Samsara Inc. $IOT Shares Sold by Artisan Partners Limited Partnership

Artisan Partners Limited Partnership lowered its holdings in Samsara Inc. (NYSE:IOT) by 7.0% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,688,535 shares of the company’s stock after selling 275,765 shares during the period. Artisan Partners Limited Partnership owned about 0.64% of Samsara worth $137,398,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in the stock. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% in the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the last quarter. Optiver Holding B.V. increased its position in Samsara by 953.2% in the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company’s stock worth $44,000 after buying an additional 1,058 shares during the period. Allworth Financial LP lifted its stake in Samsara by 906.9% in the second quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock valued at $46,000 after buying an additional 1,052 shares during the last quarter. Penserra Capital Management LLC boosted its holdings in shares of Samsara by 3,202.1% during the second quarter. Penserra Capital Management LLC now owns 1,585 shares of the company’s stock valued at $62,000 after acquiring an additional 1,537 shares during the period. Finally, Family Legacy Financial Solutions LLC grew its position in shares of Samsara by 100.0% during the third quarter. Family Legacy Financial Solutions LLC now owns 2,000 shares of the company’s stock worth $74,000 after acquiring an additional 1,000 shares during the last quarter. 96.02% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of research firms have issued reports on IOT. Wells Fargo & Company reduced their target price on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating for the company in a research note on Wednesday, February 4th. Truist Financial cut their price target on Samsara from $39.00 to $30.00 and set a “hold” rating on the stock in a report on Tuesday, February 17th. TD Cowen reissued a “buy” rating on shares of Samsara in a report on Friday, December 5th. Piper Sandler reaffirmed an “overweight” rating and set a $37.00 target price (down from $49.00) on shares of Samsara in a research note on Friday, February 6th. Finally, KeyCorp reduced their price target on Samsara from $55.00 to $40.00 and set an “overweight” rating for the company in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, four have given 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 a consensus target price of $45.13.

Samsara Stock Performance

Shares of NYSE IOT opened at $28.90 on Friday. The stock has a fifty day moving average price of $31.03 and a two-hundred day moving average price of $35.63. The firm has a market cap of $16.68 billion, a P/E ratio of -361.25 and a beta of 1.61. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.66.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates 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 in the prior year, the firm posted $0.07 EPS. The firm’s quarterly revenue 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, research analysts predict that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Insider Buying and Selling at Samsara

In other news, insider Adam Eltoukhy sold 4,688 shares of Samsara stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $26.79, for a total value of $125,591.52. Following the transaction, the insider owned 246,675 shares of the company’s stock, valued at $6,608,423.25. The trade was a 1.87% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CAO Benjamin Louis Kirchhoff sold 1,731 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $26.64, for a total transaction of $46,113.84. Following the completion of the sale, the chief accounting officer owned 121,913 shares in the company, valued at $3,247,762.32. The trade was a 1.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,253,463 shares of company stock valued at $105,384,810 over the last 90 days. Insiders own 46.49% of the company’s stock.

Samsara 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.