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

IOT has been the subject of several analyst reports. UBS Group reaffirmed a “buy” rating and set a $48.00 target price on shares of Samsara in a report on Friday, March 6th. The Goldman Sachs Group set a $45.00 target price on Samsara in a report on Monday, March 2nd. Piper Sandler reaffirmed an “overweight” rating and set a $39.00 target price (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Weiss Ratings raised Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a report on Monday. Finally, Truist Financial reduced their target price on Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Samsara presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Samsara Stock Performance

Samsara stock traded down $1.05 on Thursday, reaching $35.29. The company’s stock had a trading volume of 10,935,832 shares, compared to its average volume of 7,427,572. The company has a market cap of $20.49 billion, a price-to-earnings ratio of -1,763.47, a PEG ratio of 11.12 and a beta of 1.34. The business’s fifty day moving average price is $30.53 and its 200 day moving average price is $32.46. Samsara has a twelve month low of $23.38 and a twelve month high of $48.40.

Samsara (NYSE:IOT) last released its earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping analysts’ consensus estimates of $0.13 by $0.04. The company had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, equities analysts forecast that Samsara will post 0.08 earnings per share for the current year.

Insiders Place Their Bets

In other Samsara news, insider Sanjit Biswas sold 31,081 shares of the stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $31.21, for a total value of $970,038.01. Following the completion of the sale, the insider directly owned 307,056 shares in the company, valued at $9,583,217.76. This represents a 9.19% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Adam Eltoukhy sold 5,473 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $30.21, for a total value of $165,339.33. Following the completion of the sale, the insider owned 468,305 shares of the company’s stock, valued at $14,147,494.05. This trade represents a 1.16% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 2,700,139 shares of company stock valued at $79,212,871 over the last ninety days. 35.13% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Lazard Asset Management LLC increased its stake in Samsara by 2.0% during the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after acquiring an additional 279 shares during the period. Cim LLC boosted its holdings in shares of Samsara by 1.0% during the 3rd quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after acquiring an additional 326 shares in the last quarter. Empowered Funds LLC boosted its holdings in shares of Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after acquiring an additional 335 shares in the last quarter. Summit Financial LLC boosted its holdings in shares of Samsara by 1.4% during the 4th quarter. Summit Financial LLC now owns 29,487 shares of the company’s stock valued at $1,045,000 after acquiring an additional 419 shares in the last quarter. Finally, Public Employees Retirement System of Ohio lifted its holdings in Samsara by 0.6% during the 3rd quarter. Public Employees Retirement System of Ohio now owns 83,811 shares of the company’s stock worth $3,122,000 after buying an additional 519 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

Samsara Company Profile

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.