Samsara (NYSE:IOT) Insider Sells $1,315,136.25 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 33,939 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $38.75, for a total value of $1,315,136.25. Following the sale, the insider owned 137,000 shares in the company, valued at approximately $5,308,750. The trade was a 19.85% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website.

John Bicket also recently made the following trade(s):

• On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The stock was sold at an average price of $38.37, for a total value of $5,220,660.57.
• On Wednesday, December 3rd, John Bicket sold 24,162 shares of Samsara stock. The shares were sold at an average price of $38.15, for a total value of $921,780.30.
• On Tuesday, December 2nd, John Bicket sold 145,838 shares of Samsara stock. The shares were sold at an average price of $37.85, for a total transaction of $5,519,968.30.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The shares were sold at an average price of $36.11, for a total transaction of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The stock was sold at an average price of $36.51, for a total transaction of $4,506,830.91.
• On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The shares were sold at an average price of $38.52, for a total transaction of $798,249.96.
• On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The shares were sold at an average price of $38.94, for a total transaction of $5,812,846.38.
• On Tuesday, October 21st, John Bicket sold 170,000 shares of Samsara stock. The stock was sold at an average price of $38.66, for a total value of $6,572,200.00.
• On Tuesday, October 7th, John Bicket sold 170,000 shares of Samsara stock. The shares were sold at an average price of $38.35, for a total value of $6,519,500.00.
• On Wednesday, September 24th, John Bicket sold 36,579 shares of Samsara stock. The stock was sold at an average price of $37.50, for a total value of $1,371,712.50.

Samsara Price Performance

NYSE IOT traded up $0.09 during trading on Friday, reaching $38.24. The company’s stock had a trading volume of 13,209,540 shares, compared to its average volume of 5,067,942. The firm has a fifty day moving average of $38.91 and a 200 day moving average of $38.52. Samsara Inc. has a one year low of $31.40 and a one year high of $61.90. The stock has a market capitalization of $21.94 billion, a PE ratio of -478.00 and a beta of 1.61.

Samsara (NYSE:IOT) last issued its quarterly earnings data on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing the consensus estimate 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 firm’s revenue for the quarter was up 29.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.07 EPS. Samsara has set its FY 2026 guidance at 0.500-0.500 EPS and its Q4 2026 guidance at 0.120-0.130 EPS. Research analysts expect that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of research firms recently commented on IOT. Truist Financial increased their target price on Samsara from $35.00 to $39.00 and gave the company a “hold” rating in a research note on Friday, September 5th. Piper Sandler upped their price objective on Samsara from $48.00 to $49.00 and gave the stock an “overweight” rating in a report on Friday, December 5th. Wells Fargo & Company raised their price objective on Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a report on Friday, December 5th. Evercore ISI set a $50.00 target price on Samsara and gave the stock an “outperform” rating in a research note on Wednesday, October 1st. Finally, BMO Capital Markets lifted their price target on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research note on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $51.53.

Institutional Investors Weigh In On Samsara

A number of large investors have recently made changes to their positions in IOT. Brighton Jones LLC bought a new position in shares of Samsara during the fourth quarter valued at approximately $13,464,000. State of New Jersey Common Pension Fund D increased its position in Samsara by 8.9% during the 1st quarter. State of New Jersey Common Pension Fund D now owns 88,575 shares of the company’s stock valued at $3,395,000 after purchasing an additional 7,241 shares during the period. Raymond James Financial Inc. raised its holdings in Samsara by 54.5% in the 1st quarter. Raymond James Financial Inc. now owns 93,169 shares of the company’s stock worth $3,571,000 after purchasing an additional 32,883 shares in the last quarter. Versor Investments LP bought a new position in Samsara in the 1st quarter worth $201,000. Finally, Northern Trust Corp lifted its position in shares of Samsara by 37.2% in the 1st quarter. Northern Trust Corp now owns 1,082,209 shares of the company’s stock worth $41,481,000 after purchasing an additional 293,603 shares during the period. 96.02% of the stock is currently owned by institutional investors.

Samsara Company 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.