Knollwood Investment Advisory LLC Increases Stake in Samsara Inc. $IOT

Knollwood Investment Advisory LLC raised its position in shares of Samsara Inc. (NYSE:IOT) by 115.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,135 shares of the company’s stock after purchasing an additional 18,835 shares during the quarter. Knollwood Investment Advisory LLC’s holdings in Samsara were worth $1,309,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of IOT. Versant Capital Management Inc grew its holdings in shares of Samsara by 6,078.6% during the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after buying an additional 851 shares during the last quarter. Optiver Holding B.V. raised its holdings in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the last quarter. Allworth Financial LP lifted its position in Samsara by 906.9% in the 2nd 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 in the last quarter. Family Legacy Financial Solutions LLC lifted its position in Samsara by 100.0% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock valued at $74,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in Samsara by 73.5% during the 3rd quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock valued at $84,000 after purchasing an additional 939 shares during the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Samsara

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the firm’s stock in a transaction dated 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 approximately $3,075,360. This trade represents a 74.70% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider John Bicket sold 263,900 shares of the business’s stock in a transaction dated 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 owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. This represents a 74.70% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 2,836,517 shares of company stock worth $88,981,454. 46.49% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research firms have commented on IOT. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a report on Thursday, January 22nd. Royal Bank Of Canada upped their price target on Samsara from $35.00 to $41.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Wells Fargo & Company lifted their price objective on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. BMO Capital Markets boosted their target price on Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Finally, Bank of America upped their target price on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, Samsara currently has an average rating of “Moderate Buy” and a consensus target price of $46.18.

Samsara Trading Up 2.6%

Shares of IOT opened at $32.56 on Tuesday. The firm has a fifty day simple moving average of $30.04 and a two-hundred day simple moving average of $35.49. The firm has a market cap of $18.79 billion, a PE ratio of -1,627.19, a P/E/G ratio of 11.63 and a beta of 1.60. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $48.40.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The firm had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same period last year, the business posted $0.11 EPS. The company’s revenue for the quarter was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, research analysts forecast that Samsara Inc. will post -0.3 EPS 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.