Insider Selling: Samsara (NYSE:IOT) Insider Sells 82,274 Shares of Stock

Posted by Caroline Horne on Dec 31st, 2025

Samsara Inc. (NYSE:IOT – Get Free Report) insider John Bicket sold 82,274 shares of Samsara stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $36.27, for a total transaction of $2,984,077.98. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink.

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

On Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The stock was sold at an average price of $35.74, for a total transaction of $69,800.22.
On Tuesday, December 30th, John Bicket sold 85,773 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total value of $3,084,397.08.
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 transaction of $1,315,136.25.
On Wednesday, December 17th, John Bicket sold 136,061 shares of Samsara stock. The shares were sold at an average price of $38.37, for a total transaction 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 stock was 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 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 value of $798,249.96.
On Tuesday, November 4th, John Bicket sold 149,277 shares of Samsara stock. The stock was sold at an average price of $38.94, for a total transaction of $5,812,846.38.

Samsara Stock Performance

Shares of IOT stock traded down $0.55 during trading hours on Wednesday, hitting $35.43. 2,857,717 shares of the company were exchanged, compared to its average volume of 5,010,016. The firm has a market cap of $20.44 billion, a P/E ratio of -442.88 and a beta of 1.61. The company has a 50 day simple moving average of $38.83 and a two-hundred day simple moving average of $38.04. Samsara Inc. has a fifty-two week low of $31.40 and a fifty-two week high of $61.90.

Samsara (NYSE:IOT – Get Free Report) last released its quarterly earnings data on Thursday, December 4th. The company reported $0.01 earnings per share 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 analyst estimates of $398.92 million. Samsara had a negative return on equity of 3.49% and a negative net margin of 2.79%.The business’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, sell-side analysts expect that Samsara Inc. will post -0.3 EPS for the current fiscal year.

Key Headlines Impacting Samsara

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Zacks added Samsara (IOT) to its Rank #1 (Strong Buy) list — a short-term positive catalyst that can attract buyer interest. Zacks Article
Positive Sentiment: Several brokers have raised price targets and maintained buy/outperform ratings (Bank of America, Cowen, RBC, Piper Sandler), and the stock retains an average analyst stance of “Moderate Buy” — supportive for medium-term demand. Analyst Coverage
Neutral Sentiment: Recent quarter: revenue beat consensus (revenue +29% YoY) but EPS missed and margins remain negative; company gave FY2026 EPS guidance (0.50) and Q4 guidance (0.12–0.13) — mixed fundamentals leave room for both upside and continued investor caution. Earnings & Guidance
Negative Sentiment: Large insider sales from senior leaders: John Bicket sold a total of ~170,000 shares across Dec. 29–31 (~$6.14M), and co‑founder Sanjit Biswas sold ~160,000 shares (~$5.78M). Combined executive selling (~330k+ shares, roughly $11–12M) is likely pressuring sentiment. SEC filings: Bicket and Biswas sales. Bicket/Biswas Form 4
Negative Sentiment: Additional director/office sales: Director Jonathan Chadwick sold 10,000 shares (Dec. 26) and CAO Benjamin Kirchhoff sold 1,683 shares — further insider liquidity that can reinforce downward pressure. Chadwick Form 4

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on IOT. BMO Capital Markets upped their price objective on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Jefferies Financial Group set a $57.00 price objective on shares of Samsara in a report on Wednesday, December 10th. Wells Fargo & Company boosted their target price on shares of Samsara from $50.00 to $52.00 and gave the company an “overweight” rating in a research note on Friday, December 5th. Bank of America raised their price target on shares of Samsara from $53.00 to $55.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Finally, JPMorgan Chase & Co. upped their price objective on Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Samsara has an average rating of “Moderate Buy” and an average target price of $51.53.

Get Our Latest Analysis on Samsara

Institutional Investors Weigh In On Samsara

Institutional investors and hedge funds have recently made changes to their positions in the business. Brighton Jones LLC purchased a new position in shares of Samsara in the fourth quarter worth $13,464,000. Raymond James Financial Inc. grew 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 acquiring an additional 32,883 shares during the last quarter. AlphaQuest LLC increased 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 acquiring an additional 873 shares during the period. Vident Advisory LLC raised its stake in shares of Samsara by 66.2% during the first quarter. Vident Advisory LLC now owns 14,282 shares of the company’s stock valued at $547,000 after acquiring an additional 5,691 shares during the last quarter. Finally, Retirement Planning Co of New England Inc. purchased a new stake in shares of Samsara during the first quarter worth about $210,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.

About Samsara

(Get Free Report)

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.