OneDigital Investment Advisors LLC Buys 116,767 Shares of Samsara Inc. $IOT

OneDigital Investment Advisors LLC raised its stake in Samsara Inc. (NYSE:IOT) by 184.2% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 180,153 shares of the company’s stock after buying an additional 116,767 shares during the period. OneDigital Investment Advisors LLC’s holdings in Samsara were worth $6,711,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of IOT. Vanguard Group Inc. increased its stake in shares of Samsara by 18.3% in the 2nd quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock valued at $1,106,012,000 after acquiring an additional 4,307,755 shares during the last quarter. Norges Bank bought a new position in Samsara during the 2nd quarter worth approximately $134,950,000. State Street Corp grew its holdings in Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after purchasing an additional 2,910,916 shares during the period. Sands Capital Management LLC increased its stake in Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after purchasing an additional 2,833,049 shares in the last quarter. Finally, Nordea Investment Management AB raised its holdings in Samsara by 9,044.6% in the third quarter. Nordea Investment Management AB now owns 2,077,481 shares of the company’s stock worth $75,174,000 after purchasing an additional 2,054,763 shares during the period. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Samsara Price Performance

IOT opened at $26.80 on Monday. The company has a market capitalization of $15.46 billion, a price-to-earnings ratio of -334.99 and a beta of 1.61. The business’s 50-day moving average price is $32.17 and its two-hundred day moving average price is $35.89. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $55.42.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The firm had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. During the same quarter in the previous year, the business posted $0.07 earnings per share. The firm’s quarterly revenue was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Sell-side analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara was named the No. 1 Supply Chain & Logistics Software in G2’s 2026 Best Software Awards — a credibility and sales‑momentum positive for key verticals. G2 Award
• Positive Sentiment: Analyst pieces highlight Samsara’s push to integrate AI across its Connected Operations Platform — if AI features drive retention and upsells this could materially improve revenue growth and gross retention over time. AI Platform
• Neutral Sentiment: Recent results were mixed: Q3 (Dec. quarter) revenue beat estimates but EPS missed, and management set FY‑2026 and Q4‑2026 EPS targets that leave some near‑term earnings uncertainty — this is a mixed catalyst that can swing sentiment both ways. Earnings & Guidance
• Negative Sentiment: Large insider sales: insiders including co‑founder Sanjit Biswas and John Bicket each sold 263,900 shares (Feb. 17), and the CAO sold additional shares — those sizable, concentrated exits (multi‑million dollars) often weigh on investor confidence and can pressure the stock short‑term. Insider Sales
• Negative Sentiment: Coverage notes and “AI jitters” have led to some analyst downgrades and renewed valuation debate — with negative EPS history and mixed guidance, disappointing quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on IOT shares. BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a report on Thursday, January 15th. Royal Bank Of Canada set a $35.00 target price on Samsara in a research note on Wednesday, February 11th. Piper Sandler restated an “overweight” rating and issued a $37.00 price target (down from $49.00) on shares of Samsara in a report on Friday, February 6th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Finally, BMO Capital Markets boosted their price objective on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $46.69.

Insider Activity at Samsara

In other news, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the sale, the insider directly owned 89,400 shares in the company, valued at $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider John Bicket sold 263,900 shares of the business’s stock in a transaction on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the sale, the insider directly owned 89,400 shares in the company, valued at approximately $3,075,360. This represents a 74.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 3,248,775 shares of company stock valued at $105,259,218 over the last ninety days. Company insiders own 46.49% of the company’s stock.

Samsara Company Profile

Samsara develops an industrial Internet of Things (IoT) platform designed to help organizations monitor, manage, and optimize physical operations. The company combines connected hardware — including telematics devices, GPS trackers, dash cameras, and environmental sensors — with cloud-based software to provide real-time visibility into vehicles, mobile equipment, and fixed assets. Its software offers tools for fleet management, driver and worker safety, asset tracking, compliance (including electronic logging), maintenance scheduling, and operational analytics.

The Samsara platform emphasizes integration of live data streams with analytics and workflow features to drive efficiency and safety across industries that rely on dispersed equipment and mobile workforces.