Samsara (NYSE:IOT) Insider Sanjit Biswas Sells 55,819 Shares

Samsara Inc. (NYSE:IOT) insider Sanjit Biswas sold 55,819 shares of the stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $25.23, for a total value of $1,408,313.37. Following the sale, the insider directly owned 68,200 shares in the company, valued at $1,720,686. This trade represents a 45.01% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link.

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

• On Wednesday, February 4th, Sanjit Biswas sold 208,081 shares of Samsara stock. The shares were sold at an average price of $25.19, for a total value of $5,241,560.39.
• On Tuesday, January 20th, Sanjit Biswas sold 263,900 shares of Samsara stock. The stock was sold at an average price of $32.43, for a total transaction of $8,558,277.00.
• On Tuesday, January 6th, Sanjit Biswas sold 263,900 shares of Samsara stock. The shares were 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 stock was 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 shares were 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 stock was sold at an average price of $38.37, for a total value 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 value 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 Trading Down 3.6%

Shares of IOT opened at $24.20 on Friday. Samsara Inc. has a 12-month low of $23.38 and a 12-month high of $61.90. The company has a market cap of $13.96 billion, a PE ratio of -302.53 and a beta of 1.61. The stock has a 50-day moving average price of $35.36 and a 200-day moving average price of $36.76.

Samsara (NYSE:IOT) last announced its 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 company had revenue of $415.98 million during the quarter, compared to analysts’ expectations of $398.92 million. During the same period in the prior year, the business earned $0.07 earnings per share. The company’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. As a group, analysts predict that Samsara Inc. will post -0.3 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on IOT. KeyCorp began coverage on Samsara in a research report on Tuesday, December 9th. They set an “overweight” rating and a $55.00 price target on the stock. BMO Capital Markets increased their price objective on Samsara from $47.00 to $50.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. BNP Paribas Exane upgraded Samsara from a “neutral” rating to an “outperform” rating and set a $40.00 target price for the company in a research report on Thursday, January 15th. TD Cowen reiterated a “buy” rating on shares of Samsara in a research report on Friday, December 5th. Finally, 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. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $49.53.

Institutional Trading of Samsara

A number of institutional investors have recently made changes to their positions in the stock. Baillie Gifford & Co. grew its holdings in 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 acquiring an additional 6,208,553 shares during the last quarter. Vanguard Group Inc. increased its stake in shares of Samsara by 18.3% during the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock valued at $1,106,012,000 after buying an additional 4,307,755 shares during the period. Norges Bank bought a new position in shares of Samsara during the second quarter valued at approximately $134,950,000. State Street Corp lifted its stake in Samsara by 107.8% in the second quarter. State Street Corp now owns 5,611,956 shares of the company’s stock worth $223,244,000 after acquiring an additional 2,910,916 shares during the period. Finally, Sands Capital Management LLC boosted its holdings in Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock valued at $766,808,000 after acquiring an additional 2,833,049 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

Key Stories Impacting 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

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.