Samsara (NYSE:IOT) Issues Q4 2025 Earnings Guidance

Samsara (NYSE:IOT) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.070-0.080 for the period, compared to the consensus earnings per share 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.

Samsara Stock Down 4.0 %

Shares of NYSE:IOT traded down $2.18 during midday trading on Friday, hitting $52.95. 2,793,780 shares of the stock traded hands, compared to its average volume of 3,501,594. The stock has a market capitalization of $29.46 billion, a PE ratio of -110.31 and a beta of 1.53. The business’s 50 day moving average is $50.35 and its two-hundred day moving average is $42.33. Samsara has a one year low of $27.14 and a one year high of $57.51.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, September 5th. The company reported $0.05 EPS for the quarter, beating the consensus estimate of $0.01 by $0.04. The firm had revenue of $300.20 million during the quarter, compared to the consensus estimate 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 quarterly revenue was up 36.9% compared to the same quarter last year. During the same period in the prior year, the firm posted ($0.11) earnings per share. As a group, sell-side analysts forecast that Samsara will post -0.34 earnings per share for the current year.

Analysts Set New Price Targets

Several brokerages recently issued reports on IOT. BNP Paribas began coverage on shares of Samsara in a research report on Tuesday, October 8th. They set a “neutral” rating and a $46.00 price target on the stock. BMO Capital Markets upped their price objective on shares of Samsara from $44.00 to $57.00 and gave the stock a “market perform” rating in a report on Friday. Loop Capital upped their price objective on shares of Samsara from $46.00 to $63.00 and gave the stock a “buy” rating in a report on Thursday. Bank of America upped their price objective on shares of Samsara from $45.00 to $47.00 and gave the stock a “buy” rating in a report on Friday, September 6th. Finally, Piper Sandler increased their price target on shares of Samsara from $40.00 to $50.00 and gave the company a “neutral” rating in a report on Friday. Nine analysts have rated the stock with a hold rating and six have assigned a buy rating to the company’s stock. According to data from MarketBeat, Samsara currently has a consensus rating of “Hold” and an average target price of $51.00.

Insiders Place Their Bets

In other news, major shareholder Sanjit Biswas sold 83,333 shares of the firm’s stock in a transaction on Tuesday, December 3rd. The shares were sold at an average price of $53.81, for a total transaction of $4,484,148.73. Following the sale, the insider now directly owns 19,200 shares in the company, valued at $1,033,152. This trade represents a 81.27 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CAO James Andrew Munk sold 1,093 shares of the firm’s stock in a transaction on Tuesday, September 10th. The shares were sold at an average price of $47.31, for a total transaction of $51,709.83. Following the sale, the chief accounting officer now owns 319,667 shares in the company, valued at $15,123,445.77. The trade was a 0.34 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 1,873,300 shares of company stock worth $91,752,243. Company insiders own 60.04% of the company’s stock.

Samsara Company Profile

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.