Bessemer Group Inc. reduced its position in Samsara Inc. (NYSE:IOT – Free Report) by 6.2% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,621,933 shares of the company’s stock after selling 106,389 shares during the period. Bessemer Group Inc.’s holdings in Samsara were worth $57,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors and hedge funds have also recently modified their holdings of the company. Pinegrove Venture Partners LLC boosted its stake in shares of Samsara by 46.0% in the 3rd quarter. Pinegrove Venture Partners LLC now owns 556,582 shares of the company’s stock worth $20,733,000 after buying an additional 175,411 shares during the last quarter. LBP AM SA raised its holdings in Samsara by 13.9% in the 3rd quarter. LBP AM SA now owns 313,987 shares of the company’s stock worth $11,696,000 after purchasing an additional 38,235 shares during the period. BI Asset Management Fondsmaeglerselskab A S raised its holdings in Samsara by 227.0% in the 3rd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 65,122 shares of the company’s stock worth $2,426,000 after purchasing an additional 45,204 shares during the period. Westfield Capital Management Co. LP raised its holdings in Samsara by 7.1% in the 3rd quarter. Westfield Capital Management Co. LP now owns 3,801,787 shares of the company’s stock worth $141,617,000 after purchasing an additional 252,681 shares during the period. Finally, American Century Companies Inc. raised its holdings in Samsara by 13.7% in the 3rd quarter. American Century Companies Inc. now owns 1,786,790 shares of the company’s stock worth $66,558,000 after purchasing an additional 214,793 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of equities analysts recently commented on the company. Piper Sandler reaffirmed an “overweight” rating and issued a $39.00 target price (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a report on Friday, March 6th. KeyCorp raised their target price on Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Wells Fargo & Company raised their target price on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Finally, BTIG Research decreased their target price on Samsara from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Friday, March 6th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $46.18.
Key Stories Impacting Samsara
Here are the key news stories impacting Samsara this week:
- Positive Sentiment: Recent coverage highlights Samsara’s annual recurring revenue reaching $1.89 billion, with enterprise adoption and AI-driven products still fueling growth despite a tougher competitive backdrop. Samsara Declines 22.4% Year to Date: Buy, Hold or Sell the Stock?
- Positive Sentiment: Analysts remain constructive, with multiple firms maintaining buy-equivalent ratings and an average target price above the current trading range, reinforcing the market’s long-term growth expectations for IOT. NYSE:IOT stock page
- Neutral Sentiment: Commentary also frames Samsara as a valuation debate, suggesting investors are still weighing its strong revenue growth against the stock’s pullback from earlier highs. NYSE Composite: Is Samsara AI Transforming Public Operations?
- Negative Sentiment: Several insider sales by co-founder/CEO Sanjit Biswas, co-founder John Bicket, and CAO Benjamin Louis Kirchhoff totaled hundreds of thousands of shares, which may weigh on sentiment even though the transactions were made under pre-arranged 10b5-1 plans. SEC filing for Sanjit Biswas sale SEC filing for John Bicket sale SEC filing for Benjamin Louis Kirchhoff sale
Samsara Stock Up 5.7%
NYSE:IOT opened at $29.59 on Friday. The business’s 50-day simple moving average is $30.60 and its two-hundred day simple moving average is $33.12. The stock has a market cap of $17.18 billion, a PE ratio of -1,478.71, a P/E/G ratio of 10.26 and a beta of 1.29. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40.
Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s quarterly revenue was up 28.3% on a year-over-year basis. During the same period last year, the firm earned $0.11 earnings per share. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Sell-side analysts anticipate that Samsara Inc. will post 0.06 earnings per share for the current fiscal year.
Insiders Place Their Bets
In other news, insider John Bicket sold 95,673 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The stock was sold at an average price of $27.47, for a total transaction of $2,628,137.31. Following the completion of the transaction, the insider owned 67,600 shares in the company, valued at $1,856,972. This trade represents a 58.60% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sanjit Biswas sold 95,628 shares of the firm’s stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $27.47, for a total value of $2,626,901.16. Following the transaction, the insider owned 67,600 shares of the company’s stock, valued at approximately $1,856,972. The trade was a 58.59% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 2,718,893 shares of company stock valued at $77,263,103 in the last ninety days. Insiders own 46.49% of the company’s stock.
About Samsara
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.
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