Samsara (NYSE:IOT) Reaches New 1-Year Low – Here’s Why

Shares of Samsara Inc. (NYSE:IOT) reached a new 52-week low during trading on Wednesday . The company traded as low as $31.30 and last traded at $31.4730, with a volume of 1718411 shares. The stock had previously closed at $31.99.

Wall Street Analyst Weigh In

IOT has been the subject of several research analyst reports. Piper Sandler upped their price target on Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a research note on Friday, December 5th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a report on Wednesday, October 8th. Wells Fargo & Company raised their price target on shares of Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Royal Bank Of Canada reduced their price target on shares of Samsara from $50.00 to $46.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Finally, Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a research note on Wednesday, December 10th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $50.56.

Samsara Price Performance

The business’s 50-day moving average price is $36.95 and its two-hundred day moving average price is $37.41. The firm has a market cap of $18.51 billion, a price-to-earnings ratio of -401.05 and a beta of 1.62.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. During the same quarter last year, the company posted $0.07 EPS. The business’s revenue for the quarter was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Equities analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the stock in a transaction 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 sale, the insider directly owned 89,400 shares of the company’s stock, valued at $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider John Bicket sold 263,900 shares of the company’s stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider owned 89,400 shares of the company’s stock, valued at $3,075,360. This represents a 74.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 2,874,559 shares of company stock valued at $104,019,864 in the last 90 days. Insiders own 46.49% of the company’s stock.

Institutional Investors Weigh In On Samsara

Several large investors have recently made changes to their positions in the company. Catalyst Capital Advisors LLC acquired a new position in shares of Samsara during the second quarter worth approximately $28,000. Versant Capital Management Inc raised its stake in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after acquiring an additional 851 shares in the last quarter. Whipplewood Advisors LLC raised its stake in Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares in the last quarter. Optiver Holding B.V. boosted its position in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the period. Finally, Allworth Financial LP grew its stake in shares of Samsara by 906.9% in the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after purchasing an additional 1,052 shares in the last quarter. 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.