Samsara (NYSE:IOT) Issues FY 2027 Earnings Guidance

Samsara (NYSE:IOT) updated its FY 2027 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 0.760-0.780 for the period, compared to the consensus earnings per share estimate of 0.600. 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 Q3 2027 guidance to 0.180-1.090 EPS.

Samsara Trading Up 5.3%

IOT stock opened at $38.74 on Friday. The firm has a 50-day moving average price of $37.59 and a 200-day moving average price of $33.17. Samsara has a 12 month low of $23.38 and a 12 month high of $47.47. The stock has a market capitalization of $22.57 billion, a P/E ratio of 387.44, a price-to-earnings-growth ratio of 8.26 and a beta of 1.35.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to analyst estimates of $483.29 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The firm’s revenue was up 29.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities analysts predict that Samsara will post 0.15 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

IOT has been the subject of several research analyst reports. Bank of America reiterated a “buy” rating on shares of Samsara in a report on Friday. Morgan Stanley set a $43.00 price objective on Samsara in a research report on Tuesday, July 21st. Jefferies Financial Group raised Samsara to a “buy” rating in a report on Thursday, June 11th. Weiss Ratings raised Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, August 11th. Finally, BTIG Research restated a “buy” rating and set a $45.00 price target on shares of Samsara in a report on Friday, June 26th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Samsara presently has an average rating of “Moderate Buy” and a consensus target price of $46.67.

Insider Activity

In other news, insider John Bicket sold 34,557 shares of the firm’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $39.44, for a total transaction of $1,362,928.08. Following the completion of the transaction, the insider directly owned 1,134,795 shares in the company, valued at $44,756,314.80. This trade represents a 2.96% 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, CEO Sanjit Biswas sold 35,366 shares of Samsara stock in a transaction that occurred on Thursday, August 20th. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. Following the completion of the transaction, the chief executive officer directly owned 935,671 shares in the company, valued at approximately $36,893,507.53. This represents a 3.64% 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. Over the last quarter, insiders sold 4,458,623 shares of company stock valued at $158,550,351. Company 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: Fiscal Q2 revenue rose 29.9% year over year to $508.4 million, exceeding the $483.3 million analyst consensus. Adjusted earnings of $0.20 per share also topped the $0.16 estimate and increased from $0.12 a year earlier. Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Samsara crossed $2.1 billion in annual recurring revenue, with ARR growth of 30% for the third consecutive quarter. Enterprise ARR reportedly surged 50%, while the company set a quarterly record for new customers generating more than $1 million in ARR—evidence of increasing adoption among large organizations. Samsara Crosses $2.1 Billion in ARR
• Positive Sentiment: Management raised fiscal 2027 expectations. Full-year revenue is projected at approximately $2.043 billion to $2.047 billion, while full-year earnings guidance of $0.76 to $0.78 per share is well above the prior consensus estimate of $0.60. The company is also targeting a 21% non-GAAP operating margin, signaling improving operating leverage. Samsara Fiscal 2027 Outlook
• Positive Sentiment: Third-quarter revenue guidance of $514 million to $516 million is above the approximately $509.8 million analyst estimate, suggesting management expects growth momentum to continue. Samsara Raises Full-Year Outlook
• Neutral Sentiment: The results support the rally, but Samsara continues to carry a demanding valuation, making the stock sensitive to any slowdown in growth, weaker enterprise demand, or failure to meet its elevated guidance.

Hedge Funds Weigh In On Samsara

Several hedge funds and other institutional investors have recently bought and sold shares of the company. Brighton Jones LLC acquired a new stake in shares of Samsara during the 4th quarter worth approximately $13,464,000. Orion Porfolio Solutions LLC bought a new position in Samsara during the fourth quarter worth $205,000. CIBC Private Wealth Group LLC grew its holdings in Samsara by 473.0% in the fourth quarter. CIBC Private Wealth Group LLC now owns 3,163 shares of the company’s stock worth $112,000 after purchasing an additional 2,611 shares during the period. Principal Securities Inc. grew its holdings in Samsara by 44.4% in the fourth quarter. Principal Securities Inc. now owns 6,097 shares of the company’s stock worth $216,000 after purchasing an additional 1,874 shares during the period. Finally, Turim 21 Investimentos Ltda. bought a new stake in Samsara in the third quarter valued at $159,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

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.