Samsara (NYSE:IOT) Issues Q3 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its third quarter 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.180-1.090 for the period, compared to the consensus estimate of 0.150. The company issued revenue guidance of $514.0 million-$516.0 million, compared to the consensus revenue estimate of $509.8 million. Samsara also updated its FY 2027 guidance to 0.760-0.780 EPS.

Analyst Upgrades and Downgrades

Several research firms recently commented on IOT. Piper Sandler downgraded shares of Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 price objective for the company. in a report on Sunday, August 9th. Morgan Stanley set a $43.00 price target on Samsara in a report on Tuesday, July 21st. BTIG Research reiterated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research report on Friday, June 26th. Wolfe Research restated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Finally, Weiss Ratings raised Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, August 11th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, Samsara currently has an average rating of “Moderate Buy” and a consensus price target of $46.67.

Samsara Stock Performance

Samsara stock traded up $1.95 during midday trading on Thursday, hitting $38.74. 15,892,066 shares of the company’s stock were exchanged, compared to its average volume of 6,867,105. The company has a market cap of $22.57 billion, a P/E ratio of 387.44, a PEG ratio of 8.77 and a beta of 1.35. The stock has a 50-day moving average price of $37.39 and a two-hundred day moving average price of $33.09. Samsara has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, September 3rd. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.16 by ($0.13). Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, sell-side analysts expect that Samsara will post 0.15 earnings per share for the current year.

Insider Activity at Samsara

In other news, CEO Sanjit Biswas sold 35,366 shares of Samsara stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $39.43, for a total transaction of $1,394,481.38. Following the completion of the sale, the chief executive officer directly owned 935,671 shares of the company’s stock, valued at approximately $36,893,507.53. The trade was a 3.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 34,557 shares of the company’s stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the completion of the transaction, the insider owned 1,134,795 shares of the company’s stock, valued at $44,756,314.80. This trade represents a 2.96% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 4,478,170 shares of company stock valued at $159,242,120 over the last three months. 35.13% of the stock is owned by corporate insiders.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly earnings beat expectations: Samsara reported adjusted earnings of $0.20 per share, above the $0.17 Zacks consensus estimate and up from $0.12 a year earlier. Samsara Surpasses Q2 Earnings and Revenue Estimates
• Positive Sentiment: Durable growth continued: Annual recurring revenue surpassed $2.1 billion, increasing 30% year over year for the third consecutive quarter. Samsara also reported a quarterly record for new customers generating at least $1 million in ARR, while enterprise ARR reportedly grew 50%. Samsara Fiscal Second-Quarter Results
• Positive Sentiment: Full-year outlook was increased: The higher forecast signals management expects continued demand for its connected-operations and AI platform, particularly as large enterprises standardize operations across vehicles, equipment, sites and frontline workers. Samsara Boosts Full-Year Outlook
• Neutral Sentiment: Valuation remains a risk factor: Samsara had already risen sharply over the preceding month, and one report noted that the consensus price target was below the prevailing share price. This raises the bar for future results despite the strong quarter. Samsara or UiPath Investment Comparison
• Neutral Sentiment: Conflicting secondary data: A MarketBeat item listed an EPS miss, but that figure conflicts with Samsara’s reported results and multiple contemporaneous reports showing a $0.20-per-share beat. Investors should rely on the company’s shareholder letter and official filing for final figures.

Institutional Investors Weigh In On Samsara

Several hedge funds have recently added to or reduced their stakes in IOT. Brighton Jones LLC bought a new stake in Samsara during the 4th quarter valued at $13,464,000. Royal Bank of Canada grew its holdings 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 acquiring an additional 48,135 shares during the last quarter. Jones Financial Companies Lllp increased its position in shares of 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 acquiring an additional 17,088 shares during the period. Empowered Funds LLC raised its stake in shares of Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares during the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Samsara by 142.4% during the second quarter. Marshall Wace LLP now owns 68,860 shares of the company’s stock valued at $2,739,000 after acquiring an additional 40,450 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

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.