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IOT Stock Forecast: Samsara, Inc. Price Predictions for 2026-2027

Last close, 18 Sept 2026
$40
−1.13% on the day

The 25 Wall Street analysts covering Samsara, Inc. hold a median 12-month price target of $53 — +34.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 19 Sept 2026 — in the upper half.

Market cap
$23.2B
Ticker Nerd rank
63 / 100
Median analyst target
$53
Analysts covering
25
Revenue$508.4M+29.9% y/y
Operating income$4.9M
Net income$16.2M
Free cash flow$64.7M
Quarterly, 8 quarters to 31 July 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+3.0%
1M
−0.1%
YTD
+11.6%
1Y
−1.1%
From 52W high
−12.5%
From 52W low
+63.1%
$24
$45
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IOT stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Samsara, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 19 Sept 2026
63 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
96
Quality
85
Issuance
60
Accruals
59
Growth
54
Momentum
48
Volatility
42
Value
31
Size
9

Revisions (96): Analysts have, on balance, been raising their forecasts.

Value (31): The shares cost a lot relative to the profits and assets behind them.

Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

IOT stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IOT, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$30$40$50$60Oct 25Jan 26Apr 26Jul 26IOTHigh $60Median $53Low $39

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says25 analysts
19 Buy6 Hold0 Sell
Low $39Median $53High $60

The green dot is the last close — the median target sits +34.0% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
15 Sept 2026Cantor FitzgeraldInitiatesOverweight$45
4 Sept 2026B of A SecuritiesMaintainsBuy—
4 Sept 2026B of A SecuritiesMaintainsBuy$47 → $55
4 Sept 2026BMO CapitalMaintainsOutperform$44 → $54
4 Sept 2026BMO CapitalMaintainsOutperform—
4 Sept 2026BNP ParibasMaintainsOutperform$40 → $55
4 Sept 2026BNP ParibasMaintainsOutperform—
4 Sept 2026BTIGMaintainsBuy—
4 Sept 2026BTIGMaintainsBuy$45 → $54
4 Sept 2026GuggenheimMaintainsBuy$45 → $51
4 Sept 2026GuggenheimMaintainsBuy—
4 Sept 2026JP MorganMaintainsNeutral—
4 Sept 2026JP MorganMaintainsNeutral$48 → $52
4 Sept 2026KeybancMaintainsOverweight$46 → $55
4 Sept 2026KeybancMaintainsOverweight—
4 Sept 2026Morgan StanleyMaintainsEqual-Weight$43 → $49
4 Sept 2026Morgan StanleyMaintainsEqual-Weight—
4 Sept 2026Piper SandlerReiteratesNeutral$40 → $46
4 Sept 2026Piper SandlerReiteratesNeutral—
4 Sept 2026RBC CapitalMaintainsOutperform$50 → $55

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IOT appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Performance

IOT vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 18 Sept 2026, Samsara, Inc. returned −1.1% against +16.3% for the S&P 500, dividends included.

IOT vs S&P 500, last 12 monthsTotal return, rebased to 100
60708090100110120Oct 25Jan 26Apr 26Jul 26IOTS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IOT analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+8.2%
Analysts raising
19
Analysts cutting
0
Fundamentals

Samsara, Inc. (IOT) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
263.7×

Cheaper than 3% of US stocks

Price / sales
12.5×

Cheaper than 13% of US stocks

Price / book
15.3×

Cheaper than 6% of US stocks

EV / EBITDA
713.1×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
29.9%

Higher than 78% of US stocks

Earnings growth (YoY)
29.9%

Higher than 65% of US stocks

Gross margin
77.2%

Higher than 89% of US stocks

Operating margin
1.0%

Higher than 47% of US stocks

Net margin
4.9%

Higher than 60% of US stocks

Returns & dividend
Return on equity
6.4%

Higher than 55% of US stocks

Return on assets
0.5%

Higher than 46% of US stocks

Dividend yield
—

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Samsara, Inc. (IOT) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Samsara, Inc. has a market value of $23.2B and an enterprise value of $22.4B.

  • Revenue in the twelve months to 31 July 2026: $1.8B. The latest quarter grew 29.9% year on year.

  • Net income over the same four quarters: $90.6M, a 4.9% net margin.

  • Diluted earnings per share, trailing twelve months: $0.16.

  • Free cash flow in the twelve months to 31 July 2026: $255.5M.

  • Shares outstanding: 585.3M.

