97,974 Shares in Samsara Inc. $IOT Acquired by Public Employees Retirement System of Ohio

Public Employees Retirement System of Ohio purchased a new stake in Samsara Inc. (NYSE:IOT) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 97,974 shares of the company’s stock, valued at approximately $3,177,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Lazard Asset Management LLC increased its position in Samsara by 2.0% during the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock worth $520,000 after buying an additional 279 shares during the period. Cim LLC increased its position in Samsara by 1.0% during the third quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after acquiring an additional 326 shares during the period. Empowered Funds LLC raised its stake in Samsara by 3.4% in the 1st quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after purchasing an additional 335 shares in the last quarter. IFG Advisory LLC raised its stake in Samsara by 0.8% in the 4th quarter. IFG Advisory LLC now owns 44,814 shares of the company’s stock worth $1,589,000 after purchasing an additional 372 shares in the last quarter. Finally, Summit Financial LLC boosted its holdings in Samsara by 1.4% in the 4th quarter. Summit Financial LLC now owns 29,487 shares of the company’s stock valued at $1,045,000 after purchasing an additional 419 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Quarterly results exceeded expectations. Samsara reported fiscal Q2 revenue of $508.4 million, up nearly 30% year over year, and adjusted EPS of $0.20 versus the $0.16 consensus estimate. Annual recurring revenue surpassed $2.1 billion, also growing 30%, while large-customer adoption and enterprise ARR momentum remained strong. Samsara Reports Second Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Management raised its outlook. Fiscal 2027 revenue guidance was lifted to approximately $2.043 billion-$2.047 billion, with EPS guidance of $0.76-$0.78 versus a $0.60 consensus estimate. Third-quarter revenue guidance of $514 million-$516 million also topped expectations, supporting the case for continued growth and improving operating leverage. Samsara Fiscal 2027 Outlook
• Positive Sentiment: Analysts raised their targets following the earnings beat. BTIG, BMO Capital Markets, KeyCorp, TD Cowen and BNP Paribas Exane raised targets into the $53-$55 range, with mostly bullish ratings. The upgrades provide a positive catalyst and suggest analysts see additional upside if growth and profitability continue. Samsara Analysts Boost Their Forecasts After Strong Q2 Earnings
• Neutral Sentiment: Investor reaction has been uneven. Some coverage characterized the earnings beat as insufficient to justify the stock’s valuation, contributing to sharp intraday swings. JPMorgan raised its target to $52 but retained a “neutral” rating. Samsara trades at a very high earnings multiple, leaving the stock sensitive to any slowdown in growth.
• Negative Sentiment: Cash flow and insider selling remain risks. Analysts noted pressure on free-cash-flow margins as Samsara invests in AI and expansion. Separately, reported insider activity showed substantial selling and no open-market purchases over the past six months, which may weigh on sentiment. Samsara Earnings Call Analysis

Insider Buying and Selling at Samsara

In other news, CEO Sanjit Biswas sold 35,366 shares of the stock in a transaction on Thursday, August 20th. The stock was sold at an average price of $39.43, for a total value of $1,394,481.38. Following the completion of the transaction, the chief executive officer directly owned 935,671 shares in the company, valued at approximately $36,893,507.53. This represents a 3.64% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Adam Eltoukhy sold 6,876 shares of the firm’s stock in a transaction on Tuesday, August 25th. The shares were sold at an average price of $39.82, for a total value of $273,802.32. Following the sale, the insider directly owned 425,080 shares in the company, valued at approximately $16,926,685.60. This trade represents a 1.59% 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 have sold 4,458,623 shares of company stock worth $158,550,351 over the last quarter. Corporate insiders own 35.13% of the company’s stock.

Analysts Set New Price Targets

IOT has been the topic of several recent research reports. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a report on Thursday, June 11th. BNP Paribas Exane increased their price target on Samsara from $40.00 to $55.00 and gave the stock an “outperform” rating in a research report on Friday. Royal Bank Of Canada raised their price objective on Samsara from $50.00 to $55.00 and gave the stock an “outperform” rating in a research note on Friday. Morgan Stanley lifted their price objective on Samsara from $43.00 to $49.00 and gave the company an “equal weight” rating in a report on Friday. Finally, Evercore reiterated an “outperform” rating and set a $55.00 target price on shares of Samsara in a research report on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $52.44.

Samsara Trading Up 3.5%

Shares of NYSE IOT opened at $40.09 on Friday. The company has a market cap of $23.36 billion, a price-to-earnings ratio of 250.56, a PEG ratio of 8.70 and a beta of 1.35. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The stock has a 50-day moving average price of $37.77 and a two-hundred day moving average price of $33.22.

Samsara (NYSE:IOT) last posted its quarterly earnings results on Thursday, September 3rd. The company reported $0.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.16 by $0.04. The company had revenue of $508.44 million for the quarter, compared to the consensus estimate of $483.29 million. Samsara had a net margin of 4.90% and a return on equity of 4.27%. The firm’s quarterly revenue was up 29.9% compared to the same quarter last year. During the same period last year, the company posted $0.12 EPS. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. On average, sell-side analysts predict that Samsara Inc. will post 0.15 earnings per share for the current year.

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.