Benjamin Louis Kirchhoff Sells 1,731 Shares of Samsara (NYSE:IOT) Stock

Samsara Inc. (NYSE:IOT) CAO Benjamin Louis Kirchhoff sold 1,731 shares of the business’s stock in a transaction that occurred on Tuesday, February 17th. The stock was sold at an average price of $26.64, for a total value of $46,113.84. Following the sale, the chief accounting officer owned 121,913 shares of the company’s stock, valued at approximately $3,247,762.32. This trade represents a 1.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link.

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

• On Thursday, January 15th, Benjamin Louis Kirchhoff sold 1,683 shares of Samsara stock. The shares were sold at an average price of $34.53, for a total value of $58,113.99.
• On Tuesday, December 30th, Benjamin Louis Kirchhoff sold 1,683 shares of Samsara stock. The stock was sold at an average price of $36.13, for a total value of $60,806.79.
• 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 value of $71,503.96.

Samsara Stock Down 0.0%

Shares of IOT opened at $26.80 on Friday. Samsara Inc. has a 52-week low of $23.38 and a 52-week high of $55.42. The stock has a market cap of $15.46 billion, a PE ratio of -334.99 and a beta of 1.61. The firm’s fifty day moving average is $32.17 and its two-hundred day moving average is $35.89.

Samsara (NYSE:IOT) last issued its earnings results on Thursday, December 4th. The company reported $0.01 EPS for the quarter, missing analysts’ consensus estimates of $0.12 by ($0.11). The business had revenue of $415.98 million during the quarter, compared to analyst estimates of $398.92 million. Samsara had a negative net margin of 2.79% and a negative return on equity of 3.49%. Samsara’s quarterly revenue was up 29.2% on a year-over-year basis. During the same quarter last year, the company earned $0.07 earnings per share. 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, research analysts anticipate that Samsara Inc. will post -0.3 earnings per share for the current year.

Key Stories Impacting Samsara

Here are the key news stories impacting Samsara this week:

• Positive Sentiment: Samsara was named the No. 1 Supply Chain & Logistics Software in G2’s 2026 Best Software Awards — a credibility and sales‑momentum positive for key verticals. G2 Award
• Positive Sentiment: Analyst pieces highlight Samsara’s push to integrate AI across its Connected Operations Platform — if AI features drive retention and upsells this could materially improve revenue growth and gross retention over time. AI Platform
• Neutral Sentiment: Recent results were mixed: Q3 (Dec. quarter) revenue beat estimates but EPS missed, and management set FY‑2026 and Q4‑2026 EPS targets that leave some near‑term earnings uncertainty — this is a mixed catalyst that can swing sentiment both ways. Earnings & Guidance
• Negative Sentiment: Large insider sales: insiders including co‑founder Sanjit Biswas and John Bicket each sold 263,900 shares (Feb. 17), and the CAO sold additional shares — those sizable, concentrated exits (multi‑million dollars) often weigh on investor confidence and can pressure the stock short‑term. Insider Sales
• Negative Sentiment: Coverage notes and “AI jitters” have led to some analyst downgrades and renewed valuation debate — with negative EPS history and mixed guidance, disappointing quarterly results or cautious commentary could trigger further downside. Analyst/Valuation Concerns

Analyst Upgrades and Downgrades

IOT has been the topic of a number of recent research reports. Weiss Ratings reissued a “sell (d-)” rating on shares of Samsara in a research note on Thursday, January 22nd. 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 target on the stock. BMO Capital Markets raised 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. Bank of America lifted their target price 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, The Goldman Sachs Group started coverage on shares of Samsara in a research note on Wednesday, February 11th. They issued a “buy” rating and a $36.00 price target for the company. 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 given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $46.69.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of IOT. Brighton Jones LLC acquired a new position in shares of Samsara in the 4th quarter worth approximately $13,464,000. Royal Bank of Canada lifted its stake in Samsara by 100.3% during the first quarter. Royal Bank of Canada now owns 96,142 shares of the company’s stock worth $3,686,000 after purchasing an additional 48,135 shares in the last quarter. Jones Financial Companies Lllp lifted its stake in Samsara by 2,444.6% during the first quarter. Jones Financial Companies Lllp now owns 17,787 shares of the company’s stock worth $682,000 after purchasing an additional 17,088 shares in the last quarter. Empowered Funds LLC boosted its position in shares of Samsara by 3.4% during the first quarter. Empowered Funds LLC now owns 10,168 shares of the company’s stock worth $390,000 after buying an additional 335 shares during the period. Finally, Allianz Asset Management GmbH grew its stake in shares of Samsara by 6.7% in the second quarter. Allianz Asset Management GmbH now owns 35,966 shares of the company’s stock valued at $1,431,000 after buying an additional 2,257 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company’s stock.

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.