Analyst Consensus ?
ConsensusBuy20 ratings
Bullish1575.0%
Neutral525.0%
Bearish00.0%
Samsara Inc. · IOT · FY2025 Q4 · Calendar Q1 2025
Samsara: Enterprise wins and AI expansion support a confident outlook
The supplied analysis supports the view that durable enterprise demand and product expansion can support Samsara's longer-term growth, but the case depends on AI monetization, international execution, and resilience through macro uncertainty.
Reported After market closeNYSETechnology
$26.31B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.07
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $335.4M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-15.6%
Event window
SPY move
+0.6%
Same window
Abnormal move
-16.1%
Stock minus SPY
Volume
3.3×
Versus trailing sessions
Subsequent drift
-5.4%
Up to 20 sessions
IOTSPY benchmark
Ask FN2 about IOT FY2025 Q4
Transcript, numbers and history already loaded
What drove IOT's -15.6% move after FY2025 Q4 earnings?What changed in IOT's guidance and outlook in FY2025 Q4?Give me the bull and bear case for IOT after FY2025 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The quarter's analysis placed greater emphasis on large-enterprise wins, AI-driven data-platform expansion, international momentum, and new non-vehicle use cases, while guidance sentiment remained maintained.
Guidance delta
Maintained.
Key takeaways
- Management emphasized record enterprise customer additions and continued expansion in ARR.
- AI-enabled products, asset tags, and non-vehicle use cases are broadening the platform.
- International expansion and disciplined profitability remain central to the growth plan.
Management priorities
- Acquire and expand large enterprise customers.
- Monetize AI tools after beta testing and scale asset-tag deployments.
- Invest in international sales and public-sector coverage.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$44.92Current
$27Low
$48.86Average
$63High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 25, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Wells Fargo | Overweight | Overweight | Maintain | Sep 4, 2026 |
| Truist Securities | Hold | Hold | Maintain | Sep 4, 2026 |
| TD Cowen | Buy | Buy | Maintain | Sep 4, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 4, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Sep 4, 2026 |
| Keybanc | Overweight | Overweight | Maintain | Sep 4, 2026 |
| JP Morgan | Neutral | Neutral | Maintain | Sep 4, 2026 |
| Guggenheim | Buy | Buy | Maintain | Sep 4, 2026 |
| BTIG | Buy | Buy | Maintain | Sep 4, 2026 |
| BNP Paribas | Outperform | Outperform | Maintain | Sep 4, 2026 |
| BMO Capital | Outperform | Outperform | Maintain | Sep 4, 2026 |
| B of A Securities | Buy | Buy | Maintain | Sep 4, 2026 |
| Craig-Hallum | Buy | Hold | Upgrade | Sep 5, 2025 |
| Loop Capital | Buy | Buy | Maintain | Dec 5, 2024 |
| Evercore ISI Group | In Line | In Line | Maintain | Sep 6, 2024 |
| Wolfe Research | Outperform | Outperform | Maintain | Jun 28, 2024 |
| Goldman Sachs | Buy | Buy | Maintain | Mar 11, 2024 |
| MoffettNathanson | Outperform | Outperform | Maintain | Jun 23, 2023 |
| Cowen & Co. | Outperform | Outperform | Maintain | Jan 10, 2022 |
Named analyst price targets
