Samsara (NYSE:IOT) Insider Sells $5,220,660.57 in Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 136,061 shares of the company’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $38.37, for a total transaction of $5,220,660.57. Following the completion of the transaction, the insider owned 6,000 shares of the company’s stock, valued at $230,220. This represents a 95.78% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

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

• On Thursday, December 18th, John Bicket sold 33,939 shares of Samsara stock. The stock was sold at an average price of $38.75, for a total value of $1,315,136.25.
• 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 stock was sold at an average price of $37.85, for a total value of $5,519,968.30.
• On Wednesday, November 19th, John Bicket sold 46,559 shares of Samsara stock. The stock was sold at an average price of $36.11, for a total value of $1,681,245.49.
• On Tuesday, November 18th, John Bicket sold 123,441 shares of Samsara stock. The shares were sold at an average price of $36.51, for a total value of $4,506,830.91.
• On Wednesday, November 5th, John Bicket sold 20,723 shares of Samsara stock. The stock was 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 shares were 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 shares were sold at an average price of $37.50, for a total value of $1,371,712.50.

Samsara Price Performance

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

Samsara (NYSE:IOT) last posted its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The firm had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the business earned $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 analysts anticipate that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Catalyst Capital Advisors LLC acquired a new stake in Samsara in the 2nd quarter valued at about $28,000. Versant Capital Management Inc lifted its holdings in shares of Samsara by 6,078.6% in the third quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock valued at $32,000 after purchasing an additional 851 shares in the last quarter. AlphaQuest LLC grew its position in shares of Samsara by 519.6% in the first quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock valued at $40,000 after purchasing an additional 873 shares during the last quarter. Family Legacy Financial Solutions LLC purchased a new position in shares of Samsara during the 2nd quarter worth approximately $40,000. Finally, Whipplewood Advisors LLC raised its position in shares of Samsara by 349.8% during the 2nd quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock worth $43,000 after purchasing an additional 850 shares during the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Analyst Upgrades and Downgrades

IOT has been the topic of a number of analyst reports. KeyCorp began coverage on Samsara in a report on Tuesday, December 9th. They issued an “overweight” rating and a $55.00 price objective on the stock. Jefferies Financial Group set a $57.00 price objective on Samsara in a research report on Wednesday, December 10th. Craig Hallum raised Samsara from a “hold” rating to a “buy” rating and raised their target price for the company from $42.00 to $48.00 in a report on Friday, September 5th. Morgan Stanley boosted their target price on shares of Samsara from $50.00 to $53.00 and gave the stock an “equal weight” rating in a research report on Monday, September 8th. Finally, Royal Bank Of Canada increased their price target on shares of Samsara from $46.00 to $50.00 and gave the company an “outperform” rating in a report on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Samsara presently has a consensus rating of “Moderate Buy” and a consensus price target of $51.53.

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.