Brokerages Set Samsara Inc. (NYSE:IOT) Target Price at $46.69

Shares of Samsara Inc. (NYSE:IOT) have been given a consensus recommendation of “Moderate Buy” by the eighteen ratings firms that are currently covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, five have given a hold recommendation, ten have given a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $46.6875.

Several research firms have recently commented on IOT. Piper Sandler reissued an “overweight” rating and issued a $37.00 price objective (down previously from $49.00) on shares of Samsara in a report on Friday, February 6th. BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a research note on Thursday, January 15th. Royal Bank Of Canada set a $35.00 price objective on shares of Samsara in a research report on Wednesday, February 11th. BMO Capital Markets upped their target price on shares of Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, The Goldman Sachs Group started coverage on shares of Samsara in a research note on Wednesday, February 11th. They issued a “buy” rating and a $36.00 target price for the company.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara was named the No. 1 Supply Chain & Logistics Software in G2’s 2026 Best Software Awards — a credibility and sales‑momentum positive for key verticals. G2 Award
• Positive Sentiment: Analyst pieces highlight Samsara’s push to integrate AI across its Connected Operations Platform — if AI features drive retention and upsells this could materially improve revenue growth and gross retention over time. AI Platform
• Neutral Sentiment: Recent results were mixed: Q3 (Dec. quarter) revenue beat estimates but EPS missed, and management set FY‑2026 and Q4‑2026 EPS targets that leave some near‑term earnings uncertainty — this is a mixed catalyst that can swing sentiment both ways. Earnings & Guidance
• Negative Sentiment: Large insider sales: insiders including co‑founder Sanjit Biswas and John Bicket each sold 263,900 shares (Feb. 17), and the CAO sold additional shares — those sizable, concentrated exits (multi‑million dollars) often weigh on investor confidence and can pressure the stock short‑term. Insider Sales
• Negative Sentiment: Coverage notes and “AI jitters” have led to some analyst downgrades and renewed valuation debate — with negative EPS history and mixed guidance, disappointing quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns

Insider Activity at Samsara

In related news, insider John Bicket sold 263,900 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider directly owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Sanjit Biswas 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 sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This trade represents a 74.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,248,775 shares of company stock valued at $105,259,218 over the last quarter. 46.49% of the stock is currently owned by corporate insiders.

Institutional Trading of Samsara

Hedge funds have recently modified their holdings of the stock. Catalyst Capital Advisors LLC bought a new position in Samsara in the 2nd quarter valued at about $28,000. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara in the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd grew its position in shares of Samsara by 312.6% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after purchasing an additional 669 shares during the last quarter. Versant Capital Management Inc lifted its holdings in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the last quarter. Finally, AlphaCentric Advisors LLC acquired a new stake in Samsara during the 4th quarter worth approximately $36,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Price Performance

Shares of NYSE IOT opened at $26.80 on Wednesday. The business has a 50-day moving average of $32.17 and a 200-day moving average of $35.89. The stock has a market capitalization of $15.46 billion, a price-to-earnings ratio of -334.99 and a beta of 1.61. Samsara has a fifty-two week low of $23.38 and a fifty-two week high of $55.42.

Samsara (NYSE:IOT) last released its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). The company had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business’s revenue was up 29.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. On average, sell-side analysts expect that Samsara will post -0.3 EPS for the current year.

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.