Samsara Inc. ($IOT) reported fourth-quarter 2026 results with revenue of $444.3 million, up 28.3% year-over-year and above the consensus estimate of $426.5 million. Shares moved about 14.19% since market close.
Earnings per share came in at $0.04, below the estimate of $0.13, reflecting a pullback in profitability despite top-line strength.
In summary, Samsara ($IOT) delivered solid revenue growth and stronger cash generation, but profitability metrics weakened and earnings per share missed estimates; the balance sheet shows a sizable cash position alongside roughly $1.12 billion of liabilities.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Samsara Inc. Insider Trading Activity
Samsara Inc. insiders have traded $IOT stock on the open market 224 times in the past 6 months. Of those trades, 0 have been purchases and 224 have been sales.
Here’s a breakdown of recent trading of $IOT stock by insiders over the last 6 months:
- JOHN BICKET (SEE REMARKS) has made 0 purchases and 77 sales selling 2,415,600 shares for an estimated $82,692,991.
- SANJIT BISWAS (CHIEF EXECUTVE OFFICER) has made 0 purchases and 72 sales selling 2,335,600 shares for an estimated $79,670,179.
- PARALLEL FUND IV, L.P. AH has made 0 purchases and 9 sales selling 793,331 shares for an estimated $30,582,002.
- HOROWITZ LSV FUND I, L.P. ANDREESSEN has made 0 purchases and 9 sales selling 793,331 shares for an estimated $30,582,002.
- MARC L ANDREESSEN has made 0 purchases and 9 sales selling 793,331 shares for an estimated $30,582,002.
- HOROWITZ LSV FUND III, L.P. ANDREESSEN has made 0 purchases and 9 sales selling 793,331 shares for an estimated $30,582,002.
- DOMINIC PHILLIPS (SEE REMARKS) has made 0 purchases and 15 sales selling 166,102 shares for an estimated $6,759,397.
- ADAM ELTOUKHY (SEE REMARKS) has made 0 purchases and 15 sales selling 84,792 shares for an estimated $3,273,945.
- JONATHAN CHADWICK has made 0 purchases and 3 sales selling 32,500 shares for an estimated $1,250,063.
- BENJAMIN LOUIS KIRCHHOFF (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 6 sales selling 13,411 shares for an estimated $488,955.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Samsara Inc. Hedge Fund Activity
We have seen 328 institutional investors add shares of Samsara Inc. stock to their portfolio, and 264 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 10,104,160 shares (-84.1%) from their portfolio in Q4 2025, for an estimated $358,192,472
- GENERAL CATALYST GROUP MANAGEMENT, LLC removed 7,250,880 shares (-78.4%) from their portfolio in Q4 2025, for an estimated $257,043,696
- BAILLIE GIFFORD & CO added 6,208,553 shares (+15.0%) to their portfolio in Q4 2025, for an estimated $220,093,203
- FMR LLC added 4,660,277 shares (+40.4%) to their portfolio in Q4 2025, for an estimated $165,206,819
- GOLDMAN SACHS GROUP INC added 4,401,082 shares (+58.9%) to their portfolio in Q4 2025, for an estimated $156,018,356
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 3,688,535 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $130,758,565
- VANGUARD GROUP INC added 3,417,849 shares (+11.5%) to their portfolio in Q4 2025, for an estimated $121,162,747
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Samsara Inc. Analyst Ratings
Wall Street analysts have issued reports on $IOT in the last several months. We have seen 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- RBC Capital issued a "Outperform" rating on 01/05/2026
- BTIG issued a "Buy" rating on 12/17/2025
- Keybanc issued a "Overweight" rating on 12/10/2025
- B of A Securities issued a "Buy" rating on 12/05/2025
- BMO Capital issued a "Outperform" rating on 12/05/2025
- Piper Sandler issued a "Overweight" rating on 12/05/2025
- TD Cowen issued a "Buy" rating on 12/05/2025
To track analyst ratings and price targets for Samsara Inc., check out Quiver Quantitative's $IOT forecast page.
Samsara Inc. Price Targets
Multiple analysts have issued price targets for $IOT recently. We have seen 11 analysts offer price targets for $IOT in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Jason Celino from Keybanc set a target price of $40.0 on 02/27/2026
- Junaid Siddiqui from Truist Securities set a target price of $30.0 on 02/17/2026
- James Fish from Piper Sandler set a target price of $37.0 on 02/06/2026
- Michael Turrin from Wells Fargo set a target price of $43.0 on 02/04/2026
- Matthew Hedberg from RBC Capital set a target price of $46.0 on 01/05/2026
- Nick Altmann from BTIG set a target price of $55.0 on 12/17/2025
- Matt Bullock from B of A Securities set a target price of $55.0 on 12/05/2025
