Samsara Inc. $IOT Shares Sold by Rakuten Securities Inc.

Rakuten Securities Inc. reduced its position in Samsara Inc. (NYSE:IOT) by 73.2% in the 3rd quarter, Holdings Channel reports. The firm owned 6,976 shares of the company’s stock after selling 19,020 shares during the quarter. Rakuten Securities Inc.’s holdings in Samsara were worth $260,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in IOT. KLP Kapitalforvaltning AS grew its holdings in shares of Samsara by 0.3% during the third quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after buying an additional 300 shares in the last quarter. Empowered Funds LLC boosted its position in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after acquiring an additional 335 shares during the last quarter. Blue Trust Inc. boosted its position in Samsara by 3.8% during the third quarter. Blue Trust Inc. now owns 9,415 shares of the company’s stock worth $351,000 after acquiring an additional 346 shares during the last quarter. Vontobel Holding Ltd. grew its stake in Samsara by 6.5% during the 3rd quarter. Vontobel Holding Ltd. now owns 5,724 shares of the company’s stock valued at $213,000 after acquiring an additional 350 shares in the last quarter. Finally, Kieckhefer Group LLC raised its holdings in Samsara by 1.2% in the 2nd quarter. Kieckhefer Group LLC now owns 30,870 shares of the company’s stock valued at $1,228,000 after acquiring an additional 370 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. BTIG Research began coverage on Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 target price on the stock. Zacks Research raised Samsara from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 30th. BMO Capital Markets upped their target price on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Jefferies Financial Group set a $57.00 price target on Samsara in a report on Wednesday, December 10th. Finally, Bank of America boosted 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. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Samsara currently has an average rating of “Moderate Buy” and a consensus target price of $51.27.

Insider Activity at Samsara

In related news, CAO Benjamin Louis Kirchhoff sold 1,683 shares of the company’s stock in a transaction that occurred on Tuesday, December 30th. The shares were sold at an average price of $36.13, for a total transaction of $60,806.79. Following the sale, the chief accounting officer directly owned 97,293 shares in the company, valued at approximately $3,515,196.09. This represents a 1.70% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Dominic Phillips sold 18,348 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $34.24, for a total value of $628,235.52. Following the completion of the sale, the insider directly owned 573,114 shares of the company’s stock, valued at $19,623,423.36. The trade was a 3.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,675,155 shares of company stock worth $99,622,791 over the last quarter. 46.49% of the stock is currently owned by insiders.

Samsara Stock Down 0.4%

Samsara stock opened at $33.84 on Thursday. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90. The firm has a market cap of $19.52 billion, a PE ratio of -422.98 and a beta of 1.62. The company’s 50 day moving average is $37.76 and its two-hundred day moving average is $37.69.

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.