Temasek Holdings Private Ltd lessened its stake in Samsara Inc. (NYSE:IOT – Free Report) by 30.1% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,821 shares of the company’s stock after selling 17,109 shares during the quarter. Temasek Holdings Private Ltd’s holdings in Samsara were worth $1,412,000 at the end of the most recent quarter.
Other large investors have also made changes to their positions in the company. Acumen Wealth Advisors LLC purchased a new position in shares of Samsara in the 4th quarter valued at about $28,000. Caitong International Asset Management Co. Ltd grew its stake in Samsara by 312.6% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock valued at $31,000 after acquiring an additional 669 shares during the last quarter. AlphaCentric Advisors LLC acquired a new stake in Samsara in the 4th quarter valued at about $36,000. Optiver Holding B.V. grew its stake in Samsara by 953.2% in the 3rd quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock valued at $44,000 after acquiring an additional 1,058 shares during the last quarter. Finally, IFP Advisors Inc grew its stake in Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock valued at $47,000 after acquiring an additional 828 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.
Insider Activity at Samsara
In other news, insider John Bicket sold 168,227 shares of Samsara stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total transaction of $4,807,927.66. Following the sale, the insider owned 15,200 shares in the company, valued at $434,416. This trade represents a 91.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Marc L. Andreessen sold 613,660 shares of Samsara stock in a transaction that occurred 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 sale, the director owned 2,256,487 shares in the company, valued at $72,816,835.49. This represents a 21.38% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 4,976,173 shares of company stock worth $155,523,670. Company insiders own 35.13% of the company’s stock.
Samsara Stock Performance
Samsara (NYSE:IOT – Get Free Report) last posted its quarterly earnings results on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating the consensus estimate of $0.13 by $0.04. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The firm had revenue of $478.84 million for the quarter, compared to analyst estimates of $455.21 million. During the same quarter last year, the firm posted $0.11 earnings per share. Samsara’s revenue for the quarter was up 30.5% compared to the same quarter last year. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. As a group, sell-side analysts expect that Samsara Inc. will post 0.15 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
IOT has been the topic of a number of recent research reports. BTIG Research restated a “buy” rating and issued a $45.00 target price on shares of Samsara in a report on Friday, June 5th. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a research note on Thursday. The Goldman Sachs Group set a $45.00 price target on shares of Samsara in a research note on Monday, March 2nd. BMO Capital Markets raised their price target on shares of Samsara from $40.00 to $44.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Finally, Royal Bank Of Canada raised their price target on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $46.53.
View Our Latest Stock Analysis on IOT
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.
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