Vinva Investment Management Ltd Sells 16,100 Shares of Samsara Inc. $IOT

Vinva Investment Management Ltd cut its stake in Samsara Inc. (NYSE:IOT) by 74.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,477 shares of the company’s stock after selling 16,100 shares during the period. Vinva Investment Management Ltd’s holdings in Samsara were worth $204,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Versant Capital Management Inc grew 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. Optiver Holding B.V. raised its position in shares of Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after acquiring an additional 1,058 shares in the last quarter. Allworth Financial LP lifted its stake in shares of Samsara by 906.9% in the 2nd 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. Penserra Capital Management LLC lifted its stake in shares of Samsara by 3,202.1% in the 2nd quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock valued at $62,000 after purchasing an additional 1,537 shares during the period. Finally, Family Legacy Financial Solutions LLC boosted its position in shares of Samsara by 100.0% during the third quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock valued at $74,000 after purchasing an additional 1,000 shares in the last quarter. 96.02% of the stock is owned by institutional investors.

Insider Activity

In other news, insider John Bicket sold 263,900 shares of Samsara stock in a transaction dated Tuesday, January 6th. The stock was sold at an average price of $34.40, for a total value of $9,078,160.00. Following the completion of the transaction, the insider owned 89,400 shares of the company’s stock, valued at $3,075,360. The trade was a 74.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Sanjit Biswas sold 263,900 shares of the company’s stock in a transaction dated 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 completion of the transaction, the insider owned 89,400 shares in the company, valued at approximately $3,075,360. The trade was a 74.70% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 2,903,585 shares of company stock valued at $91,712,463. 46.49% of the stock is owned by insiders.

Samsara Stock Down 3.9%

Samsara stock opened at $32.84 on Wednesday. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40. The company has a market capitalization of $18.95 billion, a P/E ratio of -1,641.03 and a beta of 1.60. The stock’s 50 day moving average is $30.26 and its 200 day moving average is $35.57.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.75% and a negative net margin of 0.56%.The business had revenue of $444.30 million during the quarter, compared to analysts’ expectations of $422.29 million. During the same quarter in the previous year, the business earned $0.11 earnings per share. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, equities analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Analysts Set New Price Targets

Several brokerages recently weighed in on IOT. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research note on Friday. KeyCorp raised their price objective on Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. Finally, TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Monday, March 2nd. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $46.18.

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.