Dynamic Technology Lab Private Ltd Raises Position in Samsara Inc. $IOT

Dynamic Technology Lab Private Ltd raised its holdings in shares of Samsara Inc. (NYSE:IOT) by 404.7% during the 4th quarter, HoldingsChannel reports. The fund owned 60,490 shares of the company’s stock after acquiring an additional 48,504 shares during the quarter. Samsara comprises approximately 0.5% of Dynamic Technology Lab Private Ltd’s portfolio, making the stock its 17th biggest holding. Dynamic Technology Lab Private Ltd’s holdings in Samsara were worth $2,144,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also modified their holdings of IOT. Baillie Gifford & Co. boosted its stake in shares of Samsara by 15.0% during the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after acquiring an additional 6,208,553 shares during the last quarter. Goldman Sachs Group Inc. boosted its stake in shares of Samsara by 58.9% during the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after acquiring an additional 4,401,082 shares during the last quarter. Norges Bank purchased a new position in shares of Samsara during the 4th quarter worth $127,415,000. Vanguard Group Inc. lifted its stake in shares of Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after buying an additional 3,417,849 shares in the last quarter. Finally, State Street Corp lifted its stake in shares of Samsara by 107.8% during the 2nd quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after buying an additional 2,910,916 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Insider Activity at Samsara

In other Samsara news, insider Dominic Phillips sold 19,547 shares of Samsara stock in a transaction on Friday, June 5th. The shares were sold at an average price of $35.39, for a total value of $691,768.33. Following the sale, the insider directly owned 929,575 shares in the company, valued at approximately $32,897,659.25. The trade was a 2.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of Samsara stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $31.20, for a total transaction of $946,764.00. Following the completion of the sale, the insider owned 153,828 shares in the company, valued at approximately $4,799,433.60. This represents a 16.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 4,976,173 shares of company stock valued at $155,523,670. 35.13% of the stock is currently owned by insiders.

Samsara Stock Performance

Shares of NYSE IOT opened at $33.57 on Friday. The company has a market cap of $19.50 billion, a P/E ratio of 335.76, a P/E/G ratio of 7.54 and a beta of 1.34. The firm’s fifty day moving average is $30.85 and its two-hundred day moving average is $32.35. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $47.47.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. The company had revenue of $478.84 million for the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, analysts forecast that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

IOT has been the subject of a number of analyst reports. BTIG Research reiterated a “buy” rating and issued a $45.00 price target on shares of Samsara in a research note on Friday, June 5th. The Goldman Sachs Group set a $45.00 price target on Samsara in a research note on Monday, March 2nd. Piper Sandler reiterated an “overweight” rating and issued a $40.00 price target (up from $39.00) on shares of Samsara in a research note on Friday, June 5th. Evercore reiterated an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. Finally, Jefferies Financial Group upgraded Samsara to a “buy” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $46.53.

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.