RFG Advisory LLC Increases Stock Position in Samsara Inc. $IOT

RFG Advisory LLC boosted its stake in shares of Samsara Inc. (NYSE:IOT) by 21.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 109,365 shares of the company’s stock after buying an additional 19,184 shares during the quarter. RFG Advisory LLC’s holdings in Samsara were worth $3,466,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Lazard Asset Management LLC boosted its position in shares of Samsara by 2.0% during the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after purchasing an additional 279 shares during the period. Jefferies Financial Group Inc. increased its holdings in Samsara by 1.6% in the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after purchasing an additional 322 shares during the last quarter. Cim LLC raised its position in Samsara by 1.0% in the third quarter. Cim LLC now owns 32,700 shares of the company’s stock valued at $1,218,000 after purchasing an additional 326 shares during the period. Empowered Funds LLC lifted its stake in Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares in the last quarter. Finally, IFG Advisory LLC lifted its stake in Samsara by 0.8% during the fourth quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after purchasing an additional 372 shares in the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

IOT has been the subject of a number of research reports. KeyCorp lifted their price objective on Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. BTIG Research reaffirmed a “buy” rating and issued a $45.00 target price on shares of Samsara in a research report on Friday, June 5th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $45.94.

Samsara Trading Down 7.6%

Samsara stock opened at $28.86 on Friday. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47. The stock’s fifty day simple moving average is $31.30 and its 200-day simple moving average is $31.85. The firm has a market capitalization of $16.81 billion, a P/E ratio of 288.59, a P/E/G ratio of 7.30 and a beta of 1.34.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million for the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The company’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period last year, the firm earned $0.11 earnings per share. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Sell-side analysts predict that Samsara Inc. will post 0.15 earnings per share for the current year.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: TD Cowen reiterated its Buy rating on Samsara and kept a $45 price target, suggesting meaningful upside from current levels.
• Positive Sentiment: BNP highlighted Samsara’s Investor Day as evidence of a “clear AI moat,” which could strengthen the company’s long-term growth narrative. Article Title
• Positive Sentiment: The company also unveiled new products, including a 360 Camera, expanded AI Multicam and two-way voice features, plus new agentic AI tools and a Tracking Label for shipment visibility, reinforcing its expansion into higher-value software and AI use cases. Article Title
• Neutral Sentiment: Investors are also digesting Samsara’s Investor Day transcript and slideshow, which likely provided more detail on its AI strategy and growth roadmap. Article Title
• Negative Sentiment: The stock has been sliding as a broader software sector concern and “June gloom” sentiment weigh on the name, with traders reacting to the recent pullback from early June highs. Article Title
• Negative Sentiment: Recent insider selling by Adam Eltoukhy may also be adding a bit of caution, even though the trade was made under a pre-arranged plan. Article Title

Insider Buying and Selling

In other Samsara news, insider Dominic Phillips sold 19,547 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $35.39, for a total transaction of $691,768.33. Following the completion of the transaction, the insider owned 929,575 shares in the company, valued at $32,897,659.25. The trade was a 2.06% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Benjamin Louis Kirchhoff sold 2,549 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $33.74, for a total transaction of $86,003.26. Following the completion of the sale, the chief accounting officer directly owned 167,269 shares in the company, valued at approximately $5,643,656.06. This represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 4,984,863 shares of company stock worth $155,814,055 over the last ninety days. Company insiders own 35.13% of the company’s stock.

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.