Samsara Inc. $IOT Shares Purchased by New York State Common Retirement Fund

New York State Common Retirement Fund increased its holdings in Samsara Inc. (NYSE:IOT) by 18.8% in the 3rd quarter, HoldingsChannel reports. The fund owned 127,700 shares of the company’s stock after purchasing an additional 20,200 shares during the quarter. New York State Common Retirement Fund’s holdings in Samsara were worth $4,757,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IOT. KLP Kapitalforvaltning AS lifted its stake in shares of Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock valued at $4,243,000 after purchasing an additional 300 shares during the last quarter. Empowered Funds LLC raised its holdings in Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock valued at $390,000 after buying an additional 335 shares during the period. Blue Trust Inc. raised its holdings in Samsara by 3.8% in the 3rd quarter. Blue Trust Inc. now owns 9,415 shares of the company’s stock valued at $351,000 after buying an additional 346 shares during the period. Vontobel Holding Ltd. lifted its position in Samsara by 6.5% in the third quarter. Vontobel Holding Ltd. now owns 5,724 shares of the company’s stock valued at $213,000 after buying an additional 350 shares during the last quarter. Finally, KRS Capital Management LLC boosted its stake in Samsara by 5.9% during the third quarter. KRS Capital Management LLC now owns 7,171 shares of the company’s stock worth $267,000 after buying an additional 398 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Insider Buying and Selling

In other news, insider John Bicket sold 208,536 shares of Samsara stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $25.20, for a total value of $5,255,107.20. Following the completion of the transaction, the insider owned 294,100 shares in the company, valued at approximately $7,411,320. This trade represents a 41.49% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Adam Eltoukhy sold 4,688 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $32.54, for a total value of $152,547.52. Following the transaction, the insider directly owned 246,675 shares of the company’s stock, valued at approximately $8,026,804.50. This represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,054,011 shares of company stock worth $103,745,232 over the last 90 days. 46.49% of the stock is currently owned by company insiders.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: National marketing + product launch: Samsara rolled out an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as the avatar — a high‑profile ad that raises brand awareness and highlights a new AI safety offering that could accelerate sales conversations with fleet customers. Read More.
• Positive Sentiment: Marketing/partnership extension: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and repeated exposure to fleet and safety audiences. Read More.
• Neutral Sentiment: Analyst and valuation context: Coverage and commentary continue to debate whether current multiples reflect long‑term growth potential after the stock’s pullback; useful background for longer‑term investors but not an immediate trading catalyst. Read More.
• Neutral Sentiment: Platform/industry analysis: Additional writeups examine platform durability vs peers — informative for institutionals evaluating competitive positioning. Read More.
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas filed multiple large sales on Feb 3–4 (several transactions ~25.2–$25.3 avg), each reducing holdings by ~40–45% and generating multi‑million dollar proceeds — a material supply signal that can pressure sentiment and headline flow. SEC filings: Read More. and Read More.
• Negative Sentiment: Analyst target cut: Wells Fargo trimmed its price target (reducing headline upside) even while keeping an overweight stance—this can temper momentum among some buy‑side participants. Read More.

Analysts Set New Price Targets

A number of brokerages have weighed in on IOT. Bank of America lifted their price target on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. BMO Capital Markets lifted their target price on shares of Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Zacks Research lowered Samsara from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 2nd. Piper Sandler restated an “overweight” rating and set a $37.00 price target (down from $49.00) on shares of Samsara in a research note on Friday. Finally, Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $48.73.

Samsara Stock Up 4.7%

Samsara stock opened at $25.39 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $61.90. The firm has a market cap of $14.65 billion, a PE ratio of -317.38 and a beta of 1.61. The company’s 50 day moving average is $35.11 and its two-hundred day moving average is $36.67.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate of $0.12 by ($0.11). The business had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business’s revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the firm earned $0.07 EPS. 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, equities research analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

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.