Samsara (NYSE:IOT) Given New $41.00 Price Target at Royal Bank Of Canada

Samsara (NYSE:IOT) had its price objective upped by Royal Bank Of Canada from $35.00 to $41.00 in a research note issued to investors on Friday morning,Benzinga reports. The firm currently has an outperform rating on the stock.

Several other analysts have also recently weighed in on the company. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target on the stock in a report on Thursday, January 15th. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a report on Thursday, January 22nd. The Goldman Sachs Group set a $45.00 price objective on shares of Samsara in a research report on Monday. Wells Fargo & Company raised their target price on shares of Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research note on Friday. Finally, TD Cowen reissued a “buy” rating on shares of Samsara in a research note on Monday. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $46.18.

Samsara Trading Up 19.9%

Shares of IOT traded up $5.88 during mid-day trading on Friday, reaching $35.46. 33,380,766 shares of the stock traded hands, compared to its average volume of 8,139,311. The company has a market cap of $20.46 billion, a price-to-earnings ratio of -1,772.11 and a beta of 1.60. Samsara has a 1 year low of $23.38 and a 1 year high of $48.40. The firm has a fifty day moving average price of $30.37 and a 200 day moving average price of $35.54.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. The company had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The firm’s revenue was up 28.3% compared to the same quarter last year. During the same quarter last year, the business posted $0.11 earnings per share. 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, sell-side analysts anticipate that Samsara will post -0.3 EPS for the current year.

Insider Transactions 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 value of $9,078,160.00. Following the completion of the sale, the insider owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the company’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 value of $9,078,160.00. Following the completion of the sale, the insider directly owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. This represents a 74.70% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 2,905,115 shares of company stock valued at $92,037,864 over the last quarter. Company insiders own 46.49% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in IOT. Baillie Gifford & Co. lifted its holdings in shares of Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after acquiring an additional 6,208,553 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after purchasing an additional 3,417,849 shares during the last quarter. Sands Capital Management LLC raised its position in Samsara by 6.4% in the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after purchasing an additional 1,242,122 shares during the period. Goldman Sachs Group Inc. lifted its stake in Samsara by 58.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after purchasing an additional 4,401,082 shares during the last quarter. Finally, Brown Advisory Inc. lifted its stake in Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after purchasing an additional 3,322,023 shares during the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results and outlook beat — Samsara reported adjusted Q4 EPS of $0.18 and revenue of $444.3M (both above consensus), ARR ~ $1.9B (+30% Y/Y) and guided FY‑2027 revenue and EPS well above Street expectations; that combination is the primary catalyst lifting the stock. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Wells Fargo, BMO, RBC, KeyCorp, Piper Sandler and others) raised targets or reaffirmed overweight/outperform ratings after the report, adding buy-side momentum. Read More.
• Positive Sentiment: Unusual bullish options flow — traders bought ~18,122 call contracts (≈129% above normal daily call volume), signaling short-term speculative bullish interest and supporting intraday upside.
• Neutral Sentiment: Positive media and analyst write-ups highlight AI-driven ARR acceleration and margin expansion, which supports the longer-term growth story but will be watched for execution. Read More.
• Neutral Sentiment: Some headline metrics differ by accounting treatment — third‑party summaries flagged GAAP differences (lower GAAP EPS/operating profit moves) versus the company’s adjusted figures, a nuance investors should check in the call transcript/slide deck. Read More.
• Negative Sentiment: Insider selling remains notable — public filings show substantial insider share sales over recent months, which some investors view as a governance/lockup-related overhang. Read More.
• Negative Sentiment: Mixed analyst adjustments — while most targets rose, a few firms trimmed their targets (e.g., BTIG lowered its target though it remains constructive), indicating some variance in valuation views that could cap upside. Read More.

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.