Samsara Inc. $IOT Shares Acquired by Quantbot Technologies LP

Quantbot Technologies LP lifted its position in Samsara Inc. (NYSE:IOT) by 9,688.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 65,778 shares of the company’s stock after purchasing an additional 65,106 shares during the quarter. Quantbot Technologies LP’s holdings in Samsara were worth $2,450,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in IOT. Versant Capital Management Inc lifted its stake in Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after buying an additional 851 shares during the last quarter. Optiver Holding B.V. grew its position in shares of Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares during the last quarter. Allworth Financial LP increased its holdings in shares of Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after acquiring an additional 1,052 shares during the period. Penserra Capital Management LLC raised its position in Samsara by 3,202.1% in the 2nd quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock valued at $62,000 after purchasing an additional 1,537 shares during the last quarter. Finally, Family Legacy Financial Solutions LLC raised its position in Samsara by 100.0% in the 3rd quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock valued at $74,000 after purchasing an additional 1,000 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Stock Down 0.4%

Shares of NYSE:IOT opened at $28.98 on Wednesday. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40. The company has a 50-day moving average price of $30.68 and a 200 day moving average price of $35.62. The company has a market cap of $16.72 billion, a P/E ratio of -362.25 and a beta of 1.60.

Samsara (NYSE:IOT) last released its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). The business had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The company’s revenue was up 29.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on IOT shares. Wells Fargo & Company lowered their price objective on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research report on Wednesday, February 4th. TD Cowen reissued a “buy” rating on shares of Samsara in a report on Monday. The Goldman Sachs Group set a $45.00 price target on Samsara in a research report on Monday. BMO Capital Markets reduced their price objective on Samsara from $50.00 to $40.00 and set an “outperform” rating for the company in a research note on Wednesday, February 25th. Finally, 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. Two research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Samsara has a consensus rating of “Moderate Buy” and an average target price of $45.69.

Insider Activity at Samsara

In related news, CAO Benjamin Louis Kirchhoff sold 1,731 shares of the business’s stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $26.64, for a total transaction of $46,113.84. Following the sale, the chief accounting officer owned 121,913 shares of the company’s stock, valued at approximately $3,247,762.32. The trade was a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Adam Eltoukhy sold 4,688 shares of the stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $26.79, for a total transaction of $125,591.52. Following the completion of the transaction, the insider directly owned 246,675 shares of the company’s stock, valued at approximately $6,608,423.25. This trade represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 2,923,463 shares of company stock worth $92,883,523 over the last three months. 46.49% of the stock is currently owned by company insiders.

Samsara Company 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.