Samsara Inc. $IOT Position Trimmed by Allspring Global Investments Holdings LLC

Allspring Global Investments Holdings LLC decreased its holdings in Samsara Inc. (NYSE:IOT) by 43.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,135,533 shares of the company’s stock after selling 875,166 shares during the quarter. Allspring Global Investments Holdings LLC’s holdings in Samsara were worth $43,298,000 as of its most recent SEC filing.

Other institutional investors have also recently bought and sold shares of the company. Catalyst Capital Advisors LLC acquired a new stake in Samsara during the 2nd quarter worth about $28,000. AlphaQuest LLC increased its position in shares of Samsara by 519.6% in the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock worth $40,000 after acquiring an additional 873 shares in the last quarter. Family Legacy Financial Solutions LLC acquired a new stake in shares of Samsara during the second quarter valued at approximately $40,000. Whipplewood Advisors LLC lifted its position in shares of Samsara by 349.8% in the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after acquiring an additional 850 shares in the last quarter. Finally, Allworth Financial LP boosted its stake in Samsara by 906.9% in the 2nd quarter. Allworth Financial LP now owns 1,168 shares of the company’s stock worth $46,000 after purchasing an additional 1,052 shares during the period. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on IOT shares. Craig Hallum upgraded shares of Samsara from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $42.00 to $48.00 in a research report on Friday, September 5th. Wells Fargo & Company lifted their price target on Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Morgan Stanley upped their price target on Samsara from $50.00 to $53.00 and gave the company an “equal weight” rating in a research report on Monday, September 8th. KeyCorp initiated coverage on Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective for the company. Finally, Jefferies Financial Group set a $57.00 target price on Samsara in a report on Wednesday, December 10th. 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 given a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $51.53.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Zacks upgraded Samsara from “hold” to “strong‑buy,” which can attract short‑term buying interest and momentum flows. Read More.
• Neutral Sentiment: Broker research is broadly constructive: multiple firms recently raised targets (TD Cowen, BMO, RBC, Piper Sandler, BTIG) and the consensus remains around a “Moderate Buy” with an average target ≈ $51.50 — supportive for medium‑term upside but not enough to offset near‑term concerns. Read More.
• Neutral Sentiment: Institutional ownership is very high (≈96% held by funds), and large index/ETF positions (Vanguard, Sands, State Street) mean flows can amplify moves but also provide a stable shareholder base. This is tolerance for volatility, not an immediate catalyst. Read More.
• Negative Sentiment: Several insiders executed large sales over Dec. 29–31: co‑founders John Bicket and Sanjit Biswas sold large blocks (combined multi‑million dollar disposals). Large founder exits increase supply and can signal caution to the market. Read More.
• Negative Sentiment: Director Jonathan Chadwick and CAO Benjamin Kirchhoff also trimmed positions (10,000 and 1,683 shares respectively), adding to the negative headline of concentrated insider selling. Read More. Read More.

Insider Activity

In other news, Director Jonathan Chadwick sold 10,000 shares of the business’s stock in a transaction on Friday, December 26th. The shares were sold at an average price of $36.61, for a total value of $366,100.00. Following the completion of the sale, the director directly owned 43,865 shares in the company, valued at approximately $1,605,897.65. The trade was a 18.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Adam Eltoukhy sold 4,688 shares of the company’s stock in a transaction on Monday, December 22nd. The stock was sold at an average price of $38.32, for a total transaction of $179,644.16. Following the sale, the insider directly owned 246,675 shares of the company’s stock, valued at approximately $9,452,586. This represents a 1.87% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 2,459,007 shares of company stock valued at $93,495,335. Insiders own 46.49% of the company’s stock.

Samsara Trading Down 1.5%

Shares of NYSE:IOT opened at $35.43 on Friday. The stock has a market capitalization of $20.44 billion, a PE ratio of -442.88 and a beta of 1.62. Samsara Inc. has a 1 year low of $31.40 and a 1 year high of $61.90. The firm has a fifty day moving average price of $38.71 and a 200 day moving average price of $38.00.

Samsara (NYSE:IOT) last announced its quarterly earnings results on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The company had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.Samsara’s quarterly revenue was up 29.2% on a year-over-year basis. During the same period in the prior year, the firm earned $0.07 EPS. 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, sell-side analysts forecast that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

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.