Gerber Kawasaki Wealth & Investment Management Sells 17,286 Shares of Samsara Inc. $IOT

Gerber Kawasaki Wealth & Investment Management trimmed its position in shares of Samsara Inc. (NYSE:IOT) by 32.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 36,714 shares of the company’s stock after selling 17,286 shares during the period. Gerber Kawasaki Wealth & Investment Management’s holdings in Samsara were worth $1,368,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of IOT. KLP Kapitalforvaltning AS boosted its stake in shares of Samsara by 0.3% in the third quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after acquiring an additional 300 shares during the period. Jefferies Financial Group Inc. grew its holdings in Samsara by 1.6% during the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after buying an additional 322 shares in the last quarter. Empowered Funds LLC lifted its holdings in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after buying an additional 335 shares in the last quarter. Blue Trust Inc. grew its stake in Samsara by 3.8% during the third quarter. Blue Trust Inc. now owns 9,415 shares of the company’s stock valued at $351,000 after acquiring an additional 346 shares in the last quarter. Finally, Vontobel Holding Ltd. increased its holdings in Samsara by 6.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 5,724 shares of the company’s stock valued at $213,000 after acquiring an additional 350 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Samsara Stock Performance

Shares of Samsara stock opened at $34.06 on Tuesday. The stock has a market cap of $19.65 billion, a price-to-earnings ratio of -1,701.90 and a beta of 1.60. The stock has a 50 day moving average price of $30.32 and a 200-day moving average price of $35.58. Samsara Inc. has a one year low of $23.38 and a one year high of $48.40.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.05. The company had revenue of $444.30 million for the quarter, compared to analyst estimates of $422.29 million. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.Samsara’s quarterly revenue was up 28.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.11 EPS. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. Sell-side analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on IOT. Bank of America boosted their target price on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Piper Sandler reaffirmed an “overweight” rating and issued a $39.00 price objective (up from $37.00) on shares of Samsara in a research note on Friday. Royal Bank Of Canada upped their price objective on Samsara from $35.00 to $41.00 and gave the stock an “outperform” rating in a report on Friday. Jefferies Financial Group set a $57.00 target price on Samsara in a research report on Wednesday, December 10th. Finally, Evercore reissued an “outperform” rating on shares of Samsara in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Samsara presently has an average rating of “Moderate Buy” and an average target price of $46.18.

Insiders Place Their Bets

In related news, insider Sanjit Biswas sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the completion of the transaction, the insider directly owned 89,400 shares of the company’s stock, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider John Bicket sold 263,900 shares of the company’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the transaction, the insider owned 89,400 shares in the company, valued at $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 2,922,923 shares of company stock worth $92,572,104 in the last quarter. Company insiders own 46.49% of the company’s stock.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results and guidance beat drove a prior rally — Samsara reported revenue of $444.3M (up ~28% YoY), delivered a GAAP-profitable quarter and raised FY27 guidance with a path to full-year GAAP profitability, supporting longer-term upside. Samsara (NYSE:IOT) Shares Gap Up Following Strong Earnings
• Positive Sentiment: BMO Capital issued a Buy, adding institutional support that can bolster demand for the shares. Samsara (IOT) Receives a Buy from BMO Capital
• Positive Sentiment: Piper Sandler reiterated an Overweight rating, and several outlets reported multiple price-target increases from different firms, signaling continued analyst conviction. Samsara’s (IOT) “Overweight” Rating Reiterated at Piper Sandler
• Positive Sentiment: Multiple reported price-target raises (examples to $44, $46, $41 by various firms) reflect renewed upside expectations from parts of the sell side. Samsara (NYSE:IOT) Price Target Raised to $44.00
• Neutral Sentiment: Unusually high options activity was flagged, which can amplify intraday swings and volatility irrespective of fundamentals. Samsara Target of Unusually High Options Trading (NYSE:IOT)
• Neutral Sentiment: Analysts show mixed views in broader coverage — some upgrades and raises but also divergent takes that create uncertain medium-term sentiment. Analysts Have Conflicting Sentiments on These Technology Companies: Samsara (IOT)
• Negative Sentiment: An insider (Dominic Phillips) sold ~17,808 shares at ~$30 on March 5, reducing his stake — insider selling can be interpreted as a near-term negative signal by market participants. Insider Sale SEC Filing
• Negative Sentiment: BTIG cut its price target to $45, showing that not all analysts are increasing valuation and adding downward pressure amid profit-taking. BTIG Research Cuts Samsara (NYSE:IOT) Price Target to $45.00

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.