Samsara (NYSE:IOT) Stock: Insider Sanjit Biswas Sells 103,110 Shares

Posted by Caroline Horne on Oct 17th, 2026

Samsara Inc. (NYSE:IOT – Get Free Report) CEO Sanjit Biswas sold 103,110 shares of the business’s stock in a transaction that occurred on Wednesday, October 14th. The stock was sold at an average price of $41.14, for a total value of $4,241,945.40. Following the sale, the chief executive officer owned 180,500 shares of the company’s stock, valued at $7,425,770. The trade was a 36.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan.

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

On Thursday, October 15th, Sanjit Biswas sold 65,402 shares of Samsara stock. The shares were sold at an average price of $42.27, for a total value of $2,764,542.54.
On Tuesday, October 13th, Sanjit Biswas sold 95,388 shares of Samsara stock. The stock was sold at an average price of $41.87, for a total transaction of $3,993,895.56.
On Thursday, October 1st, Sanjit Biswas sold 21,129 shares of Samsara stock. The stock was sold at an average price of $38.81, for a total transaction of $820,016.49.
On Wednesday, September 30th, Sanjit Biswas sold 84,369 shares of Samsara stock. The shares were sold at an average price of $38.40, for a total value of $3,239,769.60.
On Tuesday, September 29th, Sanjit Biswas sold 158,402 shares of Samsara stock. The shares were sold at an average price of $37.74, for a total value of $5,978,091.48.
On Thursday, August 20th, Sanjit Biswas sold 35,366 shares of Samsara stock. The shares were sold at an average price of $39.43, for a total transaction of $1,394,481.38.
On Wednesday, August 19th, Sanjit Biswas sold 93,079 shares of Samsara stock. The stock was sold at an average price of $39.94, for a total value of $3,717,575.26.
On Tuesday, August 18th, Sanjit Biswas sold 135,455 shares of Samsara stock. The stock was sold at an average price of $39.99, for a total value of $5,416,845.45.
On Thursday, August 6th, Sanjit Biswas sold 57,090 shares of Samsara stock. The shares were sold at an average price of $37.89, for a total value of $2,163,140.10.
On Wednesday, August 5th, Sanjit Biswas sold 87,333 shares of Samsara stock. The shares were sold at an average price of $38.64, for a total value of $3,374,547.12.

Samsara Stock Performance

Shares of IOT opened at $39.54 on Friday. Samsara Inc. has a one year low of $23.38 and a one year high of $47.47. The stock has a 50-day moving average price of $39.95 and a 200 day moving average price of $35.26. The company has a market capitalization of $23.15 billion, a P/E ratio of 247.12, a P/E/G ratio of 10.46 and a beta of 1.35.

Samsara (NYSE:IOT – Get Free Report) last posted its earnings results on Thursday, September 3rd. The company reported $0.20 EPS for the quarter, beating the consensus estimate of $0.16 by $0.04. Samsara had a return on equity of 4.13% and a net margin of 4.90%. The company had revenue of $508.44 million during the quarter, compared to analyst estimates of $483.29 million. During the same period in the prior year, the company earned $0.12 earnings per share. The business’s revenue was up 29.9% compared to the same quarter last year. Samsara has set its FY 2027 guidance at 0.760-0.780 EPS and its Q3 2027 guidance at 0.180-1.090 EPS. As a group, equities research analysts forecast that Samsara Inc. will post 0.13 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the stock. Vontobel Holding Ltd. grew its position in shares of Samsara by 239.7% in the third quarter. Vontobel Holding Ltd. now owns 26,055 shares of the company’s stock valued at $993,000 after purchasing an additional 18,384 shares during the last quarter. Hanson & Doremus Investment Management increased its position in Samsara by 1.2% during the 3rd quarter. Hanson & Doremus Investment Management now owns 73,543 shares of the company’s stock worth $2,804,000 after buying an additional 868 shares during the period. Seelaus Asset Management LLC lifted its holdings in shares of Samsara by 15.3% during the third quarter. Seelaus Asset Management LLC now owns 18,909 shares of the company’s stock worth $721,000 after buying an additional 2,514 shares in the last quarter. Avior Wealth Management LLC grew its position in shares of Samsara by 12.8% during the 3rd quarter. Avior Wealth Management LLC now owns 18,005 shares of the company’s stock worth $687,000 after purchasing an additional 2,049 shares in the last quarter. Finally, GK Wealth Management LLC bought a new stake in shares of Samsara in the third quarter valued at approximately $104,000. 96.02% of the stock is owned by institutional investors.

Samsara News Roundup

Here are the key news stories impacting Samsara this week:

Positive Sentiment: Tracking Label recognition: Samsara’s disposable Bluetooth Tracking Label was named to TIME’s Best Inventions of 2026 in the Logistics category. The award supports the company’s product innovation narrative and highlights expansion of its Connected Operations platform into shipment visibility. Samsara Tracking Label Named to TIME’s Best Inventions of 2026
Neutral Sentiment: Unusually high call-option activity: Traders purchased 22,155 call options, roughly three times the average daily volume. This indicates elevated speculative interest and possible bullish positioning, although options activity does not necessarily translate into sustained buying of the shares.
Neutral Sentiment: Underlying fundamentals remain constructive: Samsara’s latest quarterly results exceeded estimates, with revenue of $508.4 million, up 29.9% year over year, and EPS of $0.20 versus the $0.16 consensus. Recent company commentary also pointed to continued AI and product adoption, rather than an operational setback.
Negative Sentiment: Large insider sales pressured sentiment: CEO and co-founder Sanjit Biswas and co-founder John Bicket each sold approximately 263,900 shares during October 13–15, worth about $11 million apiece. The transactions were executed under pre-arranged Rule 10b5-1 plans, which reduces their signaling value, but the size and concentration of the sales can still concern investors. SEC insider trading filing
Negative Sentiment: Market and valuation pressure: A weaker Nasdaq and risk reduction across technology stocks created a difficult backdrop for high-growth software companies. With Samsara trading at a very elevated earnings multiple after rallying toward its 52-week high, investors appear more willing to lock in gains and reassess valuation.

Analyst Ratings Changes

Several analysts have issued reports on IOT shares. Piper Sandler restated a “neutral” rating and set a $46.00 price objective (up from $40.00) on shares of Samsara in a report on Friday, September 4th. Evercore restated an “outperform” rating and set a $55.00 price target on shares of Samsara in a research note on Friday, September 4th. Guggenheim upped their price objective on Samsara from $45.00 to $51.00 and gave the stock a “buy” rating in a report on Friday, September 4th. JPMorgan Chase & Co. lifted their target price on shares of Samsara from $48.00 to $52.00 and gave the stock a “neutral” rating in a report on Friday, September 4th. Finally, TD Cowen increased their price target on Samsara from $48.00 to $53.00 and gave the company a “buy” rating in a research note on Friday, September 4th. Two research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $51.68.

Read Our Latest Stock Analysis on IOT

Samsara Company Profile

(Get Free Report)

Samsara Inc is a technology company that provides connected operations solutions for organizations with physical operations. Its platform combines Internet of Things (IoT) hardware, cloud-based software and data analytics to help businesses monitor vehicles, equipment, worksites and mobile workforces.

The Samsara Connected Operations Cloud includes vehicle telematics, GPS tracking, video-based safety, routing and dispatch tools, equipment monitoring, workforce and workflow management, and compliance solutions.