KeyCorp Issues Positive Forecast for Samsara (NYSE:IOT) Stock Price

Samsara (NYSE:IOT) had its price target raised by KeyCorp from $40.00 to $41.00 in a research note released on Friday morning,Benzinga reports. They currently have an overweight rating on the stock.

A number of other research firms also recently issued reports on IOT. Bank of America lifted their price objective on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a report on Friday, December 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $37.00 target price (down from $49.00) on shares of Samsara in a research report on Friday, February 6th. Weiss Ratings reiterated a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. Truist Financial reduced their price objective on shares of Samsara from $39.00 to $30.00 and set a “hold” rating for the company in a research note on Tuesday, February 17th. Finally, TD Cowen restated a “buy” rating on shares of Samsara in a report on Monday. One analyst has rated the stock with a Strong Buy rating, twelve 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, the stock currently has an average rating of “Moderate Buy” and an average price target of $46.18.

Samsara Trading Up 19.9%

Shares of IOT stock traded up $5.88 on Friday, hitting $35.46. 33,380,766 shares of the stock were exchanged, compared to its average volume of 8,139,311. The firm has a market capitalization of $20.46 billion, a P/E ratio of -1,772.11 and a beta of 1.60. Samsara has a fifty-two week low of $23.38 and a fifty-two week high of $48.40. The business has a 50-day moving average of $30.37 and a 200 day moving average of $35.54.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.Samsara’s revenue for the quarter was up 28.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, research analysts forecast that Samsara will post -0.3 EPS for the current fiscal year.

Insider Activity

In other news, CAO Benjamin Louis Kirchhoff sold 1,731 shares of the company’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $26.64, for a total value of $46,113.84. Following the sale, the chief accounting officer directly owned 121,913 shares of the company’s stock, valued at approximately $3,247,762.32. This represents a 1.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider John Bicket sold 263,900 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total transaction of $6,827,093.00. Following the completion of the sale, the insider owned 57,600 shares of the company’s stock, valued at $1,490,112. This trade represents a 82.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 2,905,115 shares of company stock valued at $92,037,864. 46.49% of the stock is owned by insiders.

Hedge Funds Weigh In On Samsara

Institutional investors have recently bought and sold shares of the business. Caitong International Asset Management Co. Ltd raised its stake in Samsara by 2,247.2% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 5,023 shares of the company’s stock valued at $178,000 after buying an additional 4,809 shares during the period. Sit Investment Associates Inc. boosted its stake in shares of Samsara by 13.2% during the 4th quarter. Sit Investment Associates Inc. now owns 70,320 shares of the company’s stock worth $2,493,000 after acquiring an additional 8,205 shares during the period. Virtu Financial LLC acquired a new position in shares of Samsara during the 4th quarter worth approximately $591,000. Invesco Ltd. increased its holdings in shares of Samsara by 153.1% during the 4th quarter. Invesco Ltd. now owns 889,290 shares of the company’s stock worth $31,525,000 after acquiring an additional 537,966 shares during the last quarter. Finally, Alberta Investment Management Corp bought a new stake in Samsara in the 4th quarter valued at $1,241,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Q4 results and outlook beat — Samsara reported adjusted Q4 EPS of $0.18 and revenue of $444.3M (both above consensus), ARR ~ $1.9B (+30% Y/Y) and guided FY‑2027 revenue and EPS well above Street expectations; that combination is the primary catalyst lifting the stock. Read More.
• Positive Sentiment: Analyst upgrades and higher price targets — multiple firms (Wells Fargo, BMO, RBC, KeyCorp, Piper Sandler and others) raised targets or reaffirmed overweight/outperform ratings after the report, adding buy-side momentum. Read More.
• Positive Sentiment: Unusual bullish options flow — traders bought ~18,122 call contracts (≈129% above normal daily call volume), signaling short-term speculative bullish interest and supporting intraday upside.
• Neutral Sentiment: Positive media and analyst write-ups highlight AI-driven ARR acceleration and margin expansion, which supports the longer-term growth story but will be watched for execution. Read More.
• Neutral Sentiment: Some headline metrics differ by accounting treatment — third‑party summaries flagged GAAP differences (lower GAAP EPS/operating profit moves) versus the company’s adjusted figures, a nuance investors should check in the call transcript/slide deck. Read More.
• Negative Sentiment: Insider selling remains notable — public filings show substantial insider share sales over recent months, which some investors view as a governance/lockup-related overhang. Read More.
• Negative Sentiment: Mixed analyst adjustments — while most targets rose, a few firms trimmed their targets (e.g., BTIG lowered its target though it remains constructive), indicating some variance in valuation views that could cap upside. Read More.

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.