Samsara Inc. $IOT Shares Acquired by Lbp Am Sa

Lbp Am Sa increased its position in Samsara Inc. (NYSE:IOT) by 38.8% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 275,752 shares of the company’s stock after acquiring an additional 77,084 shares during the period. Lbp Am Sa’s holdings in Samsara were worth $10,969,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of IOT. Brighton Jones LLC acquired a new stake in shares of Samsara in the 4th quarter worth about $13,464,000. Universal Beteiligungs und Servicegesellschaft mbH acquired a new position in Samsara during the 4th quarter valued at about $1,100,000. Wealth Enhancement Advisory Services LLC increased its stake in Samsara by 18.7% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 16,089 shares of the company’s stock valued at $703,000 after buying an additional 2,539 shares during the period. Wellington Management Group LLP increased its stake in Samsara by 7.3% during the 4th quarter. Wellington Management Group LLP now owns 8,538 shares of the company’s stock valued at $373,000 after buying an additional 579 shares during the period. Finally, GAMMA Investing LLC increased its stake in Samsara by 33,119.7% during the 1st quarter. GAMMA Investing LLC now owns 21,925 shares of the company’s stock valued at $840,000 after buying an additional 21,859 shares during the period. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Trading Up 2.3%

NYSE:IOT opened at $38.11 on Thursday. Samsara Inc. has a twelve month low of $31.40 and a twelve month high of $61.90. The company has a 50-day moving average of $36.76 and a 200-day moving average of $39.24. The firm has a market cap of $21.86 billion, a price-to-earnings ratio of -238.20 and a beta of 1.60.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, September 4th. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.07 by $0.05. Samsara had a negative net margin of 6.16% and a negative return on equity of 7.53%. The company had revenue of $391.48 million during the quarter, compared to analysts’ expectations of $372.22 million. During the same period last year, the company posted $0.05 earnings per share. The business’s revenue for the quarter was up 30.4% on a year-over-year basis. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. On average, research analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research firms have commented on IOT. Piper Sandler raised their target price on shares of Samsara from $47.00 to $48.00 and gave the company an “overweight” rating in a research note on Friday, September 5th. Wells Fargo & Company raised their target price on shares of Samsara from $48.00 to $50.00 and gave the company an “overweight” rating in a research note on Friday, June 6th. Royal Bank Of Canada raised their target price on shares of Samsara from $44.00 to $46.00 and gave the company an “outperform” rating in a research note on Friday, September 5th. BMO Capital Markets reduced their price objective on shares of Samsara from $54.00 to $47.00 and set an “outperform” rating for the company in a research report on Friday, September 5th. Finally, Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a research report on Friday, August 15th. Nine investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $49.77.

Insider Activity

In other Samsara news, major shareholder Horowitz Lsv Fund I. Andreessen sold 793,331 shares of the firm’s stock in a transaction dated Tuesday, September 9th. The shares were sold at an average price of $38.55, for a total value of $30,582,910.05. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider John Bicket sold 133,421 shares of the firm’s stock in a transaction dated Tuesday, September 23rd. The stock was sold at an average price of $38.97, for a total transaction of $5,199,416.37. Following the completion of the transaction, the insider owned 42,000 shares of the company’s stock, valued at approximately $1,636,740. The trade was a 76.06% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders have sold 3,715,775 shares of company stock valued at $139,717,268. Corporate insiders own 46.49% of the company’s stock.

Samsara Company Profile

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.