Samsara (IOT) – Investment Analysts’ Recent Ratings Changes

Samsara (NYSE: IOT) recently received a number of ratings updates from brokerages and research firms:

• 7/22/2026 – Samsara is now covered by Guggenheim. They set a “buy” rating and a $45.00 price target on the stock.
• 7/22/2026 – Samsara is now covered by Guggenheim. They set a “buy” rating and a $45.00 price target on the stock.
• 7/22/2026 – Samsara was upgraded by Guggenheim to “strong-buy”.
• 7/21/2026 – Samsara was given a new $43.00 price target by Morgan Stanley.
• 6/26/2026 – Samsara had its “overweight” rating reaffirmed by KeyCorp.
• 6/26/2026 – Samsara had its “buy” rating reaffirmed by BTIG Research. They now have a $45.00 price target on the stock.
• 6/25/2026 – Samsara had its “buy” rating reaffirmed by TD Cowen. They now have a $45.00 price target on the stock.
• 6/15/2026 – Samsara was upgraded by Weiss Ratings from “sell (d-)” to “sell (d+)”.
• 6/11/2026 – Samsara had its “outperform” rating reaffirmed by Wolfe Research.
• 6/11/2026 – Samsara was upgraded by Jefferies Financial Group Inc. to “buy”.

Insider Buying and Selling

In other news, Director Marc L. Andreessen sold 613,660 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $32.27, for a total transaction of $19,802,808.20. Following the completion of the transaction, the director directly owned 2,256,487 shares of the company’s stock, valued at $72,816,835.49. This trade represents a 21.38% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider John Bicket sold 245,925 shares of the business’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the sale, the insider directly owned 94,000 shares in the company, valued at approximately $3,456,380. This represents a 72.35% 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. Over the last three months, insiders sold 4,449,703 shares of company stock worth $147,811,957. 35.13% of the stock is owned by corporate insiders.

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.