Samsara Inc. $IOT Shares Purchased by Calamos Advisors LLC

Calamos Advisors LLC raised its position in Samsara Inc. (NYSE:IOT) by 335.3% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 37,187 shares of the company’s stock after acquiring an additional 28,645 shares during the quarter. Calamos Advisors LLC’s holdings in Samsara were worth $1,479,000 as of its most recent filing with the SEC.

Other large investors also recently bought and sold shares of the company. Police & Firemen s Retirement System of New Jersey acquired a new stake in shares of Samsara in the 2nd quarter worth $1,621,000. Geode Capital Management LLC raised its holdings in Samsara by 65.6% during the second quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock worth $193,387,000 after purchasing an additional 1,931,870 shares in the last quarter. Forsta AP Fonden lifted its position in Samsara by 237.4% in the second quarter. Forsta AP Fonden now owns 187,600 shares of the company’s stock valued at $7,463,000 after purchasing an additional 132,000 shares during the period. TimesSquare Capital Management LLC boosted its holdings in Samsara by 67.0% in the 2nd quarter. TimesSquare Capital Management LLC now owns 1,431,409 shares of the company’s stock valued at $56,941,000 after purchasing an additional 574,078 shares in the last quarter. Finally, Jupiter Asset Management Ltd. purchased a new stake in Samsara in the 2nd quarter valued at approximately $1,111,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Price Performance

IOT stock opened at $37.84 on Friday. The company’s 50 day simple moving average is $38.80 and its 200-day simple moving average is $39.41. Samsara Inc. has a 12 month low of $31.40 and a 12 month high of $61.90. The firm has a market capitalization of $21.71 billion, a PE ratio of -236.49 and a beta of 1.61.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, September 4th. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.07 by $0.05. The firm had revenue of $391.48 million for the quarter, compared to analyst estimates of $372.22 million. Samsara had a negative return on equity of 7.53% and a negative net margin of 6.16%.Samsara’s revenue was up 30.4% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.05 EPS. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. As a group, sell-side analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on IOT. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a report on Friday, August 15th. BMO Capital Markets cut their price target on shares of Samsara from $54.00 to $47.00 and set an “outperform” rating for the company in a report on Friday, September 5th. Royal Bank Of Canada boosted their price objective on shares of Samsara from $44.00 to $46.00 and gave the stock an “outperform” rating in a report on Friday, September 5th. Wall Street Zen lowered shares of Samsara from a “buy” rating to a “hold” rating in a research report on Saturday, August 9th. Finally, Evercore ISI set a $50.00 price target on shares of Samsara and gave the company an “outperform” rating in a research report on Wednesday, October 1st. Eight research analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $49.55.

Insider Buying and Selling

In other Samsara news, insider Sanjit Biswas sold 10,937 shares of the company’s stock in a transaction dated Wednesday, November 5th. The shares were sold at an average price of $38.38, for a total value of $419,762.06. Following the transaction, the insider directly owned 298,952 shares in the company, valued at approximately $11,473,777.76. This represents a 3.53% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider John Bicket sold 20,723 shares of the firm’s stock in a transaction dated Wednesday, November 5th. The stock was sold at an average price of $38.52, for a total transaction of $798,249.96. Following the sale, the insider directly owned 492,173 shares in the company, valued at $18,958,503.96. This represents a 4.04% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 3,747,711 shares of company stock valued at $141,867,401 over the last three months. Insiders own 46.49% of the company’s stock.

About Samsara

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.