Samsara (NYSE:IOT) Releases Earnings Results, Beats Estimates By $0.05 EPS

Samsara (NYSE:IOT) issued its earnings results on Thursday. The company reported $0.18 earnings per share for the quarter, topping the consensus estimate of $0.13 by $0.05, FiscalAI reports. The company had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara updated its Q1 2027 guidance to 0.120-0.130 EPS and its FY 2027 guidance to 0.650-0.690 EPS.

Samsara Stock Up 4.0%

NYSE:IOT traded up $1.16 during mid-day trading on Thursday, hitting $29.85. 18,728,252 shares of the stock traded hands, compared to its average volume of 8,364,146. Samsara has a 52 week low of $23.38 and a 52 week high of $48.40. The stock has a market capitalization of $17.22 billion, a price-to-earnings ratio of -373.13 and a beta of 1.60. The firm’s 50 day moving average is $30.52 and its two-hundred day moving average is $35.57.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 beat — Samsara reported $0.18 EPS vs. $0.13 consensus and revenue of $444.3M vs. $422.3M expected, showing better-than-forecast top- and bottom-line execution. View Press Release
• Positive Sentiment: Strong FY27 guidance — Management raised FY2027 EPS view to $0.650–0.690 (consensus ~$0.33) and revenue guidance around $2.0B, signaling confident, above-consensus growth expectations that justify the intraday rally. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Positive Sentiment: Raised Q1 2027 outlook — Q1 EPS guidance of $0.120–0.130 vs. $0.07 consensus and revenue guidance roughly $454–456M above estimates, suggesting continued near-term momentum. Samsara Reports Fourth Quarter and Full Fiscal Year 2026 Financial Results
• Neutral Sentiment: Positive market reaction covered by media — Analysts and media noted the beat + guidance, e.g., Investors Business Daily reported the stock popped on the results; KeyBanc reiterated a Buy, supporting demand but not a fundamental change by itself. Samsara Stock Pops On Q4 Earnings Beat, Strong Fiscal 2027 Guidance KeyBanc Remains a Buy on Samsara (IOT)
• Negative Sentiment: Profitability still weak — Despite the beat, Samsara remains unprofitable on a net margin (-2.79%) and ROE (-3.49%), and the company’s P/E is negative; longer-term valuation and path to sustained profitability remain risk factors for investors.
• Neutral Sentiment: Pre-earnings coverage — Several preview pieces anticipated the print; these helped set expectations but did not materially change the outcome. Samsara Inc (IOT) Q4 2026 Earnings Report Preview: What To Expect Samsara (IOT) To Report Earnings Tomorrow: Here Is What To Expect

Wall Street Analysts Forecast Growth

IOT has been the subject of several research analyst reports. The Goldman Sachs Group set a $45.00 price target on Samsara in a report on Monday. Truist Financial reduced their price target on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. Wells Fargo & Company lowered their price objective on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a research report on Wednesday, February 4th. Royal Bank Of Canada set a $35.00 price objective on shares of Samsara in a research note on Wednesday, February 11th. Finally, Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $45.69.

Insider Buying and Selling

In related news, insider Sanjit Biswas sold 263,900 shares of the firm’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 transaction 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 trade represents a 74.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Bicket 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 completion of the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 2,923,463 shares of company stock worth $92,883,523. Insiders own 46.49% of the company’s stock.

Hedge Funds Weigh In On Samsara

A number of hedge funds have recently added to or reduced their stakes in the stock. Acumen Wealth Advisors LLC bought a new stake in shares of Samsara during the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after buying an additional 669 shares during the period. AlphaCentric Advisors LLC bought a new stake in Samsara during the 4th quarter valued at $36,000. IFP Advisors Inc increased its holdings in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after acquiring an additional 828 shares during the period. Finally, Los Angeles Capital Management LLC bought a new position in shares of Samsara in the 4th quarter worth $52,000. 96.02% of the stock is currently owned by institutional investors.

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.