Q3 Earnings Surge: Samsara Inc. has sparked significant buzz on X following its Q3 fiscal 2026 earnings report, which showed a 29% year-over-year revenue increase to $416 million. Many users are impressed by the company’s first-ever GAAP profitability milestone. Discussions highlight the earnings beat, with adjusted EPS at $0.16 against expectations of $0.12.
Mixed Guidance Reactions: Despite the strong quarterly performance, some X posts reflect concern over Samsara’s Q4 guidance, which only slightly exceeded analyst expectations. There’s debate on whether this tempered outlook might cool investor enthusiasm after the initial earnings excitement. A few users also noted recent insider selling as a point of caution.
Stock Price Movement: Posts on X mention a notable 15.9% stock price jump post-earnings, though opinions vary on whether this momentum will hold. Some are optimistic about the company’s growth in the Connected Operations platform, while others remain wary of potential deceleration. The conversation continues to evolve as more weigh in on future prospects.
Note: This discussion summary was generated from an AI condensation of post data.
Samsara Inc. Insider Trading Activity
Samsara Inc. insiders have traded $IOT stock on the open market 265 times in the past 6 months. Of those trades, 0 have been purchases and 265 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 75 sales selling 2,040,000 shares for an estimated $76,499,408.
- SANJIT BISWAS (CHIEF EXECUTVE OFFICER) has made 0 purchases and 72 sales selling 1,920,000 shares for an estimated $72,024,693.
- PARALLEL FUND IV, L.P. AH has made 0 purchases and 19 sales selling 1,192,357 shares for an estimated $47,073,122.
- HOROWITZ LSV FUND I, L.P. ANDREESSEN has made 0 purchases and 19 sales selling 1,192,357 shares for an estimated $47,073,122.
- HOROWITZ LSV FUND III, L.P. ANDREESSEN has made 0 purchases and 19 sales selling 1,192,357 shares for an estimated $47,073,122.
- MARC L ANDREESSEN has made 0 purchases and 19 sales selling 1,192,357 shares for an estimated $47,073,122.
- DOMINIC PHILLIPS (SEE REMARKS) has made 0 purchases and 20 sales selling 204,460 shares for an estimated $8,098,603.
- ADAM ELTOUKHY (SEE REMARKS) has made 0 purchases and 17 sales selling 96,116 shares for an estimated $3,727,114.
- JONATHAN CHADWICK has made 0 purchases and 3 sales selling 45,000 shares for an estimated $1,762,984.
- BENJAMIN LOUIS KIRCHHOFF (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 2 sales selling 6,705 shares for an estimated $252,412.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Samsara Inc. Revenue
Samsara Inc. had revenues of $416M in Q3 2026. This is an increase of 32713.57% from the same period in the prior year.
You can track IOT financials on Quiver Quantitative's IOT stock page.
Samsara Inc. Hedge Fund Activity
We have seen 319 institutional investors add shares of Samsara Inc. stock to their portfolio, and 271 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BROWN ADVISORY INC added 7,891,949 shares (+inf%) to their portfolio in Q3 2025, for an estimated $293,975,100
- JENNISON ASSOCIATES LLC removed 5,162,478 shares (-85.3%) from their portfolio in Q3 2025, for an estimated $192,302,305
- MORGAN STANLEY added 4,862,088 shares (+28.6%) to their portfolio in Q3 2025, for an estimated $181,112,778
- SQUAREPOINT OPS LLC added 4,636,597 shares (+4458.3%) to their portfolio in Q3 2025, for an estimated $172,713,238
- AH CAPITAL MANAGEMENT, L.L.C. removed 3,995,652 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $158,947,036
- PRICE T ROWE ASSOCIATES INC /MD/ removed 3,487,364 shares (-16.9%) from their portfolio in Q3 2025, for an estimated $129,904,309
- INVESCO LTD. removed 3,461,332 shares (-90.8%) from their portfolio in Q3 2025, for an estimated $128,934,617
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 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 12/05/2025
- BMO Capital issued a "Outperform" rating on 12/05/2025
- Craig-Hallum issued a "Buy" rating on 09/05/2025
- Piper Sandler issued a "Overweight" rating on 08/07/2025
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 8 analysts offer price targets for $IOT in the last 6 months, with a median target of $49.0.
Here are some recent targets:
- Daniel Jester from BMO Capital set a target price of $50.0 on 12/05/2025
- Alexei Gogolev from JP Morgan set a target price of $48.0 on 12/05/2025
- Matt Bullock from B of A Securities set a target price of $55.0 on 12/05/2025
- Matthew Hedberg from RBC Capital set a target price of $50.0 on 12/05/2025
- Keith Weiss from Morgan Stanley set a target price of $53.0 on 09/08/2025
- James Fish from Piper Sandler set a target price of $48.0 on 09/05/2025
- Anthony Stoss from Craig-Hallum set a target price of $48.0 on 09/05/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
