Knollwood Investment Advisory LLC Boosts Position in Samsara Inc. $IOT

Knollwood Investment Advisory LLC increased its holdings in Samsara Inc. (NYSE:IOT) by 115.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 35,135 shares of the company’s stock after acquiring an additional 18,835 shares during the quarter. Knollwood Investment Advisory LLC’s holdings in Samsara were worth $1,309,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in IOT. Versant Capital Management Inc raised its holdings in Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares in the last quarter. Optiver Holding B.V. lifted its position in shares of Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares during the period. Allworth Financial LP boosted its stake in shares of Samsara by 906.9% during the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after purchasing an additional 1,052 shares in the last quarter. Family Legacy Financial Solutions LLC increased its position in shares of Samsara by 100.0% during the third quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock valued at $74,000 after buying an additional 1,000 shares during the period. Finally, Jones Financial Companies Lllp increased its position in shares of Samsara by 73.5% during the third quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock valued at $84,000 after buying an additional 939 shares during the period. Institutional investors own 96.02% of the company’s stock.

Samsara Price Performance

NYSE:IOT opened at $32.56 on Tuesday. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40. The company’s 50-day simple moving average is $30.04 and its 200 day simple moving average is $35.49. The firm has a market capitalization of $18.79 billion, a P/E ratio of -1,627.19, a PEG ratio of 11.63 and a beta of 1.60.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.75%. The business had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. During the same quarter last year, the firm earned $0.11 earnings per share. The business’s revenue for the quarter was up 28.3% on a year-over-year basis. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. On average, equities research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several analysts have commented on IOT shares. Piper Sandler restated an “overweight” rating and issued a $39.00 price objective (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Jefferies Financial Group set a $57.00 target price on Samsara in a report on Wednesday, December 10th. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price for the company in a research report on Thursday, January 15th. UBS Group restated a “buy” rating and issued a $48.00 target price on shares of Samsara in a research note on Friday, March 6th. Finally, Bank of America lifted their price target on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Samsara has a consensus rating of “Moderate Buy” and a consensus price target of $46.18.

Insider Buying and Selling

In related news, insider Adam Eltoukhy sold 4,688 shares of the firm’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $26.79, for a total transaction of $125,591.52. Following the completion of the transaction, the insider owned 246,675 shares of the company’s stock, valued at $6,608,423.25. This trade represents a 1.87% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $25.87, for a total value of $6,827,093.00. Following the transaction, the insider owned 57,600 shares of the company’s stock, valued at $1,490,112. The trade was a 82.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,836,517 shares of company stock worth $88,981,454 over the last three months. Corporate insiders own 46.49% of the company’s stock.

Samsara 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.