Samsara Inc. $IOT Shares Acquired by Bessemer Group Inc.

Bessemer Group Inc. increased its holdings in Samsara Inc. (NYSE:IOT) by 19.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,728,322 shares of the company’s stock after purchasing an additional 286,193 shares during the period. Bessemer Group Inc. owned 0.30% of Samsara worth $64,379,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Catalyst Capital Advisors LLC purchased a new stake in Samsara in the 2nd quarter valued at about $28,000. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after acquiring an additional 851 shares during the period. Whipplewood Advisors LLC grew its holdings in Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares during the period. Allworth Financial LP grew its holdings in Samsara by 906.9% in the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after purchasing an additional 1,052 shares during the period. Finally, Penserra Capital Management LLC increased its position in Samsara by 3,202.1% during the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock worth $62,000 after purchasing an additional 1,537 shares during the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Exane BNP Paribas upgraded shares of Samsara to a “strong-buy” rating in a report on Thursday, January 15th. Bank of America lifted their target price on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a report on Friday, December 5th. BTIG Research assumed coverage on Samsara in a research report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price target for the company. KeyCorp initiated coverage on Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target for the company. Finally, Jefferies Financial Group set a $57.00 price objective on Samsara in a research note on Wednesday, December 10th. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $49.53.

Insider Activity

In related news, insider Sanjit Biswas sold 208,081 shares of Samsara stock in a transaction on Wednesday, February 4th. The shares were sold at an average price of $25.19, for a total transaction of $5,241,560.39. Following the sale, the insider owned 294,100 shares of the company’s stock, valued at $7,408,379. The trade was a 41.44% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider John Bicket sold 208,536 shares of the business’s stock in a transaction on Wednesday, February 4th. The stock was sold at an average price of $25.20, for a total transaction of $5,255,107.20. Following the completion of the transaction, the insider owned 294,100 shares in the company, valued at $7,411,320. This represents a 41.49% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 3,054,011 shares of company stock worth $103,745,232 over the last three months. Insiders own 46.49% of the company’s stock.

Samsara Price Performance

NYSE:IOT opened at $24.20 on Friday. The business’s 50-day moving average is $35.36 and its two-hundred day moving average is $36.76. The firm has a market capitalization of $13.96 billion, a PE ratio of -302.53 and a beta of 1.61. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $61.90.

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

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating — the new target still implies material upside vs. the current share level, which may support longer‑term bullish views. Benzinga
• Neutral Sentiment: Industry/valuation writeups are circulating that reassess Samsara’s platform durability and valuation after a sharp one‑year shareholder return decline — useful for investors but not immediate catalysts. Does Samsara (NYSE:IOT) Across NYSE Composite Reflect Platform Durability
• Neutral Sentiment: Another analysis looks at Samsara’s valuation after its one‑year share performance; these pieces can influence investor sentiment but don’t constitute company actions. Assessing Samsara (IOT) Valuation After A Sharp One Year Shareholder Return Decline
• Negative Sentiment: Insider selling — John Bicket sold sizable blocks on Feb 3–4 (55,364 shares at ~$25.23 and 208,536 shares at ~$25.20), raising roughly $6.65M total and cutting his stake materially; insider filings cited. This level of selling by an insider can be perceived negatively by the market. John Bicket Form 4
• Negative Sentiment: Insider selling — Sanjit Biswas sold similar large blocks on Feb 3–4 (55,819 shares at ~$25.23 and 208,081 shares at ~$25.19), raising roughly $6.65M total and substantially reducing his position; this is another strong negative signaling event. Sanjit Biswas Form 4
• Negative Sentiment: Analyst downgrade — Zacks moved Samsara from “strong-buy” to “hold,” which can damp near‑term demand from investor groups that track these ratings. Zacks TickerReport

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.