Samsara Analysts Boost Their Forecasts After Strong Q2 Earnings
Samsara Inc. (NYSE:IOT) posted better-than-expected fiscal 2027 second-quarter results after Thursday's closing bell.
IOT - Samsara Inc.
Price:
--
--
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CONSENSUS:
Buy
DETAILS
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PRICE TARGET:
$51.50
DETAILS
HIGH:
$58.00
LOW:
$46.00
MEDIAN:
$52.50
CONSENSUS:
$51.50
UPSIDE:
28.11%
Stock News
Samsara Q2 Earnings Surpass Estimates, Revenues Rise Y/Y
IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.
Samsara Q2 Earnings Call Puts AI Growth Against Cash Flow Pressure
IOT pairs 26% fiscal 2027 revenue growth guidance with rising AI adoption and large-customer expansion, even as free cash flow margin faces pressure.
Samsara: 6% Better, 60% Pricier
Samsara remains a Hold after a ~72% rally, as recent gains are driven mainly by multiple expansion rather than step-change fundamentals. Operating margin inflection, durable ~30% revenue growth, and strong large-customer expansion justify a rerating, but valuations at ~12x forward sales are now full. Growth is moderating to ~26% for FY2027, with margin improvement slowing and FCF margins not visibly expanding further, limiting upside from current levels.
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Samsara Inc. (IOT) Q2 2027 Earnings Call Transcript
Samsara Q2 Earnings Call Highlights
Samsara NYSE: IOT reported second-quarter fiscal 2027 results marked by 30% year-over-year growth in annual recurring revenue and revenue, while the provider of connected operations software expanded its large-customer base and maintained GAAP profitability.
Samsara Inc. (IOT) Surpasses Q2 Earnings and Revenue Estimates
Samsara Inc. (IOT) came out with quarterly earnings of $0.2 per share, beating the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.12 per share a year ago.
Samsara Stock Jumps as Q2 Print Beats Expectations
Samsara Inc. (NYSE:IOT) posted its fiscal 2027 second-quarter results after Thursday's closing bell, beating expectations across the board. Here's a look at the details inside the report.
Samsara Earnings, Revenue, Outlook Top Consensus Estimates
Samsara stock popped amid Q2 earnings and revenue topped estimates while the company's October-quarter revenue guidance came in above views.
Samsara Crosses $2.1 Billion in ARR as Large Enterprises Standardize on Its Platform
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today reported Q2 FY27 results showing that large organizations are increasingly standardizing on Samsara across their vehicles, equipment, sites and frontline workflows. The company crossed $2.1 billion in annual recurring revenue and added 242 $100,000-plus ARR customers and 20 $1 million-plus ARR customers, both quarterly records. Additional highlights include: $2.1 billion in ARR, up.
Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
SAN FRANCISCO--(BUSINESS WIRE)--Samsara Inc. (NYSE: IOT), the pioneer of the Connected Operations® Platform, today reported financial results for the second quarter ended August 1, 2026, and released a shareholder letter accessible from the Samsara investor relations website at investors.samsara.com. “Samsara delivered another quarter of durable and efficient growth, crossing $2.1 billion in ARR with 30% year-over-year growth for the third consecutive quarter,” said Sanjit Biswas, CEO and co-fo.
Baron Focused Growth Fund Q2 2026 Portfolio Update
Baron Focused Growth Fund rebounded in Q2 from a disappointing start to the year, with the Fund gaining 13.26% compared with a gain of 24.02% for the Russell 2500 Growth Index. We remain steadfast in our commitment to long-term investing in competitively advantaged, growth businesses. As of June 30, 2026, the Fund owned 28 investments.
Samsara or UiPath: Which Stock Has a Clear Path to Profits?
Samsara and UiPath both report on the same afternoon, but one enters with a 42% monthly surge and a consensus price target below its current price, making the earnings bar look very different for each stock.
Samsara Vision Promotes Jason Herod to President and Chief Executive Officer
FAR HILLS, N.J.--(BUSINESS WIRE)-- #AMD--Samsara Vision promoted Jason Herod to President and CEO. Having joined Samsara Vision in 2021, Mr. Herod was most recently Chief Commercial Officer.
