OneDigital Investment Advisors LLC Has $6.71 Million Holdings in Samsara Inc. $IOT

OneDigital Investment Advisors LLC increased its stake in shares of Samsara Inc. (NYSE:IOT) by 184.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 180,153 shares of the company’s stock after buying an additional 116,767 shares during the quarter. OneDigital Investment Advisors LLC’s holdings in Samsara were worth $6,711,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. lifted its holdings in shares of Samsara by 18.3% during the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock valued at $1,106,012,000 after acquiring an additional 4,307,755 shares during the period. Norges Bank acquired a new stake in shares of Samsara during the 2nd quarter worth about $134,950,000. State Street Corp lifted its holdings in 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 purchasing an additional 2,910,916 shares during the last quarter. Sands Capital Management LLC boosted its position in Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after buying an additional 2,833,049 shares in the last quarter. Finally, Nordea Investment Management AB grew its stake in Samsara by 9,044.6% during the third quarter. Nordea Investment Management AB now owns 2,077,481 shares of the company’s stock worth $75,174,000 after buying an additional 2,054,763 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors.

Insider Transactions at Samsara

In other news, insider John Bicket sold 263,900 shares of the firm’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 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Sanjit Biswas sold 263,900 shares of the business’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 transaction of $9,078,160.00. Following the sale, 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. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,248,775 shares of company stock worth $105,259,218. Corporate insiders own 46.49% of the company’s stock.

Samsara Stock Performance

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

Samsara (NYSE:IOT) last issued its quarterly earnings results 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 firm had revenue of $415.98 million for the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company’s revenue was up 29.2% compared to the same quarter last year. During the same period last year, the company 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. Equities research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

IOT has been the subject of a number of research analyst reports. Royal Bank Of Canada set a $35.00 target price on shares of Samsara in a research note on Wednesday, February 11th. JPMorgan Chase & Co. raised their price target on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, December 5th. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price objective on the stock in a research note on Thursday, January 15th. The Goldman Sachs Group assumed coverage on Samsara in a report on Wednesday, February 11th. They set a “buy” rating and a $36.00 target price on the stock. Finally, TD Cowen reaffirmed a “buy” rating on shares of Samsara in a report on Friday, December 5th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Samsara presently has an average rating of “Moderate Buy” and an average target price of $46.69.

Key Samsara News

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

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.