Samsara Inc. $IOT Shares Sold by Sands Capital Alternatives LLC

Posted by Brenda Bartman on Jun 15th, 2026

Sands Capital Alternatives LLC trimmed its stake in shares of Samsara Inc. (NYSE:IOT – Free Report) by 22.2% in the 4th quarter, HoldingsChannel reports. The firm owned 466,190 shares of the company’s stock after selling 132,724 shares during the period. Samsara makes up 3.2% of Sands Capital Alternatives LLC’s investment portfolio, making the stock its 7th biggest position. Sands Capital Alternatives LLC’s holdings in Samsara were worth $16,526,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of IOT. Acumen Wealth Advisors LLC acquired a new position in Samsara during the 4th quarter worth $28,000. Caitong International Asset Management Co. Ltd grew its stake in Samsara by 312.6% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after purchasing an additional 669 shares in the last quarter. AlphaCentric Advisors LLC acquired a new position in Samsara during the 4th quarter worth $36,000. Optiver Holding B.V. grew its stake in Samsara by 953.2% during the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after purchasing an additional 1,058 shares in the last quarter. Finally, IFP Advisors Inc grew its stake in Samsara by 194.4% during the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares in the last quarter. 96.02% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms recently commented on IOT. Evercore reissued an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Wells Fargo & Company boosted their target price on Samsara from $46.00 to $50.00 and gave the stock an “overweight” rating in a research note on Friday, June 5th. KeyCorp boosted their target price on Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a research note on Friday, March 6th. Finally, TD Cowen reissued a “buy” rating on shares of Samsara in a research note on Friday, May 22nd. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $46.53.

Get Our Latest Report on IOT

Samsara Stock Performance

NYSE:IOT opened at $33.57 on Monday. The stock has a 50-day simple moving average of $30.85 and a 200-day simple moving average of $32.32. The stock has a market cap of $19.50 billion, a P/E ratio of 335.76, a P/E/G ratio of 7.86 and a beta of 1.34. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $47.47.

Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings data 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 during the quarter, compared to analysts’ expectations of $455.21 million. Samsara had a return on equity of 2.00% and a net margin of 3.32%.The business’s quarterly revenue was up 30.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $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. On average, equities research analysts predict that Samsara Inc. will post 0.15 EPS for the current year.

Insider Transactions at Samsara

In other news, insider John Bicket sold 168,227 shares of the company’s stock in a transaction dated Tuesday, May 12th. The stock was sold at an average price of $28.58, for a total transaction of $4,807,927.66. Following the completion of the transaction, the insider directly owned 15,200 shares of the company’s stock, valued at approximately $434,416. This represents a 91.71% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc L. Andreessen sold 613,660 shares of the company’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $32.27, for a total value of $19,802,808.20. Following the transaction, the director directly owned 2,256,487 shares of the company’s stock, valued at approximately $72,816,835.49. This represents a 21.38% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 4,976,173 shares of company stock valued at $155,523,670. 35.13% of the stock is currently owned by corporate insiders.

Samsara Company Profile

(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.