Versor Investments LP Buys Shares of 30,000 Samsara Inc. $IOT

Versor Investments LP acquired a new stake in Samsara Inc. (NYSE:IOT) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 30,000 shares of the company’s stock, valued at approximately $1,118,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IOT. Allen Operations LLC lifted its stake in shares of Samsara by 53.2% during the 3rd quarter. Allen Operations LLC now owns 36,020 shares of the company’s stock valued at $1,342,000 after buying an additional 12,502 shares in the last quarter. Oppenheimer Asset Management Inc. purchased a new stake in Samsara in the 3rd quarter worth approximately $943,000. Candriam S.C.A. boosted its holdings in Samsara by 3.4% in the 3rd quarter. Candriam S.C.A. now owns 24,181 shares of the company’s stock valued at $901,000 after purchasing an additional 790 shares during the period. RFG Advisory LLC grew its position in shares of Samsara by 290.3% during the 3rd quarter. RFG Advisory LLC now owns 64,704 shares of the company’s stock valued at $2,410,000 after purchasing an additional 48,127 shares in the last quarter. Finally, Plato Investment Management Ltd increased its holdings in shares of Samsara by 35.1% in the third quarter. Plato Investment Management Ltd now owns 20,662 shares of the company’s stock worth $764,000 after purchasing an additional 5,366 shares during the period. Institutional investors own 96.02% of the company’s stock.

Samsara Stock Up 7.0%

Shares of NYSE IOT opened at $27.21 on Tuesday. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90. The firm’s fifty day moving average is $34.91 and its 200 day moving average is $36.57. The company has a market cap of $15.70 billion, a price-to-earnings ratio of -340.13 and a beta of 1.61.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing the consensus estimate 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 firm had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. During the same period in the previous year, the company earned $0.07 EPS. The company’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. Equities research analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Insiders Place Their Bets

In other news, insider Sanjit Biswas sold 208,081 shares of Samsara 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 sale, the insider directly owned 294,100 shares in the company, valued at approximately $7,408,379. This trade represents a 41.44% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider John Bicket sold 208,536 shares of the company’s stock in a transaction that occurred on Wednesday, February 4th. The shares were sold at an average price of $25.20, for a total value of $5,255,107.20. Following the transaction, the insider owned 294,100 shares of the company’s stock, valued at approximately $7,411,320. This represents a 41.49% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,054,011 shares of company stock valued at $103,745,232 over the last three months. Company insiders own 46.49% of the company’s stock.

Wall Street Analyst Weigh In

IOT has been the topic of a number of research analyst reports. BNP Paribas Exane upgraded Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price on the stock in a research note on Thursday, January 15th. Piper Sandler restated an “overweight” rating and issued a $37.00 price objective (down from $49.00) on shares of Samsara in a research report on Friday. Jefferies Financial Group set a $57.00 target price on shares of Samsara in a research report on Wednesday, December 10th. BTIG Research assumed coverage on shares of Samsara in a research note on Tuesday, December 16th. They issued a “buy” rating and a $55.00 price target for the company. Finally, Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Samsara has a consensus rating of “Moderate Buy” and a consensus target price of $48.73.

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.