Samsara Inc. $IOT Stock Holdings Increased by Westfield Capital Management Co. LP

Westfield Capital Management Co. LP increased its holdings in Samsara Inc. (NYSE:IOT) by 4.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,953,970 shares of the company’s stock after purchasing an additional 152,183 shares during the quarter. Westfield Capital Management Co. LP’s holdings in Samsara were worth $140,168,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Optiver Holding B.V. raised its holdings in shares of Samsara by 953.2% in the 3rd 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 in the last quarter. 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 purchasing an additional 828 shares in the last quarter. Leonteq Securities AG bought a new stake in shares of Samsara in the 4th quarter worth approximately $76,000. Jones Financial Companies Lllp raised its holdings in shares of Samsara by 73.5% in the 3rd quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company’s stock worth $84,000 after purchasing an additional 939 shares in the last quarter. Finally, Quarry LP raised its holdings in shares of Samsara by 95.1% in the 3rd quarter. Quarry LP now owns 2,528 shares of the company’s stock worth $94,000 after purchasing an additional 1,232 shares in the last quarter. 96.02% of the stock is currently owned by institutional investors.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara beat Q1 expectations, reporting EPS of $0.17 to $0.18 versus consensus around $0.13, and revenue of about $479 million to $444 million depending on the source, both ahead of estimates. The company also said revenue grew roughly 30% year over year, showing strong demand for its connected operations platform. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Positive Sentiment: Management raised full-year FY2027 guidance, with EPS guidance of $0.70-$0.72 well above the Street’s roughly $0.56 estimate, and second-quarter revenue guidance of $482 million-$484 million also slightly ahead of expectations. That suggests continued operating leverage and solid top-line momentum. Samsara Reports First Quarter Fiscal Year 2027 Financial Results
• Neutral Sentiment: The company highlighted that it is approaching $2 billion in annual recurring revenue and called out accelerating growth, deeper enterprise adoption, and momentum in “Operational AI,” which supports the long-term investment thesis but is not a near-term catalyst by itself. Samsara Approaches $2 Billion in ARR Amid Physical Economy Boom
• Negative Sentiment: Despite the strong quarter, investors appear wary that the guidance may not be strong enough to satisfy a richly valued growth stock, and the earnings call transcript and Barron’s coverage indicate the market is zeroing in on forward expectations rather than the current-quarter beat. Samsara Stock Drops After Earnings. What’s Worrying Markets.

Insider Buying and Selling

In related news, insider Sanjit Biswas sold 168,272 shares of the business’s stock in a transaction that occurred on Tuesday, May 12th. The shares were sold at an average price of $28.58, for a total transaction of $4,809,213.76. Following the transaction, the insider directly owned 15,200 shares of the company’s stock, valued at approximately $434,416. The trade was a 91.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 168,227 shares of the business’s stock in a transaction that occurred 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 transaction, the insider directly owned 15,200 shares in the company, valued at $434,416. The trade was 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. Insiders have sold 2,700,139 shares of company stock worth $79,212,871 over the last ninety days. 35.13% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the stock. BTIG Research dropped their target price on shares of Samsara from $55.00 to $45.00 and set a “buy” rating on the stock in a report on Friday, March 6th. UBS Group reiterated a “buy” rating and issued a $48.00 target price on shares of Samsara in a report on Friday, March 6th. Weiss Ratings upgraded shares of Samsara from a “sell (e+)” rating to a “sell (d-)” rating in a report on Monday. Zacks Research lowered shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. Finally, BMO Capital Markets boosted their price target on shares of Samsara from $40.00 to $44.00 and gave the company an “outperform” rating in a report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $46.18.

Samsara Stock Performance

Shares of IOT opened at $35.29 on Friday. The company’s 50 day moving average price is $30.59 and its 200 day moving average price is $32.44. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $48.40. The company has a market capitalization of $20.49 billion, a PE ratio of -1,763.47, a PEG ratio of 10.81 and a beta of 1.34.

Samsara (NYSE:IOT) last announced its quarterly earnings data on Thursday, March 5th. The company reported $0.18 EPS for the quarter, beating analysts’ consensus estimates of $0.13 by $0.05. Samsara had a negative net margin of 0.56% and a negative return on equity of 0.72%. The firm had revenue of $444.30 million for the quarter, compared to the consensus estimate of $422.29 million. During the same period in the previous year, the firm posted $0.11 earnings per share. The firm’s revenue was up 28.3% on a year-over-year basis. On average, equities analysts forecast that Samsara Inc. will post 0.08 earnings per share 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.