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IOTIOTTechnology · Software - Infrastructure

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

Last close, 14 Oct 2026
$41
−1.14% on the day

The 26 Wall Street analysts covering Samsara, Inc. hold a median 12-month price target of $53 — +28.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 70 of 100 as at 14 Oct 2026 — in the upper half. Here, the model and the Street point the same way.

Market cap
$24.2B
Ticker Nerd rank
70 / 100
Median analyst target
$53
Analysts covering
26
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
+0.7%
1M
−4.9%
YTD
+15.1%
1Y
+7.3%
From 52W high
−9.8%
From 52W low
+68.2%
$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 14 Oct 2026
70 / 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
98
Quality
84
Volatility
66
Issuance
61
Accruals
59
Momentum
57
Growth
53
Value
31
Size
9

Revisions (98): 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$60Jan 26Apr 26Jul 26Oct 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 says26 analysts
20 Buy6 Hold0 Sell
Low $39Median $53High $60

The green dot is the last close — the median target sits +28.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
5 Oct 2026JefferiesInitiatesBuy$50
15 Sept 2026Cantor FitzgeraldInitiatesOverweight$45
15 Sept 2026Cantor FitzgeraldInitiatesOverweight—
4 Sept 2026B of A SecuritiesMaintainsBuy$47 → $55
4 Sept 2026B of A SecuritiesMaintainsBuy—
4 Sept 2026BMO CapitalMaintainsOutperform$44 → $54
4 Sept 2026BMO CapitalMaintainsOutperform—
4 Sept 2026BNP ParibasMaintainsOutperform—
4 Sept 2026BNP ParibasMaintainsOutperform$40 → $55
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

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 14 Oct 2026, Samsara, Inc. returned +7.3% against +17.5% for the S&P 500, dividends included.

IOT vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120Jan 26Apr 26Jul 26Oct 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
+8.6%
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
294.8×

Cheaper than 2% of US stocks

Price / sales
13.1×

Cheaper than 11% of US stocks

Price / book
15.1×

Cheaper than 6% of US stocks

EV / EBITDA
745.2×

Cheaper than 1% of US stocks

Growth & margins
Revenue growth (YoY)
29.9%

Higher than 77% 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 56% of US stocks

Return on assets
0.5%

Higher than 46% of US stocks

Dividend yield
0.0%

Higher than 1% of US dividend payers

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 $24.2B and an enterprise value of $23.4B.

  • 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: 294.8×; forward P/E: 43.5× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 0.00%, paying out 0% of 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 14 Oct 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.$24.2B
70
RBRKRubrik, Inc.$23.6B
64
FFIVF5, Inc.$25.8B
88
CPAYCorpay, Inc.$26.0B
73
VRSNVeriSign, Inc.$27.6B
69
MDBMongoDB, Inc.$28.6B
84
NTNXNutanix, Inc.$18.9B
69

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

Adoption of Samsara AI Agents Accelerates Across Physical Operations

Business Wire · 13 Oct 2026positive

Samsara announced the launch of Samsara Agent Studio, a no-code AI agent platform designed for physical operations. The company said adoption on its platform has accelerated 7x since June as customers expand AI use across reporting, fuel savings, compliance risk, and driver voice interactions.

Why it matters — IOT watchers may note the launch and reported acceleration in customer adoption as indicators of expanding use of Samsara’s AI tools.

Samsara positioned for growth as AI expands value of proprietary data, Jefferies says

Proactive Investors · 5 Oct 2026positive

Jefferies initiated coverage of Samsara with a 'buy' rating and a $50 price target, citing the company's positioning to gain share in a large, underpenetrated physical operations technology market. The firm highlighted Samsara's platform, which combines software, proprietary hardware, AI, analytics, and automation to improve productivity and liability management.

Why it matters — This initiation reflects an analyst view that Samsara is well positioned for growth as AI enhances the value of its proprietary data in a sizeable, underpenetrated market.

Samsara Brings Connected Operations to the Ice with Laval Rocket Partnership

Business Wire · 28 Sept 2026positive

Samsara announced its first professional hockey sponsorship, a season-long partnership with the Laval Rocket, the American Hockey League affiliate of the Montreal Canadiens, spanning the 2026-27 regular season. Samsara-branded Zamboni ice resurfacers will be equipped with Samsara 360 Camera and Vehicle Gateway devices to help keep the rink ready for play.

Why it matters — This marks Samsara's expansion into a new industry application, showcasing its Connected Operations platform in professional sports arena operations and broadening its brand visibility.

Asplundh Selects Samsara to Protect Crews and Accelerate Response

Business Wire · 24 Sept 2026positive

Samsara announced that Asplundh, a global vegetation management and infrastructure services company, has selected Samsara's Connected Operations platform to improve safety and efficiency across its North American operations, covering tens of thousands of vehicles and specialty equipment with products including AI Dash Cams and Vehicle Gateways.

Why it matters — This expands Samsara's customer base with a large-scale deployment across tens of thousands of vehicles, signaling broader adoption of its Connected Operations platform.

Samsara MCP Brings Live Operational Context Into the AI Tools Teams Already Use

Business Wire · 22 Sept 2026positive

Samsara announced Samsara MCP (Model Context Protocol), a direct connection enabling customers to bring their Samsara operational data into AI assistants, agents, and applications of their choosing without a custom integration. Authorized users can analyze live Samsara data alongside data from other business systems, extending the company's open platform.

Why it matters — This expands how Samsara's operational data can be used across existing AI tools, potentially broadening its platform's utility and appeal for customers.

FAQ

Frequently asked questions about IOT stock

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

The 26 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 26 analysts covering Samsara, Inc., 20 rate it a Buy, 6 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Samsara, Inc. 70 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IOT?

As at 14 Oct 2026, Samsara, Inc. ranks 70 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 (98 of 100).

Will IOT stock go up?

No one can know that. What the data says: the median 12-month target from 26 analysts implies +28.7% from the last close, and Ticker Nerd's factor model ranks Samsara, Inc. 70 out of 100 as at 14 Oct 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 +7.3% over the 12 months to 14 Oct 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, 13 Oct 2026): "Adoption of Samsara AI Agents Accelerates Across Physical Operations". Samsara announced the launch of Samsara Agent Studio, a no-code AI agent platform designed for physical operations. The company said adoption on its platform has accelerated 7x since June as customers expand AI use across reporting, fuel savings, compliance risk, and driver voice interactions.

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 II · 4,100 employees · United States · https://www.samsara.com