Swiss National Bank Has $32.19 Million Holdings in Samsara Inc. $IOT

Swiss National Bank boosted its stake in Samsara Inc. (NYSE:IOT) by 6.6% in the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,015,800 shares of the company’s stock after purchasing an additional 62,800 shares during the quarter. Swiss National Bank’s holdings in Samsara were worth $32,191,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in IOT. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara during the 4th quarter worth about $28,000. Caitong International Asset Management Co. Ltd raised its position in shares of 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 period. AlphaCentric Advisors LLC acquired a new stake in shares of Samsara in the 4th quarter valued at approximately $36,000. IFP Advisors Inc boosted its stake in Samsara by 194.4% during 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 during the 4th quarter worth approximately $52,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Samsara Stock Performance

NYSE IOT opened at $31.58 on Friday. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $47.47. The stock’s 50 day moving average price is $33.71 and its two-hundred day moving average price is $31.42. The stock has a market capitalization of $18.40 billion, a price-to-earnings ratio of 315.84, a PEG ratio of 7.81 and a beta of 1.35.

Samsara (NYSE:IOT) last issued its quarterly earnings results on Thursday, June 4th. The company reported $0.17 earnings per share for the quarter, topping 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 company had revenue of $478.84 million during the quarter, compared to analysts’ expectations of $455.21 million. During the same period last year, the business earned $0.11 EPS. The business’s quarterly revenue was up 30.5% on a year-over-year basis. Samsara has set its Q2 2027 guidance at 0.150-0.160 EPS and its FY 2027 guidance at 0.700-0.720 EPS. On average, equities research analysts forecast that Samsara Inc. will post 0.15 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have commented on IOT shares. Wolfe Research reaffirmed an “outperform” rating on shares of Samsara in a research note on Thursday, June 11th. Jefferies Financial Group raised shares of Samsara to a “buy” rating in a report on Thursday, June 11th. KeyCorp restated an “overweight” rating on shares of Samsara in a research report on Friday, June 26th. Zacks Research downgraded Samsara from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Finally, Morgan Stanley set a $43.00 target price on Samsara in a report on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $45.33.

Insider Buying and Selling

In related news, Director Marc L. Andreessen sold 613,660 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $32.27, for a total value of $19,802,808.20. Following the completion of the transaction, the director owned 2,256,487 shares of the company’s stock, valued at approximately $72,816,835.49. This trade represents a 21.38% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Sanjit Biswas sold 244,805 shares of the stock in a transaction dated 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 transaction, the chief executive officer owned 94,000 shares of the company’s stock, valued at approximately $3,456,380. This represents a 72.26% 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 90 days, insiders sold 4,464,637 shares of company stock worth $144,511,167. 35.13% of the stock is owned by insiders.

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.