Impact Investors Inc Grows Position in Samsara Inc. $IOT

Impact Investors Inc boosted its stake in shares of Samsara Inc. (NYSE:IOT) by 12.1% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,226 shares of the company’s stock after purchasing an additional 2,827 shares during the period. Impact Investors Inc’s holdings in Samsara were worth $1,043,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of IOT. Jennison Associates LLC grew its position in Samsara by 1,881.8% during the 1st quarter. Jennison Associates LLC now owns 11,763,133 shares of the company’s stock worth $450,881,000 after purchasing an additional 11,169,571 shares during the last quarter. Vanguard Group Inc. grew its position in Samsara by 12.0% during the 1st quarter. Vanguard Group Inc. now owns 23,495,471 shares of the company’s stock worth $900,581,000 after purchasing an additional 2,516,882 shares during the last quarter. Baillie Gifford & Co. grew its position in Samsara by 7.1% during the 1st quarter. Baillie Gifford & Co. now owns 35,277,488 shares of the company’s stock worth $1,352,186,000 after purchasing an additional 2,348,101 shares during the last quarter. Bessemer Group Inc. grew its position in Samsara by 2,635,339.0% during the 1st quarter. Bessemer Group Inc. now owns 1,080,530 shares of the company’s stock worth $41,418,000 after purchasing an additional 1,080,489 shares during the last quarter. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Samsara by 58.9% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 2,823,484 shares of the company’s stock valued at $108,224,000 after acquiring an additional 1,047,068 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Samsara Stock Performance

Shares of NYSE IOT opened at $39.10 on Friday. The company’s fifty day moving average price is $36.79 and its 200 day moving average price is $39.25. Samsara Inc. has a 1 year low of $31.40 and a 1 year high of $61.90. The company has a market capitalization of $22.43 billion, a PE ratio of -244.34 and a beta of 1.60.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, September 4th. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.07 by $0.05. Samsara had a negative net margin of 6.16% and a negative return on equity of 7.53%. The firm had revenue of $391.48 million for the quarter, compared to the consensus estimate of $372.22 million. During the same period in the prior year, the firm posted $0.05 earnings per share. The firm’s quarterly revenue was up 30.4% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. On average, equities analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the stock. Craig Hallum raised shares of Samsara from a “hold” rating to a “buy” rating and upped their price objective for the company from $42.00 to $48.00 in a report on Friday, September 5th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a report on Saturday, September 27th. Piper Sandler upped their price objective on shares of Samsara from $47.00 to $48.00 and gave the company an “overweight” rating in a report on Friday, September 5th. Wells Fargo & Company upped their price objective on shares of Samsara from $48.00 to $50.00 and gave the company an “overweight” rating in a report on Friday, June 6th. Finally, Morgan Stanley upped their price objective on shares of Samsara from $50.00 to $53.00 and gave the company an “equal weight” rating in a report on Monday, September 8th. Nine investment analysts have rated the stock with a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $49.77.

Insider Activity at Samsara

In other Samsara news, major shareholder Parallel Fund Iv L.P. Ah sold 793,331 shares of the company’s stock in a transaction on Tuesday, September 9th. The shares were sold at an average price of $38.55, for a total transaction of $30,582,910.05. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Sanjit Biswas sold 133,410 shares of the company’s stock in a transaction on Tuesday, September 23rd. The stock was sold at an average price of $38.97, for a total transaction of $5,198,987.70. Following the transaction, the insider owned 42,000 shares of the company’s stock, valued at $1,636,740. This represents a 76.06% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 3,734,679 shares of company stock valued at $140,432,407. Insiders own 46.49% of the company’s stock.

Samsara Profile

Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.