Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 208,081 Shares of Stock

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 208,081 shares of the business’s stock in a transaction dated Wednesday, February 4th. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39. Following the sale, the insider directly owned 294,100 shares of the company’s stock, valued at $7,408,379. This represents a 41.44% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website.

Sanjit Biswas also recently made the following trade(s):

• On Tuesday, February 3rd, Sanjit Biswas sold 55,819 shares of Samsara stock. The stock was sold at an average price of $25.23, for a total value of $1,408,313.37.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were sold at an average price of $32.43, for a total value of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $34.40, for a total transaction of $9,078,160.00.
• On Tuesday, December 30th, Sanjit Biswas sold 77,758 shares of Samsara stock. The stock was sold at an average price of $35.96, for a total transaction of $2,796,177.68.
• On Monday, December 29th, Sanjit Biswas sold 82,242 shares of Samsara stock. The shares were sold at an average price of $36.27, for a total transaction of $2,982,917.34.
• On Thursday, December 18th, Sanjit Biswas sold 24,498 shares of Samsara stock. The stock was sold at an average price of $38.73, for a total transaction of $948,807.54.
• On Wednesday, December 17th, Sanjit Biswas sold 135,502 shares of Samsara stock. The shares were sold at an average price of $38.37, for a total transaction of $5,199,211.74.
• On Wednesday, December 3rd, Sanjit Biswas sold 14,152 shares of Samsara stock. The shares were sold at an average price of $38.10, for a total transaction of $539,191.20.
• On Tuesday, December 2nd, Sanjit Biswas sold 145,848 shares of Samsara stock. The stock was sold at an average price of $37.85, for a total value of $5,520,346.80.
• On Wednesday, November 19th, Sanjit Biswas sold 36,664 shares of Samsara stock. The shares were sold at an average price of $36.13, for a total value of $1,324,670.32.

Samsara Stock Down 3.6%

Shares of Samsara stock opened at $24.20 on Friday. The company has a market capitalization of $13.96 billion, a price-to-earnings ratio of -302.53 and a beta of 1.61. The stock’s 50-day simple moving average is $35.36 and its 200-day simple moving average is $36.76. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) for the quarter, missing the consensus estimate 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 business had revenue of $415.98 million for the quarter, compared to the consensus estimate of $398.92 million. During the same period last year, the business posted $0.07 EPS. The firm’s revenue for the quarter 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. On average, equities analysts expect that Samsara Inc. will post -0.3 earnings per share for the current year.

Analysts Set New Price Targets

IOT has been the topic of several research analyst reports. Wells Fargo & Company decreased their price target on shares of Samsara from $52.00 to $43.00 and set an “overweight” rating on the stock in a research note on Wednesday. Jefferies Financial Group set a $57.00 target price on Samsara in a report on Wednesday, December 10th. BNP Paribas Exane raised Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 price target for the company in a research note on Thursday, January 15th. Bank of America raised their price target on Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a report on Friday, December 5th. Finally, BTIG Research started coverage on Samsara in a report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price objective on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $49.53.

Trending Headlines about Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Brand and product push: Samsara launched an AI “Safety Coach” in a Super Bowl commercial and named NASCAR champion Jesse Love as its first avatar — a national ad and product spotlight that could boost awareness and enterprise interest in Samsara’s AI safety offerings. Samsara Launches New AI Coach in Super Bowl Commercial
• Positive Sentiment: Marketing/branding tie‑in extended: Samsara extended its partnership with Richard Childress Racing, reinforcing its motorsports marketing strategy and ongoing brand exposure in fleet/safety audiences. Samsara and Richard Childress Racing Announce Partnership Extension
• Neutral Sentiment: Valuation scrutiny: Recent articles assess Samsara’s valuation after a sharp one‑year share decline, keeping investor focus on whether growth and platform durability justify current multiples. These pieces are background for investors weighing longer‑term upside vs near‑term execution risk. Assessing Samsara Valuation
• Neutral Sentiment: Additional analysis: Commentary on platform durability across the NYSE composite offers more context for institutional investors evaluating Samsara’s competitive positioning. Does Samsara Reflect Platform Durability
• Negative Sentiment: Large insider selling: Co‑founders/insiders John Bicket and Sanjit Biswas executed multiple sales on Feb 3–4, each selling roughly 264k shares across two transactions at an average ~ $25.2 per share (proceeds ≈ $6.65M each), materially reducing their holdings by ~40–45% — a signal that can pressure sentiment. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Analyst price‑target revision: Wells Fargo trimmed its target from $52 to $43 but kept an “overweight” rating — a downward revision that reduces headline upside and may temper momentum among some investors. Wells Fargo Price Target Cut

Institutional Investors Weigh In On Samsara

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in IOT. Baillie Gifford & Co. boosted its holdings in shares of Samsara by 15.0% in the 4th quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after purchasing an additional 6,208,553 shares during the period. Vanguard Group Inc. lifted its position in Samsara by 11.5% in the fourth quarter. Vanguard Group Inc. now owns 33,134,549 shares of the company’s stock worth $1,174,620,000 after buying an additional 3,417,849 shares during the last quarter. Sands Capital Management LLC boosted its stake in Samsara by 6.4% during the third quarter. Sands Capital Management LLC now owns 20,518,332 shares of the company’s stock worth $764,308,000 after buying an additional 1,242,122 shares during the period. State Street Corp increased its position in Samsara by 107.8% during the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock valued at $223,244,000 after acquiring an additional 2,910,916 shares during the last quarter. Finally, Geode Capital Management LLC raised its stake in shares of Samsara by 65.6% in the second quarter. Geode Capital Management LLC now owns 4,877,254 shares of the company’s stock valued at $193,387,000 after acquiring an additional 1,931,870 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

About Samsara

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.