Strs Ohio Purchases 92,240 Shares of Samsara Inc. $IOT

Strs Ohio raised its position in Samsara Inc. (NYSE:IOT) by 45.5% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 295,124 shares of the company’s stock after acquiring an additional 92,240 shares during the period. Strs Ohio’s holdings in Samsara were worth $10,993,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Catalyst Capital Advisors LLC bought a new stake in Samsara in the 2nd quarter valued at $28,000. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares during the period. Whipplewood Advisors LLC boosted its position in shares of Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares in the last quarter. Allworth Financial LP raised its position in Samsara by 906.9% in the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after purchasing an additional 1,052 shares in the last quarter. Finally, Penserra Capital Management LLC lifted its stake in Samsara by 3,202.1% during the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock worth $62,000 after purchasing an additional 1,537 shares during the period. Institutional investors own 96.02% of the company’s stock.

Samsara Stock Up 0.0%

Samsara stock opened at $32.08 on Monday. The stock has a 50-day simple moving average of $36.95 and a 200 day simple moving average of $37.38. The stock has a market capitalization of $18.51 billion, a price-to-earnings ratio of -401.05 and a beta of 1.62. Samsara Inc. has a 12-month low of $31.25 and a 12-month high of $61.90.

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

Insiders Place Their Bets

In other Samsara news, insider Dominic Phillips sold 18,348 shares of the stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $34.24, for a total value of $628,235.52. Following the transaction, the insider directly owned 573,114 shares in the company, valued at approximately $19,623,423.36. This trade represents a 3.10% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, 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 20th. The stock was sold at an average price of $32.43, for a total value of $8,558,277.00. Following the sale, the insider owned 78,800 shares of the company’s stock, valued at approximately $2,555,484. The trade was a 77.01% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 2,874,559 shares of company stock valued at $104,019,864 over the last quarter. Company insiders own 46.49% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on IOT. KeyCorp assumed coverage on Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 target price for the company. TD Cowen reissued a “buy” rating on shares of Samsara in a report on Friday, December 5th. BNP Paribas Exane raised shares of Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a report on Thursday, January 15th. Zacks Research upgraded shares of Samsara from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 30th. Finally, BTIG Research assumed coverage on shares of Samsara in a research report on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price target on the stock. Three research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $50.56.

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.