Samsara (NYSE:IOT) Director Jonathan Chadwick Sells 10,000 Shares

Samsara Inc. (NYSE:IOT) Director Jonathan Chadwick sold 10,000 shares of Samsara stock in a transaction that occurred on Friday, December 26th. The shares were sold at an average price of $36.61, for a total transaction of $366,100.00. Following the sale, the director owned 43,865 shares in the company, valued at approximately $1,605,897.65. The trade was a 18.56% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website.

Samsara Stock Down 0.9%

NYSE IOT traded down $0.32 on Tuesday, reaching $35.96. The company had a trading volume of 3,618,860 shares, compared to its average volume of 6,620,219. The firm’s 50 day moving average price is $38.83 and its 200 day moving average price is $38.04. Samsara Inc. has a 12 month low of $31.40 and a 12 month high of $61.90. The stock has a market capitalization of $20.75 billion, a PE ratio of -449.49 and a beta of 1.61.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.12 by ($0.11). Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The firm had revenue of $415.98 million during the quarter, compared to the consensus estimate of $398.92 million. During the same period last year, the firm posted $0.07 earnings per share. The company’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. On average, research analysts expect that Samsara Inc. will post -0.3 EPS for the current year.

Hedge Funds Weigh In On Samsara

Several institutional investors have recently bought and sold shares of IOT. Lazard Asset Management LLC grew its stake in Samsara by 2.0% in the 3rd quarter. Lazard Asset Management LLC now owns 13,971 shares of the company’s stock valued at $520,000 after acquiring an additional 279 shares during the period. KLP Kapitalforvaltning AS raised its position in shares of Samsara by 0.3% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 113,900 shares of the company’s stock worth $4,243,000 after purchasing an additional 300 shares during the last quarter. Jefferies Financial Group Inc. lifted its stake in Samsara by 1.6% in the 3rd quarter. Jefferies Financial Group Inc. now owns 20,995 shares of the company’s stock valued at $782,000 after buying an additional 322 shares in the last quarter. Cim LLC boosted its holdings in Samsara by 1.0% in the 3rd quarter. Cim LLC now owns 32,700 shares of the company’s stock worth $1,218,000 after buying an additional 326 shares during the last quarter. Finally, Empowered Funds LLC boosted its stake in shares of Samsara by 3.4% in the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after acquiring an additional 335 shares during the last quarter. 96.02% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts recently weighed in on IOT shares. Morgan Stanley increased their price target on Samsara from $50.00 to $53.00 and gave the company an “equal weight” rating in a report on Monday, September 8th. Bank of America raised their price objective on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Jefferies Financial Group set a $57.00 target price on Samsara in a research note on Wednesday, December 10th. Wells Fargo & Company increased their price target on Samsara from $50.00 to $52.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Finally, KeyCorp began coverage on Samsara in a report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, six have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Samsara has an average rating of “Moderate Buy” and an average target price of $51.53.

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.