Samsara Inc. $IOT Shares Acquired by Vanguard Group Inc.

Vanguard Group Inc. boosted its stake in Samsara Inc. (NYSE:IOT) by 6.9% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 29,716,700 shares of the company’s stock after purchasing an additional 1,913,474 shares during the quarter. Vanguard Group Inc. owned about 5.18% of Samsara worth $1,106,947,000 as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the stock. Catalyst Capital Advisors LLC purchased a new stake in shares of Samsara during the 2nd quarter valued at $28,000. Versant Capital Management Inc boosted its holdings in Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after acquiring an additional 851 shares during the last quarter. Whipplewood Advisors LLC boosted its holdings in Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares during the last quarter. Allworth Financial LP grew its position in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after acquiring an additional 1,052 shares during the period. Finally, Penserra Capital Management LLC increased its stake in Samsara by 3,202.1% during the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock worth $62,000 after acquiring an additional 1,537 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Insider Activity

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

Samsara Trading Down 0.0%

NYSE IOT opened at $26.80 on Friday. The stock has a market cap of $15.46 billion, a P/E ratio of -334.99 and a beta of 1.61. The company’s fifty day simple moving average is $32.17 and its 200-day simple moving average is $35.89. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $55.42.

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

Wall Street Analyst Weigh In

IOT has been the topic of several research analyst reports. The Goldman Sachs Group began coverage on Samsara in a research note on Wednesday, February 11th. They issued a “buy” rating and a $36.00 price objective on the stock. Truist Financial reduced their price target on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday. Bank of America increased their price objective on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $46.69.

Trending Headlines about 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

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.