Samsara (NYSE:IOT) Issues FY 2027 Earnings Guidance

Posted by Brian Himes on Sep 3rd, 2026

Samsara (NYSE:IOT – Get Free Report) updated its FY 2027 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 0.760-0.780 for the period, compared to the consensus 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.

Analyst Ratings Changes

A number of analysts recently issued reports on IOT shares. TD Cowen upped their target price on Samsara from $45.00 to $48.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. BTIG Research reiterated a “buy” rating and issued a $45.00 price objective on shares of Samsara in a research note on Friday, June 26th. Guggenheim initiated coverage on Samsara in a report on Wednesday, July 22nd. They issued a “buy” rating and a $45.00 price objective for the company. Wolfe Research restated an “outperform” rating on shares of Samsara in a research report on Thursday, June 11th. Finally, Morgan Stanley set a $43.00 price target on Samsara in a report on Tuesday, July 21st. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $46.67.

Check Out Our Latest Stock Report on Samsara

Samsara Stock Performance

IOT traded up $1.95 during trading on Thursday, hitting $38.74. The stock had a trading volume of 15,892,066 shares, compared to its average volume of 6,867,105. The firm has a market capitalization of $22.57 billion, a P/E ratio of 387.44, a PEG ratio of 8.77 and a beta of 1.35. Samsara has a twelve month low of $23.38 and a twelve month high of $47.47. The company’s 50-day moving average price is $37.39 and its 200 day moving average price is $33.09.

Samsara (NYSE:IOT – Get Free Report) last issued its earnings results on Thursday, September 3rd. The company reported $0.03 earnings per share for the quarter, missing the consensus estimate of $0.16 by ($0.13). Samsara had a net margin of 3.32% and a return on equity of 2.00%. 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 expect that Samsara will post 0.15 earnings per share for the current fiscal year.

Insider Activity at Samsara

In other news, insider Adam Eltoukhy sold 6,876 shares of the stock in a transaction that occurred on Tuesday, August 25th. The stock was sold at an average price of $39.82, for a total transaction of $273,802.32. Following the completion of the transaction, the insider directly owned 425,080 shares of the company’s stock, valued at approximately $16,926,685.60. This represents a 1.59% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Sanjit Biswas sold 35,366 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $39.43, for a total value of $1,394,481.38. Following the completion of the sale, the chief executive officer directly owned 935,671 shares of the company’s stock, valued at $36,893,507.53. This represents a 3.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 4,478,170 shares of company stock worth $159,242,120 over the last 90 days. Company insiders own 35.13% of the company’s stock.

Key Samsara News

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Quarterly earnings beat expectations: Samsara reported adjusted earnings of $0.20 per share, above the $0.17 Zacks consensus estimate and up from $0.12 a year earlier. Samsara Surpasses Q2 Earnings and Revenue Estimates
Positive Sentiment: Durable growth continued: Annual recurring revenue surpassed $2.1 billion, increasing 30% year over year for the third consecutive quarter. Samsara also reported a quarterly record for new customers generating at least $1 million in ARR, while enterprise ARR reportedly grew 50%. Samsara Fiscal Second-Quarter Results
Positive Sentiment: Full-year outlook was increased: The higher forecast signals management expects continued demand for its connected-operations and AI platform, particularly as large enterprises standardize operations across vehicles, equipment, sites and frontline workers. Samsara Boosts Full-Year Outlook
Neutral Sentiment: Valuation remains a risk factor: Samsara had already risen sharply over the preceding month, and one report noted that the consensus price target was below the prevailing share price. This raises the bar for future results despite the strong quarter. Samsara or UiPath Investment Comparison
Neutral Sentiment: Conflicting secondary data: A MarketBeat item listed an EPS miss, but that figure conflicts with Samsara’s reported results and multiple contemporaneous reports showing a $0.20-per-share beat. Investors should rely on the company’s shareholder letter and official filing for final figures.

Institutional Investors Weigh In On Samsara

A number of hedge funds and other institutional investors have recently bought and sold shares of IOT. Invesco Ltd. raised its stake in 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 during the last quarter. Alberta Investment Management Corp acquired a new stake in shares of Samsara during the 4th quarter worth about $1,241,000. Mercer Global Advisors Inc. ADV grew its holdings in shares of Samsara by 352.8% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 80,361 shares of the company’s stock worth $2,849,000 after buying an additional 62,612 shares in the last quarter. Virtue Capital Management LLC acquired a new position in shares of Samsara in the fourth quarter valued at approximately $241,000. Finally, Vident Advisory LLC raised its position in shares of Samsara by 130.5% in the fourth quarter. Vident Advisory LLC now owns 282,957 shares of the company’s stock valued at $10,031,000 after buying an additional 160,209 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Company Profile

(Get Free Report)

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.