Insider Selling: Samsara (NYSE:IOT) Insider Sells 55,364 Shares of Stock

Samsara Inc. (NYSE:IOT) insider John Bicket sold 55,364 shares of the company’s stock in a transaction dated Tuesday, February 3rd. The stock was sold at an average price of $25.23, for a total transaction of $1,396,833.72. Following the transaction, the insider owned 68,200 shares in the company, valued at approximately $1,720,686. This trade represents a 44.81% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

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

• On Wednesday, February 4th, John Bicket sold 208,536 shares of Samsara stock. The shares were sold at an average price of $25.20, for a total transaction of $5,255,107.20.
• On Tuesday, January 20th, John Bicket 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, John Bicket 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 Wednesday, December 31st, John Bicket sold 1,953 shares of Samsara stock. The shares were 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 transaction of $3,084,397.08.
• On Monday, December 29th, John Bicket sold 82,274 shares of Samsara stock. The stock was sold at an average price of $36.27, for a total value of $2,984,077.98.
• On Thursday, December 18th, John Bicket sold 33,939 shares of Samsara stock. The shares were sold at an average price of $38.75, for a total value 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 value of $5,220,660.57.
• On Wednesday, December 3rd, John Bicket sold 24,162 shares of Samsara stock. The stock was 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 shares were sold at an average price of $37.85, for a total transaction of $5,519,968.30.

Samsara Stock Down 3.6%

Samsara stock traded down $0.90 during midday trading on Thursday, hitting $24.20. 11,326,870 shares of the stock were exchanged, compared to its average volume of 8,507,157. The stock has a market capitalization of $13.96 billion, a PE ratio of -302.53 and a beta of 1.61. Samsara Inc. has a 52 week low of $23.38 and a 52 week high of $61.90. The company has a fifty day simple moving average of $35.63 and a two-hundred day simple moving average of $36.84.

Samsara (NYSE:IOT) last announced its earnings results on Thursday, December 4th. The company reported $0.01 earnings per share (EPS) 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 analyst estimates of $398.92 million. During the same period in the prior year, the business posted $0.07 EPS. The firm’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 research analysts anticipate 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: Wells Fargo cut its price target from $52 to $43 but kept an “overweight” rating, implying continued analyst conviction in multi-quarter upside (their $43 PT represents material upside vs. recent levels). Benzinga
• Neutral Sentiment: Coverage pieces assessing Samsara’s valuation and platform durability are highlighting the company’s growth story but also noting a sharp one‑year shareholder return decline — useful context for investors but not an immediate catalyst. Kalkine Media Yahoo Finance
• Negative Sentiment: Significant insider selling: co‑founders/executives John Bicket and Sanjit Biswas each disposed of large blocks (sales on Feb 3–4 totaling roughly 208k + 55k shares per person at ~ $25.19–$25.23/share), cutting their holdings by ~41–45% — a potential negative signal to the market on near‑term insider conviction. SEC filings: John Bicket Form 4 and Sanjit Biswas Form 4
• Negative Sentiment: Zacks Research downgraded Samsara from “strong-buy” to “hold,” reducing near-term analyst enthusiasm and potentially pressuring sentiment. Zacks TickerReport

Institutional Trading of Samsara

Institutional investors have recently modified their holdings of the company. Baillie Gifford & Co. lifted its holdings in Samsara by 15.0% in the fourth quarter. Baillie Gifford & Co. now owns 47,660,513 shares of the company’s stock worth $1,689,565,000 after buying an additional 6,208,553 shares during the period. Vanguard Group Inc. grew its stake in shares of Samsara by 18.3% in the second quarter. Vanguard Group Inc. now owns 27,803,226 shares of the company’s stock worth $1,106,012,000 after acquiring an additional 4,307,755 shares during the last quarter. Norges Bank purchased a new stake in Samsara during the 2nd quarter valued at about $134,950,000. State Street Corp grew its holdings in shares of 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 buying an additional 2,910,916 shares during the last quarter. Finally, Sands Capital Management LLC raised its stake in shares of Samsara by 17.2% in the second quarter. Sands Capital Management LLC now owns 19,276,210 shares of the company’s stock worth $766,808,000 after purchasing an additional 2,833,049 shares during the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on IOT. Bank of America lifted their price target on shares of Samsara from $53.00 to $55.00 and gave the company a “buy” rating in a research report on Friday, December 5th. BTIG Research initiated coverage on shares of Samsara in a research report on Tuesday, December 16th. They set a “buy” rating and a $55.00 price objective for the company. Weiss Ratings restated a “sell (d-)” rating on shares of Samsara in a research report on Thursday, January 22nd. JPMorgan Chase & Co. boosted their target price on shares of Samsara from $46.00 to $48.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Finally, BMO Capital Markets increased their price objective on shares of Samsara from $47.00 to $50.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $49.53.

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.