Samsara Inc. $IOT Stock Position Lifted by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC lifted its position in Samsara Inc. (NYSE:IOT) by 1,514.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 295,461 shares of the company’s stock after acquiring an additional 277,162 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Samsara were worth $10,329,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in IOT. Nordea Investment Management AB raised its position in shares of Samsara by 18.8% during the 4th quarter. Nordea Investment Management AB now owns 2,467,232 shares of the company’s stock valued at $88,228,000 after acquiring an additional 389,751 shares in the last quarter. Covea Finance boosted its holdings in Samsara by 13.1% in the fourth quarter. Covea Finance now owns 91,600 shares of the company’s stock worth $3,247,000 after purchasing an additional 10,600 shares during the period. Park Avenue Securities LLC increased its stake in Samsara by 86.2% during the fourth quarter. Park Avenue Securities LLC now owns 33,179 shares of the company’s stock valued at $1,176,000 after purchasing an additional 15,362 shares during the last quarter. Hudson Bay Capital Management LP bought a new stake in Samsara during the third quarter valued at $5,043,000. Finally, IFP Advisors Inc raised its holdings in shares of Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares during the period. 96.02% of the stock is currently owned by institutional investors.

Insider Activity at Samsara

In related news, insider Sanjit Biswas sold 263,900 shares of the firm’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the sale, the insider directly owned 57,600 shares in the company, valued at $1,490,112. This trade represents a 82.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Benjamin Louis Kirchhoff sold 1,731 shares of Samsara stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $26.64, for a total value of $46,113.84. Following the sale, the chief accounting officer directly owned 121,913 shares in the company, valued at $3,247,762.32. The trade was a 1.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 2,497,302 shares of company stock valued at $75,934,200. Company insiders own 46.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. Evercore reaffirmed an “outperform” rating on shares of Samsara in a report on Friday, March 6th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. KeyCorp raised their target price on shares of Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Zacks Research upgraded Samsara from a “hold” rating to a “strong-buy” rating in a research note on Friday, March 13th. Finally, BTIG Research lowered their target price on Samsara from $55.00 to $45.00 and set a “buy” rating for the company in a report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Samsara Stock Performance

Samsara stock opened at $29.78 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40. The company has a 50-day simple moving average of $29.72 and a 200-day simple moving average of $35.20. The firm has a market capitalization of $17.29 billion, a P/E ratio of -1,488.01, a P/E/G ratio of 11.69 and a beta of 1.60.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.05. The firm had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. Samsara’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same period last year, the firm posted $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, sell-side analysts forecast that Samsara Inc. will post -0.3 earnings per share 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.