ABN Amro Investment Solutions Makes New Investment in Samsara Inc. $IOT

ABN Amro Investment Solutions acquired a new position in Samsara Inc. (NYSE:IOT) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 24,768 shares of the company’s stock, valued at approximately $878,000.

A number of other hedge funds have also recently added to or reduced their stakes in IOT. Optiver Holding B.V. boosted its holdings 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 purchasing an additional 1,058 shares during the period. IFP Advisors Inc boosted its holdings in Samsara by 194.4% in the third quarter. IFP Advisors Inc now owns 1,254 shares of the company’s stock worth $47,000 after purchasing an additional 828 shares during the period. Jones Financial Companies Lllp boosted its holdings in Samsara by 73.5% in the third quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after purchasing an additional 939 shares during the period. Quarry LP boosted its holdings in Samsara by 95.1% in the third quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after purchasing an additional 1,232 shares during the period. Finally, Covestor Ltd acquired a new position in Samsara in the third quarter worth $129,000. Institutional investors and hedge funds own 96.02% of the company’s stock.

Insider Buying and Selling at Samsara

In related news, insider Adam Eltoukhy sold 5,473 shares of Samsara stock in a transaction dated Wednesday, May 20th. The shares were sold at an average price of $30.21, for a total transaction of $165,339.33. Following the sale, the insider directly owned 468,305 shares in the company, valued at $14,147,494.05. The trade was a 1.16% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Sanjit Biswas sold 95,628 shares of Samsara stock in a transaction dated Wednesday, May 13th. The shares were sold at an average price of $27.47, for a total transaction of $2,626,901.16. Following the sale, the insider owned 67,600 shares in the company, valued at approximately $1,856,972. This represents a 58.59% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 2,190,147 shares of company stock valued at $63,602,551. 35.13% of the stock is currently owned by insiders.

Samsara Stock Performance

IOT stock opened at $31.12 on Monday. The stock has a market capitalization of $18.07 billion, a price-to-earnings ratio of -1,555.42, a PEG ratio of 9.27 and a beta of 1.29. Samsara Inc. has a 1 year low of $23.38 and a 1 year high of $48.40. The stock’s fifty day moving average is $30.38 and its two-hundred day moving average is $32.75.

Samsara (NYSE:IOT) last posted its earnings results on Thursday, March 5th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative return on equity of 0.72% and a negative net margin of 0.56%.The company had revenue of $444.30 million for the quarter, compared to analysts’ expectations of $422.29 million. During the same period last year, the business posted $0.11 earnings per share. The firm’s quarterly revenue was up 28.3% compared to the same quarter last year. Samsara has set its Q1 2027 guidance at 0.120-0.130 EPS and its FY 2027 guidance at 0.650-0.690 EPS. As a group, analysts predict that Samsara Inc. will post 0.08 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on IOT shares. BMO Capital Markets raised their target price on Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research note on Friday. Evercore reiterated an “outperform” rating on shares of Samsara in a research note on Friday, March 6th. Wells Fargo & Company raised their target price on Samsara from $43.00 to $46.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Finally, The Goldman Sachs Group set a $45.00 target price on Samsara in a research note on Monday, March 2nd. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, Samsara currently has a consensus rating of “Moderate Buy” and a consensus target price of $46.18.

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.