Upside is calculated against the persisted current price $44.92. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Jefferies | Samad Samana | $50 | $41.12 | +11.3% | Oct 4, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $45 | $42.91 | +0.2% | Sep 14, 2026 |
| Craig-Hallum | Anthony Stoss | $54 | $41.48 | +20.2% | Sep 4, 2026 |
| RBC Capital | Analyst unavailable | $55 | $40.48 | +22.4% | Sep 4, 2026 |
| BMO Capital | Daniel Jester | $54 | $38.75 | +20.2% | Sep 4, 2026 |
| BTIG | Analyst unavailable | $54 | $38.75 | +20.2% | Sep 4, 2026 |
| Piper Sandler | Analyst unavailable | $46 | $38.75 | +2.4% | Sep 4, 2026 |
| Morgan Stanley | Analyst unavailable | $49 | $38.75 | +9.1% | Sep 4, 2026 |
| Guggenheim | Tamjid Chowdhury | $51 | $38.75 | +13.5% | Sep 4, 2026 |
| Evercore ISI | Kirk Materne | $55 | $38.75 | +22.4% | Sep 4, 2026 |
| Wells Fargo | Michael Turrin | $58 | $38.75 | +29.1% | Sep 4, 2026 |
| Truist Financial | Junaid Siddiqui | $48 | $38.75 | +6.9% | Sep 4, 2026 |
| KeyBanc | Jason Celino | $46 | $39.94 | +2.4% | Aug 24, 2026 |
| Truist Financial | Analyst unavailable | $38 | $39.58 | -15.4% | Aug 19, 2026 |
| RBC Capital | Analyst unavailable | $50 | $41.14 | +11.3% | Aug 14, 2026 |
| Guggenheim | Analyst unavailable | $45 | $33.33 | +0.2% | Jul 22, 2026 |
| Morgan Stanley | Analyst unavailable | $43 | $37.72 | -4.3% | Jul 21, 2026 |
| RBC Capital | Matthew Hedberg | $42 | $35.21 | -6.5% | Jun 5, 2026 |
| UBS | Anthony Stoss | $48 | $34.54 | +6.9% | Mar 6, 2026 |
| Goldman Sachs | Analyst unavailable | $45 | $28.95 | +0.2% | Mar 2, 2026 |
| Truist Financial | Analyst unavailable | $30 | $25.85 | -33.2% | Feb 17, 2026 |
| RBC Capital | Analyst unavailable | $35 | $27.9 | -22.1% | Feb 11, 2026 |
| Goldman Sachs | Matthew Martino | $36 | $27.9 | -19.9% | Feb 11, 2026 |
| Piper Sandler | Analyst unavailable | $37 | $24.25 | -17.6% | Feb 6, 2026 |
| BNP Paribas | Analyst unavailable | $40 | $33.85 | -11.0% | Jan 15, 2026 |
| RBC Capital | Analyst unavailable | $46 | $33.92 | +2.4% | Jan 5, 2026 |
| BTIG | Analyst unavailable | $55 | $38.98 | +22.4% | Dec 16, 2025 |
| Jefferies | Analyst unavailable | $57 | $44.22 | +26.9% | Dec 10, 2025 |
| KeyBanc | Analyst unavailable | $55 | $43.76 | +22.4% | Dec 9, 2025 |
| BMO Capital | Daniel Jester | $50 | $40.71 | +11.3% | Dec 5, 2025 |
| Piper Sandler | James Fish | $49 | $40.71 | +9.1% | Dec 5, 2025 |
| Wells Fargo | Analyst unavailable | $52 | $40.71 | +15.8% | Dec 5, 2025 |
| Piper Sandler | James Fish | $48 | $38.05 | +6.9% | Nov 14, 2025 |
| Evercore ISI | Kirk Materne | $50 | $37.25 | +11.3% | Oct 1, 2025 |
| BMO Capital | Daniel Jester | $47 | $42.09 | +4.6% | Sep 5, 2025 |
| Craig-Hallum | Analyst unavailable | $48 | $42.09 | +6.9% | Sep 5, 2025 |
| Evercore ISI | Kirk Materne | $45 | $38.65 | +0.2% | Jun 25, 2025 |
| Piper Sandler | James Fish | $53 | $38.65 | +18.0% | Jun 25, 2025 |
| Morgan Stanley | Keith Weiss | $50 | $38.85 | +11.3% | Apr 16, 2025 |
| BMO Capital | Daniel Jester | $48 | $35.36 | +6.9% | Mar 10, 2025 |
| Piper Sandler | Analyst unavailable | $50 | $35.36 | +11.3% | Mar 9, 2025 |
| Truist Financial | Analyst unavailable | $42 | $35.36 | -6.5% | Mar 7, 2025 |
| RBC Capital | Analyst unavailable | $54 | $35.36 | +20.2% | Mar 7, 2025 |
| Wells Fargo | Analyst unavailable | $51 | $35.36 | +13.5% | Mar 7, 2025 |
| Berenberg Bank | Nay Soe Naing | $57 | $51.41 | +26.9% | Feb 3, 2025 |
