Written by MarketBeat

November 16, 2025

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Key Points

• Calamos Advisors increased its stake in Samsara by 335.3% in Q2, buying an additional 28,645 shares to hold 37,187 shares worth about $1.48 million.
• Heavy insider selling has occurred recently — Andreessen's Horowitz LSV Fund sold 793,331 shares and insiders sold 3,747,711 shares (~$141.9M) over the last 90 days, though company insiders still own 46.49%.
• Samsara beat quarterly EPS and revenue expectations (EPS $0.12 vs $0.07; revenue $391.5M, up 30.4%) and set FY2026 EPS guidance of $0.450–$0.470, but remains unprofitable with a negative net margin and a consensus analyst rating of Hold (average target $49.55).
• MarketBeat previews the top five stocks to own by December 1st.

Calamos Advisors LLC boosted its position in Samsara Inc. (NYSE:IOT - Free Report) by 335.3% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 37,187 shares of the company's stock after acquiring an additional 28,645 shares during the quarter. Calamos Advisors LLC's holdings in Samsara were worth $1,479,000 at the end of the most recent quarter.

• Ignore the Noise—Samsara Stock Is Still a Strong Buy

A number of other institutional investors also recently added to or reduced their stakes in IOT. Police & Firemen s Retirement System of New Jersey purchased a new stake in shares of Samsara in the 2nd quarter valued at approximately $1,621,000. Geode Capital Management LLC lifted its position in shares of Samsara by 65.6% during the 2nd quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company's stock worth $193,387,000 after purchasing an additional 1,931,870 shares during the last quarter. Forsta AP Fonden grew its stake in shares of Samsara by 237.4% during the second quarter. Forsta AP Fonden now owns 187,600 shares of the company's stock worth $7,463,000 after purchasing an additional 132,000 shares in the last quarter. TimesSquare Capital Management LLC increased its holdings in Samsara by 67.0% in the second quarter. TimesSquare Capital Management LLC now owns 1,431,409 shares of the company's stock valued at $56,941,000 after buying an additional 574,078 shares during the last quarter. Finally, Jupiter Asset Management Ltd. purchased a new position in Samsara in the second quarter valued at $1,111,000. Hedge funds and other institutional investors own 96.02% of the company's stock.

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Insider Buying and Selling at Samsara

In other Samsara news, major shareholder Horowitz Lsv Fund I. Andreessen sold 793,331 shares of Samsara stock in a transaction on Tuesday, September 9th. The shares were sold at an average price of $38.55, for a total value of $30,582,910.05. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, insider Sanjit Biswas sold 160,000 shares of the company's stock in a transaction dated Tuesday, October 7th. The shares were sold at an average price of $38.36, for a total transaction of $6,137,600.00. Following the completion of the sale, the insider directly owned 36,000 shares of the company's stock, valued at $1,380,960. The trade was a 81.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 3,747,711 shares of company stock valued at $141,867,401. Company insiders own 46.49% of the company's stock.

Samsara Stock Down 2.3%

• MarketBeat Week in Review – 03/10 - 03/14

NYSE:IOT opened at $37.84 on Friday. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90. The stock's 50 day moving average price is $38.80 and its 200 day moving average price is $39.41. The company has a market capitalization of $21.71 billion, a PE ratio of -236.49 and a beta of 1.61.

Samsara (NYSE:IOT - Get Free Report) last posted its quarterly earnings data on Thursday, September 4th. The company reported $0.12 earnings per share for the quarter, beating the consensus estimate of $0.07 by $0.05. The business had revenue of $391.48 million during the quarter, compared to the consensus estimate of $372.22 million. Samsara had a negative return on equity of 7.53% and a negative net margin of 6.16%.The company's revenue was up 30.4% compared to the same quarter last year. During the same period in the prior year, the company earned $0.05 earnings per share. Samsara has set its FY 2026 guidance at 0.450-0.470 EPS. Q3 2026 guidance at 0.110-0.12 EPS. As a group, sell-side analysts anticipate that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

• Samsara Stock Plunges, But Technicals Flash a Buy Signal

Several research analysts have recently issued reports on IOT shares. Weiss Ratings reaffirmed a "sell (d-)" rating on shares of Samsara in a research report on Wednesday, October 8th. Morgan Stanley boosted their target price on Samsara from $50.00 to $53.00 and gave the stock an "equal weight" rating in a research note on Monday, September 8th. Evercore ISI set a $50.00 price target on Samsara and gave the company an "outperform" rating in a report on Wednesday, October 1st. Wall Street Zen lowered shares of Samsara from a "buy" rating to a "hold" rating in a research note on Saturday, August 9th. Finally, Piper Sandler restated an "overweight" rating and set a $48.00 price objective on shares of Samsara in a research report on Friday. Eight analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average price target of $49.55.

Get Our Latest Stock Analysis on Samsara

Samsara Profile

(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.