Samsara Inc. $IOT Shares Sold by Temasek Holdings Private Ltd

Temasek Holdings Private Ltd lessened its holdings in Samsara Inc. (NYSE:IOT) by 30.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,821 shares of the company’s stock after selling 17,109 shares during the quarter. Temasek Holdings Private Ltd’s holdings in Samsara were worth $1,412,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Acumen Wealth Advisors LLC acquired a new position in shares of Samsara in the 4th quarter valued at about $28,000. Caitong International Asset Management Co. Ltd boosted its holdings 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 buying an additional 669 shares during the period. AlphaCentric Advisors LLC acquired a new position in shares of Samsara in the 4th quarter valued at about $36,000. Optiver Holding B.V. boosted 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 valued at $44,000 after buying an additional 1,058 shares during the period. Finally, IFP Advisors Inc boosted 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 valued at $47,000 after buying an additional 828 shares during the period. 96.02% of the stock is currently owned by institutional investors.

Samsara Stock Down 0.4%

IOT stock opened at $33.51 on Tuesday. The company has a market capitalization of $19.46 billion, a P/E ratio of 335.16, a PEG ratio of 7.86 and a beta of 1.34. The company has a 50-day simple moving average of $30.88 and a 200 day simple moving average of $32.29. Samsara Inc. has a fifty-two week low of $23.38 and a fifty-two week high of $47.47.

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

Wall Street Analyst Weigh In

Several research firms have recently commented on IOT. BTIG Research reaffirmed a “buy” rating and issued a $45.00 price target on shares of Samsara in a report on Friday, June 5th. Jefferies Financial Group raised shares of Samsara to a “buy” rating in a report on Thursday. The Goldman Sachs Group set a $45.00 price target on shares of Samsara in a report on Monday, March 2nd. KeyCorp boosted their price target on shares of Samsara from $40.00 to $41.00 and gave the company an “overweight” rating in a report on Friday, March 6th. Finally, Zacks Research downgraded shares of Samsara from a “strong-buy” rating to a “hold” rating in a report on Tuesday, May 5th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $46.53.

Insider Buying and Selling at Samsara

In other Samsara news, insider Dominic Phillips sold 19,547 shares of the business’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $35.39, for a total value of $691,768.33. Following the sale, the insider directly owned 929,575 shares in the company, valued at approximately $32,897,659.25. The trade was a 2.06% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider John Bicket sold 30,345 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $31.20, for a total transaction of $946,764.00. Following the completion of the sale, the insider owned 153,828 shares in the company, valued at approximately $4,799,433.60. This trade represents a 16.48% 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. Insiders have sold a total of 4,976,173 shares of company stock valued at $155,523,670 in the last ninety days. 35.13% of the stock is owned by insiders.

About Samsara

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.