| Loop Capital Markets | Mark Schappel | $63 | $55.44 | +40.2% | Dec 5, 2024 |
| Truist Financial | Junaid Siddiqui | $50 | $49.61 | +11.3% | Nov 18, 2024 |
| RBC Capital | Matthew Hedberg | $49 | $44.34 | +9.1% | Sep 6, 2024 |
| BMO Capital | Daniel Jester | $44 | $38.75 | -2.0% | Sep 6, 2024 |
| Piper Sandler | James Fish | $40 | $38.75 | -11.0% | Sep 6, 2024 |
| Piper Sandler | James Fish | $36 | $33.7 | -19.9% | Jun 28, 2024 |
| BMO Capital | Daniel Jester | $40 | $34.86 | -11.0% | Jun 7, 2024 |
| RBC Capital | Matthew Hedberg | $47 | $34.86 | +4.6% | Jun 7, 2024 |
| Truist Financial | Junaid Siddiqui | $35 | $34.86 | -22.1% | Jun 7, 2024 |
| Evercore ISI | Kirk Materne | $40 | $34.86 | -11.0% | Jun 7, 2024 |
| Piper Sandler | James Fish | $41 | $40.15 | -8.7% | May 23, 2024 |
| Loop Capital Markets | Mark Schappel | $42 | $30.97 | -6.5% | Apr 17, 2024 |
| RBC Capital | Analyst unavailable | $15 | $12.3 | -66.6% | Dec 2, 2022 |
| RBC Capital | Analyst unavailable | $14 | $9.95 | -68.8% | Nov 28, 2022 |
| Morgan Stanley | Analyst unavailable | $17 | $9.38 | -62.2% | Nov 22, 2022 |
| Goldman Sachs | Kash Rangan | $27 | $9.98 | -39.9% | Jun 16, 2022 |
| RBC Capital | Matthew Hedberg | $18 | $11.55 | -59.9% | Jun 6, 2022 |
Track every rating change on IOT the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationSamsara Inc. specializes in providing solutions that digitize and connect physical operations data to its centralized Connected Operations Cloud, accessible to clients across the United States and internationally. At the core of this cloud-based platform is a robust Data Platform. This platform systematically collects, aggregates, and enriches information streamed from Samsara's proprietary IoT devices, featuring integrated capabilities including artificial intelligence, workflow automation, advanced analytics, instant alerts, API connectivity, and comprehensive data security and privacy…
Historical context
All IOT earningsTechnology peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| INFY Infosys Limited | FY2027 Q2 · Calendar Q4 2026 | -4.8% | -6.6% | Infosys trims growth outlook as AI revenue and deal wins accelerate |
| SSNC SS&C Technologies Holdings, Inc. | FY2026 Q3 · Calendar Q4 2026 | +0.6% | +2.8% | SS&C raises 2026 outlook as AI and tokenization support growth |
| ROP Roper Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +1.7% | +9.7% | Roper raises DEPS outlook as AI adoption expands across portfolio |
| VRSN VeriSign, Inc. | FY2026 Q3 · Calendar Q4 2026 | -2.0% | -0.9% | VeriSign reports record registrations as renewal mix becomes a key watchpoint |
| TTMI TTM Technologies, Inc. | FY2026 Q3 · Calendar Q4 2026 | +16.8% | -27.7% | TTM Technologies Q3: Record Growth, Higher Investment, More Deal Risk |
| NOK Nokia Oyj | FY2026 Q3 · Calendar Q4 2026 | +25.0% | -14.8% | Nokia Q3: AI and cloud growth lifts margins as cash flow stays negative |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the IOT recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-20T00:00:54.474485+00:00
- Polygon adjusted daily market bars · 2026-10-25T17:40:42.619047+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-25T17:40:42.616168+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-25. For educational purposes only; not investment advice.