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**Summary:**

Institutional investors, including the Canada Pension Plan Investment Board (CPPIB), have been adjusting their positions in Samsara Inc. (NYSE:IOT). CPPIB significantly increased its stake in Q1, while several other hedge funds also added to their holdings. Simultaneously, some insiders, including Adam Eltoukhy and Sanjit Biswas, sold significant portions of their shares in August. Samsara recently reported strong earnings, exceeding expectations, but several brokerages have adjusted their price targets and ratings. Overall, institutional ownership remains high (96.02%), while insider ownership is at 46.49%.

**News Article:**

**Canada Pension Plan Investment Board Boosts Samsara Stake Amidst Mixed Analyst Sentiment, Insider Selling**

**[City, State] –** The Canada Pension Plan Investment Board (CPPIB) significantly increased its investment in Samsara Inc. (NYSE:IOT), a provider of connected operations solutions, during the first quarter of the year. According to a recent filing with the Securities and Exchange Commission (SEC), CPPIB increased its holdings by 88.3%, now owning 1,005,000 shares worth $38.5 million.

The move comes as other institutional investors also adjust their positions in the company. Gerber Kawasaki Wealth & Investment Management, Nemes Rush Group LLC, Tidal Investments LLC, Continuum Advisory LLC, and Cim LLC all modestly increased their holdings in Samsara. Overall, institutional investors hold a commanding 96.02% of the company’s stock.

However, this increased institutional investment is juxtaposed with recent sales by company insiders. In August, Adam Eltoukhy sold 4,578 shares for approximately $150,000, and Sanjit Biswas sold 57,177 shares for over $1.8 million. In the last quarter, insiders sold shares worth $115,635,442 total, leaving them in control of 46.49% of the company stock.

Samsara recently reported strong Q1 earnings, exceeding analyst estimates. The company reported $0.11 EPS, surpassing the expected $0.06, and revenue of $366.88 million, exceeding forecasts of $351.44 million. Samsara expects FY 2026 EPS to be 0.390-0.410 EPS and Q2 2026 EPS to be 0.060-0.070 EPS.

Despite the positive earnings report, analyst sentiment on Samsara remains mixed. Several brokerages, including Wells Fargo and BMO Capital Markets, have raised their price targets, while others, like Truist Financial and Piper Sandler, have lowered theirs. Wall Street Zen downgraded their rating to “Hold.” The stock currently has a consensus rating of “Hold” and a consensus price target of $49.71, according to MarketBeat.com.

On Friday, Samsara shares opened at $36.11. The company has a market cap of $20.56 billion. Samsara’s stock has traded between $31.40 and $61.90 over the past 52 weeks.

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