Samsara (NYSE:IOT) Releases Q3 2027 Earnings Guidance

Posted by Francis Steltz on Sep 5th, 2026

Samsara (NYSE:IOT – Get Free Report) updated its third quarter 2027 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.180-1.090 for the period, compared to the consensus estimate of 0.150. The company issued revenue guidance of $514.0 million-$516.0 million, compared to the consensus revenue estimate of $509.8 million. Samsara also updated its FY 2027 guidance to 0.760-0.780 EPS.

Samsara Stock Performance

Shares of Samsara stock opened at $40.09 on Friday. Samsara has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The company has a market capitalization of $23.36 billion, a P/E ratio of 250.56, a P/E/G ratio of 8.70 and a beta of 1.35. The company has a fifty day moving average of $37.77 and a 200 day moving average of $33.22.

Samsara (NYSE:IOT – Get Free Report) last released its earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.16 by $0.04. Samsara had a return on equity of 4.27% and a net margin of 4.90%.The firm had revenue of $508.44 million during the quarter, compared to analysts’ expectations of $483.29 million. During the same quarter last year, the business posted $0.12 earnings per share. The firm’s revenue was up 29.9% on a year-over-year basis. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. Analysts forecast that Samsara will post 0.15 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Royal Bank Of Canada upped their target price on shares of Samsara from $50.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday. Guggenheim boosted their target price on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a research report on Friday. KeyCorp raised their price target on Samsara from $46.00 to $55.00 and gave the company an “overweight” rating in a report on Friday. Craig Hallum reaffirmed a “buy” rating and issued a $54.00 price objective on shares of Samsara in a research note on Friday. Finally, Wells Fargo & Company upped their price target on shares of Samsara from $50.00 to $58.00 and gave the company an “overweight” rating in a research note on Friday. Fifteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Samsara has an average rating of “Moderate Buy” and a consensus target price of $52.44.

Check Out Our Latest Analysis on IOT

Insider Activity

In related news, insider John Bicket sold 245,925 shares of the stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the sale, the insider owned 94,000 shares in the company, valued at approximately $3,456,380. This represents a 72.35% decrease in their position. The transaction 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 244,805 shares of the firm’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total value of $9,001,479.85. Following the completion of the sale, the chief executive officer owned 94,000 shares of the company’s stock, valued at approximately $3,456,380. This represents a 72.26% 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. In the last 90 days, insiders have sold 4,458,623 shares of company stock valued at $158,550,351. 35.13% of the stock is currently owned by insiders.

More Samsara News

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Quarterly results exceeded expectations. Samsara reported fiscal Q2 revenue of $508.4 million, up nearly 30% year over year, and adjusted EPS of $0.20 versus the $0.16 consensus estimate. Annual recurring revenue surpassed $2.1 billion, also growing 30%, while large-customer adoption and enterprise ARR momentum remained strong. Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
Positive Sentiment: Management raised its outlook. Fiscal 2027 revenue guidance was lifted to approximately $2.043 billion-$2.047 billion, with EPS guidance of $0.76-$0.78 versus a $0.60 consensus estimate. Third-quarter revenue guidance of $514 million-$516 million also topped expectations, supporting the case for continued growth and improving operating leverage. Samsara Fiscal 2027 Outlook
Positive Sentiment: Analysts raised their targets following the earnings beat. BTIG, BMO Capital Markets, KeyCorp, TD Cowen and BNP Paribas Exane raised targets into the $53-$55 range, with mostly bullish ratings. The upgrades provide a positive catalyst and suggest analysts see additional upside if growth and profitability continue. Samsara Analysts Boost Their Forecasts After Strong Q2 Earnings
Neutral Sentiment: Investor reaction has been uneven. Some coverage characterized the earnings beat as insufficient to justify the stock’s valuation, contributing to sharp intraday swings. JPMorgan raised its target to $52 but retained a “neutral” rating. Samsara trades at a very high earnings multiple, leaving the stock sensitive to any slowdown in growth.
Negative Sentiment: Cash flow and insider selling remain risks. Analysts noted pressure on free-cash-flow margins as Samsara invests in AI and expansion. Separately, reported insider activity showed substantial selling and no open-market purchases over the past six months, which may weigh on sentiment. Samsara Earnings Call Analysis

Institutional Trading of Samsara

Several institutional investors have recently added to or reduced their stakes in IOT. Invesco Ltd. grew its stake in shares of Samsara by 153.1% during the fourth quarter. Invesco Ltd. now owns 889,290 shares of the company’s stock valued at $31,525,000 after buying an additional 537,966 shares during the last quarter. Alberta Investment Management Corp bought a new position in Samsara in the 4th quarter valued at $1,241,000. Mercer Global Advisors Inc. ADV grew its position in Samsara by 352.8% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 80,361 shares of the company’s stock valued at $2,849,000 after acquiring an additional 62,612 shares during the last quarter. Virtue Capital Management LLC purchased a new stake in Samsara in the fourth quarter worth $241,000. Finally, Vident Advisory LLC increased its stake in Samsara by 130.5% in the fourth quarter. Vident Advisory LLC now owns 282,957 shares of the company’s stock worth $10,031,000 after purchasing an additional 160,209 shares during the period. Institutional investors 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.