Samsara Inc. $IOT Stock Holdings Lowered by Glynn Capital Management LLC

Key Points

• Glynn Capital Management cut its Samsara stake by 14.1% in the fourth quarter, selling 35,726 shares and leaving it with 218,067 shares worth about $7.73 million.
• Samsara reported strong quarterly results, posting EPS of $0.18 versus $0.13 expected and revenue of $444.3 million, up 28.3% year over year.
• Insider selling was notable, with executives John Bicket and Sanjit Biswas selling shares in planned Rule 10b5-1 transactions; over the last 90 days, insiders sold 2.7 million shares valued at about $79.7 million.

Glynn Capital Management LLC lowered its position in shares of Samsara Inc. (NYSE:IOT - Free Report) by 14.1% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 218,067 shares of the company's stock after selling 35,726 shares during the period. Samsara accounts for 2.7% of Glynn Capital Management LLC's portfolio, making the stock its 18th biggest holding. Glynn Capital Management LLC's holdings in Samsara were worth $7,730,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IOT. Optiver Holding B.V. grew its position in shares of Samsara by 953.2% during the third quarter. Optiver Holding B.V. now owns 1,169 shares of the company's stock worth $44,000 after acquiring an additional 1,058 shares during the last quarter. IFP Advisors Inc grew its position in shares of Samsara by 194.4% during the third quarter. IFP Advisors Inc now owns 1,254 shares of the company's stock worth $47,000 after acquiring an additional 828 shares during the last quarter. Leonteq Securities AG bought a new position in shares of Samsara during the fourth quarter worth about $76,000. Jones Financial Companies Lllp grew its position in shares of Samsara by 73.5% during the third quarter. Jones Financial Companies Lllp now owns 2,216 shares of the company's stock worth $84,000 after acquiring an additional 939 shares during the last quarter. Finally, Quarry LP grew its position in shares of Samsara by 95.1% during the third quarter. Quarry LP now owns 2,528 shares of the company's stock worth $94,000 after acquiring an additional 1,232 shares during the last quarter. Institutional investors own 96.02% of the company's stock.

Samsara Trading Up 7.3%

Shares of NYSE IOT opened at $31.62 on Friday. Samsara Inc. has a twelve month low of $23.38 and a twelve month high of $48.40. The company has a market capitalization of $18.36 billion, a price-to-earnings ratio of -1,580.31, a PEG ratio of 8.77 and a beta of 1.29. The firm has a 50-day moving average of $30.25 and a two-hundred day moving average of $32.53.

Samsara (NYSE:IOT - Get Free Report) last issued its quarterly earnings results on Thursday, March 5th. The company reported $0.18 earnings per share 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 company had revenue of $444.30 million during the quarter, compared to the consensus estimate of $422.29 million. During the same period in the prior year, the company earned $0.11 EPS. Samsara's revenue was up 28.3% on a year-over-year basis. 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, research analysts predict that Samsara Inc. will post 0.08 earnings per share for the current year.

Insider Buying and Selling at Samsara

In other Samsara news, insider John Bicket sold 30,345 shares of the company's stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $31.20, for a total value of $946,764.00. Following the completion of the sale, the insider directly owned 153,828 shares of the company's stock, valued at approximately $4,799,433.60. This represents a 16.48% decrease in their position. 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 Sanjit Biswas sold 31,081 shares of the company's stock in a transaction dated Thursday, May 28th. The shares were sold at an average price of $31.21, for a total transaction of $970,038.01. Following the completion of the sale, the insider directly owned 307,056 shares of the company's stock, valued at $9,583,217.76. The trade was a 9.19% 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 sold a total of 2,717,947 shares of company stock valued at $79,747,111 over the last 90 days. Insiders own 35.13% of the company's stock.

Analyst Ratings Changes

A number of brokerages recently issued reports on IOT. KeyCorp increased their target price on shares of Samsara from $40.00 to $41.00 and gave the company an "overweight" rating in a research report on Friday, March 6th. BTIG Research decreased their target price on shares of Samsara from $55.00 to $45.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Truist Financial decreased their target price on shares of Samsara from $39.00 to $30.00 and set a "hold" rating for the company in a research report on Tuesday, February 17th. Evercore reiterated an "outperform" rating on shares of Samsara in a research report on Friday, March 6th. Finally, Wells Fargo & Company increased their target price on shares of Samsara from $43.00 to $46.00 and gave the company an "overweight" rating in a research report on Friday, March 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Samsara currently has a consensus rating of "Moderate Buy" and an average price target of $46.18.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara said it earned the No. 1 spot on 23 Summer 2026 G2 Grid Reports, including fleet management, asset tracking, and fleet maintenance, signaling strong customer satisfaction and competitive positioning. Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports
• Neutral Sentiment: The G2 rankings highlight broad customer preference for the Samsara platform and could support the company’s growth narrative, but the news is more of a validation of product strength than a near-term financial catalyst. Samsara Sweeps Fleet Technology Rankings With 23 No. 1 Rankings Across Reports
• Negative Sentiment: Multiple insider sales by co-founders/executives John Bicket and Sanjit Biswas, including large Rule 10b5-1 planned transactions, may be pressuring investor sentiment because they reduce ownership substantially and can be viewed as a caution signal.
• Negative Sentiment: The stock also recently fell in the prior session, so the insider-selling headlines arrive against already soft momentum. Samsara Inc. (IOT) Stock Dips While Market Gains: Key Facts

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.

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