Raiffeisen Bank International AG Lowers Position in Samsara Inc. $IOT

Raiffeisen Bank International AG reduced its position in shares of Samsara Inc. (NYSE:IOT) by 88.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 16,621 shares of the company’s stock after selling 125,126 shares during the period. Raiffeisen Bank International AG’s holdings in Samsara were worth $619,000 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. Catalyst Capital Advisors LLC acquired a new position in Samsara during the 2nd quarter worth approximately $28,000. Versant Capital Management Inc boosted its stake in shares of Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after buying an additional 851 shares in the last quarter. Whipplewood Advisors LLC grew its holdings in Samsara by 349.8% during the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock worth $43,000 after acquiring an additional 850 shares during the period. Allworth Financial LP grew its holdings in Samsara by 906.9% during the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after acquiring an additional 1,052 shares during the period. Finally, Penserra Capital Management LLC raised its position in Samsara by 3,202.1% in the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock worth $62,000 after acquiring an additional 1,537 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Insider Buying and Selling

In other news, insider Adam Eltoukhy sold 4,688 shares of the company’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $32.54, for a total value of $152,547.52. Following the sale, the insider directly owned 246,675 shares in the company, valued at $8,026,804.50. This represents a 1.87% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider John Bicket sold 263,900 shares of Samsara stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $25.87, for a total value of $6,827,093.00. Following the sale, the insider owned 57,600 shares of the company’s stock, valued at approximately $1,490,112. This represents a 82.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 3,248,775 shares of company stock worth $105,259,218 in the last 90 days. Corporate insiders own 46.49% of the company’s stock.

Analyst Ratings Changes

IOT has been the topic of several research analyst reports. The Goldman Sachs Group started coverage on shares of Samsara in a research report on Wednesday, February 11th. They set a “buy” rating and a $36.00 target price on the stock. JPMorgan Chase & Co. raised their price objective on shares of Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Truist Financial lowered their target price on shares of Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a research report on Tuesday, February 17th. Zacks Research cut shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Monday, February 2nd. Finally, Piper Sandler reiterated an “overweight” rating and set a $37.00 price target (down from $49.00) on shares of Samsara in a research report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $46.69.

More Samsara News

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara was named the No. 1 Supply Chain & Logistics Software in G2’s 2026 Best Software Awards — a credibility and sales‑momentum positive for key verticals. G2 Award
• Positive Sentiment: Analyst pieces highlight Samsara’s push to integrate AI across its Connected Operations Platform — if AI features drive retention and upsells this could materially improve revenue growth and gross retention over time. AI Platform
• Neutral Sentiment: Recent results were mixed: Q3 (Dec. quarter) revenue beat estimates but EPS missed, and management set FY‑2026 and Q4‑2026 EPS targets that leave some near‑term earnings uncertainty — this is a mixed catalyst that can swing sentiment both ways. Earnings & Guidance
• Negative Sentiment: Large insider sales: insiders including co‑founder Sanjit Biswas and John Bicket each sold 263,900 shares (Feb. 17), and the CAO sold additional shares — those sizable, concentrated exits (multi‑million dollars) often weigh on investor confidence and can pressure the stock short‑term. Insider Sales
• Negative Sentiment: Coverage notes and “AI jitters” have led to some analyst downgrades and renewed valuation debate — with negative EPS history and mixed guidance, disappointing quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns

Samsara Trading Down 0.0%

NYSE:IOT opened at $26.80 on Monday. The firm has a 50-day moving average price of $32.17 and a two-hundred day moving average price of $35.89. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $55.42. The company has a market capitalization of $15.46 billion, a P/E ratio of -334.99 and a beta of 1.61.

Samsara (NYSE:IOT) last announced its quarterly 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 net margin of 2.79% and a negative return on equity of 3.49%. The business had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same period last year, the company earned $0.07 EPS. The firm’s revenue for the quarter was up 29.2% on a year-over-year basis. 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, equities research analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

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.