Samsara (NYSE:IOT) Releases FY 2027 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.700-0.720 for the period, compared to the consensus estimate of 0.560. The company issued revenue guidance of $2.0 billion-$2.0 billion, compared to the consensus revenue estimate of $2.0 billion. Samsara also updated its Q2 2027 guidance to 0.150-0.160 EPS.

Samsara Price Performance

Samsara stock opened at $35.29 on Friday. The firm has a 50 day simple moving average of $30.59 and a 200-day simple moving average of $32.44. Samsara has a 1-year low of $23.38 and a 1-year high of $48.40. The stock has a market cap of $20.49 billion, a price-to-earnings ratio of -1,763.47, a price-to-earnings-growth ratio of 10.81 and a beta of 1.34.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. The firm had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm’s quarterly revenue was up 28.3% on a year-over-year basis. During the same quarter last year, the company posted $0.11 EPS. Equities analysts expect that Samsara will post 0.08 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on IOT shares. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Piper Sandler reaffirmed an “overweight” rating and set a $39.00 price objective (up from $37.00) on shares of Samsara in a research report on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Finally, Truist Financial lowered their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Samsara has a consensus rating of “Moderate Buy” and an average price target of $46.18.

Insider Buying and Selling at Samsara

In other Samsara news, CAO Benjamin Louis Kirchhoff sold 2,554 shares of the stock in a transaction that occurred on Wednesday, May 13th. The shares were sold at an average price of $27.47, for a total transaction of $70,158.38. Following the sale, the chief accounting officer directly owned 111,704 shares in the company, valued at $3,068,508.88. This represents a 2.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sanjit Biswas sold 31,081 shares of the stock in a transaction that occurred on Thursday, May 28th. The stock was sold at an average price of $31.21, for a total transaction of $970,038.01. Following the sale, the insider owned 307,056 shares in the company, valued at approximately $9,583,217.76. This trade represents a 9.19% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 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 in the last quarter. Corporate insiders own 35.13% of the company’s stock.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara beat Q1 expectations, reporting EPS of $0.17 to $0.18 versus consensus around $0.13, and revenue of about $479 million to $444 million depending on the source, both ahead of estimates. The company also said revenue grew roughly 30% year over year, showing strong demand for its connected operations platform. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Management raised full-year FY2027 guidance, with EPS guidance of $0.70-$0.72 well above the Street’s roughly $0.56 estimate, and second-quarter revenue guidance of $482 million-$484 million also slightly ahead of expectations. That suggests continued operating leverage and solid top-line momentum. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Neutral Sentiment: The company highlighted that it is approaching $2 billion in annual recurring revenue and called out accelerating growth, deeper enterprise adoption, and momentum in “Operational AI,” which supports the long-term investment thesis but is not a near-term catalyst by itself. Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom
• Negative Sentiment: Despite the strong quarter, investors appear wary that the guidance may not be strong enough to satisfy a richly valued growth stock, and the earnings call transcript and Barron’s coverage indicate the market is zeroing in on forward expectations rather than the current-quarter beat. Samsara Stock Drops After Earnings. What’s Worrying Markets.

Institutional Inflows and Outflows

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

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.