19,285 Shares in Samsara Inc. $IOT Bought by Mediolanum International Funds Ltd

Mediolanum International Funds Ltd purchased a new stake in Samsara Inc. (NYSE:IOT) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 19,285 shares of the company’s stock, valued at approximately $591,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Acumen Wealth Advisors LLC bought a new position in shares of Samsara in the fourth quarter valued at $28,000. Caitong International Asset Management Co. Ltd increased its position in shares of Samsara by 312.6% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 883 shares of the company’s stock worth $31,000 after acquiring an additional 669 shares in the last quarter. AlphaCentric Advisors LLC acquired a new stake in shares of Samsara in the 4th quarter worth about $36,000. IFP Advisors Inc raised its holdings in shares of Samsara by 194.4% in the 3rd quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after acquiring an additional 828 shares during the last quarter. Finally, Los Angeles Capital Management LLC bought a new position in Samsara in the 4th quarter valued at about $52,000. Institutional investors own 96.02% of the company’s stock.

Wall Street Analysts Forecast Growth

IOT has been the subject of a number of analyst reports. BTIG Research reiterated a “buy” rating and set a $45.00 price target on shares of Samsara in a research note on Friday, June 26th. Royal Bank Of Canada increased their price objective on Samsara from $41.00 to $42.00 and gave the stock an “outperform” rating in a research note on Friday, June 5th. Weiss Ratings upgraded Samsara from a “sell (d-)” rating to a “sell (d+)” rating in a report on Monday, June 15th. Zacks Research cut Samsara from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Finally, TD Cowen reiterated a “buy” rating and set a $45.00 price target on shares of Samsara in a report on Thursday, June 25th. One research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $45.35.

Insider Transactions at Samsara

In related news, CEO Sanjit Biswas sold 244,805 shares of Samsara stock in a transaction on Tuesday, July 7th. The stock was sold at an average price of $36.77, for a total transaction of $9,001,479.85. Following the sale, the chief executive officer directly owned 94,000 shares in the company, valued at approximately $3,456,380. This trade represents a 72.26% decrease in their ownership of the stock. The sale 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 Samsara stock in a transaction on 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 sale, the director owned 2,256,487 shares in the company, valued at $72,816,835.49. This trade represents a 21.38% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 4,464,637 shares of company stock worth $144,511,167 in the last 90 days. Insiders own 35.13% of the company’s stock.

Samsara Stock Performance

Samsara stock opened at $36.00 on Wednesday. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47. The firm’s 50-day simple moving average is $33.52 and its 200 day simple moving average is $31.45. The stock has a market cap of $20.98 billion, a PE ratio of 360.07, a price-to-earnings-growth ratio of 9.04 and a beta of 1.35.

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, June 4th. The company reported $0.17 EPS for the quarter, beating the consensus estimate of $0.13 by $0.04. The firm had revenue of $478.84 million during the quarter, compared to analyst estimates of $455.21 million. Samsara had a net margin of 3.32% and a return on equity of 2.00%. The company’s revenue for the quarter was up 30.5% on a year-over-year basis. During the same quarter last year, the business 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. As a group, analysts predict that Samsara Inc. will post 0.15 EPS for the current fiscal year.

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.