Lexington Partners L.P. Invests $874,000 in Samsara Inc. $IOT

Lexington Partners L.P. bought a new stake in Samsara Inc. (NYSE:IOT) during the third quarter, Holdings Channel reports. The fund bought 23,454 shares of the company’s stock, valued at approximately $874,000. Samsara comprises about 0.3% of Lexington Partners L.P.’s investment portfolio, making the stock its 3rd biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IOT. KLP Kapitalforvaltning AS raised its holdings in shares of Samsara by 0.3% in the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after purchasing an additional 300 shares during the period. Empowered Funds LLC increased its position in Samsara by 3.4% during the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares in the last quarter. Blue Trust Inc. raised its holdings in Samsara by 3.8% in the third 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% during 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 in the last quarter. Finally, KRS Capital Management LLC grew 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. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several equities analysts recently weighed in on IOT shares. BNP Paribas Exane upgraded shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a report on Thursday, January 15th. Royal Bank Of Canada set a $35.00 price objective on Samsara in a research note on Wednesday. JPMorgan Chase & Co. increased their target price on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Wells Fargo & Company reduced their price target on Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. Finally, KeyCorp started coverage on shares of Samsara in a research report on Tuesday, December 9th. They issued an “overweight” rating and a $55.00 price objective for the company. Two equities research analysts have rated the stock with a Strong Buy rating, ten have given 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.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $47.25.

Samsara Stock Performance

Shares of IOT opened at $27.34 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $61.90. The stock has a 50-day moving average price of $33.84 and a 200 day moving average price of $36.28. The company has a market capitalization of $15.77 billion, a P/E ratio of -341.69 and a beta of 1.61.

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 the consensus estimate of $0.12 by ($0.11). The business had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.Samsara’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.07 earnings per share. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. As a group, equities research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Insider Activity at Samsara

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