BMO Capital Markets Boosts Samsara (NYSE:IOT) Price Target to $44.00

Samsara (NYSE:IOT) had its target price lifted by equities researchers at BMO Capital Markets from $40.00 to $44.00 in a research report issued to clients and investors on Friday. The brokerage presently has an “outperform” rating on the stock. BMO Capital Markets’ price target indicates a potential upside of 38.58% from the company’s current price.

A number of other analysts have also recently issued reports on the stock. Jefferies Financial Group set a $57.00 target price on shares of Samsara in a research note on Wednesday, December 10th. Wells Fargo & Company reduced their price objective on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Truist Financial decreased their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a report on Tuesday, February 17th. Piper Sandler reiterated an “overweight” rating and issued a $37.00 target price (down from $49.00) on shares of Samsara in a research note on Friday, February 6th. Finally, The Goldman Sachs Group set a $45.00 price target on Samsara in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $45.69.

Samsara Stock Up 7.3%

Samsara stock opened at $31.75 on Friday. The company’s fifty day simple moving average is $30.39 and its 200-day simple moving average is $35.53. Samsara has a 12 month low of $23.38 and a 12 month high of $48.40. The stock has a market cap of $18.32 billion, a P/E ratio of -396.88 and a beta of 1.60.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.05. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business had revenue of $444.30 million during the quarter, compared to analyst estimates of $422.29 million. During the same period last year, the company earned $0.11 earnings per share. Samsara’s quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, equities research analysts expect that Samsara will post -0.3 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the sale, the insider directly owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Bicket sold 263,900 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the sale, the insider directly owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 2,905,115 shares of company stock valued at $92,037,864 over the last 90 days. 46.49% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently modified their holdings of IOT. Caitong International Asset Management Co. Ltd boosted its stake in Samsara by 2,247.2% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 5,023 shares of the company’s stock valued at $178,000 after buying an additional 4,809 shares in the last quarter. Sit Investment Associates Inc. raised its stake in Samsara by 13.2% during the fourth quarter. Sit Investment Associates Inc. now owns 70,320 shares of the company’s stock worth $2,493,000 after acquiring an additional 8,205 shares in the last quarter. Virtu Financial LLC bought a new position in shares of Samsara during the fourth quarter valued at $591,000. Invesco Ltd. boosted its stake in shares of Samsara by 153.1% in the 4th quarter. Invesco Ltd. now owns 889,290 shares of the company’s stock valued at $31,525,000 after purchasing an additional 537,966 shares in the last quarter. Finally, Alberta Investment Management Corp bought a new stake in shares of Samsara in the 4th quarter worth about $1,241,000. 96.02% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results beat — Revenue $444.3M (+28% Y/Y) and EPS $0.18 vs. consensus $0.13; company highlights $1.9B ARR (≈+30% Y/Y). Official release and slide deck provide the detail. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Big upside guidance — FY‑2027 EPS guide of $0.65–0.69 (consensus ~0.33) and Q1 guide above expectations, plus revenue targets above street — a core reason the stock moved higher. Q4 release & guidance details
• Positive Sentiment: AI/ARR growth story reinforced — management is pushing AI expansion and laid out 21%–22% revenue growth targets for FY2027, which supports higher-margin, recurring SaaS upside over time. Samsara outlines 21%–22% revenue growth target
• Positive Sentiment: Analyst lift — KeyCorp raised its price target to $41 and kept an “overweight” call, citing the results and guidance as justification. KeyCorp raises PT to $41 (Benzinga)
• Neutral Sentiment: Mixed analyst moves — BTIG trimmed its price target from $55 to $45 but maintained a “buy” rating (still implies material upside), highlighting divergent views on longer‑term valuation. BTIG lowers PT to $45 (TickerReport)
• Neutral Sentiment: Press and commentary note the jump but flag AI-related execution/valuation questions — useful context for judges of sustainability of the move. Barron’s: Samsara Stock Jumps After Earnings
• Negative Sentiment: Profitability and metric nuances — some reports point to weaker operating profit dynamics, margin pressure and mixed EPS presentations (GAAP vs. other measures); these could temper enthusiasm if margins don’t rebound as ARR scales. QuiverQuant: post‑earnings financial details
• Negative Sentiment: Heavy insider selling noted — multiple insider sales were reported over the past six months, which some investors view as a risk to sentiment. QuiverQuant: insider trading summary

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.