  • Trailing P/E: 263.7×; forward P/E: 41.7× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Samsara, Inc. employs 4,100 people — $451K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 31 July 2026 · market figures as at 20 Sept 2026

Data provided by Twelve Data

Peers

IOT vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelSoftware - Infrastructure
CompanyMarket capTKN rank
IOTSamsara, Inc.$23.2B
63
RBRKRubrik, Inc.$22.1B
62
FFIVF5, Inc.$24.4B
90
CPAYCorpay, Inc.$26.3B
69
NTNXNutanix, Inc.$18.9B
66
VRSNVeriSign, Inc.$27.8B
67
GENGen Digital, Inc.$17.4B
94

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Samsara, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IOT news & analysis

Samsara Launches Driver Perks: First Rewards Program Built for Professional Drivers

Business Wire · 10 Sept 2026positive

Samsara announced the launch of Samsara Driver Perks, a rewards program for professional drivers that is free for drivers and at no cost to fleets. The program offers exclusive discounts and offers from leading brands across food, beverage, wellness, and fitness to the millions of professional drivers in Samsara's network.

Why it matters — The launch expands Samsara's value proposition to drivers in its existing network, potentially deepening engagement and strengthening its Connected Operations ecosystem.

Samsara Compounding Risk Report Finds 10% of Drivers Account for ~50% of Crashes

Business Wire · 8 Sept 2026positive

Samsara released its Compounding Risk Report, based on its patent-pending Risk Model, which found that the top 10% of risk-ranked drivers account for 47% of crashes. The research evaluates approximately 50 factors spanning driving behavior, exposure, context, and driver development to analyze how these factors interact over time.

Why it matters — The report showcases Samsara's proprietary Risk Model capabilities in fleet safety analytics, highlighting a differentiated product feature that could strengthen its Connected Operations platform offering.

Samsara Analysts Boost Their Forecasts After Strong Q2 Earnings

Benzinga · 4 Sept 2026positive

Samsara Inc. reported fiscal 2027 second-quarter results after Thursday's market close that exceeded expectations, prompting analysts to raise their forecasts for the company.

Why it matters — The better-than-expected quarterly results and subsequent analyst forecast increases signal strength in Samsara's recent business performance for investors monitoring the company.

Samsara Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

Zacks Investment Research · 4 Sept 2026positive

Samsara reported second-quarter earnings that surpassed analyst estimates, with revenues rising year over year. The company's annual recurring revenue growth accelerated, margins expanded, and strong adoption among large customers drove revenue gains.

Why it matters — A watcher of Samsara would care because the earnings beat, accelerating ARR growth, and margin expansion signal strengthening business performance and broader customer adoption.

Samsara Q2 Earnings Call Puts AI Growth Against Cash Flow Pressure

Zacks Investment Research · 4 Sept 2026neutral

Samsara's Q2 earnings call paired fiscal 2027 revenue growth guidance of 26% with rising AI adoption and large-customer expansion, while noting that free cash flow margin faces pressure.

Why it matters — The report highlights the balance between Samsara's revenue growth and AI-driven customer expansion against near-term pressure on its free cash flow margin, giving IOT watchers a key metric to track.

FAQ

Frequently asked questions about IOT stock

What is the IOT stock price forecast for 2026-2027?

The 25 Wall Street analysts covering Samsara, Inc. have a median 12-month price target of $53, with estimates ranging from $39 to $60. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IOT stock a buy right now?

Of the 25 analysts covering Samsara, Inc., 19 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Samsara, Inc. 63 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IOT?

As at 19 Sept 2026, Samsara, Inc. ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).

Will IOT stock go up?

No one can know that. What the data says: the median 12-month target from 25 analysts implies +34.0% from the last close, and Ticker Nerd's factor model ranks Samsara, Inc. 63 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IOT stock forecast for 2030?

No analyst covering Samsara, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IOT are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $39 to $60 over the next 12 months.

How has IOT stock performed over the past year?

Samsara, Inc. returned -1.1% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Samsara, Inc. do?

Samsara Inc. Class A Common Stock represents equity in Samsara Inc., a San Francisco-based software company focused on connected operations for physical businesses.

What is the latest news on IOT?

The most recent item we track (Business Wire, 10 Sept 2026): "Samsara Launches Driver Perks: First Rewards Program Built for Professional Drivers". Samsara announced the launch of Samsara Driver Perks, a rewards program for professional drivers that is free for drivers and at no cost to fleets. The program offers exclusive discounts and offers from leading brands across food, beverage, wellness, and fitness to the millions of professional drivers in Samsara's network.

Company

About Samsara, Inc.

Samsara Inc. Class A Common Stock represents equity in Samsara Inc., a San Francisco-based software company focused on connected operations for physical businesses. Samsara’s current platform combines IoT devices, cloud software, and data analytics to help organizations collect, unify, and act on operational data from vehicles, equipment, sites, and field teams. Its products are used across transportation, logistics, construction, manufacturing, utilities, government, healthcare, and other industries, supporting use cases such as fleet management, asset tracking, safety monitoring, workflow digitization, and industrial automation. The company serves customers in North America and internationally through subscription-based software and hardware solutions built around real-time visibility and operational intelligence. Samsara plays a significant role in the market for industrial IoT and operational technology by linking physical assets with digital systems that improve how businesses monitor, manage, and coordinate day-to-day operations.

CEO Mr. Sanjit Biswas · 4,100 employees · United States · https://www.samsara.com