Should You Buy Samsara Inc (IOT) Today? Analysis, Price Targets, and 2026 Outlook.
Conclusion
Hold
Latest Price
28.320
1 Day change
-5.99%
52 Week Range
61.900
Analysis Updated At
2026/01/26
Samsara Inc (IOT) is not a strong buy at the moment for a beginner investor with a long-term strategy. While the company has shown strong revenue growth and positive analyst sentiment, the technical indicators are bearish, and there are no significant recent catalysts or proprietary trading signals to suggest an immediate buying opportunity. The financial performance also shows a significant decline in net income and EPS, which could pose risks. Holding off for now and monitoring the stock for better entry points would be a prudent approach.
Technical Analysis
The technical indicators for IOT are bearish. The MACD histogram is negative and contracting, RSI is neutral at 31.2, and the moving averages indicate a bearish trend (SMA_200 > SMA_20 > SMA_5). The stock is trading near its key support level of 31.678, with resistance at 33.443. The stock's candlestick pattern suggests a 50% chance of a -9.69% drop in the next day and a -0.57% drop in the next week, which does not indicate a strong upward momentum.
Options Data
Bullish
Open Interest Put-Call Ratio
Bullish
Option Volume Put-Call Ratio
Technical Summary
Sell
10
Buy
6
Positive Catalysts
Analysts have a positive outlook on Samsara, with multiple firms initiating coverage with Buy or Overweight ratings and price targets ranging from $46 to $
The company has shown strong revenue growth, up 29.19% YoY in Q3
Gross margin increased slightly to 76.69%, indicating operational efficiency.
Neutral/Negative Catalysts
Net income dropped significantly by -120.54% YoY, and EPS declined by -114.29%, raising concerns about profitability.
Technical indicators are bearish, with no clear upward momentum.
No recent news or significant trading trends from hedge funds, insiders, or Congress to provide a positive sentiment boost.
Financial Performance
In Q3 2026, Samsara reported revenue of $415.98M, up 29.19% YoY, showcasing strong growth. However, net income dropped to $7.77M (-120.54% YoY), and EPS fell to $0.01 (-114.29% YoY), reflecting challenges in profitability. Gross margin improved slightly to 76.69%, up 0.39% YoY.
Growth
Profitability
Efficiency
Analyst Ratings and Price Target Trends
Analysts have a positive sentiment towards Samsara. RBC Capital lowered its price target to $46 but maintained an Outperform rating, citing AI tailwinds for 2026. Other firms, including BTIG, KeyBanc, and BofA, have initiated or maintained Buy/Overweight ratings with price targets ranging from $46 to $55, highlighting Samsara's strong growth potential, market leadership, and innovation in the IoT space.
Wall Street analysts forecast IOT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IOT is 50.54 USD with a low forecast of 39 USD and a high forecast of 57 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
Wall Street analysts forecast IOT stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IOT is 50.54 USD with a low forecast of 39 USD and a high forecast of 57 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Buy
3 Hold
0 Sell
Strong Buy
Current: 30.120
Low
39
Averages
50.54
High
57
Current: 30.120
Low
39
Averages
50.54
High
57
RBC Capital
Outperform
to
NULL
downgrade
$50 -> $46
AI Analysis
2026-01-05
Reason
RBC Capital
Price Target
$50 -> $46
AI Analysis
2026-01-05
downgrade
Outperform
to
NULL
Reason
RBC Capital lowered the firm's price target on Samsara to $46 from $50 and keeps an Outperform rating on the shares. 2026 is likely to be a year when AI tailwinds become more evident for companies well positioned for enterprise AI adoption, while less prepared peers may remain pressured by the "AI is the death of software" narrative, the analyst tells investors in a research note. Enterprise spending appears to be stabilizing and improving in select areas, with GenAI driving innovation even as management teams remain conservative in early 2026 guidance, the firm says.
BTIG
initiated
$55
2025-12-16
Reason
BTIG
Price Target
$55
2025-12-16
initiated
Reason
BTIG initiated coverage of Samsara with a Buy rating and $55 price target.
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