Lbp Am Sa Purchases 38,235 Shares of Samsara Inc. $IOT

Lbp Am Sa boosted its position in Samsara Inc. (NYSE:IOT) by 13.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 313,987 shares of the company’s stock after purchasing an additional 38,235 shares during the period. Lbp Am Sa’s holdings in Samsara were worth $11,696,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of IOT. Vanguard Group Inc. lifted its stake in shares of Samsara by 18.3% during the 2nd quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after acquiring an additional 4,307,755 shares during the last quarter. Norges Bank bought a new stake in shares of Samsara during the second quarter worth $134,950,000. State Street Corp boosted its stake in shares of Samsara by 107.8% during the second 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 period. Sands Capital Management LLC grew its holdings in shares of Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock worth $766,808,000 after purchasing an additional 2,833,049 shares during the last quarter. Finally, Nordea Investment Management AB increased its stake in Samsara by 9,044.6% in the 3rd 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 period. Institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on IOT. Exane BNP Paribas upgraded shares of Samsara to a “strong-buy” rating in a research note on Thursday, January 15th. JPMorgan Chase & Co. raised their price objective on Samsara from $46.00 to $48.00 and gave the stock a “neutral” rating in a report on Friday, December 5th. Piper Sandler upped their target price on Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Bank of America raised their price target on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Finally, Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a research note on Wednesday, December 10th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $50.56.

Insider Buying and Selling at Samsara

In other news, insider John Bicket sold 263,900 shares of the stock in a transaction 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 completion of the sale, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. This represents a 74.70% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction on 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 owned 89,400 shares in the company, 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. Insiders sold 2,874,559 shares of company stock worth $104,019,864 over the last ninety days. Corporate insiders own 46.49% of the company’s stock.

Samsara Price Performance

IOT opened at $32.13 on Tuesday. The firm has a market capitalization of $18.54 billion, a PE ratio of -401.63 and a beta of 1.62. The business’s 50-day moving average is $36.86 and its two-hundred day moving average is $37.34. Samsara Inc. has a 1 year low of $31.25 and a 1 year high of $61.90.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm had revenue of $415.98 million during the quarter, compared to the consensus estimate of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $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, sell-side analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

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.