company, valued at $434,416. This represents a 91.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 168,227 shares of the stock in a transaction on Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66. Following the transaction, the insider owned 15,200 shares in the company, valued at approximately $434,416. This trade represents a 91.71% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 2,700,139 shares of company stock worth $79,212,871. 35.13% of the stock is currently owned by company insiders.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara delivered stronger-than-expected quarterly results, showing continued demand for its connected operations and AI-driven platform. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: ARR growth remained robust at 30%, and the company highlighted expanding enterprise adoption and momentum in Operational AI. Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom
• Positive Sentiment: Management raised fiscal 2027 guidance, which suggests confidence in the company’s growth trajectory and operating leverage. Samsara Q1 Earnings & Revenues Beat Estimates, FY27 Outlook Raised

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of IOT. Wellington Management Group LLP grew its stake in Samsara by 97.1% in the 4th quarter. Wellington Management Group LLP now owns 6,269,398 shares of the company’s stock valued at $222,250,000 after buying an additional 3,088,299 shares during the last quarter. State Street Corp grew its stake in Samsara by 107.8% in the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after buying an additional 2,910,916 shares during the last quarter. Soma Equity Partners LP acquired a new position in Samsara in the 3rd quarter valued at $52,672,000. Alyeska Investment Group L.P. acquired a new position in Samsara in the 4th quarter valued at $43,719,000. Finally, Freestone Grove Partners LP grew its stake in Samsara by 435.6% in the 3rd quarter. Freestone Grove Partners LP now owns 1,401,983 shares of the company’s stock valued at $52,224,000 after buying an additional 1,140,227 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors and hedge funds.

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.