Samsara Inc. $IOT Shares Acquired by New York State Common Retirement Fund

New York State Common Retirement Fund increased its stake in shares of Samsara Inc. (NYSE:IOT) by 18.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 127,700 shares of the company’s stock after acquiring an additional 20,200 shares during the period. New York State Common Retirement Fund’s holdings in Samsara were worth $4,757,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Pinegrove Venture Partners LLC increased its position in shares of Samsara by 46.0% in the third quarter. Pinegrove Venture Partners LLC now owns 556,582 shares of the company’s stock valued at $20,733,000 after buying an additional 175,411 shares in the last quarter. Lazard Freres Gestion S.A.S. purchased a new position in shares of Samsara during the 3rd quarter valued at approximately $2,235,000. JPMorgan Chase & Co. grew its stake in Samsara by 28.9% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company’s stock valued at $54,917,000 after acquiring an additional 309,920 shares during the period. LBP AM SA increased its holdings in Samsara by 13.9% in the 3rd quarter. LBP AM SA now owns 313,987 shares of the company’s stock worth $11,696,000 after acquiring an additional 38,235 shares in the last quarter. Finally, Windmill Hill Asset Management Ltd increased its holdings in Samsara by 126.7% in the 2nd quarter. Windmill Hill Asset Management Ltd now owns 21,665 shares of the company’s stock worth $862,000 after acquiring an additional 12,107 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of analysts have recently commented on the stock. BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price for the company in a research note on Thursday, January 15th. BTIG Research assumed coverage on Samsara in a report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price objective on the stock. BMO Capital Markets boosted their price objective on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Wells Fargo & Company decreased their target price on Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research report on Wednesday. Finally, TD Cowen reiterated a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Samsara currently has a consensus rating of “Moderate Buy” and a consensus price target of $48.73.

Samsara Price Performance

IOT opened at $25.39 on Friday. The firm has a market capitalization of $14.65 billion, a price-to-earnings ratio of -317.38 and a beta of 1.61. The company’s 50 day simple moving average is $35.11 and its two-hundred day simple moving average is $36.67. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $61.90.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The company had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter last year, the company earned $0.07 earnings per share. Samsara’s revenue for the quarter was up 29.2% on a year-over-year basis. 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 analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: National marketing + product launch: Samsara rolled out an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as the avatar — a high‑profile ad that raises brand awareness and highlights a new AI safety offering that could accelerate sales conversations with fleet customers. Read More.
• Positive Sentiment: Marketing/partnership extension: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and repeated exposure to fleet and safety audiences. Read More.
• Neutral Sentiment: Analyst and valuation context: Coverage and commentary continue to debate whether current multiples reflect long‑term growth potential after the stock’s pullback; useful background for longer‑term investors but not an immediate trading catalyst. Read More.
• Neutral Sentiment: Platform/industry analysis: Additional writeups examine platform durability vs peers — informative for institutionals evaluating competitive positioning. Read More.
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas filed multiple large sales on Feb 3–4 (several transactions ~25.2–$25.3 avg), each reducing holdings by ~40–45% and generating multi‑million dollar proceeds — a material supply signal that can pressure sentiment and headline flow. SEC filings: Read More. and Read More.
• Negative Sentiment: Analyst target cut: Wells Fargo trimmed its price target (reducing headline upside) even while keeping an overweight stance—this can temper momentum among some buy‑side participants. Read More.

Insider Buying and Selling

In related news, insider Adam Eltoukhy sold 4,688 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $32.54, for a total transaction of $152,547.52. Following the completion of the sale, the insider directly owned 246,675 shares in the company, valued at approximately $8,026,804.50. This trade represents a 1.87% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Sanjit Biswas sold 208,081 shares of Samsara stock in a transaction dated Wednesday, February 4th. The stock was sold at an average price of $25.19, for a total transaction of $5,241,560.39. Following the transaction, the insider directly owned 294,100 shares in the company, valued at $7,408,379. This trade represents a 41.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,054,011 shares of company stock valued at $103,745,232 over the last 90 days. Insiders own 46.49% of the company’s stock.

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.