Samsara (NYSE:IOT) CAO Sells 1,683 Shares

Samsara Inc. (NYSE:IOT) CAO Benjamin Louis Kirchhoff sold 1,683 shares of the firm’s stock in a transaction dated Tuesday, December 30th. The shares were sold at an average price of $36.13, for a total transaction of $60,806.79. Following the completion of the sale, the chief accounting officer owned 97,293 shares of the company’s stock, valued at $3,515,196.09. This trade represents a 1.70% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Benjamin Louis Kirchhoff also recently made the following trade(s):

• On Wednesday, December 10th, Benjamin Louis Kirchhoff sold 1,609 shares of Samsara stock. The shares were sold at an average price of $44.44, for a total transaction of $71,503.96.

Samsara Stock Down 1.5%

NYSE IOT traded down $0.55 during mid-day trading on Wednesday, hitting $35.43. The stock had a trading volume of 2,857,717 shares, compared to its average volume of 5,010,016. The company has a 50 day simple moving average of $38.83 and a 200 day simple moving average of $38.04. The company has a market cap of $20.44 billion, a price-to-earnings ratio of -442.88 and a beta of 1.61. Samsara Inc. has a 52-week low of $31.40 and a 52-week high of $61.90.

Samsara (NYSE:IOT) last announced its quarterly earnings results 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). Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. The firm had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same quarter in the prior year, the business earned $0.07 EPS. The company’s quarterly revenue was up 29.2% compared to the same quarter last year. 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, equities analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on IOT shares. Truist Financial increased their price target on Samsara from $35.00 to $39.00 and gave the stock a “hold” rating in a research note on Friday, September 5th. Jefferies Financial Group set a $57.00 price target on Samsara in a research note on Wednesday, December 10th. KeyCorp initiated coverage on shares of Samsara in a research note on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price objective for the company. Cowen reissued a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Finally, Morgan Stanley upped their price target 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. One equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $51.53.

Institutional Investors Weigh In On Samsara

Several institutional investors have recently bought and sold shares of IOT. Catalyst Capital Advisors LLC purchased a new position in shares of Samsara in the 2nd quarter valued at $28,000. Versant Capital Management Inc boosted its position in Samsara by 6,078.6% during the 3rd quarter. Versant Capital Management Inc now owns 865 shares of the company’s stock worth $32,000 after purchasing an additional 851 shares during the period. Family Legacy Financial Solutions LLC acquired a new stake in Samsara in the 2nd quarter valued at $40,000. AlphaQuest LLC increased its holdings in Samsara by 519.6% in the 1st quarter. AlphaQuest LLC now owns 1,041 shares of the company’s stock valued at $40,000 after purchasing an additional 873 shares in the last quarter. Finally, Whipplewood Advisors LLC raised its position in Samsara by 349.8% in the second quarter. Whipplewood Advisors LLC now owns 1,093 shares of the company’s stock valued at $43,000 after purchasing an additional 850 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about 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

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.