10 Best Consensus Buy-Rated Stocks to Invest in

2. Samsara Inc. (NYSE:IOT)

Consensus Rating: Buy

Potential upside: 75.70%

Number of Hedge Fund Holders: 42

On February 11, 2026, Goldman Sachs analyst Matthew Martino initiated coverage of Samsara Inc. (NYSE:IOT) with a Buy rating and a $36 price target, calling it one of the “most defensible growth assets in software today.” The firm said Samsara is digitizing physical operations by pairing edge hardware with a cloud platform that converts operational data into actionable insights and added that the stock deserves a premium valuation.

That same day, RBC Capital lowered its price target on Samsara Inc. (NYSE:IOT) to $35 from $46 previously but still maintained an Outperform rating as part of a broader Q4 software preview. The firm cited negative investor sentiment toward software and said it prefers companies with a clearer path to AI monetization and consolidation across cyber, data and infrastructure, and vertical SaaS. RBC also updated its price target models to reflect significant year-to-date multiple compression.

On February 6, 2026, Piper Sandler reduced its price target to on Samsara Inc. (NYSE:IOT) $37 from $49 previously and kept an Overweight rating, saying that despite muted sentiment in software, the stock could respond favorably to earnings given current upside levels, operational budget stickiness, and what it described as already “de-risked” FY27 numbers that could support mid-20s growth.

Samsara Inc. (NYSE:IOT) provides a platform that connects and analyzes physical operations data, combining IoT devices with cloud-based software that integrates AI, workflows, analytics, alerts, APIs, and data security capabilities.