Fieldview Capital Management LLC Takes $1.60 Million Position in Samsara Inc. $IOT

Fieldview Capital Management LLC acquired a new stake in Samsara Inc. (NYSE:IOT) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 45,240 shares of the company’s stock, valued at approximately $1,604,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the stock. Landscape Capital Management L.L.C. acquired a new position in Samsara during the fourth quarter worth approximately $1,789,000. Eventide Asset Management LLC increased its position in Samsara by 12.5% during the fourth quarter. Eventide Asset Management LLC now owns 59,177 shares of the company’s stock worth $2,101,000 after purchasing an additional 6,579 shares during the last quarter. Brown Advisory Inc. increased its position in Samsara by 42.1% during the fourth quarter. Brown Advisory Inc. now owns 11,213,972 shares of the company’s stock worth $397,536,000 after purchasing an additional 3,322,023 shares during the last quarter. Kestra Advisory Services LLC increased its position in Samsara by 38.2% during the fourth quarter. Kestra Advisory Services LLC now owns 13,043 shares of the company’s stock worth $462,000 after purchasing an additional 3,608 shares during the last quarter. Finally, Marshall Wace LLP increased its position in Samsara by 41.7% during the fourth quarter. Marshall Wace LLP now owns 559,629 shares of the company’s stock worth $19,839,000 after purchasing an additional 164,762 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on the stock. TD Cowen reaffirmed a “buy” rating on shares of Samsara in a research report on Friday, May 22nd. Weiss Ratings raised shares of Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Monday, June 1st. KeyCorp upped their price target on shares of Samsara from $40.00 to $41.00 and gave the stock an “overweight” rating in a research report on Friday, March 6th. Evercore reaffirmed an “outperform” rating on shares of Samsara in a research report on Friday, March 6th. Finally, Royal Bank Of Canada upped their price target on shares of Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $46.53.

Samsara Trading Down 0.3%

Shares of IOT stock opened at $33.57 on Monday. The company has a market capitalization of $19.50 billion, a PE ratio of 335.76, a price-to-earnings-growth ratio of 7.86 and a beta of 1.34. The firm has a fifty day simple moving average of $30.85 and a 200-day simple moving average of $32.32. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $47.47.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, beating the consensus estimate of $0.13 by $0.04. The business had revenue of $478.84 million during the quarter, compared to the consensus estimate of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. 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 earned $0.11 earnings per share. 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 predict that Samsara Inc. will post 0.15 EPS for the current year.

Insider Activity

In other news, insider Sanjit Biswas sold 168,272 shares of the company’s stock in a transaction on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total value of $4,809,213.76. Following the completion of the transaction, the insider directly owned 15,200 shares in the company, valued at approximately $434,416. This represents a 91.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 168,227 shares of the company’s stock in a transaction 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 completion of the transaction, the insider owned 15,200 shares of the company’s stock, valued at $434,416. This trade represents a 91.71% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 4,976,173 shares of company stock worth $155,523,670. 35.13% of the stock is currently owned by company insiders.

Samsara Company 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.