Key Points
- Adam Eltoukhy sold 18,952 Samsara shares on Dec. 15 at an average of $40.72 for $771,725.44, trimming his stake by 7.13% to 246,675 shares valued at roughly $10.04M.
- Samsara reported quarterly EPS of $0.01 (missing estimates) while revenue of $415.98M beat expectations and rose 29.2% year-over-year, and the company set FY2026 EPS guidance at 0.50; analysts hold a consensus Moderate Buy with an average target of $51.53.
- Institutional investors own about 96.02% of the stock, with large positions from Vanguard and State Street, and the shares trade around $38.95 (market cap ~$22.34B) within a 52-week range of $31.40–$61.90.
Samsara Inc. (NYSE:IOT - Get Free Report) insider Adam Eltoukhy sold 18,952 shares of the company's stock in a transaction that occurred on Monday, December 15th. The stock was sold at an average price of $40.72, for a total value of $771,725.44. Following the sale, the insider owned 246,675 shares of the company's stock, valued at $10,044,606. This trade represents a 7.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.
Adam Eltoukhy also recently made the following trade(s):
- On Wednesday, December 10th, Adam Eltoukhy sold 9,498 shares of Samsara stock. The shares were sold at an average price of $44.45, for a total transaction of $422,186.10.
- On Thursday, November 20th, Adam Eltoukhy sold 4,767 shares of Samsara stock. The stock was sold at an average price of $36.04, for a total transaction of $171,802.68.
- On Monday, October 20th, Adam Eltoukhy sold 4,767 shares of Samsara stock. The stock was sold at an average price of $37.16, for a total transaction of $177,141.72.
- On Monday, September 22nd, Adam Eltoukhy sold 4,767 shares of Samsara stock. The stock was sold at an average price of $39.40, for a total transaction of $187,819.80.
Samsara Stock Down 1.8%
NYSE IOT opened at $38.95 on Wednesday. The stock has a market capitalization of $22.34 billion, a P/E ratio of -486.88 and a beta of 1.61. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90. The firm has a 50-day moving average price of $38.99 and a 200 day moving average price of $38.52.
Samsara (NYSE:IOT - Get Free Report) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $0.12 by ($0.11). The business had revenue of $415.98 million for the quarter, compared to analysts' expectations of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business's quarterly revenue was up 29.2% on a year-over-year basis. During the same period last year, the company posted $0.07 earnings per share. 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, equities research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.
Hedge Funds Weigh In On Samsara
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of Samsara by 18.3% during the 2nd quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company's stock worth $1,106,012,000 after purchasing an additional 4,307,755 shares during the last quarter. Norges Bank acquired a new stake in Samsara during the 2nd quarter valued at $134,950,000. State Street Corp increased its position in Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company's stock worth $223,244,000 after buying an additional 2,910,916 shares in the last quarter. Sands Capital Management LLC raised its holdings in shares of Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company's stock worth $766,808,000 after acquiring an additional 2,833,049 shares during the last quarter. Finally, Wellington Management Group LLP lifted its position in shares of Samsara by 363.2% in the third quarter. Wellington Management Group LLP now owns 3,181,099 shares of the company's stock valued at $118,496,000 after acquiring an additional 2,494,368 shares in the last quarter. Institutional investors and hedge funds own 96.02% of the company's stock.
Wall Street Analysts Forecast Growth
A number of research firms have commented on IOT. KeyCorp assumed coverage on Samsara in a report on Tuesday, December 9th. They issued an "overweight" rating and a $55.00 target price for the company. TD Cowen boosted their price objective on shares of Samsara from $49.00 to $55.00 and gave the stock a "buy" rating in a report on Friday, December 5th. Wells Fargo & Company upped their target price on shares of Samsara from $50.00 to $52.00 and gave the stock an "overweight" rating in a research report on Friday, December 5th. JPMorgan Chase & Co. increased their target price on shares of Samsara from $46.00 to $48.00 and gave the company a "neutral" rating in a report on Friday, December 5th. Finally, Truist Financial boosted their price target on Samsara from $35.00 to $39.00 and gave the stock a "hold" rating in a research note on Friday, September 5th. Eleven analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $51.53.
Check Out Our Latest Stock Analysis on Samsara
About Samsara
(
Get Free Report)
Samsara Inc provides solutions that connects physical operations data to its connected operations cloud in the United States and internationally. The company's Connected Operations Cloud includes Data Platform, which ingests, aggregates, and enriches data from its IoT devices and has embedded capabilities for AI, workflows and analytics, alerts, API connections, and data security and privacy.
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