{
  "id": 5997497,
  "title": "BNP Paribas Exane raises Samsara stock price target on growth",
  "url": "https://urgent.news/2026/09/06/bnp-paribas-exane-raises-samsara-stock-price-target-on-growth",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-06T15:26:54.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/analyst-ratings/bnp-paribas-exane-raises-samsara-stock-price-target-on-growth-93CH-4890308"
  },
  "original_language": "en",
  "account": "BNP Paribas Exane has increased its price target for Samsara Inc (NYSE:IOT) stock from $40 to $55, while maintaining an \"Outperform\" rating. The current trading price for the stock is $40.20, with analysts offering target prices ranging from $39 to $60, indicating a potential upside of 33% from the consensus target. The firm highlighted Samsara's impressive second-quarter net new annual recurring revenue growth, which was the second fastest in the past ten quarters. The company's positive trajectory supports the firm's confidence in Samsara's 30% top-line growth potential.\n\nSamsara reported robust revenue growth of 29.5% over the past year, maintaining a strong gross profit margin of 76.43%. Notably, 16 analysts have revised their earnings estimates upward for the upcoming period. The firm observed strong momentum among large customers with annual recurring revenue of $1 million or more, and noted that wins and expansions in the public sector have exceeded expectations.\n\nHowever, the firm anticipates a slight slowdown in net new annual recurring revenue growth in the near term due to tougher comparables, yet expects continued acceleration in annual recurring revenue. The new price target of $55 is based on 13 times the calendar year 2027 sales, compared to the previous target of $40 based on 10 times sales. The increase in the price target reflects BNP Paribas Exane's revised estimates, although GAAP estimates are slightly lower due to higher stock-based compensation.",
  "summary": null,
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}