Nomura Asset Management Co. Ltd. Raises Stock Holdings in Samsara Inc. $IOT

Nomura Asset Management Co. Ltd. lifted its holdings in Samsara Inc. (NYSE:IOT) by 26.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 113,510 shares of the company’s stock after buying an additional 24,000 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Samsara were worth $4,024,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Optiver Holding B.V. raised its holdings in shares of Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the period. IFP Advisors Inc raised its holdings in shares of Samsara by 194.4% in the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after buying an additional 828 shares during the period. Leonteq Securities AG purchased a new stake in shares of Samsara in the fourth quarter worth approximately $76,000. Jones Financial Companies Lllp raised its holdings in shares of Samsara by 73.5% in the third quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after buying an additional 939 shares during the period. Finally, Quarry LP raised its holdings in shares of Samsara by 95.1% in the third quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after buying an additional 1,232 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Samsara Trading Down 2.9%

Shares of NYSE IOT opened at $35.29 on Friday. The stock has a market capitalization of $20.49 billion, a PE ratio of -1,763.47, a price-to-earnings-growth ratio of 10.81 and a beta of 1.34. The stock’s fifty day simple moving average is $30.59 and its two-hundred day simple moving average is $32.44. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $48.40.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.13 by $0.05. The business had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The business’s revenue for the quarter was up 28.3% on a year-over-year basis. During the same quarter last year, the firm earned $0.11 EPS. On average, equities analysts predict that Samsara Inc. will post 0.08 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several brokerages have recently weighed in on IOT. TD Cowen reiterated a “buy” rating on shares of Samsara in a report on Friday, May 22nd. Piper Sandler reiterated an “overweight” rating and issued a $39.00 price target (up from $37.00) on shares of Samsara in a report on Friday, March 6th. Wells Fargo & Company increased their price target on Samsara from $43.00 to $46.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. KeyCorp increased their price target on Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. Finally, The Goldman Sachs Group set a $45.00 price target on Samsara in a report on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara has an average rating of “Moderate Buy” and an average price target of $46.18.

Key Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara beat Q1 fiscal 2027 expectations, reporting EPS of $0.17 versus $0.13 consensus and revenue of $478.8 million versus $455.2 million expected, signaling solid demand for its connected operations platform. Earnings transcript and report
• Positive Sentiment: The company said it is approaching $2 billion in annual recurring revenue and posted 30% growth, suggesting Samsara is still expanding efficiently at scale and benefiting from enterprise adoption and “Operational AI” momentum. ARR growth article
• Positive Sentiment: Management’s guidance was above Wall Street estimates, including Q2 EPS guidance of $0.15-$0.16 and revenue guidance of $482 million-$484 million, while FY2027 EPS guidance of $0.70-$0.72 topped expectations, reinforcing confidence in continued growth.
• Neutral Sentiment: Analysts had already been bracing for the quarterly report, and a pre-earnings pullback suggests some of the positive results may already have been priced in ahead of the announcement. Pre-earnings analysis

Insider Buying and Selling

In other Samsara news, insider Adam Eltoukhy sold 5,473 shares of the stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $30.21, for a total transaction of $165,339.33. Following the sale, the insider owned 468,305 shares of the company’s stock, valued at approximately $14,147,494.05. This trade represents a 1.16% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of the stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $31.20, for a total value of $946,764.00. Following the sale, the insider directly owned 153,828 shares in the company, valued at $4,799,433.60. This trade represents a 16.48% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,700,139 shares of company stock worth $79,212,871 over the last quarter. 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.