Samsara (NYSE:IOT) Updates 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.

Samsara Price Performance

IOT stock traded down $0.71 on Thursday, reaching $55.13. 4,618,161 shares of the company were exchanged, compared to its average volume of 3,512,399. The firm has a market capitalization of $30.67 billion, a PE ratio of -114.85 and a beta of 1.53. Samsara has a 12 month low of $27.14 and a 12 month high of $57.51. The stock’s fifty day moving average price is $50.35 and its 200 day moving average price is $42.33.

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

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Morgan Stanley boosted their price target on shares of Samsara from $40.00 to $52.00 and gave the company an “equal weight” rating in a research report on Wednesday, November 20th. Piper Sandler boosted their price objective on Samsara from $36.00 to $40.00 and gave the stock a “neutral” rating in a research note on Friday, September 6th. Wells Fargo & Company increased their price objective on shares of Samsara from $42.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, September 6th. StockNews.com raised shares of Samsara from a “sell” rating to a “hold” rating in a research note on Friday, November 8th. Finally, BNP Paribas initiated coverage on Samsara in a report on Tuesday, October 8th. They issued a “neutral” rating and a $46.00 price target on the stock. Nine analysts have rated the stock with a hold rating and six have assigned a buy rating to the stock. Based on data from MarketBeat, Samsara currently has a consensus rating of “Hold” and an average price target of $48.71.

Insider Buying and Selling at Samsara

In other news, insider Adam Eltoukhy sold 12,500 shares of the firm’s stock in a transaction dated Friday, September 6th. The stock was 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 owns 465,967 shares in the company, valued at $20,968,515. This trade represents a 2.61 % decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, major shareholder Horowitz Lsv Fund I. Andreessen sold 330,538 shares of the company’s stock in a transaction that occurred on Wednesday, September 11th. The shares were sold at an average price of $45.06, for a total value of $14,894,042.28. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 1,885,800 shares of company stock valued at $92,314,743. 60.04% of the stock is currently owned by corporate insiders.

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.