Samsara (NYSE:IOT) Releases Q4 2025 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided EPS guidance of 0.070-0.080 for the period, compared to the consensus EPS estimate of 0.060. The company issued revenue guidance of $334.0 million-$336.0 million, compared to the consensus revenue estimate of $335.8 million. Samsara also updated its FY 2025 guidance to 0.220-0.230 EPS.

Analysts Set New Price Targets

IOT has been the subject of several recent research reports. Craig Hallum started coverage on Samsara in a report on Tuesday, October 22nd. They set a “hold” rating and a $48.00 price target for the company. TD Cowen boosted their price objective on Samsara from $46.00 to $56.00 and gave the company a “buy” rating in a research note on Friday, October 11th. BNP Paribas initiated coverage on shares of Samsara in a research note on Tuesday, October 8th. They set a “neutral” rating and a $46.00 target price on the stock. Loop Capital upped their price target on shares of Samsara from $46.00 to $63.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, Royal Bank of Canada raised their price objective on shares of Samsara from $49.00 to $64.00 and gave the company an “overweight” rating in a research report on Thursday. Nine equities research analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $48.71.

Samsara Stock Performance

Samsara stock traded down $0.71 during trading hours on Thursday, hitting $55.13. The company had a trading volume of 4,545,548 shares, compared to its average volume of 3,510,832. The firm has a market cap of $30.67 billion, a P/E ratio of -114.71 and a beta of 1.53. The company has a 50-day moving average price of $50.22 and a two-hundred day moving average price of $42.24. Samsara has a 1 year low of $27.14 and a 1 year high of $57.51.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, September 5th. The company reported $0.05 earnings per share for the quarter, topping the consensus estimate of $0.01 by $0.04. The firm had revenue of $300.20 million during the quarter, compared to analysts’ expectations of $289.53 million. Samsara had a negative net margin of 24.19% and a negative return on equity of 20.39%. The company’s revenue was up 36.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($0.11) EPS. As a group, equities research analysts anticipate that Samsara will post -0.34 EPS for the current year.

Insider Activity

In other Samsara news, CEO Sanjit Biswas sold 96,000 shares of Samsara stock in a transaction dated Tuesday, September 10th. The stock was sold at an average price of $46.88, for a total transaction of $4,500,480.00. Following the completion of the sale, the chief executive officer now owns 698,299 shares of the company’s stock, valued at approximately $32,736,257.12. The trade was a 12.09 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Adam Eltoukhy sold 12,500 shares of the stock in a transaction dated Friday, September 6th. The shares were sold at an average price of $45.00, for a total value of $562,500.00. Following the completion of the transaction, the insider now directly owns 465,967 shares in the company, valued at $20,968,515. This represents a 2.61 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 1,719,376 shares of company stock worth $83,359,468. 60.04% of the stock is currently owned by company insiders.

About Samsara

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.