Keybanc has initiated coverage on Samsara Inc (IOT) with an Overweight rating, marking its first assessment of the company's investment potential. The firm’s evaluation reflects an analysis of Samsara's business, industry dynamics, and growth prospects.
Headquartered in San Francisco, California, Samsara develops internet-connected sensor systems and employs approximately 3,500 full-time staff. The company, which went public on December 15, 2021, offers a Connected Operations Platform that integrates data from its IoT devices and third-party systems. This platform includes capabilities for artificial intelligence, workflows, and analytics, alongside applications for video-based safety, vehicle telematics, and equipment monitoring.
As of December 1, 2025, the consensus among analysts shows 4 Strong Buy, 13 Buy, and 8 Hold ratings, with no Sell or Strong Sell ratings, indicating a general positive outlook. Samsara's market capitalization stands at $21.1 billion, with a trailing twelve-month EPS of -0.16.
Upcoming earnings reports are anticipated on March 4, 2026, and June 3, 2026, with earnings per share estimates of $0.12 and $0.13, respectively. Recent earnings performance has shown positive surprises, including a 25.1% beat in Q3 2026, where EPS reached $0.15 against an estimate of $0.12.
Analyst ratings serve as professional insights based on research and financial models. While they can provide valuable perspectives, they are built on assumptions that may not always hold true. Investors should consider a range of factors, including company fundamentals and industry trends, when making decisions. Analyst opinions can evolve as new information becomes available, leading to differing views on the same company.