Samsara Set to Report Q2 Earnings: What's in Store for the Stock?
IOT's Q2 results can show how enterprise adoption, AI monetization and newer applications are shaping growth and profitability.
The Week Ahead: August Jobs Report Takes Center Stage
Next week brings another wave of key economic data ahead of the Federal Reserve's Sept.
Samsara Inc. (IOT) Stock Falls Amid Market Uptick: What Investors Need to Know
Samsara Inc. (IOT) closed the most recent trading day at $39.14, moving 2.95% from the previous trading session.
Dow Rebounds as Tech Weakness Offsets Falling Bond Yields
Stocks are mixed at midday as the Dow and Nasdaq trade in opposite directions
Samsara Launches Fuel Command Center to Help Fleets Control Costs Amid Price Volatility
SAN FRANCISCO--(BUSINESS WIRE)-- #dieselprices--Samsara (NYSE: IOT), the pioneer of the Connected Operations® Platform, today launched the Samsara Fuel Command Center, a centralized experience that brings its fuel management capabilities into a single pane of glass. It combines a consolidated view of total and recoverable fuel spend with intelligent fuel-stop recommendations in Commercial Navigation and Coast fuel card controls, giving operations and finance teams one place to identify waste, guide drivers to.
Samsara Inc. (IOT) Increases Despite Market Slip: Here's What You Need to Know
Samsara Inc. (IOT) concluded the recent trading session at $39.58, signifying a +1.49% move from its prior day's close.
Price Targets
Samsara price target raised to $54 from $48 at Craig-Hallum
$54.00
(was $41.48)
Anthony Stoss
·
Craig-Hallum
Samsara price target raised to $55 from $50 at RBC Capital
$55.00
(was $40.48)
RBC Capital
Samsara price target raised to $54 from $44 at BMO Capital
$54.00
(was $38.75)
Daniel Jester
·
BMO Capital
Samsara price target raised to $54 from $45 at BTIG
$54.00
(was $38.75)
BTIG
Samsara price target raised to $46 from $40 at Piper Sandler
$46.00
(was $38.75)
Piper Sandler
Samsara price target raised to $49 from $43 at Morgan Stanley
$49.00
(was $38.75)
Morgan Stanley
Samsara Inc (IOT) PT Raised to $51 at Guggenheim
$51.00
(was $38.75)
Tamjid Chowdhury
·
Guggenheim
Samsara Inc (IOT) PT Raised to $55 at Evercore ISI
$55.00
(was $38.75)
Kirk Materne
·
Evercore ISI
Samsara Inc (IOT) PT Raised to $58 at Wells Fargo
$58.00
(was $38.75)
Michael Turrin
·
Wells Fargo
Samsara Inc (IOT) PT Raised to $48 at Truist Securities
$48.00
(was $38.75)
Junaid Siddiqui
·
Truist Financial
Samsara price target raised to $46 from $41 at KeyBanc
$46.00
(was $39.94)
Jason Celino
·
KeyBanc
Samsara price target raised to $38 from $30 at Truist
$38.00
(was $39.58)
Truist Financial
Samsara price target raised to $50 from $42 at RBC Capital
$50.00
(was $41.14)
RBC Capital
Samsara initiated with a Buy at Guggenheim
$45.00
(was $33.33)
Guggenheim
Samsara assumed with an Equal Weight at Morgan Stanley
$43.00
(was $37.72)
Morgan Stanley
Samsara Inc (IOT) PT Raised to $42 at RBC Capital
$42.00
(was $35.21)
Matthew Hedberg
·
RBC Capital
Craig-Hallum Reiterates Buy Rating on Samsara Inc (IOT): "continue to like the long-term prospects"
$48.00
(was $34.54)
Anthony Stoss
·
UBS
Samsara Inc (IOT) PT Lowered to $45 at TD Cowen
$45.00
(was $28.95)
Goldman Sachs
Samsara price target lowered to $30 from $39 at Truist
$30.00
(was $25.85)
Truist Financial
Samsara price target lowered to $35 from $46 at RBC Capital
$35.00
(was $27.90)
RBC Capital