Bessemer Group Inc. Boosts Stock Position in Samsara Inc. $IOT

Bessemer Group Inc. raised its holdings in Samsara Inc. (NYSE:IOT) by 19.8% during the third quarter, HoldingsChannel.com reports. The firm owned 1,728,322 shares of the company’s stock after buying an additional 286,193 shares during the period. Bessemer Group Inc.’s holdings in Samsara were worth $64,379,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Pinegrove Venture Partners LLC lifted its position in shares of Samsara by 46.0% in the 3rd quarter. Pinegrove Venture Partners LLC now owns 556,582 shares of the company’s stock worth $20,733,000 after buying an additional 175,411 shares during the last quarter. Lazard Freres Gestion S.A.S. bought a new stake in shares of Samsara during the 3rd quarter valued at about $2,235,000. JPMorgan Chase & Co. raised its stake in Samsara by 28.9% during the second quarter. JPMorgan Chase & Co. now owns 1,380,514 shares of the company’s stock worth $54,917,000 after acquiring an additional 309,920 shares during the period. LBP AM SA lifted its holdings in Samsara by 13.9% in the third 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 during the last quarter. Finally, Windmill Hill Asset Management Ltd lifted its holdings in Samsara by 126.7% in the second 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 during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Stock Down 3.6%

Shares of NYSE IOT opened at $24.20 on Friday. The stock has a market cap of $13.96 billion, a P/E ratio of -302.53 and a beta of 1.61. The firm’s 50-day simple moving average is $35.36 and its 200 day simple moving average is $36.76. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $61.90.

Samsara (NYSE:IOT) last announced its 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 the consensus estimate of $398.92 million. During the same quarter in the prior year, the company earned $0.07 EPS. The business’s quarterly revenue 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, sell-side analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on IOT shares. BMO Capital Markets increased their price target on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Royal Bank Of Canada lowered their price objective on Samsara from $50.00 to $46.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Jefferies Financial Group set a $57.00 target price on Samsara in a research note on Wednesday, December 10th. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Finally, Exane BNP Paribas raised shares of Samsara to a “strong-buy” rating in a research note on Thursday, January 15th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $49.53.

Insider Transactions at Samsara

In other Samsara news, insider Sanjit Biswas sold 208,081 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The stock was sold at an average price of $25.19, for a total value of $5,241,560.39. Following the completion of the sale, the insider directly owned 294,100 shares in the company, valued at $7,408,379. This represents a 41.44% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Benjamin Louis Kirchhoff sold 1,683 shares of the stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $34.53, for a total value of $58,113.99. Following the transaction, the chief accounting officer directly owned 95,610 shares of the company’s stock, valued at approximately $3,301,413.30. The trade was a 1.73% 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 worth $103,745,232 in the last three months. 46.49% of the stock is currently owned by company insiders.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating — the new target still implies material upside vs. the current share level, which may support longer‑term bullish views. Benzinga
• Neutral Sentiment: Industry/valuation writeups are circulating that reassess Samsara’s platform durability and valuation after a sharp one‑year shareholder return decline — useful for investors but not immediate catalysts. Does Samsara (NYSE:IOT) Across NYSE Composite Reflect Platform Durability
• Neutral Sentiment: Another analysis looks at Samsara’s valuation after its one‑year share performance; these pieces can influence investor sentiment but don’t constitute company actions. Assessing Samsara (IOT) Valuation After A Sharp One Year Shareholder Return Decline
• Negative Sentiment: Insider selling — John Bicket sold sizable blocks on Feb 3–4 (55,364 shares at ~$25.23 and 208,536 shares at ~$25.20), raising roughly $6.65M total and cutting his stake materially; insider filings cited. This level of selling by an insider can be perceived negatively by the market. John Bicket Form 4
• Negative Sentiment: Insider selling — Sanjit Biswas sold similar large blocks on Feb 3–4 (55,819 shares at ~$25.23 and 208,081 shares at ~$25.19), raising roughly $6.65M total and substantially reducing his position; this is another strong negative signaling event. Sanjit Biswas Form 4
• Negative Sentiment: Analyst downgrade — Zacks moved Samsara from “strong-buy” to “hold,” which can damp near‑term demand from investor groups that track these ratings. Zacks TickerReport

About Samsara

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.