Lbp Am Sa Acquires 38,235 Shares of Samsara Inc. $IOT

Lbp Am Sa increased its stake in Samsara Inc. (NYSE:IOT) by 13.9% during the third quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 313,987 shares of the company’s stock after purchasing an additional 38,235 shares during the quarter. Lbp Am Sa owned approximately 0.05% of Samsara worth $11,696,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its stake in shares of Samsara by 18.3% in the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after buying an additional 4,307,755 shares during the period. Sands Capital Management LLC lifted its holdings in Samsara by 17.2% during the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after purchasing an additional 2,833,049 shares in the last quarter. State Street Corp boosted its position in shares of Samsara by 107.8% in the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after purchasing an additional 2,910,916 shares during the period. Geode Capital Management LLC increased its stake in shares of Samsara by 65.6% in the second quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock worth $193,387,000 after purchasing an additional 1,931,870 shares in the last quarter. Finally, Artisan Partners Limited Partnership raised its position in shares of Samsara by 74.8% during the 2nd quarter. Artisan Partners Limited Partnership now owns 3,964,300 shares of the company’s stock valued at $157,700,000 after purchasing an additional 1,696,341 shares during the period. Institutional investors own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

IOT has been the subject of several recent analyst reports. Wells Fargo & Company upped their target price on shares of Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. BMO Capital Markets upped their price objective on Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. Exane BNP Paribas raised Samsara to a “strong-buy” rating in a research note on Thursday, January 15th. Bank of America upped their price target on Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Finally, Piper Sandler lifted their price objective on shares of Samsara from $48.00 to $49.00 and gave the company an “overweight” rating in a research report on Friday, December 5th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $50.56.

Samsara Stock Performance

NYSE IOT opened at $32.13 on Tuesday. The stock has a 50 day moving average price of $36.86 and a 200-day moving average price of $37.34. Samsara Inc. has a one year low of $31.25 and a one year high of $61.90. The company has a market capitalization of $18.54 billion, a P/E ratio of -401.63 and a beta of 1.62.

Samsara (NYSE:IOT) last released its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The business had revenue of $415.98 million for the quarter, compared to analysts’ expectations of $398.92 million. During the same period in the previous year, the company earned $0.07 EPS. Samsara’s revenue for the quarter was up 29.2% compared to the same quarter last year. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. As a group, equities analysts predict that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Insider Activity

In other Samsara news, insider Sanjit Biswas sold 263,900 shares of the business’s stock in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00. Following the sale, the insider directly owned 89,400 shares of the company’s stock, valued at $3,075,360. The trade was a 74.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider John Bicket sold 263,900 shares of the firm’s stock in a transaction that occurred on Tuesday, January 6th. The shares were sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the sale, the insider directly owned 89,400 shares of the company’s stock, 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. In the last quarter, insiders sold 2,874,559 shares of company stock valued at $104,019,864. 46.49% of the stock is currently owned by company insiders.

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.