Ticker: IOT

Samsara

Internet Technology Software - Infrastructure

Price 44.65

Reco Buy Potential 72 Risk 38 Updated 2026-10-27

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell

Description

Company and Business Model

Samsara is a technology company specializing in Internet of Things (IoT) solutions. It provides a range of products and services focused on fleet management, asset tracking, and environmental monitoring. Major business segments include hardware, software, and data analytics, with primary revenue sources stemming from subscription services and hardware sales. The company aims to enhance operational efficiency for businesses through its integrated platform.

Investment Profile

The investment profile of Samsara is more aligned with growth investors, given its focus on expanding its IoT offerings and increasing revenue. The absence of dividends suggests a reinvestment strategy aimed at long-term growth. The stock may appeal to those with a medium to long-term investment horizon, while its volatility indicates a need for a basic understanding of market dynamics.

Category: Internet Sector: Technology Industry: Software - Infrastructure Investment style: Growth Horizon: Medium-term Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-10-21

EPS (TTM) — earnings per share for the last 12 months, $: 0.16
Revenue QoQ — quarter-over-quarter revenue growth: 6.2%
EPS surprise: 25.0%
20d volatility: 2.8%

AI recommendation changes

Date	Before	After	Reason
2026-10-21	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-10-17	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-10-05	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-09-27	Buy	Hold	Mixed momentum; fundamentals show promise but risk remains.
2026-09-06	Hold	Buy	Strong momentum and positive EPS surprise support growth outlook.
2026-09-02	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-08-27	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-08-20	Buy	Hold	Solid fundamentals, but mixed momentum signals present uncertainty.
2026-08-02	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-07-31	Buy	Hold	Mixed momentum; recent drop raises caution.
2026-07-29	Hold	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-07-23	Buy	Hold	Weak momentum and high risk; cautious approach advised.
2026-07-02	Sell	Buy	Strong momentum and positive earnings surprise support growth outlook.
2026-06-29	Hold	Sell	Weak momentum and high risk limit upside potential.
2026-06-05	Sell	Hold	Positive momentum but mixed fundamentals and market conditions.
2026-05-28	Hold	Sell	Weak fundamentals and negative momentum signal high risk.
2026-05-08	—	Hold	Mixed momentum and fundamentals warrant caution.
2026-05-06	Sell	Hold	Компания показывает рост выручки и положительную динамику за последние 60 дней, однако отрицательный EPS и высокая волатильность могут указывать на риски. Рекомендуется удерживать акции до более ясных сигналов о стабильн
2026-04-29	Hold	Sell	Компания демонстрирует смешанные результаты, с положительным ростом выручки, но отрицательной прибылью и значительным падением акций за последние месяцы. Рекомендуется удерживать акции до ясности в финансовых показателях
2026-04-21	Sell	Hold	Компания показывает положительную динамику выручки и неожиданно хорошие результаты, однако недавнее снижение цен на акции и отрицательный EPS указывают на определенные риски.
2026-04-13	Hold	Sell	scenario_deterioration
2026-02-27	Sell	Hold	Компания показывает смешанные результаты: рост выручки в квартальном выражении, но отрицательный EPS и значительное снижение цены акций за последние 60 дней. Рекомендуется удерживать акции до более ясных сигналов о восст
2026-02-20	Hold	Sell	Компания демонстрирует отрицательную динамику цен на акции за последние месяцы и отрицательный EPS, что указывает на высокие риски. Рост выручки не компенсирует общие негативные тренды.
2026-02-12	—	Hold	Компания демонстрирует значительные колебания цен, что указывает на высокие риски. В текущих условиях лучше удерживать акции, ожидая более стабильных показателей.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-10-04	Jefferies	Update	— → 50	41.12
2026-09-14	Cantor Fitzgerald	Update	— → 45	42.91
2026-09-04	Craig-Hallum	Target Raised	48 → 54	41.48
2026-09-04	RBC Capital	Target Raised	50 → 55	40.485
2026-09-04	BMO Capital	Target Raised	44 → 54	38.75
2026-09-04	BTIG	Target Raised	45 → 54	38.75
2026-09-04	Piper Sandler	Target Raised	40 → 46	38.75
2026-09-04	Morgan Stanley	Target Raised	43 → 49	38.75
2026-09-04	Guggenheim	Target Raised	— → 51	38.75
2026-09-04	Evercore ISI	Target Raised	— → 55	38.75
2026-09-04	Wells Fargo	Target Raised	— → 58	38.75
2026-09-04	Truist Financial	Target Raised	— → 48	38.75
2026-08-24	KeyBanc	Target Raised	41 → 46	39.94
2026-08-19	Truist Financial	Target Raised	30 → 38	39.58
2026-08-14	RBC Capital	Target Raised	42 → 50	41.14
2026-07-22	Guggenheim	Update	— → 45	33.33
2026-07-21	Morgan Stanley	Update	— → 43	37.72
2026-06-05	RBC Capital	Target Raised	— → 42	35.21
2026-03-06	UBS	Update	— → 48	34.5417
2026-03-02	Goldman Sachs	Target Lowered	— → 45	28.95
2026-02-17	Truist Financial	Target Lowered	39 → 30	25.85
2026-02-11	RBC Capital	Target Lowered	46 → 35	27.9
2026-02-11	Goldman Sachs	Update	— → 36	27.9
2026-02-06	Piper Sandler	Target Lowered	49 → 37	24.25
2026-01-15	BNP Paribas	Rating Upgraded	— → 40	33.85
2026-01-05	RBC Capital	Target Lowered	50 → 46	33.92
2025-12-16	BTIG	Update	— → 55	38.98
2025-12-10	Jefferies	Target Raised	— → 57	44.22

News Page 1 of 1

Analysts Morgan Stanley upgrade Wells Fargo (WFC) to Overweight, citing improved balance sheet growth

10/05/2026, 05:37 AM investing rating_growth Analysts: analysts, Morgan Stanley, Wells Fargo finance Ryder Virtu Financial SpaceX Nvidia nVent Electric Ondas Samsara Wells Fargo Vertiv

Several significant upgrades and initiations by major financial institutions highlight a positive outlook for various companies, indicating potential investment opportunities for investors.