Samsara Inc. $IOT Shares Purchased by RFG Advisory LLC

RFG Advisory LLC raised its stake in Samsara Inc. (NYSE:IOT) by 21.3% during the 1st quarter, HoldingsChannel.com reports. The firm owned 109,365 shares of the company’s stock after acquiring an additional 19,184 shares during the period. RFG Advisory LLC’s holdings in Samsara were worth $3,466,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Baillie Gifford & Co. boosted its holdings in shares of Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock valued at $1,689,565,000 after buying an additional 6,208,553 shares in the last quarter. Vanguard Group Inc. raised its stake in Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after acquiring an additional 3,417,849 shares in the last quarter. Sands Capital Management LLC raised its stake in Samsara by 6.4% during the 3rd quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after acquiring an additional 1,242,122 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in Samsara by 58.9% in the fourth quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock valued at $421,079,000 after acquiring an additional 4,401,082 shares during the last quarter. Finally, Brown Advisory Inc. lifted its position in Samsara by 42.1% in the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock valued at $397,536,000 after acquiring an additional 3,322,023 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on IOT. The Goldman Sachs Group set a $45.00 price objective on Samsara in a report on Monday, March 2nd. BMO Capital Markets upped their target price on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. UBS Group restated a “buy” rating and set a $48.00 price target on shares of Samsara in a research note on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Finally, Wolfe Research reiterated an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $45.94.

Samsara Price Performance

Samsara stock opened at $28.86 on Friday. The stock’s 50 day moving average price is $31.30 and its 200 day moving average price is $31.85. Samsara Inc. has a 1-year low of $23.38 and a 1-year high of $47.47. The company has a market cap of $16.81 billion, a PE ratio of 288.59, a price-to-earnings-growth ratio of 7.30 and a beta of 1.34.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. During the same quarter last year, the firm posted $0.11 EPS. The business’s revenue was up 30.5% compared to the same quarter last year. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, equities research analysts anticipate that Samsara Inc. will post 0.15 EPS for the current fiscal year.

Insider Activity at Samsara

In related news, Director Marc L. Andreessen sold 613,660 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $32.27, for a total value of $19,802,808.20. Following the completion of the transaction, the director directly owned 2,256,487 shares of the company’s stock, valued at $72,816,835.49. This trade represents a 21.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Dominic Phillips sold 19,547 shares of Samsara stock in a transaction on Friday, June 5th. The stock was sold at an average price of $35.39, for a total value of $691,768.33. Following the transaction, the insider directly owned 929,575 shares of the company’s stock, valued at approximately $32,897,659.25. This represents a 2.06% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 4,984,863 shares of company stock worth $155,814,055. 35.13% of the stock is currently owned by company insiders.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: TD Cowen reiterated its Buy rating on Samsara and kept a $45 price target, suggesting meaningful upside from current levels.
• Positive Sentiment: BNP highlighted Samsara’s Investor Day as evidence of a “clear AI moat,” which could strengthen the company’s long-term growth narrative. Article Title
• Positive Sentiment: The company also unveiled new products, including a 360 Camera, expanded AI Multicam and two-way voice features, plus new agentic AI tools and a Tracking Label for shipment visibility, reinforcing its expansion into higher-value software and AI use cases. Article Title
• Neutral Sentiment: Investors are also digesting Samsara’s Investor Day transcript and slideshow, which likely provided more detail on its AI strategy and growth roadmap. Article Title
• Negative Sentiment: The stock has been sliding as a broader software sector concern and “June gloom” sentiment weigh on the name, with traders reacting to the recent pullback from early June highs. Article Title
• Negative Sentiment: Recent insider selling by Adam Eltoukhy may also be adding a bit of caution, even though the trade was made under a pre-arranged plan. Article Title

Samsara 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.