NewEdge Advisors LLC Has $478,000 Stock Holdings in Samsara Inc. $IOT

Posted by George Bondi on Aug 23rd, 2026

NewEdge Advisors LLC lowered its position in Samsara Inc. (NYSE:IOT – Free Report) by 65.5% during the 1st quarter, Holdings Channel reports. The fund owned 15,084 shares of the company’s stock after selling 28,685 shares during the period. NewEdge Advisors LLC’s holdings in Samsara were worth $478,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Samsara by 11.5% during the 4th quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock valued at $1,174,620,000 after acquiring an additional 3,417,849 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of Samsara by 58.9% in the 4th quarter. Goldman Sachs Group Inc. now owns 11,878,112 shares of the company’s stock worth $421,079,000 after acquiring an additional 4,401,082 shares in the last quarter. Brown Advisory Inc. grew its stake in shares of Samsara by 42.1% in the 4th quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after acquiring an additional 3,322,023 shares in the last quarter. State Street Corp raised its holdings in shares of Samsara by 15.8% in the fourth quarter. State Street Corp now owns 6,920,219 shares of the company’s stock valued at $245,322,000 after purchasing an additional 944,485 shares during the last quarter. Finally, Wellington Management Group LLP raised its holdings in shares of Samsara by 97.1% in the fourth quarter. Wellington Management Group LLP now owns 6,269,398 shares of the company’s stock valued at $222,250,000 after purchasing an additional 3,088,299 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Trading Up 2.5%

IOT opened at $39.95 on Friday. Samsara Inc. has a 12 month low of $23.38 and a 12 month high of $47.47. The business’s 50-day moving average price is $36.10 and its 200-day moving average price is $32.27. The company has a market cap of $23.28 billion, a P/E ratio of 399.54, a P/E/G ratio of 8.97 and a beta of 1.34.

Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. During the same period last year, the company earned $0.11 EPS. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. Equities research analysts forecast that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on IOT. Jefferies Financial Group upgraded Samsara to a “buy” rating in a research report on Thursday, June 11th. Piper Sandler downgraded Samsara from an “overweight” rating to a “neutral” rating and set a $40.00 price target for the company. in a research report on Sunday, August 9th. Wells Fargo & Company upped their price objective on shares of Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research report on Friday, June 5th. Weiss Ratings raised shares of Samsara from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, August 11th. Finally, Truist Financial raised their price objective on shares of Samsara from $30.00 to $38.00 and gave the company a “hold” rating in a research report on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $46.39.

Get Our Latest Analysis on IOT

Insider Transactions at Samsara

In other Samsara news, Director Marc L. Andreessen sold 613,660 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $32.27, for a total transaction of $19,802,808.20. Following the completion of the sale, the director owned 2,256,487 shares of the company’s stock, valued at $72,816,835.49. This represents a 21.38% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider John Bicket sold 245,925 shares of the firm’s stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,042,662.25. Following the completion of the sale, the insider directly owned 94,000 shares in the company, valued at approximately $3,456,380. This trade represents a 72.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 4,999,094 shares of company stock worth $175,112,878. Insiders own 35.13% of the company’s stock.

Samsara News Summary

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Samsara’s latest quarterly results exceeded expectations: revenue rose 30.5% year over year to $478.84 million versus the $455.21 million consensus, while EPS of $0.17 topped estimates of $0.13. Fiscal-year EPS guidance of $0.70 to $0.72 adds support to the company’s growth outlook. Samsara Shows What Happens When Fundamentals Beat Fear
Positive Sentiment: The company launched its Fuel Command Center, designed to help fleet operators monitor fuel usage, reduce operating costs and manage exposure to fuel-price volatility. The product could strengthen Samsara’s value proposition and encourage additional customer adoption. Samsara Launches Fuel Command Center
Neutral Sentiment: Wall Street remains broadly constructive, with a “Moderate Buy” consensus rating and an average price target of $46.39. However, analyst targets and ratings vary, including a neutral $40 target, highlighting concerns about valuation and the pace of future growth. Samsara Analyst Outlook
Negative Sentiment: CEO Sanjit Biswas and insider John Bicket each sold 263,900 shares—approximately $10.5 million apiece—between August 18 and 20. The sales materially reduced their direct holdings and may pressure sentiment, particularly with IOT trading at a very high earnings multiple. Because the transactions occurred under pre-arranged Rule 10b5-1 plans, they do not necessarily signal deteriorating confidence in Samsara’s business. SEC Insider Trading Filing

About Samsara

(Free Report)

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.